The earnings call presented a balanced view with strong growth in the HIV and liver disease segments, successful clinical trials, and promising product launches, contrasted by declines in overall product sales, Veclury, and oncology due to COVID-19 dynamics and competitive pressures. The company's strategic focus on pipeline and market expansion is promising but faces market challenges.

Company Guidance -

Q3 2025

During the Gilead Sciences, Inc. First Quarter 2025 Earnings Conference Call, the company provided comprehensive guidance, highlighting key metrics and strategic initiatives. Total product sales, excluding Veclury, reached $6.3 billion, marking a 4% year-over-year increase, primarily driven by strong performance in the HIV segment, which grew by 6%. Sales of Biktarvy, a leading HIV treatment, rose by 7%, while Descovy sales surged 38% year over year. The company reported a decline in total product sales to $6.6 billion, down 1% year-over-year, due to a decrease in Veclury sales as COVID-19 hospitalizations fell. Despite this, Gilead maintained a robust 85% product gross margin and a strong operating margin of 43%. Looking ahead, Gilead anticipates continued growth with the potential launch of lenacapavir for PrEP, anetocel for multiple myeloma, and Trodelvy for breast cancer, while maintaining a focus on disciplined expense management and strategic investments in its pipeline. The company reaffirmed its full-year guidance, projecting total product sales between $28.2 to $28.6 billion and non-GAAP diluted EPS of $7.70 to $8.10.

HIV Business Growth

HIV sales increased by 6% year over year, driven by higher average realized price and demand. Biktarvy sales were up 7% year over year, highlighting strong demand-led volume growth.

Livedelzi Market Entry Success

Livedelzi continues its strong launch momentum, with $40 million in sales in its second full quarter, capturing about a third of the market in its category.

Trodelvy Phase III Success

Trodelvy plus pembrolizumab demonstrated a statistically significant and clinically meaningful progression-free survival benefit in the phase III ASCENT-04 trial for first-line PD-L1 positive metastatic triple-negative breast cancer.

Positive Operating Margins

The company reported strong operating margin and earnings per share, reflecting effective expense management.

Strong Cell Therapy Outlook

Anetocel remains on track to potentially launch in 2026 for relapsed refractory multiple myeloma, with promising clinical profiles and manufacturing capabilities.

Improvements in Liver Disease Sales

Sales increased by 3% year over year, driven by demand across PBC, HBV, and HDV, despite lower average realized prices for HCV products in the US.

Gilead Sciences (GILD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GILD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	2.17 / -	2.02	―	―	―
Aug 07, 2025	2025 (Q2)	1.96 / 2.01	2.01	0.00% (0.00)
Apr 24, 2025	2025 (Q1)	1.78 / 1.81	-1.32	237.12% (+3.13)
Feb 11, 2025	2024 (Q4)	1.74 / 1.90	1.72	10.47% (+0.18)
Nov 06, 2024	2024 (Q3)	1.53 / 2.02	2.29	-11.79% (-0.27)
Aug 08, 2024	2024 (Q2)	1.61 / 2.01	1.34	50.00% (+0.67)
Apr 25, 2024	2024 (Q1)	-1.49 / -1.32	1.37	-196.35% (-2.69)
Feb 06, 2024	2023 (Q4)	1.76 / 1.72	1.67	2.99% (+0.05)
Nov 07, 2023	2023 (Q3)	1.92 / 2.29	1.9	20.53% (+0.39)
Aug 03, 2023	2023 (Q2)	1.64 / 1.34	1.58	-15.19% (-0.24)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GILD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 24, 2025	$105.40	$102.44	-2.81%
Feb 11, 2025	$94.80	$101.87	+7.46%
Nov 06, 2024	$89.66	$95.73	+6.77%
Aug 08, 2024	$73.23	$71.36	-2.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Gilead Sciences (GILD) report earnings?

Gilead Sciences (GILD) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Gilead Sciences (GILD) earnings time?

Gilead Sciences (GILD) earnings time is at Oct 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GILD EPS forecast?

GILD EPS forecast for the fiscal quarter 2025 (Q3) is 2.17.

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