Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology, Adobe Inc. and NetEase, Inc. have carved out significant niches. From 2014 to 2023, Adobe's cost of revenue has seen a remarkable increase of approximately 279%, reflecting its strategic investments in cloud services and digital media. Meanwhile, NetEase, a titan in the gaming and internet services sector, has experienced a staggering 1,140% rise in cost of revenue over the same period, underscoring its aggressive expansion in the Chinese market.

Key Insights

• Adobe Inc.: The cost of revenue surged from $622 million in 2014 to $2.354 billion in 2023, highlighting its robust growth strategy.
• NetEase, Inc.: Despite a dip in 2023, the cost of revenue peaked at $43.7 billion in 2022, showcasing its dominance in the digital entertainment space.

These trends offer a window into the strategic priorities of these industry leaders.