Cost of Revenue Trends: International Business Machines Corporation vs Advanced Micro Devices, Inc.

IBM vs AMD: A Decade of Cost Efficiency

__timestampAdvanced Micro Devices, Inc.International Business Machines Corporation
Wednesday, January 1, 2014366700000046386000000
Thursday, January 1, 2015291100000041057000000
Friday, January 1, 2016331600000041403000000
Sunday, January 1, 2017346600000042196000000
Monday, January 1, 2018402800000042655000000
Tuesday, January 1, 2019386300000026181000000
Wednesday, January 1, 2020541600000024314000000
Friday, January 1, 2021850500000025865000000
Saturday, January 1, 20221155000000027842000000
Sunday, January 1, 20231222000000027560000000
Monday, January 1, 20241306000000027202000000
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Cracking the code

Cost of Revenue: A Tale of Two Tech Giants

In the ever-evolving landscape of technology, the cost of revenue is a critical metric that reflects a company's operational efficiency. Over the past decade, International Business Machines Corporation (IBM) and Advanced Micro Devices, Inc. (AMD) have showcased contrasting trends in this area.

IBM's Steady Decline

From 2014 to 2023, IBM's cost of revenue has seen a gradual decline, dropping from approximately $46 billion to $27.6 billion. This 40% reduction highlights IBM's strategic shift towards more efficient operations and possibly a focus on higher-margin services.

AMD's Meteoric Rise

Conversely, AMD's cost of revenue has surged by over 230%, from $3.7 billion in 2014 to $12.2 billion in 2023. This increase underscores AMD's aggressive expansion and growing market share in the semiconductor industry.

The data for 2024 is incomplete, but the trends suggest continued strategic evolution for both companies.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025