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Exelixis
Exelixis (EXEL) investor relations material
Exelixis Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
2025 marked a transformational year with strong growth across all business segments, driven by the cabozantinib franchise and preparations for the launch of zanzalintinib.
Maintained leadership in RCC and neuroendocrine tumors, with significant revenue growth and market share gains.
Advanced a robust clinical pipeline, including pivotal trials for zanzalintinib in colorectal cancer and renal cell carcinoma, and FDA acceptance of NDA for zanzalintinib in mCRC.
Strategic focus on building a multi-franchise oncology business, expanding into GI indications, and advancing early-stage assets.
Expanded GI sales team to support cabozantinib and prepare for zanzalintinib launch.
Financial highlights
Q4 2025 total revenues were approximately $599 million, with $546.6 million from the cabozantinib franchise.
Full-year 2025 U.S. cabozantinib net product revenues grew 17% to $2.123 billion; global franchise revenues reached $2.89 billion.
Q4 2025 GAAP net income was $244.5 million ($0.88 diluted EPS); non-GAAP net income was $259.5 million ($0.94 diluted EPS).
Cash and marketable securities at year-end 2025 totaled $1.66 billion.
Collaboration revenues for FY 2025 were $197.3 million, down from $359.3 million in FY 2024.
Outlook and guidance
FY 2026 total revenue guidance: $2.525–$2.625 billion; net product revenues: $2.325–$2.425 billion.
R&D expenses projected at $875–$925 million; SG&A expenses at $575–$625 million; effective tax rate 21–23%.
Guidance excludes potential revenues from a U.S. launch of zanzalintinib in colorectal cancer.
Continued strong growth expected in RCC and neuroendocrine tumor segments, with further expansion into GI oncology.
Confident in balance sheet and free cash flow to support pipeline advancement and share repurchases.
Drivers of 2025 collaboration revenue decrease?
Zanzalintinib's market entry strategy and outlook
Stock repurchase program's role in value creation
Zanza CRC launch: how to capture market share?
Zanza RCC: next steps to build dominant franchise?
Early pipeline: cadence of data disclosures?
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Next Exelixis earnings date
Q1 202612 May, 2026
Exelixis
Next Exelixis earnings date
Q1 202612 May, 2026
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Frequently asked questions
Exelixis Inc is a biotechnology company focused on developing and commercializing small molecule therapies for cancer treatment. The company engages in drug discovery, clinical development, and partnerships targeting multiple oncology indications. The company is headquartered in Alameda, California, and its shares are listed on the NASDAQ.
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