MR

Merck & Co., Inc. stock research

Mar 31, 2023

FY2023 Q1

Merck & (MRK) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and gross profit increased compared to the previous quarter, while cost of revenue remained unchanged, leading to an improved gross margin. Relative to the same quarter last year, revenue was lower but gross profit was slightly higher, as cost of revenue decreased notably, resulting in a higher gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and gross profit increased compared to the previous quarter, while cost of revenue remained unchanged, leading to an improved gross margin. Relative to the same quarter last year, revenue was lower but gross profit was slightly higher, as cost of revenue decreased notably, resulting in a higher gross margin.

  • The gross margin improvement was primarily driven by cost of revenue remaining stable sequentially and decreasing notably year over year, which allowed gross profit to increase or remain resilient despite changes in revenue.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was flat, and gross margin improved. Compared to the same quarter one year earlier, revenue was lower but gross profit was slightly higher, cost of revenue was notably lower, and gross margin improved.

Gross margin snapshot

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

Gross margin

72.9%

Gross profit

$10.6B

Revenue

$14.5B

Cost of revenue

$3.9B

Quarter-over-quarter change

n/a

Year-over-year change

+6.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$14.5B$10.6B$3.9B72.9%

Quarterly comparisons

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

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

+6.7 pts

What the margin says

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

The gross margin improvement was primarily driven by cost of revenue remaining stable sequentially and decreasing notably year over year, which allowed gross profit to increase or remain resilient despite changes in revenue.

Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was flat, and gross margin improved. Compared to the same quarter one year earlier, revenue was lower but gross profit was slightly higher, cost of revenue was notably lower, and gross margin improved.

Monitor the trend in cost of revenue, as its level relative to revenue has been a key determinant of gross margin changes.