Cost of Revenue Trends: A Tale of Two Companies

In the ever-evolving landscape of the semiconductor and digital security industries, understanding cost dynamics is crucial. Applied Materials, Inc., a leader in materials engineering solutions, has seen its cost of revenue grow by approximately 173% from 2014 to 2024. This reflects its expanding operations and market reach. In contrast, Gen Digital Inc., a key player in cybersecurity, experienced a more modest increase of around 36% over the same period. This disparity highlights the differing growth trajectories and operational scales of these two giants.

Key Insights

• Applied Materials, Inc.: From 2014 to 2024, the cost of revenue surged, peaking in 2024, indicating robust business expansion.
• Gen Digital Inc.: Despite fluctuations, the cost of revenue remained relatively stable, suggesting a focus on efficiency and cost control.

These trends offer a window into the strategic priorities and market conditions faced by each company.