{"schema_version":"secwatch.filing_event.v1","accession":"0000939767-26-000058","form_type":"8-K","ticker":"EXEL","cik":"0000939767","company_name":"EXELIXIS, INC.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.956380+00:00","generated_at":"2026-05-14T23:47:17.839219+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Exelixis Q1 revenue $610.8M, GAAP EPS $0.79; announces $750M buyback","bullets":["Total revenues $610.8M (+10% YoY); cabozantinib U.S. net product revenue $555.0M.","GAAP diluted EPS $0.79 (vs. $0.55 in Q1 2025); non-GAAP diluted EPS $0.87.","Board authorized new $750M stock repurchase program through Dec 31, 2027.","Zanzalintinib NDA accepted for colorectal cancer; PDUFA target Dec 3, 2026.","Company plans to complete current $750M buyback this month."],"urls":{"canonical":"https://secwatch.observer/filing/0000939767-26-000058","json":"https://secwatch.observer/filing/0000939767-26-000058.json","markdown":"https://secwatch.observer/filing/0000939767-26-000058.md","text":"https://secwatch.observer/filing/0000939767-26-000058.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/939767/000093976726000058/0000939767-26-000058-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/939767/000093976726000058/exel-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:47:17.839219+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":[{"claim_id":"4ab92985997e5c8190616372c11c5a911501cc68","claim":"EXELIXIS, INC. reported first quarter of 2026 results: revenue $610.8 million, net income $210.5 million, EPS $0.79 per share, diluted.","evidence_excerpt":"& Investor Relations Exelixis, Inc. 650-837-7248 apeters@exelixis.com Exelixis Announces First Quarter 2026 Financial Results and Provides Corporate Update - Total Revenues of $610.8 million, Cabozantinib Franchise U.S. Net Product Revenues of $555.0 million - - GAAP Diluted EPS of $0.79, Non-GAAP Diluted EPS of $0.87 - - Announced Additional Stock Repurchase Program","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/939767/000093976726000058/0000939767-26-000058-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"Revenue","value":"$610.8 million"},{"label":"Net income","value":"$210.5 million"},{"label":"EPS","value":"$0.79 per share, diluted"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}