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EXEL · Exelixis, Inc.

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$51.24 +0.63 (+1.24%) At close · Aug 14
Market Cap
$12.70B
Shares
247.78M

Exelixis, Inc. Earnings Call Transcripts

Every quarterly earnings call for Exelixis, Inc. (EXEL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. 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
Earnings call
FY27 · Q2
2026-08-05
Exelixis Q2 2026 Financial Results Conference Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-06-09
Goldman Sachs 47th Annual Global Healthcare Conference
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-06-03
2026 Jefferies Global Healthcare Conference
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-05-27
Bernstein 42nd Annual Strategic Decisions Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY27 · Q1
2026-05-05
Exelixis, Inc. Q1 FY2027 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q4
2026-02-10
Exelixis, Inc. Q4 FY2026 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2025-11-04
Exelixis, Inc. Q3 FY2026 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-07-28
Exelixis, Inc. Q1 FY2026 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-02-11
Exelixis, Inc. Q4 FY2025 Earnings Call
Revenue
$598.66M*
▲ 5.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-01-13
Exelixis, Inc. Q3 FY2025 Earnings Call
Revenue
$597.75M
▲ 10.8% YoY
Diluted EPS
$0.69
▲ 72.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2024-10-29
Exelixis, Inc. Q2 FY2025 Earnings Call
Revenue
$568.26M
▼ 10.8% YoY
Diluted EPS
$0.65
▼ 15.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-04-30
Exelixis, Inc. Q4 FY2024 Earnings Call
Confident tone Zanzalintinib pivotal trials Pipeline development and new INDs Cabozantinib commercial performance
Revenue
$566.75M*
▲ 18.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-01-08
Exelixis, Inc. Q3 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2023-08-01
Exelixis, Inc. Q2 FY2024 Earnings Call
Revenue
$637.18M
▲ 35.6% YoY
Diluted EPS
$0.77
▲ 208% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-05-09
Exelixis, Inc. Q1 FY2024 Earnings Call
Revenue
$425.23M
▲ 4% YoY
Diluted EPS
$0.12
▲ 0% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-02-07
Exelixis, Inc. Q4 FY2023 Earnings Call
Revenue
$479.65M*
▲ 13.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2022-11-01
Exelixis, Inc. Q3 FY2023 Earnings Call
Revenue
$471.92M
▲ 14.6% YoY
Diluted EPS
$0.00
▼ 100% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2022-08-09
Exelixis, Inc. Q2 FY2023 Earnings Call
Revenue
$469.85M
▲ 12% YoY
Diluted EPS
$0.25
▲ 13.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-05-10
Exelixis, Inc. Q1 FY2023 Earnings Call
Revenue
$408.79M
▲ 14.8% YoY
Diluted EPS
$0.12
▼ 42.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-02-17
Exelixis, Inc. Q4 FY2022 Earnings Call
Revenue
$423.92M*
▼ 6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-01-10
Exelixis, Inc. Q3 FY2022 Earnings Call
Revenue
$411.74M
▲ 25.4% YoY
Diluted EPS
$0.23
▲ 91.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2021-08-05
Exelixis, Inc. Q2 FY2022 Earnings Call
Revenue
$419.43M
▲ 8.9% YoY
Diluted EPS
$0.22
▼ 26.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-05-06
Exelixis, Inc. Q1 FY2022 Earnings Call
Revenue
$355.98M
▲ 31.7% YoY
Diluted EPS
$0.21
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-02-10
Exelixis, Inc. Q4 FY2021 Earnings Call
Revenue
$451.14M*
▲ 67.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-01-11
Exelixis, Inc. Q3 FY2021 Earnings Call
Revenue
$328.42M
▲ 42.1% YoY
Diluted EPS
$0.12
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2020-08-06
Exelixis, Inc. Q2 FY2021 Earnings Call
Revenue
$385.18M
▲ 48.4% YoY
Diluted EPS
$0.30
▲ 42.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-05-05
Exelixis, Inc. Q1 FY2021 Earnings Call
Revenue
$270.23M
▲ 19.1% YoY
Diluted EPS
$0.00
▼ 100% YoY
Gross margin
70.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-02-25
Exelixis, Inc. Q4 FY2020 Earnings Call
Revenue
$270.05M*
▲ 12.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-01-13
Exelixis, Inc. Q3 FY2020 Earnings Call
Revenue
$231.09M
▼ 14.9% YoY
Diluted EPS
$-0.10
▼ 132.3% YoY
Gross margin
69.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2019-07-31
Exelixis, Inc. Q2 FY2020 Earnings Call
Revenue
$259.48M
▲ 8% YoY
Diluted EPS
$0.21
▼ 16% YoY
Gross margin
65.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2019-04-30
Exelixis, Inc. Q1 FY2020 Earnings Call
Revenue
$226.91M
▲ 5.3% YoY
Diluted EPS
$0.15
▼ 37.5% YoY
Gross margin
81.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–31 of 31 earnings calls
Key facts CIK 939767 CUSIP 30161Q104 13F (30d) 731 filings 683 filers Visit website Investor relations

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