Cost of Revenue: Key Insights for Oracle Corporation and Fiserv, Inc.

Cost of Revenue: A Comparative Analysis of Oracle and Fiserv

In the ever-evolving landscape of technology and financial services, understanding the cost of revenue is crucial for evaluating a company's efficiency and profitability. Over the past decade, Oracle Corporation and Fiserv, Inc. have demonstrated distinct trends in their cost of revenue. From 2014 to 2023, Oracle's cost of revenue increased by approximately 87%, peaking at $13.56 billion in 2023. This growth reflects Oracle's strategic investments in cloud infrastructure and software services. Meanwhile, Fiserv's cost of revenue saw a significant rise of 166% from 2014 to 2021, reaching a high of $8.13 billion, before slightly declining in subsequent years. This fluctuation highlights Fiserv's dynamic adaptation to the digital transformation in financial services. Notably, data for 2024 is incomplete, indicating potential shifts in these trends. As these giants continue to innovate, monitoring their cost structures will provide valuable insights into their competitive positioning.