Exelixis EXEL Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenues by Product | ||||||
| Collaboration services revenues | -$3.96M-211% | -$10.93M-601% | -$2.35M-263% | -$2.51M-154% | -$1.27M-140% | |
| Collaboration | $55.84M+32.4% | $52.09M+1.1% | $54.83M-10.8% | $48.25M-75.8% | $42.16M-9.7% | |
| Discounts and allowances | -$240.38M-15.3% | -$217.97M-15.6% | -$237.34M-41.0% | -$225.27M-35.1% | -$208.43M-12.5% | |
| Gross product revenues | $795.35M+10.2% | $764.54M+8.6% | $780.27M+20.7% | $745.28M+23.3% | $721.71M+28.0% | |
| License revenues | $56.95M+34.1% | $66.36M+34.5% | $56.24M-6.6% | $49.3M-74.7% | $42.48M-4.9% | |
| Revenue from contract with customer, commercial sales milestone by Product | ||||||
| Collaboration services revenues | $2.4M— | —— | —— | —— | —— | |
| License revenues | $5.3M+393% | $1.08M-99.3% | $1.08M-51.1% | $1.08M-99.3% | $1.08M— | |
| Number of products that entered in the commercial marketplace by Product | ||||||
| Products Derived From Other Compounds | 20.0% | —— | —— | —— | 20.0% | |
| Resulting From Discovery Efforts | 40.0% | —— | —— | —— | 40.0% | |
| Total revenues by Geography | ||||||
| Europe | $39.57M+21.0% | $39.46M-4.4% | $44.97M-12.0% | $37.03M-80.6% | $32.71M-8.4% | |
| Japan | $12.7M+129% | $7.25M+14.1% | $6.33M-9.6% | $6.46M+5.2% | $5.56M-26.7% | |
| U.S. | $558.55M+8.0% | $551.96M+6.3% | $546.46M+13.5% | $524.77M+19.1% | $517.18M+35.4% |
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.
