Cost of Revenue Trends: Marvell Technology, Inc. vs CDW Corporation

Cost of Revenue Trends: A Tale of Two Giants

In the ever-evolving landscape of technology and distribution, Marvell Technology, Inc. and CDW Corporation stand as titans, each carving their path through the financial terrain. Over the past decade, CDW Corporation has consistently demonstrated robust growth, with its cost of revenue surging by approximately 67% from 2014 to 2023. This reflects its expanding footprint in the IT distribution sector. Meanwhile, Marvell Technology, Inc., a leader in semiconductor solutions, has seen its cost of revenue nearly double, highlighting its strategic investments and market expansion.

Key Insights

• CDW Corporation: From 2014 to 2023, CDW's cost of revenue increased from $10 billion to $17 billion, showcasing its resilience and adaptability in a competitive market.
• Marvell Technology, Inc.: Despite a smaller base, Marvell's cost of revenue grew from $1.7 billion to $2.9 billion, underscoring its aggressive growth strategy.

The data for 2024 remains incomplete, leaving room for speculation and anticipation about the future trajectories of these industry leaders.