EXEL · Exelixis, Inc. · Earnings Call Transcripts & Audio
$58.41
-0.24 (-0.41%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$14.41B
Shares
247.78M
Volume · Sep 30
3.07M
Avg daily vol (3M)
2.37M
Exelixis, Inc. Earnings Call Transcripts
Quarterly earnings calls for Exelixis, Inc. (EXEL), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲14.8%
$408.79M
$40.03M
'23 Q1
22-05-10
▲12%
$469.85M
$81.18M
'23 Q2
22-08-09
▲14.6%
$471.92M
$1.04M
'23 Q3
22-11-01
▲13.1%
$479.65M
$85.52M
'23 Q4
23-02-07
▲4%
$425.23M
$37.32M
'24 Q1
23-05-09
▲35.6%
$637.18M
$226.12M
'24 Q2
23-08-01
▲14.3%
$539.54M
$117.97M
'24 Q3
24-01-08
▲18.2%
$566.75M
$139.86M
'24 Q4
24-04-30
▼10.8%
$568.26M
$184.85M
'25 Q2
24-10-29
▲10.8%
$597.75M
$193.58M
'25 Q3
25-01-13
▲5.6%
$598.66M
$244.53M
'25 Q4
25-02-11
LATEST
▲10%
$610.81M
$210.47M
'26 Q1
25-07-28
Conference
Investor event
2026-09-08
Exelixis, Inc. (EXEL) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q2
2026-08-05
Exelixis, Inc. (EXEL) Q2 2027 Earnings Call Transcript
Positive tone
NET indication ramp
Cabozantinib (Cabo) commercial performance
2026 financial guidance revision
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-09
Exelixis, Inc. (EXEL) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-06-03
Exelixis, Inc. (EXEL) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-27
Exelixis, Inc. (EXEL) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q1
2026-05-05
Exelixis, Inc. (EXEL) Q1 2027 Earnings Call Transcript
Confident tone
ZANSA in renal cell carcinoma franchise
Zanzalintinib (ZANSA) CRC launch and Stellar 303
ZANSA in neuroendocrine tumors and meningioma
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-02-10
Exelixis, Inc. (EXEL) Q4 2026 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-11-04
Exelixis, Inc. (EXEL) Q3 2026 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-07-28
Exelixis, Inc. (EXEL) Q1 2026 Earnings Call Transcript
Confident tone
Zanzalintinib (ZANZA) pipeline and NDA
CABOMETYX commercial performance
R&D pipeline breadth and early-stage assets
Revenue
$610.81M
▲ 10% YoY Diluted EPS
$0.79
▲ 43.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-02-11
Exelixis, Inc. (EXEL) Q4 2025 Earnings Call Transcript
Confident tone
Zanzalintinib (ZANZA) franchise opportunity
Cabozantinib (CABOMETYX) franchise performance
Pipeline / R&D strategy
Revenue
$598.66M*
▲ 5.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-01-13
Exelixis, Inc. (EXEL) Q3 2025 Earnings Call Transcript
Confident tone
Zanzalintinib pipeline and STELLAR-303 CRC results
NET indication launch
CRC market dynamics and competition
Revenue
$597.75M
▲ 10.8% YoY Diluted EPS
$0.69
▲ 72.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-10-29
Exelixis, Inc. (EXEL) Q2 2025 Earnings Call Transcript
Confident tone
STELLAR-303 zanzalintinib in CRC
Early-stage pipeline advancement
Gross-to-net dynamics and 340B
Revenue
$568.26M
▼ 10.8% YoY Diluted EPS
$0.65
▼ 15.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-04-30
Exelixis, Inc. (EXEL) Q4 2024 Earnings Call Transcript
Confident tone
Zanzalintinib pivotal trials
Pipeline development and new INDs
Cabozantinib commercial performance
Revenue
$566.75M*
▲ 18.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-01-08
Exelixis, Inc. (EXEL) Q3 2024 Earnings Call Transcript
Confident tone
