Skip to main content
Autobound logo
Bristol Myers Squibb10-Q: Restructuring

Legacy portfolio revenue collapses, with Revlimid down 63% ($587M YoY) due to generic erosion.

Read at SEC EDGAR

What happened

Multiple major products in the Legacy Portfolio are experiencing rapid revenue decline due to generic competition, including Revlimid (-63%), Pomalyst (-22%), and Sprycel (-58%). This massive financial pressure creates a strong incentive for aggressive, company-wide cost-cutting and operational efficiency initiatives.

Source

SEC EDGARApr 30, 2026

Quarterly report (Form 10-Q)

Bristol Myers Squibb 10-Q

Filing excerpt

Revlimid revenues decreased 63% during the first quarter of 2026, primarily due to lower demand in the U.S. as a result of generic erosion.

sec.gov/Archives/edgar/data/14272/000001427226000010/bmy-20260331.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Restructuring

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 30, 2026

More from Bristol Myers Squibb

Company page →

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$587M (Revlimid revenue decline in Q1 2026 vs Q1 2025 ($936M down to $349M))
Percent
-63% (Revlimid revenue percentage change YoY)

Details

CIK
14272
Accession number
0000014272-26-000010
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Change management needs
Signal category
Workforce

Topics and mentions

Regions named

  • U.S.
  • EU
  • Japan

Extraction

Confidence
High
Relevance
95%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
restructuring

Use this data

Get every 10-Q signal for Bristol Myers Squibb and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Bristol Myers Squibb this week?”

    MCP setup guide

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

    Signal API

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Start Free1,000 free creditsUse it in Claude via MCP
Show the full JSONThe record on this page and the API request

GET /v1/signals/a986e609-2e59-467a-995c-23666aeaccda returns this record as JSON. POST /v1/companies/enrich returns every signal for bms.com.

{
  "signal_id": "a986e609-2e59-467a-995c-23666aeaccda",
  "signal_type": "sec-10q",
  "signal_subtype": "restructuring",
  "detected_at": "2026-05-05T08:48:21.456+00:00",
  "company": {
    "name": "Bristol Myers Squibb",
    "domain": "bms.com"
  },
  "data": {
    "detail": "Multiple major products in the Legacy Portfolio are experiencing rapid revenue decline due to generic competition, including Revlimid (-63%), Pomalyst (-22%), and Sprycel (-58%). This massive financial pressure creates a strong incentive for aggressive, company-wide cost-cutting and operational efficiency initiatives.",
    "metrics": {
      "pct": -0.63,
      "timeframe": "current_quarter",
      "pct_context": "Revlimid revenue percentage change YoY",
      "dollar_context": "Revlimid revenue decline in Q1 2026 vs Q1 2025 ($936M down to $349M)",
      "dollar_millions": 587
    },
    "summary": "Legacy portfolio revenue collapses, with Revlimid down 63% ($587M YoY) due to generic erosion.",
    "excerpts": "Revlimid revenues decreased 63% during the first quarter of 2026, primarily due to lower demand in the U.S. as a result of generic erosion.",
    "relevance": 0.95,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/14272/000001427226000010/bmy-20260331.htm",
    "filing_date": "2026-04-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Change management needs",
    "signal_category": "workforce",
    "regions_mentioned": [
      "U.S.",
      "EU",
      "Japan"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.