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What Do The Different Indicators Mean?

Within Insights, there are various indicators used that give information on the companies included in each dashboard. This can be found on the main page of each of the different types of dashboard.

Here is an explanation of each of these different indicators:

  • Annual Sales: Represents gross sales and other operating revenue less discounts, returns and allowances.
  • Portfolio Size: Total Patent Number.
  • Employee Number: Represents the number of both full- and part-time employees of the company.
  • Market Cap: Returns market capitalization for the period and date(s) requested in local currency by default.
  • Portfolio Value: Patent Total Value.
  • R&D Expense: Represents all direct and indirect costs related to the creation and development of new processes, techniques, applications and products with commercial possibilities.
  • R&D Expense %: Returns research and development as a percent of sales for the period and date(s) requested.
  • Technology Diversity: Calculated from the number of different IPC codes that fall within the top 80% of total IPC codes. The higher the number of different IPC codes, the more diverse the portfolio, as there is a wider spread of patents across a number of different technologies. The rating is determined from a standardized threshold and categorised as either Extremely Diverse, Diverse, Moderate, Specialized, Extremely Specialized.
  • Total Assets: Represents the sum of total current assets, long-term receivables, investment in unconsolidated subsidiaries, other investments, net property plant and equipment, deferred tax assets, and other assets.
  • Intangible Assets: Represents other assets not having a physical existence. The value of these assets lie in their expected future return.
  • Operating Income: Represents the difference between sales and total operating expenses.
  • Acquisition of business: Represents assets acquired through pooling of interests or mergers. It does not include capital expenditures of acquired companies.
  • Capital Expenditure: Returns total capital expenditures for the period and date(s) requested in local currency by default.
  • Net Income: Returns net income for the period and date(s) requested in local currency by default. (calculated by taking revenues and subtracting costs of doing business such as depreciation, interest taxes and other expenses).
  • Total Debt: Represents all interest bearing and capitalized lease obligations. It is the sum of long and short-term debt.
  • International Sales: Represents sales generated from operations in foreign countries. Export sales are not included.
  • Gross Income: Returns total capital expenditures for the period and date(s) requested in local currency by default.
  • Average Simple Family Value: The average valuation of Simple Families for all patents in the portfolio.
  • Started Filing: Year of oldest application date in portfolio.
  • Top 5 Concepts: The 5 most frequent key words in text clustering (largest words).
  • Average Pendency Time: Average time period between the application date and grant date of a patent.
  • Geographic Diversity: Calculated from the number of different jurisdictions that fall within the top 80% of patents in a portfolio. The higher the number of different jurisdictions, the more diverse the geographic coverage of the portfolio, as there is a wider spread of patents across a number of different jurisdictions. The rating is determined using a standardized threshold and categorized as either Extremely Distributed, Distributed, Moderate, Concentrated, and Extremely Concentrated.
  • Top Co-Assignee: Most frequently co assigned standardized assignee.
  • Application-to-Grant Ratio: % of applications in portfolio that have been granted in recent 5 years.
  • Average Pendency Time: Average time period between the application date and grant date of a patent.
  • Technology Focus: How spread across different IPC subgroups is the portfolio.
  • Main Geographic Base: Most frequent assignee country. 

 

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