License & Development Services was Arcus Biosciences’s largest revenue line in fiscal 2025, bringing in $214.00M of $247.00M (87%).
| Timing of Transfer of Good or Service | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 |
|---|---|---|---|---|---|---|---|---|
| License To Domvanalimab | — | — | — | — | ||||
| License & Development Services | — | $75.00M | — | $214.00M | ||||
| License & Rd Services | $74.00M | — | — | — | ||||
| License & Development Services Revenue | $74.00M | — | — | — | ||||
| Gilead Collaboration, License To Zimberelimab | — | — | — | — | ||||
| Access Rights | $33.00M | $33.00M | $28.00M | $16.00M | ||||
| Other Collaboration Revenue | $33.00M | — | $36.00M | — | ||||
| Gilead Collaboration, Access Rights | — | — | — | — | ||||
| License | — | — | $15.00M | $7.00M | ||||
| Taiho License To Zimberelimab | — | — | — | — | ||||
| Rd Services | — | $4.00M | $8.00M | $10.00M | ||||
| Taiho Access Rights | — | — | — | — | ||||
| Taiho Collaboration, Access Rights | — | — | — | — | ||||
| Taiho Collaboration Agreement | — | — | — | — | ||||
| Collaboration Revenue | — | — | — | — | ||||
| Other | $5.00M | $5.00M | — | — | ||||
| Taiho License To Etrumadenant | — | — | — | — | ||||
| Total | $219.00M | $117.00M | $87.00M | $247.00M |
Arcus Biosciences brought in $247.00M from its four revenue lines in fiscal 2025, the year ended December 31, 2025. That is less than the $451.00M it reports by collaborative arrangement and arrangement other than collaborative, so these revenue lines do not cover all of its revenue. License & Development Services was the largest at $214.00M (86.6%), ahead of Access Rights at $16.00M (6.5%) and Rd Services at $10.00M (4.0%). The remaining revenue line, License, brought in $7.00M.
Compared with fiscal 2024, Rd Services grew fastest, up 25.0% to $10.00M, while License fell the most, down 53.3% to $7.00M. Some of that change comes from Arcus Biosciences regrouping its revenue lines.
Arcus Biosciences began breaking out License & Development Services in fiscal 2023 and Rd Services in fiscal 2023. Arcus Biosciences stopped reporting License & Rd Services ($74.00M in fiscal 2022), License & Development Services Revenue ($74.00M in fiscal 2022), Other Collaboration Revenue ($36.00M in fiscal 2024) and one other as separate revenue lines.
Rd Services was Arcus Biosciences’s largest revenue line in fiscal 2025, bringing in $214.00M of $451.00M (47%).
| Collaborative Arrangement and Arrangement Other than Collaborative | FY 2022 | FY 2023 | FY 2024 | FY 2025 |
|---|---|---|---|---|
| Rd Services | — | $75.00M | $207.00M | $214.00M |
| Gilead Collaboration | $74.00M | $75.00M | $207.00M | $214.00M |
| Access Rights & Option Continuation Periods | — | $33.00M | — | $16.00M |
| Taiho Collaboration | $5.00M | $5.00M | $15.00M | $7.00M |
| Total | $79.00M | $188.00M | $429.00M | $451.00M |
Arcus Biosciences brought in $451.00M from its four revenue lines in fiscal 2025, the year ended December 31, 2025. Arcus Biosciences regrouped these revenue lines after fiscal 2024, so the total does not compare directly with that year's $429.00M. Rd Services was the largest at $214.00M (47.5%), ahead of Gilead Collaboration at $214.00M (47.5%) and Access Rights & Option Continuation Periods at $16.00M (3.5%). The remaining revenue line, Taiho Collaboration, brought in $7.00M.
Compared with fiscal 2024, Rd Services grew 3.4% to $214.00M and Gilead Collaboration grew 3.4% to $214.00M.
Arcus Biosciences began breaking out Rd Services in fiscal 2023 and Access Rights & Option Continuation Periods in fiscal 2023.
Over Time was Arcus Biosciences’s largest revenue line in fiscal 2025, bringing in $214.00M of $221.00M (97%).
| Timing Of Transfer Of Good Or Service | FY 2022 | FY 2023 | FY 2024 | FY 2025 |
|---|---|---|---|---|
| Over Time | $74.00M | $75.00M | $207.00M | $214.00M |
| Point In Time | — | — | $15.00M | $7.00M |
| Total | $74.00M | $75.00M | $222.00M | $221.00M |
Arcus Biosciences brought in $221.00M from its two revenue lines in fiscal 2025, the year ended December 31, 2025. That is less than the $451.00M it reports by collaborative arrangement and arrangement other than collaborative, so these revenue lines do not cover all of its revenue. Over Time was the largest at $214.00M (96.8%), ahead of Point In Time at $7.00M (3.2%).
Compared with fiscal 2024, Over Time grew 3.4% to $214.00M, while Point In Time fell 53.3% to $7.00M.
Arcus Biosciences began breaking out Point In Time in fiscal 2024, when it brought in $15.00M.
Arcus Biosciences (RCUS) reports its revenue by timing of transfer of good or service and by collaborative arrangement and arrangement other than collaborative. In fiscal 2025, License & Development Services was its largest revenue line, bringing in $214.00M (86.6% of the total), followed by Access Rights at $16.00M (6.5%).
License & Development Services was Arcus Biosciences' largest revenue line in fiscal 2025, bringing in $214.00M, or 86.6% of the $247.00M total across its four revenue lines.
Over Time grew faster than Point In Time in fiscal 2025, up 3.4% from $207.00M to $214.00M. Point In Time fell 53.3% to $7.00M.
Every figure comes from Arcus Biosciences' annual financial filings, as reported. Each line keeps the name Arcus Biosciences gives it, and years follow its fiscal calendar.
Arcus Biosciences' revenue by timing of transfer of good or service goes back to fiscal 2018, with figures through fiscal 2025. The latest four fiscal years are free to view, and the full history is available with a Business Quant subscription.