Revenue Modeling

When modeling out a company's revenue that is split in the 10-k between Products & Services, how would you show this in the financial model? Would you try and forecast your assumptions of the growth rates for each Products and Service separately, then create one Revenue bucket to show on the income statement? Or would you just forecast the growth rate of Revenue in its entirety and not focus on forecasting out revenue projections for products and services? If its the former, would you show both the Revenue for Products and services on your forecasted income statement or just show the total revenue?

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It depends on the nature of the revenue. What is driving it? If the two are related products (i.e. the company offers a subscription software product and offers some IT services on top of that) then you can probably project the product revenue and assume the services as a % of product revenue if it's relatively consistent historically.

If the two are unrelated, like a business services company that also runs BPO consulting, then maybe project separately.

Also consider differences in growth, end-market focus, etc.

In terms of what you show, depends what you're doing this for. In my bank, I err on the side of more detail.

 

If you have strong insight into the drivers of both products and services individually, it is best practice to model out both separately. This way, if you feel products for example is driving their business, you can have a more accurate estimae in terms of total revenue.

However, if you arent confident with either, then I'd recommend doing revenue alone. If you are doing guess-work on two separate things, your margin of error expands.

 

Thanks for the help. So for a company like Microsoft or Apple, how would you approach forecasting their products and services?

 

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