Cost of Revenue Comparison: Intuit Inc. vs Ubiquiti Inc.

A Decade of Cost Dynamics: Intuit Inc. vs. Ubiquiti Inc.

In the ever-evolving landscape of technology, understanding cost structures is pivotal. Over the past decade, Intuit Inc. and Ubiquiti Inc. have showcased distinct trajectories in their cost of revenue. From 2014 to 2024, Intuit's cost of revenue surged by over 400%, reflecting its expansive growth and investment in innovation. In contrast, Ubiquiti's costs increased by approximately 270%, indicating a more conservative growth strategy.

Key Insights

• Intuit's Growth: By 2023, Intuit's cost of revenue reached nearly 3.5 times its 2014 value, highlighting its aggressive market expansion.
• Ubiquiti's Strategy: Ubiquiti's cost of revenue, while growing steadily, remained less than half of Intuit's by 2024, underscoring its focus on efficiency.

This comparison not only reveals the financial strategies of these tech giants but also offers a glimpse into their future market positioning.