Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tyler Van Buren | TD Cowen | 7 questions · 0% challenging |
| Terence Flynn | Morgan Stanley | 7 questions · 0% challenging |
| Geoff Meacham | Citigroup | 7 questions · 14% challenging |
| Courtney Breen | Bernstein | 6 questions · 17% challenging |
| Chris Schott | JPMorgan | 6 questions · 0% challenging |
| Umer Raffat | Evercore ISI | 5 questions · 40% challenging |
| Mohit Bansal | Wells Fargo | 5 questions · 20% challenging |
| Brian Abrahams | RBC Capital Markets | 5 questions · 20% challenging |
| Daina Graybosch | Leerink Partners | 4 questions · 0% challenging |
| Evan Seigerman | BMO Capital Markets | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 analyst | 7 questions · 14% challenging |
| Morgan Stanley | 1 analyst | 7 questions · 0% challenging |
| TD Cowen | 1 analyst | 7 questions · 0% challenging |
| Bernstein | 1 analyst | 6 questions · 17% challenging |
| JPMorgan | 1 analyst | 6 questions · 0% challenging |
| Evercore ISI | 1 analyst | 5 questions · 40% challenging |
| Bank of America | 2 analysts | 5 questions · 80% challenging |
| RBC Capital Markets | 1 analyst | 5 questions · 20% challenging |
Product sales grew 5% to $6.9 billion with non-GAAP EPS of $2.03 up 12% as the HIV treatment franchise sustained market leadership and YES2GO PrEP launch exceeded expectations. Management raised total product sales guidance to $30.0-$30.4 billion, a 1.3% midpoint increase driven by commercial outperformance. YES2GO's full-year target was increased to $1 billion, and strategic acquisitions expanded the pipeline across oncology platforms.
Product Launch | Demand | Innovation & R&D | Competitive Dynamics | Regulation Policy | Pricing | Revenue Growth | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 5 | 4 | 3 | 1 | 2 | ||
| 2025Q1 | 8 | 7 | 3 | 5 | 9 | 1 | ||
| 2025Q2 | 6 | 3 | 2 | 3 | 1 | 2 | 1 | |
| 2025Q3 | 11 | 8 | 2 | 2 | 2 | 3 | 1 | 1 |
| 2025Q4 | 7 | 3 | 5 | 3 | 1 | 1 | ||
| 2026Q1 | 9 | 2 | 3 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 7 | 8 | 6 | 11 | 7 | 9 |
| Demand | 5 | 7 | 3 | 8 | 3 | 2 |
| Innovation & R&D | 4 | 3 | 2 | 2 | 5 | 3 |
| Competitive Dynamics | 3 | 5 | 2 | 3 | 3 | |
| Regulation Policy | 1 | 9 | 3 | 2 | 1 | |
| Pricing | 1 | 1 | 3 | 1 | ||
| Revenue Growth | 2 | 2 | 1 | |||
| Geographic Expansion | 1 | 1 | 1 |
What GILD and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Gilead is a bit -- it's a bit different. It's quite large, smaller than Merck, but quite large”
Gilead expanded its Tempus data relationship in a significant step-up from historic levels, signaling growing Gilead investment in oncology data.
“once-weekly combination with Gilead s lenacapavir, an HIV capsid inhibitor”
Merck is co-developing a once-weekly HIV regimen pairing islatravir with Gilead’s lenacapavir.
“in the case that Astra and Daiichi’s datopotamab is approved—I think they have a PDUFA in June—and they are claiming a superior overall survival benefit relative to chemotherapy in patients that are not eligible for immunotherapy.”
An analyst flags Daiichi Sankyo and AstraZeneca's datopotamab as a potential competitive threat to Gilead's Trodelvy in metastatic TNBC.
“in the case that Astra and Daiichi’s datopotamab is approved—I think they have a PDUFA in June—and they are claiming a superior overall survival benefit relative to chemotherapy in patients that are not eligible for immunotherapy.”
An analyst flags AstraZeneca and Daiichi's datopotamab (June PDUFA, claimed superior OS) as a potential competitive threat to Gilead's Trodelvy in first-line TNBC.
“we are excited to expand our portfolio and capabilities with the acquisition of Tubulis.”
Gilead is acquiring Tubulis to expand its ADC platform and portfolio (TUB-40 in ovarian cancer, plus next-gen ADC technology).
“Our acquisition of Arcellx, which closed on April 28, reflects our conviction in the potential of anitocel as a differentiated option for patients with multiple myeloma.”
Gilead closed its acquisition of Arcellx on April 28, bringing anitocel (a multiple-myeloma CAR-T) into its cell-therapy portfolio.
“We are excited about the pending acquisition of Oral Medicines and its lead asset gembritomig, a clinical-stage subcutaneously administered BCMA-CD3 bispecific T cell engager”
Gilead's pending acquisition of Oral Medicines adds gembritomig, a subcutaneous BCMA-CD3 T-cell engager, to its inflammation pipeline.
“we expect to develop in collaboration with Galapagos.”
Gilead plans to develop gembritomig, the lead asset from its pending Oral Medicines acquisition, in collaboration with Galapagos.
“in collaboration with Merck, later this quarter. These trials are evaluating islatravir plus lenacapavir for virally suppressed people with HIV, and if successful, this could result in the first ever long-interval oral treatment regimen.”
Gilead is co-developing the once-weekly oral islatravir plus lenacapavir HIV regimen with Merck, with Phase 3 ILLAND updates expected shortly.
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
Product sales grew 5% to $6.9 billion with non-GAAP EPS of $2.03 up 12% as the HIV treatment franchise sustained market leadership and YES2GO PrEP launch exceeded expectations.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Gilead Sciences (GILD), FY2026 Q1: 8/10. Scores: Gilead Sciences’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: GILD daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.57B | +6.4% | $1.42 | +24.6% | 79.1% | 32.4% | 23.6% | $2.83B |
| FY2025 Q1 | $6.67B | -0.3% | $1.04 | +131.1% | 76.9% | 33.6% | 19.7% | $1.65B |
| FY2025 Q2 | $7.08B | +1.8% | $1.56 | +20.9% | 78.8% | 34.9% | 27.7% | $720M |
| FY2025 Q3 | $7.77B | +3.0% | $2.43 | +143.0% | 79.8% | 42.8% | 39.3% | $3.96B |
| FY2025 Q4 | $7.92B | +4.7% | $1.74 | +22.5% | 79.5% | 37.7% | 27.5% | $3.12B |
| FY2026 Q1Selected | $6.96B | +4.4% | $1.61 | +54.8% | 79.2% | 37.2% | 29.0% | $2.43B |
| FY2026 Q2 | $7.80B | +10.2% | $-8.43 | -640.4% | — | -133.2% | -134.5% | $3.69B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +4.39% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GILD Gilead Sciences | 8 | +4.4% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 2 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| JNJ Johnson & Johnson | 7 | +9.9% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |