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Exelixis EXEL Business Segments

TTM Q1 '26TTM Q4 '25TTM Q3 '25TTM Q2 '25TTM Q1 '25
Total revenues by Product
Collaboration services revenues-$19.74M-384%-$17.05M-249%-$3.95M-128%-$162K-101%$6.96M-63.0%
Collaboration$210.99M-40.5%$197.32M-45.1%$196.76M-45.1%$203.42M-40.5%$354.77M+75.1%
Discounts and allowances-$920.95M-25.8%-$889M-25.4%-$859.56M-24.8%-$790.57M-15.6%-$732.02M-9.1%
Gross product revenues$3.09B+15.3%$3.01B+19.6%$2.95B+22.3%$2.82B+19.6%$2.68B+15.6%
License revenues$228.84M-34.1%$214.38M-38.6%$197.36M-42.8%$201.36M-38.5%$347.05M+87.6%
Total revenues by Geography
Europe$161.03M-49.0%$154.17M-51.6%$156M-50.6%$162.11M-46.1%$315.64M+115%
Japan$32.73M+30.7%$25.59M-5.5%$24.69M-15.0%$25.36M-10.5%$25.05M-36.2%
U.S.$2.18B+11.4%$2.14B+17.4%$2.11B+21.4%$2.04B+21.2%$1.96B+17.9%

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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.