Exelixis, Inc. revenue by segment EXEL

Annual Quarterly

Exelixis, Inc. splits its revenue into 5 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Oct 2, 2026 was Product Gross at $853.7 million, 130% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line	TTM Oct 2, 2026	Q3 FY2026 Oct 2, 2026	Q2 FY2026 Jul 3, 2026	Q1 FY2026 Apr 3, 2026	Q4 FY2025 Jan 2, 2026	Q3 FY2025 Oct 3, 2025	Q2 FY2025 Jul 4, 2025	Q1 FY2025 Apr 4, 2025	Q4 FY2024 Jan 3, 2025
Revenue	2,497	659	629	611	599	598	568	555	567
Product Gross	3,226 +9.3% share 129.2%	854 +9.4% share 129.6%	813 +9.1% share 129.3%	795 +10.2% share 130.2%	765 +8.6% share 127.7%	780 share 130.5%	745 share 131.2%	722 share 129.9%	704 share 124.2%
License	242 +22.4% share 9.7%	58 +3.9% share 8.9%	60 +21.3% share 9.5%	57 +34.1% share 9.3%	66 +34.5% share 11.1%	56 share 9.4%	49 share 8.7%	42 share 7.6%	49 share 8.7%
Cometriq	8 -18.1% share 0.3%	2 -42.0% share 0.3%	2 +11.9% share 0.4%	2 -8.6% share 0.4%	2 -23.6% share 0.3%	3 share 0.5%	2 share 0.4%	2 share 0.4%	2 share 0.4%
Services	-24 -3921.0% share -1.0%	-5 -228.6% share -0.7%	-4 -293.3% share -0.7%	-1 -252.2% share -0.2%	-14 -754.7% share -2.4%	-1 share -0.2%	-1 share -0.2%	-0 share -0.1%	2 share 0.4%
Product Sales Discounts And Allowances	-947 -10.2% share -37.9%	-249 -4.8% share -37.8%	-240 -6.4% share -38.1%	-240 -15.3% share -39.4%	-218 -15.6% share -36.4%	-237 share -39.7%	-225 share -39.6%	-208 share -37.5%	-189 share -33.3%

How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Biological Products, (No Diagnostic Substances) (SIC 2836)
Listed as: EXEL (Nasdaq)
Fiscal year ends: January 1
Incorporated in: DE
Headquarters: Alameda, CA
SEC filer status: Large accelerated filer
SEC CIK: 939767
Former names: EXELIXIS INC (until Sep 12, 2012)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.