BI

Biogen Inc. stock research

Sep 30, 2024

FY2024 Q3

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

Revenue remained stable compared with the prior quarter and the same quarter last year. Gross profit decreased from the prior quarter due to higher cost of revenue, resulting in a weakened gross margin, though the margin improved slightly from the year-ago period.

Gross margin takeaway

Quarter ended Sep 30, 2024 · FY2024 Q3

Revenue remained stable compared with the prior quarter and the same quarter last year. Gross profit decreased from the prior quarter due to higher cost of revenue, resulting in a weakened gross margin, though the margin improved slightly from the year-ago period.

  • The quarter-over-quarter weakening of gross margin was driven by a higher cost of revenue relative to stable revenue, while the year-over-year improvement corresponded to a lower cost of revenue compared with the same quarter last year.
  • Compared with the immediately preceding quarter, gross margin weakened; compared with the same quarter one year earlier, gross margin improved.

Gross margin snapshot

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

Gross margin

74.1%

Gross profit

$1.8B

Revenue

$2.5B

Cost of revenue

$638.7M

Quarter-over-quarter change

-3.8 pts

Year-over-year change

+0.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Sep 30, 2024$2.5B$1.8B$638.7M74.1%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2024

-3.8 pts

Year-over-year change

Sep 30, 2023

+0.2 pts

What the margin says

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

The quarter-over-quarter weakening of gross margin was driven by a higher cost of revenue relative to stable revenue, while the year-over-year improvement corresponded to a lower cost of revenue compared with the same quarter last year.

Compared with the immediately preceding quarter, gross margin weakened; compared with the same quarter one year earlier, gross margin improved.

Monitor the trend in cost of revenue, which increased from both the prior quarter and the year-ago quarter.

BIIB Gross Margin — Quarter Ended Sep 30, 2024