Cabozantinib (CABOMETYX) franchise performance
Early-stage pipeline (XL309, XB010, XL495)
Merck collaboration on Zanza
Revenue
$539.54M
▲ 14.3% YoY Diluted EPS
$0.40
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-01
Exelixis, Inc. (EXEL) Q2 2024 Earnings Call Transcript
Revenue
$637.18M
▲ 35.6% YoY Diluted EPS
$0.77
▲ 208% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-05-09
Exelixis, Inc. (EXEL) Q1 2024 Earnings Call Transcript
Revenue
$425.23M
▲ 4% YoY Diluted EPS
$0.12
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-02-07
Exelixis, Inc. (EXEL) Q4 2023 Earnings Call Transcript
Revenue
$479.65M*
▲ 13.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-11-01
Exelixis, Inc. (EXEL) Q3 2023 Earnings Call Transcript
Revenue
$471.92M
▲ 14.6% YoY Diluted EPS
$0.00
▼ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-09
Exelixis, Inc. (EXEL) Q2 2023 Earnings Call Transcript
Revenue
$469.85M
▲ 12% YoY Diluted EPS
$0.25
▲ 13.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-05-10
Exelixis, Inc. (EXEL) Q1 2023 Earnings Call Transcript
Revenue
$408.79M
▲ 14.8% YoY Diluted EPS
$0.12
▼ 42.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-02-17
Exelixis, Inc. (EXEL) Q4 2022 Earnings Call Transcript
Revenue
$423.92M*
▼ 6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-01-10
Exelixis, Inc. (EXEL) Q3 2022 Earnings Call Transcript
Revenue
$411.74M
▲ 25.4% YoY Diluted EPS
$0.23
▲ 91.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-08-05
Exelixis, Inc. (EXEL) Q2 2022 Earnings Call Transcript
Revenue
$419.43M
▲ 8.9% YoY Diluted EPS
$0.22
▼ 26.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-05-06
Exelixis, Inc. (EXEL) Q1 2022 Earnings Call Transcript
Revenue
$355.98M
▲ 31.7% YoY Diluted EPS
$0.21
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-02-10
Exelixis, Inc. (EXEL) Q4 2021 Earnings Call Transcript
Revenue
$451.14M*
▲ 67.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-01-11
Exelixis, Inc. (EXEL) Q3 2021 Earnings Call Transcript
Revenue
$328.42M
▲ 42.1% YoY Diluted EPS
$0.12
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-08-06
Exelixis, Inc. (EXEL) Q2 2021 Earnings Call Transcript
Revenue
$385.18M
▲ 48.4% YoY Diluted EPS
$0.30
▲ 42.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-05-05
Exelixis, Inc. (EXEL) Q1 2021 Earnings Call Transcript
Revenue
$270.23M
▲ 19.1% YoY Diluted EPS
$0.00
▼ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-02-25
Exelixis, Inc. (EXEL) Q4 2020 Earnings Call Transcript
Revenue
$270.05M
▲ 12.4% YoY Diluted EPS
$0.09
▼ 59.1% YoY Gross margin
70.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-01-13
Exelixis, Inc. (EXEL) Q3 2020 Earnings Call Transcript
Revenue
$231.09M
▼ 14.9% YoY Diluted EPS
$-0.10
▼ 132.3% YoY Gross margin
69.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2019-07-31
Exelixis, Inc. (EXEL) Q2 2020 Earnings Call Transcript
Revenue
$259.48M
▲ 8% YoY Diluted EPS
$0.21
▼ 16% YoY Gross margin
65.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-04-30
Exelixis, Inc. (EXEL) Q1 2020 Earnings Call Transcript
Revenue
$226.91M
▲ 5.3% YoY Diluted EPS
$0.15
▼ 37.5% YoY Gross margin
81.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–32 of 32 earnings calls
Key facts
CIK
939767
CUSIP
30161Q104
13F (30d)
19 filings
15 filers
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