Cost of Revenue Comparison: Advanced Micro Devices, Inc. vs CyberArk Software Ltd.

Cost of Revenue: A Tale of Two Tech Giants

In the ever-evolving landscape of technology, Advanced Micro Devices, Inc. (AMD) and CyberArk Software Ltd. have carved distinct paths. Over the past decade, AMD's cost of revenue has surged by over 230%, reflecting its aggressive expansion and innovation in the semiconductor industry. In contrast, CyberArk, a leader in cybersecurity, has seen a more modest increase of around 960% in its cost of revenue, indicative of its steady growth and strategic investments.

From 2014 to 2023, AMD's cost of revenue grew from approximately $3.7 billion to $12.2 billion, showcasing its commitment to scaling operations and meeting global demand. Meanwhile, CyberArk's cost of revenue rose from $14.7 million to $156 million, underscoring its focus on enhancing security solutions. This comparison highlights the diverse strategies and market dynamics shaping these tech titans. As we look to the future, both companies are poised to continue their upward trajectories, albeit on different scales.