CLAIM #2814 · AbbVie Inc (ABBV) · 2026Q1 earnings call · Apr 29, 2026 · due Dec 31, 2031
“When I look at sell-side consensus, I mentioned, we do see upside. We see upside for the total company revenue in every year with that upside growing.”
Rob Michael · CEO
How to check this claim
Look at: AbbVie total company annual revenue versus sell-side consensus estimates for that year
It came true if: Reported/actual total revenue exceeds the sell-side consensus estimate (as it stood at time of claim) for each fiscal year 2026 through 2031
Where: Company-reported total net revenue (10-K/10-Q) compared against contemporaneous sell-side consensus estimates
In context
“what might that look like in the context of Rob's earlier comments on obesity as an area of potential PD interest? Robert Michael: Okay. So, it's Rob. I'll take your first question. And recall, our previous long-term guidance really served a very specific purpose ahead of the HUMIRA LOE. But I wouldn't rule out doing it again in the future if it made sense. That said, when I look at the current state of AbbVie's business, the long-term outlook and the pipeline is replacement power, we have never been in a stronger position. I mean we are the clear leader in immunology and neuroscience with a portfolio of assets that are demonstrating very significant growth, in many cases, north of 20%. And both areas have a pipeline that can deliver transformational improvements over existing therapies. When I look at sell-side consensus, I mentioned, we do see upside. We see upside for the total company revenue in every year with that upside growing. I already mentioned that we expect to -- we have upside versus the sell side on Skyrizi and Rinvoq. We expect to exceed the peak consensus that's in those models. I already mentioned in neuroscience that we see upside versus expectations for the migraine in Parkinson's [indiscernible] right now, what we see in consensus is peaking at below $4 billion. We've said several times, we expect them to each peak in excess of 5. And then we look at our oncology pipeline assets. Roopal just highlighted [indiscernible]. We haven't really talked about Temab-A. We believe both of these have significant multibillion-dollar peak potential and both have really not even been described any value by roughly half of the cell site. And so we will continue to highlight this in our commentary when we see the up”
Verify independently
SEC filings for ABBV ↗ · Claim quote is verbatim from the 2026Q1 earnings call.