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

Cost of Revenue: A Comparative Analysis of Oracle Corporation and Teradyne, Inc.

In the ever-evolving tech industry, understanding cost structures is crucial for investors and analysts. Oracle Corporation, a titan in enterprise software, and Teradyne, Inc., a leader in automation equipment, offer intriguing insights into cost management over the past decade. From 2014 to 2023, Oracle's cost of revenue has seen a significant increase, peaking at approximately $15.1 billion in 2024, marking a 109% rise from 2014. In contrast, Teradyne's cost of revenue, while more modest, reached its zenith in 2021 at around $1.5 billion, reflecting a 95% increase from 2014. Notably, Oracle's costs surged in 2023, while Teradyne's data for 2024 remains unavailable, highlighting potential shifts in their operational strategies. This analysis underscores the dynamic nature of cost management in tech giants, offering valuable insights for stakeholders.