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NotesMath AI HLTopic 1.3Geometric Series
Back to Math AI HL Topics
1.3.29 min read

Geometric Series (Math AI HL)

IB Mathematics: Applications and Interpretation • Unit 1

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Contents

  • Sequence vs series — what is a geometric series?
  • The sum formula (when r ≠ 1)
  • Choosing which form of the formula to use
  • Working backwards — find n or u₁ from a sum
The big idea: A sequence is a list of numbers.

A series is what you get when you add those numbers together.

So a geometric series is just the sum of the terms of a geometric sequence.

Notation

We write Sₙ for the sum of the first n terms.

the sum of the first n terms
the first term
the nth term (the last one in the sum)
  • S₁ is just u₁
  • S₂ is u₁ + u₂
  • S₃ is u₁ + u₂ + u₃
  • …and so on.

Worked example — find S₄ directly

Take the sequence 2, 6, 18, 54, … Find S₄.

Step by step

  1. List the first 4 terms.
  2. Add them up.

Final answer

S₄ = 80

Why we need a formula: Adding the terms one by one is fine for small n.

But what if the IB asks for S₅₀?

You'd have to find 50 terms and then add them — way too slow.

That's why the next section gives you a one-step formula.

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The big idea: Instead of adding terms one by one, plug u₁, r, and n into a single formula and you get Sₙ in one step.

There are two equivalent forms — both give the same answer.
sum of the first n terms
the first term
the common ratio
how many terms you're adding up
Both forms are the same: Multiply the top and bottom of one by −1 and you get the other.

They give the exact same answer.

The only reason to have both is to keep your arithmetic clean — more on that in Section 3.
Only works when r ≠ 1: If r = 1, every term is the same number, so Sₙ is just n × u₁.

The formula has (r − 1) in the denominator, which would be 0 — undefined.

Worked example 1 — r > 1

Find S₆ for the sequence 3, 6, 12, 24, …

Step by step

  1. Find u₁ and r.
  2. Since r > 1, use Sₙ = u₁(rⁿ − 1) ÷ (r − 1).
  3. Work out the bracket.
  4. Multiply.
  5. Sanity check by adding.

Final answer

S₆ = 189

Worked example 2 — 0 < r < 1

Find S₅ for the sequence 80, 40, 20, …

Step by step

  1. Find u₁ and r.
  2. Since 0 < r < 1, use Sₙ = u₁(1 − rⁿ) ÷ (1 − r).
  3. Work out the bracket.
  4. Calculate.
  5. Sanity check.

Final answer

S₅ = 155

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The big idea: Both forms always give the same answer.

But pick the right one for your value of r and the top and bottom of the fraction will both be positive — which means fewer sign errors and tidier working.

The rule of thumb

Value of rCleaner formWhy
r > 1Sₙ = u₁(rⁿ − 1) ÷ (r − 1)rⁿ > 1 so (rⁿ − 1) is positive; r > 1 so (r − 1) is positive
0 < r < 1Sₙ = u₁(1 − rⁿ) ÷ (1 − r)rⁿ < 1 so (1 − rⁿ) is positive; r < 1 so (1 − r) is positive

IB accepts either form.

This rule is just about keeping your working clean.

Same question, both forms — same answer

Sum the first 5 terms of 80, 40, 20, … (so u₁ = 80, r = 0.5).

Step by step

  1. Using the 'wrong' form (r > 1 form): both top and bottom are negative, so they cancel.
  2. Using the 'right' form (0 < r < 1 form): top and bottom are both positive — much cleaner.

Final answer

Same answer either way — the second version just has fewer negatives to track.

Watch out — don't drop the −1: A very common slip is to write Sₙ = u₁ × rⁿ ÷ (r − 1).

The numerator must be (rⁿ − 1) or (1 − rⁿ) — not just rⁿ.

For r = 2 and n = 6, rⁿ = 64 but (rⁿ − 1) = 63.

That's a difference of 3 in your final answer (× u₁ = 3 → 3 marks gone).
Don't grab the arithmetic formula by mistake: The arithmetic series formula is Sₙ = (n ÷ 2)(2u₁ + (n − 1)d).

That's for sequences where you add a common difference d.

Geometric series multiply by a common ratio r — they need the geometric sum formula.

If the question says "common ratio", it's geometric.
The big idea: Sometimes IB tells you what Sₙ equals and asks you to find a missing piece — usually n (how many terms) or u₁ (the first term).

The technique is always the same: plug in everything you know, then solve for the missing letter.

Type 1 — find n when Sₙ is known

A geometric sequence has u₁ = 3 and r = 2.

The sum of the first n terms is 189.

Find n.

Step by step

  1. List what you know.
  2. Plug into the formula.
  3. Simplify the denominator.
  4. Divide both sides by 3.
  5. Add 1 to both sides.
  6. Recognise 64 = 2⁶.

Final answer

n = 6

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Type 2 — find u₁ when r, n, and Sₙ are known

A geometric sequence has r = 3 and S₄ = 80.

Find u₁.

Step by step

  1. Plug what you know into the formula.
  2. Work out the bracket.
  3. Divide both sides by 40.
  4. Check by listing the sequence and adding.

Final answer

u₁ = 2

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GDC tip — use the equation solver: When the powers aren't nice (e.g. 2.7ⁿ), your GDC equation solver does the work.

TI-84: MATH → Solver.

Casio fx-CG50: EQUA → SOLVE.

Type the equation, set the unknown to n, and it solves it.

The IB syllabus doesn't expect you to do logs by hand — use the solver.
Examiner trap — exponent is n, not n − 1: In the sum formula the exponent is n (e.g. 2ⁿ).

In the nth-term formula the exponent is n − 1 (e.g. 2ⁿ⁻¹).

Don't mix them up.

If you ever solve for n − 1 in your working (because of how you set things up), add 1 at the end to get the actual answer.

IB Exam Questions on Geometric Series

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How Geometric Series Appears in IB Exams

Examiners use specific command terms when asking about this topic. Here's what to expect:

Define

Give the precise meaning of key terms related to Geometric Series.

AO1
Describe

Give a detailed account of processes or features in Geometric Series.

AO2
Explain

Give reasons WHY — cause and effect within Geometric Series.

AO3
Evaluate

Weigh strengths AND limitations of approaches in Geometric Series.

AO3
Discuss

Present arguments FOR and AGAINST with a balanced conclusion.

AO3

See the full IB Command Terms guide →

Related Math AI HL Topics

Continue learning with these related topics from the same unit:

1.1.1Converting to standard form
1.1.2Back to ordinary form
1.1.3Calculations with standard form
1.1.4Validity checks and GDC output
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