Cost of Revenue Trends: International Business Machines Corporation vs Super Micro Computer, Inc.

IBM vs SMCI: Diverging Cost of Revenue Trends

__timestampInternational Business Machines CorporationSuper Micro Computer, Inc.
Wednesday, January 1, 2014463860000001241657000
Thursday, January 1, 2015410570000001670924000
Friday, January 1, 2016414030000001884048000
Sunday, January 1, 2017421960000002171349000
Monday, January 1, 2018426550000002930498000
Tuesday, January 1, 2019261810000003004838000
Wednesday, January 1, 2020243140000002813071000
Friday, January 1, 2021258650000003022884000
Saturday, January 1, 2022278420000004396098000
Sunday, January 1, 2023275600000005840470000
Monday, January 1, 20242720200000012831125000
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Cracking the code

Cost of Revenue Trends: A Tale of Two Giants

In the ever-evolving landscape of technology, the cost of revenue is a critical metric that reflects a company's efficiency and market strategy. Over the past decade, International Business Machines Corporation (IBM) and Super Micro Computer, Inc. (SMCI) have showcased contrasting trends in their cost of revenue. From 2014 to 2024, IBM's cost of revenue has seen a significant decline of approximately 41%, dropping from its peak in 2014. This trend indicates IBM's strategic shift towards more efficient operations and possibly a focus on higher-margin services.

Conversely, SMCI has experienced a remarkable increase of over 900% in the same period, highlighting its aggressive expansion and scaling efforts. This surge suggests a robust growth strategy, positioning SMCI as a formidable player in the tech industry. As we look to the future, these trends offer valuable insights into the strategic directions of these two industry leaders.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025