惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Hugging Face - Blog
Hugging Face - Blog
宝玉的分享
宝玉的分享
G
Google Developers Blog
T
Tailwind CSS Blog
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
V
V2EX
V
Visual Studio Blog
博客园 - Franky
S
SegmentFault 最新的问题
Jina AI
Jina AI
爱范儿
爱范儿
The Cloudflare Blog
酷 壳 – CoolShell
酷 壳 – CoolShell
D
DataBreaches.Net
C
Check Point Blog
月光博客
月光博客
P
Proofpoint News Feed
T
The Blog of Author Tim Ferriss
罗磊的独立博客
H
Hackread – Cybersecurity News, Data Breaches, AI and More
MongoDB | Blog
MongoDB | Blog
The GitHub Blog
The GitHub Blog
Y
Y Combinator Blog
Martin Fowler
Martin Fowler

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Exelixis, Inc. (EXEL) Q1 2026 Earnings Call Transcript
SA Transcripts · 2026-05-06 · via All Articles on Seeking Alpha

Q1: 2026-05-05 Earnings Summary

EPS of $0.87 beats by $0.11

 | 

Revenue of

$610.81M

(9.97% Y/Y)

beats by $5.95M

Exelixis, Inc. (EXEL) Q1 2026 Earnings Call May 5, 2026 5:00 PM EDT

Company Participants

Andrew Peters - Senior Vice President of Strategy
Michael Morrissey - CEO, President & Director
Christopher Senner - Executive VP & CFO
P. Haley - Executive Vice President of Commercial
Dana Aftab - Executive Vice President of Research & Development

Conference Call Participants

Kyuwon Choi - Goldman Sachs Group, Inc., Research Division
Yaron Werber - TD Cowen, Research Division
Sudan Loganathan - Stephens Inc., Research Division
Sean Laaman - Morgan Stanley, Research Division
Tsan-Yu Hsieh - William Blair & Company L.L.C., Research Division
Michael Schmidt - Guggenheim Securities, LLC, Research Division
Silvan Tuerkcan - Citizens JMP Securities, LLC, Research Division
Chi Meng Fong - BofA Securities, Research Division
Leonid Timashev - RBC Capital Markets, Research Division
Kalpit Patel - Wolfe Research, LLC
Etzer Darout - Barclays Bank PLC, Research Division
Ashwani Verma - UBS Investment Bank, Research Division

Presentation

Operator

Good day, ladies and gentlemen, and welcome to the Exelixis First Quarter and Fiscal Year 2026 Financial Results Conference Call. My name is Sherry, and I'll be your operator for today. As a reminder, this call is being recorded for replay purposes.

I would now like to turn the call over to your host for today, Mr. Andrew Peters, Senior Vice President of Strategy and Investor Relations. Please proceed.

Andrew Peters
Senior Vice President of Strategy

Thank you, Sherry, and thank you all for joining us for the Exelixis first quarter 2026 financial results conference call. Joining me on today's call are Mike Morrissey, our President and CEO; and Chris Senner, our Chief Financial Officer; Dana Aftab, our Executive Vice President of Research and Development; and P.J. Haley, our Executive Vice President of Commercial, who will review our progress for the first quarter 2026 ended March 31, 2026.

During the call today, we will refer to financial measures not