Cost of Revenue: Key Insights for QUALCOMM Incorporated and MicroStrategy Incorporated

Cost of Revenue Trends: QUALCOMM vs. MicroStrategy

In the ever-evolving landscape of technology, understanding the cost of revenue is crucial for investors and analysts alike. Over the past decade, QUALCOMM Incorporated has consistently outpaced MicroStrategy Incorporated in terms of cost of revenue. From 2014 to 2023, QUALCOMM's cost of revenue surged by approximately 48%, peaking at $18.6 billion in 2022. This reflects its expansive growth and market dominance in the semiconductor industry. In contrast, MicroStrategy's cost of revenue remained relatively stable, with a modest increase of around 21% over the same period, reaching its highest at $135 million in 2014. The data for 2024 is incomplete, highlighting the dynamic nature of financial forecasting. These insights underscore the contrasting business models and market strategies of these two tech giants, offering a window into their operational efficiencies and market positioning.