{"filings":[{"id":554877,"accession_number":"0001490978-26-000041","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2026-05-20T20:19:47+00:00","items":["5.02","7.01"],"status":"ready","headline":"Schrodinger CCO Mannix Aklian departs; Paul Davie returns as interim; guidance reaffirmed","event_type":"leadership","confidence":"high","bullets":["Mannix Aklian ceased as Chief Commercial Officer, Global Head of Software Sales effective May 18, 2026.","Paul Davie, former EVP Sales, returns as interim CCO; company conducting search for permanent replacement.","Company reaffirms full-year and Q2 2026 financial and operational guidance provided on May 5, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93156,"accession_number":"0001490978-26-000036","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schrödinger Q1 ACV $28.4M (+12%), drug disc. rev surges to $22.9M, net loss $60M, FY guide maintained","event_type":"earnings","confidence":"high","bullets":["ACV $28.4M (+12% YoY); software revenue $35.6M (-21%) reflecting hosted transition.","Drug discovery revenue surged to $22.9M from $10.2M on deferred revenue recognition and program discontinuation.","Net loss $60.0M vs $59.8M; cash and securities $406M.","Maintained FY2026 guidance: ACV $218-228M (10-15% growth), drug discovery revenue $55-65M.","Planned summer launch of Bunsen agentic AI co-scientist; Lilly's $2.3B Ajax acquisition validates platform."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":58587000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104548,"accession_number":"0001490978-26-000013","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Schrödinger appoints Therese Abrams as principal accounting officer; Herman transitions out","event_type":"leadership","confidence":"high","bullets":["Therese Abrams designated principal accounting officer effective March 8, 2026; she was VP, Corporate Controller since July 2025.","Abrams previously held finance roles at Schrödinger since 2013; earlier at Jive Software and KPMG; she is a CPA.","Jenny Herman ceased as Chief Accounting Officer and principal accounting officer on March 6, 2026; remains employed through April 10, 2026.","No family relationships or disclosable transactions involving Abrams; standard indemnification agreement executed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104547,"accession_number":"0001490978-26-000009","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schrödinger reports 2025 revenue $255.9M (+23%), net loss $103.3M; guides 2026 software ACV $218-228M","event_type":"earnings","confidence":"high","bullets":["Software revenue $199.5M (+10.6%); drug discovery revenue $56.4M (+107%) vs $27.2M in 2024.","Software ACV $198.5M, up 4% YoY; net loss $103.3M vs $187.1M; adjusted EBITDA -$114.9M vs -$152.5M.","Accelerating transition to hosted software; GAAP software revenue expected to decline short-to-medium term while ACV unchanged.","2026 guidance: software ACV $218-228M (10-15% growth), drug discovery rev $55-65M, opex below 2025.","2028 objective: positive adjusted EBITDA by year-end, substantially complete hosted transition, drug discovery rev ~$50M/year."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":255869000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120824,"accession_number":"0001490978-25-000116","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schrödinger Q3 revenue up 54% to $54.3M; software growth 28%, FY guidance trimmed","event_type":"earnings","confidence":"high","bullets":["Total revenue $54.3M (+54% YoY); software revenue $40.9M (+28%); drug discovery $13.5M.","GAAP net loss narrowed to $32.8M from $38.1M; non-GAAP net loss $42.3M (was $63.7M).","FY2025 software revenue growth guidance cut to 8-13% (from 10-15%); drug discovery raised to $49-52M.","Shift to discovery-focused R&D; not advancing programs independently, expects ~$70M savings.","SGR-1505 got Orphan Drug Designation; SGR-6016 selected as development candidate."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":168634000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137427,"accession_number":"0001490978-25-000106","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Schrödinger finalizes separation agreement with former CFO Geoffrey Porges","event_type":"leadership","confidence":"high","bullets":["Separation date June 6, 2025; receives nine months base salary of $487,500.","COBRA premium payments for up to 12 months; prorated 2025 bonus of $134,543.","Accelerated vesting of 56,250 options; exercise period for 238,913 options extended to 12 months.","Mutual release of claims; confidentiality, non-disparagement, and cooperation obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137426,"accession_number":"0001490978-25-000099","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schrödinger Q2 revenue $54.8M (+16% YoY); narrows net loss; maintains revenue guidance, lowers expense guidance","event_type":"earnings","confidence":"high","bullets":["Total revenue $54.8M (+16% YoY); software revenue $40.5M (+15%); drug discovery $14.2M (+19%).","Net loss improved to $43.2M from $54.0M; non-GAAP net loss $47.5M.","Guidance: Software revenue growth 10-15% reaffirmed; op. expenses expected lower than 2024; cash burn significantly lower.","SGR-1505 FDA Fast Track; initial Phase 1 data presented; exploring strategic options; SGR-2921/SGR-3515 data Q4 2025.","May 7% workforce reduction expected to save ~$30M annually; new CFO Richie Jain appointed."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":114310000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154747,"accession_number":"0001490978-25-000082","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Schrödinger stockholders elect all directors, approve say-on-pay and auditor","event_type":"other_material","confidence":"high","bullets":["Class II directors elected: Chodakewitz, Lynton, Thornberry, van Kralingen.","Michael Lynton received 32.4M for and 12.3M against (27.5% against).","Say-on-pay passed: 50.8M for, 3.0M against; limited common stock voted unanimously for.","Ratification of KPMG as independent auditor for FY2025 approved: 61.4M for, 0.3M against.","Broker non-votes on director election: 7.9M shares; no other proposals had broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154746,"accession_number":"0001193125-25-122800","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Schrodinger appoints Richie Jain as CFO; Geoffrey Porges departs","event_type":"leadership","confidence":"high","bullets":["Richie Jain named EVP and CFO effective May 16, 2025; previously SVP Strategic Finance.","Annual base salary of $535,000; target bonus of 55% of base for 2025 prorated.","Equity grant: 18,750 options and 9,375 RSUs, vesting over 4 years.","Former CFO Geoffrey Porges leaves role, stays as advisor through June 6, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154745,"accession_number":"0001193125-25-122461","cik":1490978,"company_name":"Schrodinger, Inc.","ticker":"SDGR","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Schrödinger restructures, cuts ~60 jobs (7% of workforce) to reduce cash burn","event_type":"other_material","confidence":"high","bullets":["Reduces headcount by ~60 employees (~7% of full-time workforce) effective May 19, 2025.","Estimates $3M in restructuring charges (severance, benefits) in FY2025.","Expects annualized operating expense savings of ~$30M; about half from headcount reduction.","Restructuring aims to improve cash burn rate and operational efficiency."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}