Note 4. Revenue

 

The following tables represent product net sales disaggregated by Channel and Geographic Market (in thousands):

 

         
   Full year ended December 31, 
Channel:  2025   2024 
United States - Rx  $24,073   $19,307 
TAC-STIM   422    1,197 
Outside the United States   1,892    1,785 
In-License / Other   96    82 
General Wellness   5,549    2,811 
Total Net Sales  $32,032   $25,182 

 

 

         
   Years ended December 31, 
 Geographic:  2025   2024 
Product revenue          
United States  $30,075   $23,332 
United Kingdom   1,695    1,666 
Other   197    119 
License revenue          
Japan   65    65 
Total Net Sales  $32,032   $25,182 

 

 

ELECTROCORE, INC. AND SUBSIDIARIES

Notes to Consolidated Financial Statements — Continued

 

Historical Timeline

Fiscal YearFiled
2025Mar 19, 2026Showing above
2024Mar 12, 2025
2023Mar 13, 2024
2022Mar 8, 2023
2021Mar 10, 2022
2020Mar 11, 2021
2019Mar 30, 2020
2018Mar 28, 2019

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.