Cost of Revenue: A Tale of Two Companies

In the ever-evolving landscape of the tech industry, understanding cost structures is crucial for investors and analysts alike. This chart offers a fascinating glimpse into the cost of revenue trends for CGI Inc. and Guidewire Software, Inc. over the past decade.

A Decade of Growth

From 2014 to 2024, CGI Inc. has seen a steady increase in its cost of revenue, peaking at approximately $12.3 billion in 2024. This represents a growth of nearly 48% from its 2014 figures. In contrast, Guidewire Software, Inc. has experienced a more modest increase, with its cost of revenue rising by about 167% over the same period, reaching around $397 million in 2024.

Insights and Implications

The data highlights CGI Inc.'s significant scale compared to Guidewire, with costs consistently over 30 times higher. This disparity underscores the different operational scales and market strategies of these two companies. Investors should consider these trends when evaluating potential growth and profitability.