Exelixis EXEL Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenues by Product | ||||||
| Collaboration services revenues | -$19.74M-15.8% | -$17.05M-332% | -$3.95M-2,336% | -$162K-102% | $6.96M-39.1% | |
| Collaboration | $210.99M+6.9% | $197.32M+0.3% | $196.76M-3.3% | $203.42M-42.7% | $354.77M-1.3% | |
| Discounts and allowances | -$920.95M-3.6% | -$889M-3.4% | -$859.56M-8.7% | -$790.57M-8.0% | -$732.02M-3.3% | |
| Gross product revenues | $3.09B+2.4% | $3.01B+2.1% | $2.95B+4.8% | $2.82B+5.3% | $2.68B+6.3% | |
| License revenues | $228.84M+6.7% | $214.38M+8.6% | $197.36M-2.0% | $201.36M-42.0% | $347.05M-0.6% | |
| Revenue from contract with customer, commercial sales milestone by Product | ||||||
| License revenues | $8.53M+98.3% | $4.3M-97.2% | $151.03M-0.7% | $152.15M-49.5% | $301.08M— | |
| Total revenues by Geography | ||||||
| Europe | $161.03M+4.5% | $154.17M-1.2% | $156M-3.8% | $162.11M-48.6% | $315.64M-0.9% | |
| Japan | $32.73M+27.9% | $25.59M+3.6% | $24.69M-2.6% | $25.36M+1.3% | $25.05M-7.5% | |
| U.S. | $2.18B+1.9% | $2.14B+1.6% | $2.11B+3.2% | $2.04B+4.3% | $1.96B+7.4% |
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.
