{"schema_version":"secwatch.filing_event.v1","accession":"0000939767-26-000019","form_type":"8-K","ticker":"EXEL","cik":"0000939767","company_name":"EXELIXIS, INC.","filed_at":"2026-02-10T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.089097+00:00","generated_at":"2026-05-16T03:47:13.530268+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Exelixis Q4 revenue $599M, diluted EPS $0.88; cabozantinib franchise up 17% in FY2025","bullets":["Q4 2025 total revenue $598.7M vs $566.8M YoY; GAAP diluted EPS $0.88 vs $0.48.","FY2025 net product revenue $2.123B, up from $1.809B, driven by cabozantinib volume growth.","GAAP net income $782.6M in FY2025 ($2.78 diluted EPS); non-GAAP $869.5M ($3.08 diluted EPS).","R&D expenses fell to $825M (down 9.4% YoY); SG&A rose 5.4% to $518.7M.","NDA for zanzalintinib in mCRC accepted; STELLAR-303/304 readouts and trials expected in 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000939767-26-000019","json":"https://secwatch.observer/filing/0000939767-26-000019.json","markdown":"https://secwatch.observer/filing/0000939767-26-000019.md","text":"https://secwatch.observer/filing/0000939767-26-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/939767/000093976726000019/0000939767-26-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/939767/000093976726000019/exel-20260210.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:47:13.530268+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}