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

Cost of Revenue: A Comparative Analysis of Oracle and Fortinet

In the ever-evolving tech industry, understanding cost structures is crucial. Oracle Corporation and Fortinet, Inc. offer a fascinating study in contrasts. From 2014 to 2023, Oracle's cost of revenue has shown a steady increase, peaking at approximately $13.6 billion in 2023, a 90% rise from 2014. Meanwhile, Fortinet's cost of revenue surged by over 400%, reaching $1.24 billion in 2023. This dramatic growth reflects Fortinet's aggressive expansion in cybersecurity. Notably, Oracle's cost of revenue in 2024 is projected to hit $15.1 billion, while Fortinet's data for the same year remains unavailable, highlighting potential data gaps. This analysis underscores the importance of cost management in maintaining competitive advantage in the tech sector. As Oracle and Fortinet continue to innovate, their cost strategies will be pivotal in shaping their market positions.