Cost of Revenue Trends: Western Digital Corporation vs Nutanix, Inc.

Cost of Revenue Analysis: Western Digital vs. Nutanix

In the ever-evolving tech industry, understanding cost structures is crucial for investors and analysts. This analysis compares the cost of revenue trends for Western Digital Corporation and Nutanix, Inc. from 2014 to 2024. Western Digital, a leader in data storage solutions, consistently shows a high cost of revenue, peaking at approximately $13 billion in 2017. However, a notable decline to around $10 billion by 2024 suggests strategic cost management or market shifts. In contrast, Nutanix, a cloud computing innovator, exhibits a steady increase in cost of revenue, growing over 400% from 2014 to 2024. This growth reflects its expanding market presence and investment in infrastructure. The data highlights the contrasting business models: Western Digital's mature market position versus Nutanix's growth trajectory. Investors should consider these trends when evaluating potential opportunities in the tech sector.

Key Insights

• Western Digital's cost of revenue decreased by 23% from 2017 to 2024.
• Nutanix's cost of revenue increased by over 400% from 2014 to 2024.
• Strategic cost management and market expansion are evident in these trends.