Analyzing Cost of Revenue: Arista Networks, Inc. and Intel Corporation

Analyzing Cost of Revenue: Arista Networks, Inc. vs. Intel Corporation

In the ever-evolving tech industry, understanding the cost of revenue is crucial for evaluating a company's financial health. This analysis compares Arista Networks, Inc. and Intel Corporation from 2014 to 2023. Over this period, Arista Networks saw a staggering increase in its cost of revenue, growing by over 1,000%, from approximately $192 million in 2014 to $2.23 billion in 2023. This reflects Arista's rapid expansion and scaling efforts. Meanwhile, Intel's cost of revenue remained relatively stable, with a modest increase of about 60%, peaking at $36.19 billion in 2022 before slightly declining in 2023. This stability underscores Intel's established market position and efficient cost management. The contrasting trends highlight the dynamic nature of the tech industry, where emerging companies like Arista Networks aggressively scale, while giants like Intel focus on maintaining efficiency.