Revenues Year To Date (Historical)
Returns the cumulative revenues from the beginning of the fiscal year through the specified quarter from historical financial statements.
Parameters
| Parameter | Required | Description |
|---|---|---|
| Symbol | Yes | Stock ticker symbol (e.g., AAPL, MSFT) |
| Year | Yes | Fiscal year (e.g., 2023) or period code (lq, ly) |
| Quarter | No | Calendar quarter 1-4, defaults to 1 |
| TTM | No | Set to "TTM" for trailing twelve months |
Period Codes
| Code | Meaning |
|---|---|
| lq | Last reported quarter |
| lq-1 | One quarter before last |
| ly | Last fiscal year |
| ly-1 | One year before last |
| lt | Last trailing twelve months |
Notes
- Values are in the company's reporting currency (usually USD)
- Data is sourced from SEC filings and company reports
- Year-to-date accumulates from Q1 through the specified quarter
Examples
=hf_Revenues_year_to_date("AAPL", 2023, 4)=hf_Revenues_year_to_date("MSFT", "ly", 2)=hf_Revenues_year_to_date("GOOGL", 2022, 3, "TTM")=hf_Revenues_year_to_date(A1, B1, C1)When to Use
- Tracking cumulative revenue progress through the year
- Year-over-year YTD revenue comparisons
- Financial modeling requiring YTD figures
- Analyzing revenue growth trajectory
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need single quarter revenue | hf_Revenue() |
| Need current revenue estimate | Revenue() |
| Need annual revenue only | hf_Revenue() with full year |
Common Issues & FAQ
Q: Why am I getting "NA"? A: Check that:
- Symbol is valid US stock ticker
- Year is in correct format (2023 or "ly")
- Quarter is 1-4
Q: What currency are values in? A: Values are in the company's reporting currency, typically USD for US companies.
Q: How is YTD calculated? A: It accumulates revenues from Q1 through the specified quarter.
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