Analyzing Cost of Revenue: Lam Research Corporation and Seagate Technology Holdings plc

Cost of Revenue Trends: Lam vs. Seagate

__timestampLam Research CorporationSeagate Technology Holdings plc
Wednesday, January 1, 201425998280009878000000
Thursday, January 1, 201529749760009930000000
Friday, January 1, 201632669710008545000000
Sunday, January 1, 201744102610007597000000
Monday, January 1, 201859119660007820000000
Tuesday, January 1, 201952951000007458000000
Wednesday, January 1, 202054360430007667000000
Friday, January 1, 202178208440007764000000
Saturday, January 1, 202293552320008192000000
Sunday, January 1, 202396515910006033000000
Monday, January 1, 202478525950005005000000
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Unleashing insights

Analyzing Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology, understanding the financial dynamics of industry leaders is crucial. Lam Research Corporation and Seagate Technology Holdings plc, two titans in the semiconductor and data storage sectors, respectively, offer a fascinating study in cost management over the past decade. From 2014 to 2023, Lam Research's cost of revenue surged by approximately 271%, peaking in 2023, while Seagate's costs saw a more modest decline of around 39% during the same period. This divergence highlights Lam's aggressive expansion and innovation strategies, contrasted with Seagate's focus on efficiency and cost control. The year 2023 marked a pivotal point, with Lam's costs reaching their zenith, whereas Seagate's costs hit a significant low. As we look to 2024, these trends offer insights into the strategic priorities and market positioning of these industry leaders.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025