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    • News  (64)
    • Research  (472)
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  • Faculty Publications  (354)

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  • All HBS Web  (674)
    • News  (64)
    • Research  (472)
    • Multimedia  (1)
  • Faculty Publications  (354)
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  • November 2000 (Revised April 2002)
  • Case

Blaine and Mason, LLP: Gross Versus Net Revenue Reporting (A)

By: David F. Hawkins
The managing partners of a public accounting firm must resolve a number of staff requests for assistance in deciding how audit clients should report their revenues. Each example explores whether revenues should be reported on a gross or net basis. View Details
Keywords: Financial Statements; Accounting Audits; Business Earnings; Budgets and Budgeting; Financial Reporting; Revenue; Accounting Industry
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Hawkins, David F. "Blaine and Mason, LLP: Gross Versus Net Revenue Reporting (A)." Harvard Business School Case 101-040, November 2000. (Revised April 2002.)
  • November 2006 (Revised October 2007)
  • Background Note

A Brief Note on Deferred Taxes: An Analysis Perspective

Provides an overview of accounting for deferred taxes. The primary objective is to provide external users with a basic understanding of deferred taxes. A simple illustrative example is provided, which is followed by a discussion of several important issues likely to be... View Details
Keywords: Accounting; Financial Statements; Taxation; Legal Liability; Valuation
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Bradshaw, Mark T. "A Brief Note on Deferred Taxes: An Analysis Perspective." Harvard Business School Background Note 107-047, November 2006. (Revised October 2007.)
  • May 2021 (Revised June 2021)
  • Supplement

'GEnron'? Markopolos versus General Electric (B)

By: Jonas Heese and David Lane
Supplement to the (A) case that offers an assessment of the August 2019 Markopolos report on General Electric. View Details
Keywords: Financial Statements; Communication; Energy; Financial Condition; Insurance; Performance; Planning; Business and Shareholder Relations; Risk and Uncertainty; Value; Financial Services Industry; Financial Services Industry; Financial Services Industry
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Heese, Jonas, and David Lane. "'GEnron'? Markopolos versus General Electric (B)." Harvard Business School Supplement 121-033, May 2021. (Revised June 2021.)
  • 19 Mar 2006
  • Research & Ideas

Unlocking Your Investment Capital

extreme, poorly implemented risk management can lead to the firm's demise. Under Sarbanes-Oxley 404, both the CEO and CFO have to attest with personal liability to the accuracies of the financial statements... View Details
Keywords: by Ann Cullen; Financial Services
  • 10 Jan 2005
  • Research & Ideas

Professors Introduce Valuation Software

have extended its generality and output to really help a broader user to take advantage of the insights that it provides. Q: How does the tool work? A: The tool requires users to input financial statements... View Details
Keywords: by Sean Silverthorne
  • September 1992 (Revised April 1993)
  • Case

General Mills, Inc. 1992: Analyzing an Annual Report

By: William J. Bruns Jr. and Marc H. Zablatsky
Keywords: Annual Reports; Financial Statements
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Bruns, William J., Jr., and Marc H. Zablatsky. "General Mills, Inc. 1992: Analyzing an Annual Report." Harvard Business School Case 193-043, September 1992. (Revised April 1993.)
  • October 2005 (Revised December 2012)
  • Case

Productos Finas

By: David F. Hawkins
Provides a simple exercise to illustrate consolidation accounting. View Details
Keywords: Consolidation; Accounting; Financial Statements; Corporate Finance
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Hawkins, David F. "Productos Finas." Harvard Business School Case 106-037, October 2005. (Revised December 2012.)
  • November 2010 (Revised January 2011)
  • Supplement

DoubleClick, Inc.: Accumulated Other Comprehensive Income

By: David F. Hawkins
FASB and IASB proposal to require comprehensive income statements. View Details
Keywords: Business Earnings; Financial Statements; Governing Rules, Regulations, and Reforms
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Hawkins, David F. "DoubleClick, Inc.: Accumulated Other Comprehensive Income." Harvard Business School Supplement 111-054, November 2010. (Revised January 2011.)
  • September 2002 (Revised October 2002)
  • Case

Corporate Inversions: Stanley Works and the Lure of Tax Havens

By: Mihir A. Desai, James R. Hines, Jr and Mark Veblen
In response to Stanley Work's announcement that it is moving to Bermuda--and the associated jump in market value--a major competitor sets out to determine how the market is valuing the consequences of moving to a tax haven and whether his company should invert to a tax... View Details
Keywords: Financial Management; Taxation; Financial Strategy; Credit Derivatives and Swaps; International Finance; Valuation; Financial Markets; Financial Statements; United States
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Desai, Mihir A., James R. Hines, Jr, and Mark Veblen. "Corporate Inversions: Stanley Works and the Lure of Tax Havens." Harvard Business School Case 203-008, September 2002. (Revised October 2002.)
  • 03 Apr 2006
  • Research & Ideas

The Competitive Advantage of Global Finance

common mistakes made by international managers, and the development of his book for readers interested in "the opportunities of managing in a global setting." Sean Silverthorne: International Finance and its case studies explore various dimensions of View Details
Keywords: by Sean Silverthorne; Financial Services
  • May 2009
  • Supplement

Ceres Gardening Company: Funding Growth in Organic Products, Spreadsheet for Instructors (Brief Case)

By: John H. McArthur and Joel L. Heilprin
Keywords: Accounting Procedures; Marketing; Business Growth; Expansion; Business Growth and Maturation; Marketing Channels; Financial Statements; Sales
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McArthur, John H., and Joel L. Heilprin. "Ceres Gardening Company: Funding Growth in Organic Products, Spreadsheet for Instructors (Brief Case)." Harvard Business School Spreadsheet Supplement 094-020, May 2009.
  • May 2009
  • Teaching Note

