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46 votes
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What does "gross of" mean?

why don't they just say "The numbers below include fees" or "don't include"?! Because these are accounting documents, and the terms accountants use are "gross" and "net". Think, for example, of your ...
RonJohn's user avatar
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40 votes
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What does the letter "c" mean with a number in an annual report (UK)

It appears that "c" is used in two ways in this press release: When the "c" comes after the number, it means "cents". For example, a basic EPS of "(34.1)c" ...
Flux's user avatar
  • 17.1k
5 votes
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Are shareholders and tax collectors shown the same financial statements?

Generally the reports are going to be different. Although there is certainly some room for companies to intentionally account for things in ways that boost shareholder profits and minimize taxes, ...
Justin Cave's user avatar
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4 votes
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LTM Calculations for Wayfair

31,194 is also in thousands. So it's 31 million Active Customers, confirmed by this press release.
Orange Coast- reinstate Monica's user avatar
4 votes
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eBay Revenue Statement Discrepancy

See the footnotes. They sold PayPal. They removed the sales and expenses related to PayPal from their consolidated statements. Otherwise it would look like sales dropped from year x to year y.
mhoran_psprep's user avatar
4 votes
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How can I generate yearly statement table with details on every account on every month in a single report?

This method I have found works and can be found at Using GnuCash As of GnuCash 2.6.15, the Tutorial & Concepts Guide contains a Reports chapter. Please refer to the Guide for details about ...
user272643's user avatar
4 votes
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Why do why many companies show Trailing Twelve Months (TTM) rather than a YTD or Quarter to Quarter?

Many businesses are cyclical, meaning that they have one (or two) quarters that comprise more than their fair share of activity. For example, Discretionary Consumer Retailers (like electronics) tend ...
D Stanley's user avatar
  • 138k
3 votes
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Exercises of employee share options

Many companies (particularly tech companies like Atlassian) grant their employees "share options" as part of their compensation. A share option is the right to buy a share in the company at a "strike ...
GS - Apologise to Monica's user avatar
3 votes
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Is there a resource for knowing when Annual and Quarterly Reports are coming out?

https://www.google.com/search?q=quarterly+and+annual+financial+report+calendar&oq=quarterly+and+annual+financial+report+calendar&aqs=chrome..69i57.9351j0j7&sourceid=chrome&ie=UTF-8 ...
quid's user avatar
  • 49k
3 votes
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What is China's version of SEC/Edgar?

Assuming you can read Chinese, since the quarterly/annual reports are in Chinese only anyway, here are the official pages from the exchanges Shanghai Stock Exchange http://www.sse.com.cn/disclosure/...
jf328's user avatar
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2 votes
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Will I receive a company's annual reports if I own less than one share?

Paper copies of annual reports cost the company money to produce and mail out, and it is doubtful that they would mail a copy to everyone that owns less than one share. In fact, companies are no ...
Ben Miller's user avatar
  • 116k
2 votes

How can I generate yearly statement table with details on every account on every month in a single report?

This older post: GnuCash monthly income-expense report worked for me. More specifically, it is the following answer given by "trythis": "Reports> Sample and Custom> Custom and multicolumn report> ...
John Flood's user avatar
2 votes

Are shareholders and tax collectors shown the same financial statements?

Tax returns and Financial statements are two different things. Every unit of money that moves through the company has a tax impact: it can be taxable, partially taxable, neutral, deductible, or a ...
mhoran_psprep's user avatar
2 votes
Accepted

Will I receive corporate publications when my shares are held in street name?

FINRA Rule 2251. Processing and Forwarding of Proxy and Other Issuer-Related Materials (a) A member shall process and forward promptly all information as required by this Rule and applicable SEC rules ...
base64's user avatar
  • 10.5k
2 votes

How important is it to read the sections of an annual report that are not part of the financial statements?

It depends on what you want from the report. Nothing will happen if you don't read it. So if nothing happening is an acceptable outcome for you, then don't bother reading it.
Simon B's user avatar
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2 votes
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How are borrowings in local currency used to hedge foreign exchange exposure on investments?

