Analyzing Cost of Revenue: Fiserv, Inc. and Gen Digital Inc.

Analyzing Cost of Revenue: A Tale of Two Companies

In the ever-evolving landscape of financial services and digital security, Fiserv, Inc. and Gen Digital Inc. have showcased intriguing trends in their cost of revenue over the past decade. From 2014 to 2023, Fiserv's cost of revenue surged by approximately 166%, peaking in 2021. This growth reflects its aggressive expansion and investment strategies. In contrast, Gen Digital Inc. experienced a more volatile journey, with a notable dip in 2020, where costs plummeted by nearly 66% compared to 2015. However, by 2023, Gen Digital's cost of revenue rebounded by 63% from its 2020 low, indicating a strategic recalibration. The data for 2024 remains incomplete, leaving room for speculation on future trends. This analysis underscores the dynamic nature of financial management in these sectors, offering valuable insights for investors and industry analysts alike.