By Product

The revSegProduct data type returns revenue segmentation data by product category for a stock. This allows investors to analyze how a company's revenue is distributed across its various product lines. The data is sourced from SEC filings and reflects company-reported segmentations.

=SF(symbol, type, metrics, year, options)

• symbol is the ticker symbol of the financial asset (e.g., "AAPL"). You can use our Symbol Search to find the correct ticker symbol.

• type determines which quarterly or annual revenue segmentation data to display. Options include:

  • Annual Revenue Segmentation ("revSegProduct")

  • Quarterly Revenue Segmentation for all Quarters ("revSegProductQ")

  • Quarterly Revenue Segmentation for Quarter X ("revSegProductQX") where X can be 1,2,3 or 4

• metrics selects what metrics/product segements to display (see options below), display all metrics by leaving blank or using "all". Note that each company will have different metrics based on their revenue segmentation. Chain together as many metrics as you'd like using &, e.g. for AAPL, "period&date&iPhone&Mac".

• year is the year or range of years for which you want to retrieve the data. You can enter a single year (e.g., 2020) or a range of years (e.g., 2019-2021).

• options adjusts the formatting of the output. There are currently four (4) available options. (1) "NH" for no header rows, (2) "NLI" for no line item labels, (3) "-" to reverse the year ordering and (4) "calYear" which adjusts the search to calendar years instead of fiscal years. These options can be chained together with the & operator, for example "NH&NLI&-".

The revenue segmentation by product metric options are:

• Period ("period")

• Date ("date")

• Fiscal Year ("fiscalYear")

• Product-specific segments (varies by company)

Examples

Example 1 - Display the most recent year of revenue segmentation data

=SF("AAPL", "revSegProduct")

Example 2 - Display revenue segmentation for a specific year

=SF("AAPL", "revSegProduct", "all", "2022")

Example 3 - Display several selected metrics for all quarters for a range of years

=SF("AAPL", "revSegProductQ", "period&date&iPhone&Mac&iPad", "2023-2024")

Example 4 - Display several selected metrics for a specific quarter of a specific year

=SF("AAPL", "revSegProductQ1", "period&date&iPhone&Mac&iPad", "2024")

Example 5 - Display several selected metrics for a specific quarter for a range of years

=SF("AAPL", "revSegProductQ2", "period&date&iPhone&Mac&iPad", "2020-2024")