{"schema_version":"secwatch.filing_event.v1","accession":"0000939767-26-000096","form_type":"8-K","ticker":"EXEL","cik":"0000939767","company_name":"EXELIXIS, INC.","filed_at":"2026-08-05T20:09:37+00:00","discovered_at":"2026-08-05T20:11:00.233951+00:00","generated_at":"2026-08-05T20:12:06.452633+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Exelixis Q2 2026 revenue $628.7M, GAAP EPS $0.82, non-GAAP EPS $0.91","bullets":["Total revenues $628.7M, up 11% YoY; cabozantinib U.S. net product revenues $573.0M.","GAAP net income $212.1M ($0.82 diluted EPS) vs $184.8M ($0.65) in Q2 2025.","Non-GAAP net income $237.1M ($0.91 diluted EPS) vs $212.6M ($0.75) YoY.","R&D expenses $212.0M, SG&A $147.6M; both up YoY on clinical and marketing costs.","Zanzalintinib potential launch in metastatic colorectal cancer pending regulatory approval later 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000939767-26-000096","json":"https://secwatch.observer/filing/0000939767-26-000096.json","markdown":"https://secwatch.observer/filing/0000939767-26-000096.md","text":"https://secwatch.observer/filing/0000939767-26-000096.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/939767/000093976726000096/0000939767-26-000096-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/939767/000093976726000096/exel-20260805.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-05T20:12:06.452633+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"}