Exelixis EXEL Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenues by Product | ||||||
| Collaboration services revenues | -$3.96M+63.7% | -$10.93M-366% | -$2.35M+6.4% | -$2.51M-96.9% | -$1.27M-158% | |
| Collaboration | $55.84M+7.2% | $52.09M-5.0% | $54.83M+13.6% | $48.25M+14.4% | $42.16M-18.2% | |
| Discounts and allowances | -$240.38M-10.3% | -$217.97M+8.2% | -$237.34M-5.4% | -$225.27M-8.1% | -$208.43M-10.6% | |
| Gross product revenues | $795.35M+4.0% | $764.54M-2.0% | $780.27M+4.7% | $745.28M+3.3% | $721.71M+2.6% | |
| License revenues | $56.95M-14.2% | $66.36M+18.0% | $56.24M+14.1% | $49.3M+16.1% | $42.48M-13.9% | |
| Revenue from contract with customer, commercial sales milestone by Product | ||||||
| Collaboration services revenues | $2.4M— | —— | —— | —— | —— | |
| License revenues | $5.3M+393% | $1.08M0.0% | $1.08M0.0% | $1.08M0.0% | $1.08M-99.3% | |
| Number of products that entered in the commercial marketplace by Product | ||||||
| Products Derived From Other Compounds | 2— | —— | —— | —— | 2— | |
| Resulting From Discovery Efforts | 4— | —— | —— | —— | 4— | |
| Total revenues by Geography | ||||||
| Europe | $39.57M+0.3% | $39.46M-12.2% | $44.97M+21.4% | $37.03M+13.2% | $32.71M-20.8% | |
| Japan | $12.7M+75.3% | $7.25M+14.5% | $6.33M-2.0% | $6.46M+16.2% | $5.56M-12.4% | |
| U.S. | $558.55M+1.2% | $551.96M+1.0% | $546.46M+4.1% | $524.77M+1.5% | $517.18M-0.4% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Exelixis break its business down?
- Exelixis (EXEL) reports total revenues by product across 5 parts — Collaboration services revenues, Collaboration, Discounts and allowances, Gross product revenues and License revenues. Each is extracted from the segment footnotes and tracked over time.
- Where does Exelixis's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Exelixis's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
