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FIELD NOTES

Quarterly, year-to-date or annual?

Derive a standalone quarter from cumulative figures and distinguish year-over-year from sequential comparisons.

Two things to take away
  • Compare standalone and cumulative periods consistently.
  • Year-over-year and sequential growth answer different questions.

A second-quarter announcement may contain both three-month and six-month figures. Read the start and end dates before comparing the columns. A new quarterly filing in FirmLens does not turn its annual financial table into a quarterly table.

One report can contain several periods

IAS 34 addresses reporting for periods shorter than a year. OpenDART distinguishes standalone three-month income-statement amounts from cumulative amounts in quarterly and half-year reports. Check the dates on each statement; the income and cash flow statements do not necessarily cover the same span.

A fictional second quarter inside a half-year total

Assume matching accounting policies and scope, with amendments already reflected. Amounts are in millions and represent no actual issuer.

PeriodRevenue
Q1: January–March100
Year to date: January–June230
Q2 alone: April–June230 − 100 = 130
Prior-year Q2 alone110

Q2 year-over-year growth is (130 − 110) / 110, approximately 18.2%. Sequential growth from Q1 is (130 − 100) / 100 = 30%. Comparing the six-month total of 230 with the prior three-month amount of 110 would mix periods.

Multiplying by four does not create a forecast

Four times the fictional quarter’s 130 is 520. That is arithmetic, not an estimate that incorporates seasonality, year-end adjustments, price changes or acquisitions. A trailing-twelve-month total also needs four non-overlapping quarters prepared on a comparable basis.

Keep a period comparison note

Record the current dates, comparison dates, standalone or cumulative basis, consolidation scope and amendment status. If the first-quarter amount was revised in a later report, reconcile that revision before subtracting it from a cumulative total. When the difference remains unexplained, keep your derived quarter labelled as a calculation rather than presenting it as a reported fact.

Try it in an original filing

These links are starting points for reading practice. Open an annual source document from a company profile and apply the checks in this guide.

Samsung Electronics 005930 ↗NVIDIA NVDA ↗

Official references

Use these primary sources to check concepts and filing structure. Worked examples are fictional scenarios created for FirmLens.

References checked: 2026-09-16


This educational guide uses official references and AI writing assistance. It is not individualized advice from a financial professional. Examples are separate from source facts. Report errors through our corrections page.

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