Ceres Gardening Company: Funding Growth in Organic Products (Brief Case)

By: John H. McArthur and Sunru Yong
Teaching Note to 4017. View Details
Keywords: Accounting Procedures; Marketing; Business Growth; Expansion; Business Growth and Maturation; Marketing Channels; Financial Statements; Sales
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McArthur, John H., and Sunru Yong. "Ceres Gardening Company: Funding Growth in Organic Products (Brief Case)." Harvard Business School Teaching Note 094-018, May 2009.
  • December 2007
  • Article

Applying Modern Risk Management to Equity and Credit Analysis

By: Robert C. Merton
Traditional conventions of accounting and actuarial science distort the valuation of capital risk in corporations with pension plans because under these conventions, pension assets and liabilities are not included in balance sheet calculations. The modern risk... View Details
Keywords: Risk Management; Valuation; Financial Reporting; Decision Making; Credit; Financial Statements; Capital; Equity; Compensation and Benefits
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Merton, Robert C. "Applying Modern Risk Management to Equity and Credit Analysis." CFA Institute Conference Proceedings Quarterly 24 (December 2007): 14–22.
  • February 1996 (Revised February 1997)
  • Case

America Online, Inc.

By: Amy P. Hutton and Krishna G. Palepu
America Online's (AOL) stock price has soared nearly 2,000% since its IPO. However, there is considerable disagreement among analysts regarding the future prospects of AOL. Although many analysts are bullish on the stock, short sellers have sold around 7 million... View Details
Keywords: Cost Accounting; Analysis; Stocks; Decision Choices and Conditions; Financial Statements; Business Strategy; Web Services Industry
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Hutton, Amy P., and Krishna G. Palepu. "America Online, Inc." Harvard Business School Case 196-130, February 1996. (Revised February 1997.)
  • 11 Jan 2000
  • Research & Ideas

Calling All Managers: How to Build a Better Call Center

company can triumph. That's especially true in the financial services industry, where call centers have moved beyond their most obvious function—as low-cost channels for resolving a myriad of customer concerns—to become powerful means of... View Details
Keywords: by Martha Lagace; Financial Services; Financial Services
  • March 1989 (Revised June 1993)
  • Case

Daniel Dobbins Distillery, Inc.

A distiller increases whiskey production and income declines because of accounting methods in use. Questions are raised regarding the treatment of expenditures which can be classified as production, inventory, or period costs. The necessary aging process raises added... View Details
Keywords: Financial Statements; Financing and Loans; Cost; Accounting; Food and Beverage Industry
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Vancil, Richard F. "Daniel Dobbins Distillery, Inc." Harvard Business School Case 189-065, March 1989. (Revised June 1993.)
  • November 2000 (Revised January 2003)
  • Case

Yahoo!'s Stock-Based Compensation

By: Paul M. Healy and Jacob Cohen
Amy Maislos, an investor in Internet and technology companies, was excited to read that Yahoo! had reported a positive net income for 1998 operations. During the late 1990s, stock prices of Internet companies had risen rapidly even though most companies were reporting... View Details
Keywords: Stock Options; Internet and the Web; Financial Statements; Corporate Disclosure; Business Earnings; Earnings Management; Information Technology Industry
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Healy, Paul M., and Jacob Cohen. "Yahoo!'s Stock-Based Compensation." Harvard Business School Case 101-059, November 2000. (Revised January 2003.)
  • January 1998 (Revised July 2019)
  • Case

Cafes Monte Bianco: Building a Profit Plan

By: Robert L. Simons and Antonio Davila
Alert: This case has been revised since its original publication; all amounts have been converted to euros and the dates have been updated to 2020. If you’ve taught with this case in the past, please note that changes may affect teaching plans and classroom use. Using... View Details
Keywords: Strategic Planning; Cash Flow; Investment Return; Profit; Financial Statements; Food and Beverage Industry; Italy
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Simons, Robert L., and Antonio Davila. "Cafes Monte Bianco: Building a Profit Plan." Harvard Business School Case 198-088, January 1998. (Revised July 2019.)
  • September 1987 (Revised December 1996)
  • Case

Patten Corp.

By: Krishna G. Palepu
Forbes Magazine criticized the revenue recognition policy of Patten Corp. As a result, the company's stock price dropped by a significant amount. The students are asked to discuss if the criticism by Forbes is justified, and if not, what the company should do. View Details
Keywords: Fair Value Accounting; Financial Statements; Budgets and Budgeting; Problems and Challenges; Financial Condition; Spending; Revenue; Planning; Quality; Stocks; Journalism and News Industry
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Palepu, Krishna G. "Patten Corp." Harvard Business School Case 188-027, September 1987. (Revised December 1996.)
  • August 2009 (Revised February 2013)
  • Case

Eddie Bauer (A)

By: Paul Healy, Sharon Katz and Aldo Sesia
In June 2005, Eddie Bauer, the specialty apparel retailer, emerged from bankruptcy. Under the plan of reorganization former creditors converted their debt into common shares, taking 100% ownership in the reconstituted company. Large banks-including Bank of America and... View Details
Keywords: Financial Statements; Mergers and Acquisitions; Restructuring; Insolvency and Bankruptcy; Stock Shares; Valuation; Apparel and Accessories Industry; Retail Industry; United States
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Healy, Paul, Sharon Katz, and Aldo Sesia. "Eddie Bauer (A)." Harvard Business School Case 110-008, August 2009. (Revised February 2013.)
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