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Sequences and series

Recognize arithmetic and geometric structure, then choose a valid formula for a term or sum.

  • AA HL
  • Papers 1 and 2
  • GDC optional
  • About 20 min

By the end of this lesson

  • distinguish arithmetic from geometric sequences
  • find finite arithmetic and geometric sums
  • decide whether an infinite geometric series converges

Read the structure

Compare what happens from one term to the next. Arithmetic sequences repeat an addition; geometric sequences repeat a multiplication. Whether the terms increase or decrease does not decide which model fits.

Arithmetic: add 3 each time

$5\to8\to11\to14$

Geometric: multiply by 2 each time

$5\to10\to20\to40$

Interactive guide

Check the logic

With first term 4, what happens when the ratio becomes −0.5?

Explore the result

Each multiplication reverses the sign and halves the magnitude.

Set r to −0.5, then 0.5. Compare signs and sizes; explain what the minus sign changes.

Starting at 4 with ratio 0.5 gives 4, 2, 1, 0.5. The partial sums approach 8. A nonzero geometric series has an infinite sum only when |r| < 1.

Call the repeated difference $d$ and the repeated ratio $r$. Starting at term 1, there are $n-1$ steps to term $n$: add $d$ that many times, or multiply by $r$ that many times.

$$u_n=u_1+(n-1)d,\qquad u_n=u_1r^{n-1}.$$
Why n−1?

Term 1 needs no step. Term 2 needs one, and term 3 needs two. Counting the moves between terms, rather than the terms themselves, gives $n-1$.

Checkpoint

The sequence $18,12,8,\ldots$ has which structure?
Show explanation

Each term is multiplied by $\frac23$. The differences are not constant.

Example 1

Find a term

Arithmetic model

The fifth term is $17$ and the twelfth term is $45$. Find $u_{30}$.

Use two term equations
$$u_1+4d=17,\qquad u_1+11d=45$$
Subtract
$$7d=28\Rightarrow d=4$$
Recover $u_1$ and extend
$$u_1=1,\qquad u_{30}=1+29(4)=117.$$
Why subtract the equations?

It removes $u_1$ and isolates the constant difference directly.

From terms to a sum

A sequence lists terms; a series adds them. For an arithmetic sum, pair the first and last terms: every pair has the same total. For a geometric sum, multiplying by the ratio lines up terms that can cancel.

Arithmetic sum

$S_n=\dfrac n2(2u_1+(n-1)d)$

Geometric sum

$S_n=\dfrac{u_1(1-r^n)}{1-r}$ for $r\ne1$; if $r=1$, $S_n=nu_1$.

Where does the geometric sum formula come from?

Write $S_n=u_1+u_1r+\cdots+u_1r^{n-1}$ and multiply by $r$. Subtracting gives $(1-r)S_n=u_1-u_1r^n$. Division by $1-r$ requires $r\ne1$.

Example 2

Sum a finite series

Geometric growth

A geometric series begins $5+7.5+11.25+\cdots$. Find the sum of its first eight terms.

Check the logic

Here r = 1.5. Can we still find the sum of eight terms?

Show the working

The condition |r| < 1 is for an infinite sum. Eight terms can always be added.

Compare the finite-sum calculation with the convergence condition later.

Here $u_1=5$ and $r=1.5$. Since the number of terms is finite, convergence is irrelevant.

$$S_8=\frac{5(1-1.5^8)}{1-1.5}=246.2890625.$$

So $S_8\approx246.3$.

Decide whether an infinite sum exists

Imagine adding pieces of lengths $4,2,1,1/2,\ldots$. Each piece fills half the remaining gap to 8. The total keeps changing, but the gap tends to zero.

How can infinitely many positive pieces fit into a finite length?

The pieces have lengths 4, 2, 1, 1/2, … . Their partial sums are 4, 6, 7, 7.5, …, approaching 8. After each piece, half the previous gap remains.

For a geometric series with nonzero first term, powers of $r$ shrink to zero exactly when $|r|<1$. In the finite-sum formula, this makes $r^n\to0$, leaving

$$S_\infty=\frac{u_1}{1-r}.$$

If $|r|\ge1$ and $u_1\ne0$, the partial sums do not settle to a finite limit. The zero series is the trivial exception.

Why does |r| < 1 matter?

Negative ratios alternate signs, but the term magnitudes are $|u_1||r|^{n-1}$. They shrink only when $|r|<1$. Terms tending to zero are necessary for any series to converge, but are not sufficient in general; geometric structure is what makes this condition sufficient here.

Example 3

Model repeated loss

A bouncing ball

A ball is dropped from $12$ m and rebounds to $70\%$ of its previous height. Find the total vertical distance before it settles.

The initial fall contributes $12$. Every rebound height occurs once upward and once downward.

$$D=12+2(12)(0.7)+2(12)(0.7)^2+\cdots$$
$$D=12+\frac{24(0.7)}{1-0.7}=68\text{ m}.$$

The factor of $2$ is needed for both directions after the first fall.

Checkpoint

Which formula is valid for $4+2+1+\frac12+\cdots$ continuing without end?
Show explanation

The ratio is $\frac12$, so $|r|<1$ and $S_\infty=8$.

Checkpoint

For which ratio does an infinite geometric sum exist?
Show explanation

$|-0.8|=0.8<1$. Alternating signs do not prevent convergence when the magnitude shrinks.

In the exam

Quick check

Your score is not saved.

  1. What identifies an arithmetic sequence?
    Show explanation

    Arithmetic sequences have a constant first difference.

  2. For $u_1=3$, $r=2$, what is $u_5$?
    Show explanation

    $u_5=3(2)^4=48$.

  3. Which series has a finite infinite sum?
    Show explanation

    Its ratio is $-0.8$, whose magnitude is less than $1$.

  4. Why is $S_\infty$ invalid when $r=1$?
    Show explanation

    A necessary condition for convergence is that the terms tend to zero.

  5. A value loses $15\%$ each year. What is its geometric ratio?
    Show explanation

    Keeping $85\%$ means multiplying by $0.85$ each year.

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