Cost of Revenue: A Tale of Two Companies

Micron Technology, Inc. vs. The Trade Desk, Inc.

In the ever-evolving landscape of technology, understanding the cost of revenue is crucial for investors and analysts alike. Micron Technology, Inc., a leader in memory and storage solutions, has seen its cost of revenue grow by approximately 78% from 2014 to 2023. This increase reflects the company's expansion and adaptation to the growing demand for data storage.

On the other hand, The Trade Desk, Inc., a pioneer in digital advertising, has experienced a staggering 2,800% increase in its cost of revenue over the same period. This growth underscores the rapid evolution and scaling of digital advertising platforms.

While Micron's cost of revenue reached its peak in 2024, The Trade Desk's data for 2024 remains unavailable, highlighting the dynamic nature of the industry. These insights provide a window into the strategic maneuvers of two tech giants in a competitive market.