Lexaria Bioscience Corp. Revenue Disclosure
10. Revenues
Revenues for the years ended August 31, 2025 and 2024 consist of the following:
|
| Year Ended August 31, |
| |||||
|
| 2025 |
|
| 2024 |
| ||
IP Licensing |
| $ | 696,000 |
|
| $ | 457,990 |
|
B2B |
|
| 9,923 |
|
|
| 5,388 |
|
Other |
|
| - |
|
|
| 900 |
|
Total |
| $ | 705,923 |
|
| $ | 464,278 |
|
The Company recognized $696,000 and $457,990 in licensing revenue during the years ended August 31, 2025 and August 31, 2024, respectively. Licensing revenue consists of IP licensing fees for transfer of the DehydraTECH technology in line with definitive agreements and includes non-refundable minimum performance fees. During the years ended August 31, 2025 and August 31, 2024, the Company recognized B2B product revenues of $9,923 and $5,388, respectively, that relate to sales of our intermediate products for use by B2B customers in their products.
Historical Timeline
| Fiscal Year | Filed | |
|---|---|---|
| 2025 | Nov 28, 2025 | Showing above |
| 2024 | Nov 26, 2024 | |
| 2023 | Nov 20, 2023 | |
| 2022 | Nov 28, 2022 | |
| 2021 | Nov 29, 2021 | |
| 2020 | Oct 15, 2020 | |
| 2019 | Nov 14, 2019 | |
| 2018 | Nov 14, 2018 | |
| 2017 | Nov 27, 2017 | |
| 2016 | Nov 29, 2016 | |
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.