Cost of Revenue Comparison: Microsoft Corporation vs Cadence Design Systems, Inc.

A Decade of Cost Dynamics: Microsoft vs. Cadence Design Systems

In the ever-evolving tech industry, understanding cost structures is crucial for investors and analysts alike. Over the past decade, Microsoft Corporation and Cadence Design Systems, Inc. have showcased contrasting trajectories in their cost of revenue. From 2014 to 2023, Microsoft's cost of revenue surged by approximately 143%, reflecting its expansive growth and diversification strategies. In contrast, Cadence Design Systems experienced a more modest increase of around 94%, indicative of its focused niche in electronic design automation.

Microsoft's cost of revenue consistently dwarfs that of Cadence, with 2023 figures showing Microsoft at over 150 times Cadence's costs. This disparity highlights Microsoft's vast scale and operational breadth. However, the missing data for Cadence in 2024 suggests potential shifts or reporting changes. As the tech landscape continues to evolve, these cost dynamics offer a window into the strategic priorities of these industry giants.