BI

Biogen Inc. stock research

Jun 30, 2024

FY2024 Q2

Biogen (BIIB) Gross Margin — Quarter Ended Jun 30, 2024

Revenue and gross profit were both higher than the prior quarter, while cost of revenue was slightly higher. Gross margin improved compared to both the prior quarter and the same quarter one year earlier.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue and gross profit were both higher than the prior quarter, while cost of revenue was slightly higher. Gross margin improved compared to both the prior quarter and the same quarter one year earlier.

  • Gross margin strengthened relative to both comparison periods, driven by a larger increase in gross profit relative to the change in revenue. Cost of revenue remained relatively stable across periods.
  • Compared to the prior quarter, revenue and gross profit were higher, while cost of revenue was slightly higher, resulting in an improved gross margin. Compared to the same quarter one year earlier, revenue was stable, gross profit was higher, and cost of revenue was lower, also leading to an improved gross margin.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

77.8%

Gross profit

$1.9B

Revenue

$2.5B

Cost of revenue

$546.0M

Quarter-over-quarter change

+1.5 pts

Year-over-year change

+2.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2023$2.5B$1.9B$659.6M73.9%
Dec 31, 2023$2.4B$1.8B$618.3M74.1%
Mar 31, 2024$2.3B$1.7B$542.2M76.3%
Jun 30, 2024$2.5B$1.9B$546.0M77.8%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2024

+1.5 pts

Year-over-year change

Jun 30, 2023

+2.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross margin strengthened relative to both comparison periods, driven by a larger increase in gross profit relative to the change in revenue. Cost of revenue remained relatively stable across periods.

Compared to the prior quarter, revenue and gross profit were higher, while cost of revenue was slightly higher, resulting in an improved gross margin. Compared to the same quarter one year earlier, revenue was stable, gross profit was higher, and cost of revenue was lower, also leading to an improved gross margin.

Monitor the trajectory of cost of revenue, which remained nearly flat sequentially despite higher revenue.