The phrase 'local currency' in the quoted section of your question refers to currency local to the same jurisdiction as the company's individual foreign investments. They are referring to the idea of ...
Grade 'Eh' Bacon's user avatar
1 vote

Where is the share price located once Apple releases its Form 10-K? Using for dividend yield calculation and need the price they used

To answer the real question, here's how I would approach the homework problem as a student Ask the professor what share price to use (or maybe what date's closing price to use). If you get no answer,...
D Stanley's user avatar
  • 138k
1 vote

Where is the share price located once Apple releases its Form 10-K? Using for dividend yield calculation and need the price they used

In your question: I need to find dividend yield for apple at the release of their 2020 annual report, form 10-K. That's it. I can't find it anywhere. You are looking in the annual report for the ...
mhoran_psprep's user avatar
1 vote

Where is the share price located once Apple releases its Form 10-K? Using for dividend yield calculation and need the price they used

Formula for trailing dividend yield: dividend per share divided by share price. The dividend per share can be found in the financial statements, while the share price can be found from financial data ...
Flux's user avatar
  • 17.1k
1 vote
Accepted

How important is it to read the sections of an annual report that are not part of the financial statements?

Knowing what the chairman/CEO etc are planning to do in the next year is important to adjust your expectations of future financial performance. So reading the Chairman's letter, will let you know if ...
quid's user avatar
  • 49k
1 vote

LTM Calculations for Wayfair

If you're using SEC Filings (10Ks and 10Qs in this case) you'd use the following formula to determine or check LTM numbers for any items from a company's financial statements: LTM = most recent 10Q + ...
Izzy68's user avatar
  • 146
1 vote

How can I look up a public company's short-stock position?

Someone on the Quantitative Finance BB provided a very good answer for this: Without Bloomberg, how can retail investors know how many shares have been shorted daily?.
Bob Baerker's user avatar
  • 76.8k
1 vote
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How can I look up a public company's short-stock position?

Where in GME's 2019 public filings are there short-stock positions reported? Nowhere. They are NOT PART OF GME's PUBLIC FILINGS. Why? The are not part of the finances or anything related to the GME ...
TomTom's user avatar
  • 11.5k
1 vote

How to understand this visa cash flow section for 2019?

You can't necessarily judge performance just by the cash flow statement alone - you have to look at other statements to get a complete picture. A quick summary of each section is: Operating: Cash ...
D Stanley's user avatar
  • 138k
1 vote

What are those dates of financial reports means?

The quarterly reports cannot be released before the end of the quarter. Here's a link to the dates for McDonald's earnings announcements. They are within a month of the end of the quarter.
Bob Baerker's user avatar
  • 76.8k
1 vote

report: group account activity by accounting period instead of by month

Upgrade to 3.7. It has Multicolumn Balance Sheet & Income Statements in the Experimental reports submenu. Alternatively try Transaction Report sorting/grouping tab.
Chris Lam's user avatar
1 vote

Gnucash - Report cash flow on a per-asset basis

Your question appears to be asking about the features available in a particular accounting software package. You'd have to say what software you are using for anyone to be able to answer you. In ...
Jay's user avatar
  • 22.8k
1 vote

Why MSFT Earnings Release FY18 Q4 is missing in the SEC filings?

Q4 ended on June 30th and the 10-K was published on Aug 3. The delay was only a couple days more than a month. However, some of the information was available in the July 19 8-K.
Charles Fox's user avatar
  • 2,781
1 vote

Is there any resource that provides a list of the most used/common components of the different statements (e.g. balance sheet) of an annual report?

These Investopedia articles cover many of the most common items: Balance Sheet Cash Flow Income Statement
Charles Fox's user avatar
  • 2,781
1 vote

No revenue breakdown in public corporation's balance sheet?

No, they don't. Even a 501(c)(3) public charity only needs to report revenue breakdowns on their 3 largest revenue sources. (And that requirement comes from the IRS, due to the need to prove broad ...
Harper - Reinstate Monica's user avatar

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