Calcbench

Revenue Performance Obligations (RPO) represent the value of contracted revenue that a company has committed to deliver in future periods under existing customer agreements. RPO includes both short-term and long-term contractual commitments and reflects the remaining value of signed arrangements that have not yet been recognized as revenue. It provides a measure of future revenue that is already contractually secured. Across the S&P 500 companies included in this review, 151 firms reported RPO in both Q3 2025 and Q3 2024, and the median year-over-year change among those firms was an increase of 11.6%. One challenge with RPO disclosures is that companies place this information in widely varied locations within their filings — making it difficult for investors or analysts to retrieve consistently without a structured database. For example:  - Boeing includes RPO inside a paragraph titled “Backlog” within its segment and revenue disclosure.  - Microsoft reports it in ...

Here's a short summary of drug sales for 4 pharmaceutical companies from earnings reports in Q2 '24. Two of the firms reported this morning (July 30th) so the data is fresh.   Included in this small sample are Johnson & Johnson (ticker: JNJ), Pfizer (ticker: PFE), Abbvie (ticker: ABBV) and Merck (ticker: MRK). Using our Excel Add in and our Disclosures query tools, we are able to extract these segments in a flash.   A few noteworthy things.  Drugs that formed a significant portion of revenue in Q2 2024 are  Merck Keytruda (45%) and Gardasil (15%)   J&J  Stelara (13%) and Darzalex (13%)  AbbVie Humira (16%) Skyrizi (16%) Pfizer Elliquis (14%) Time Series of Revenues by Firm / Drug below