Cost of Revenue Trends: Intuit Inc. vs KLA Corporation

Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology, Intuit Inc. and KLA Corporation have emerged as titans, each carving a unique path in their respective domains. Over the past decade, from 2014 to 2024, these companies have demonstrated remarkable growth in their cost of revenue, a key indicator of operational scale and efficiency.

Intuit Inc., renowned for its financial software, has seen its cost of revenue soar by over 400%, from approximately $680 million in 2014 to an impressive $3.47 billion in 2024. This growth reflects Intuit's expanding market reach and investment in cutting-edge technology.

Meanwhile, KLA Corporation, a leader in semiconductor manufacturing, has experienced a 220% increase, peaking at $4.22 billion in 2023. This surge underscores KLA's pivotal role in the semiconductor industry, driven by global demand for advanced chips.

As these giants continue to innovate, their cost of revenue trends offer a glimpse into the future of technology.