Analyzing Cost of Revenue: Arista Networks, Inc. and Infosys Limited

Analyzing Cost of Revenue: Arista Networks, Inc. vs. Infosys Limited

In the ever-evolving tech industry, understanding the cost of revenue is crucial for assessing a company's financial health. This analysis compares Arista Networks, Inc. and Infosys Limited from 2014 to 2023. Arista Networks, a leader in cloud networking solutions, has seen its cost of revenue grow by over 1,000% during this period, reflecting its rapid expansion and increased market demand. Meanwhile, Infosys Limited, a global leader in consulting and IT services, experienced a more modest increase of approximately 144%, indicating steady growth in its established markets.

By 2023, Infosys's cost of revenue was nearly six times that of Arista Networks, highlighting the scale of its operations. This comparison not only underscores the different growth trajectories of these tech giants but also provides insights into their strategic priorities and market positioning.