{"schema_version":"secwatch.filing_event.v1","accession":"0001490978-24-000017","form_type":"8-K","ticker":"SDGR","cik":"0001490978","company_name":"Schrodinger, Inc.","filed_at":"2024-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.318283+00:00","generated_at":"2026-06-05T08:39:03.424432+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Schrödinger Q4 software rev +44% to $68.7M; guides 6-13% software growth in 2024","bullets":["Q4 software revenue $68.7M (+44% YoY); total revenue $74.1M (+30.4%); net loss $30.7M.","Full-year 2023 total revenue $216.7M (+19.7%); net income $40.7M vs $149.2M loss in 2022.","2024 guidance: software revenue growth 6-13%; drug discovery revenue $30-35M; expects higher cash burn.","Pipeline: Phase 1 data for MALT1 inhibitor SGR-1505 well tolerated; two clinical programs; Wee1/Myt1 IND expected H1 2024.","Total ACV grew 9.7% to $154.2M; customers with >$1M ACV rose from 18 to 27."],"urls":{"canonical":"https://secwatch.observer/filing/0001490978-24-000017","json":"https://secwatch.observer/filing/0001490978-24-000017.json","markdown":"https://secwatch.observer/filing/0001490978-24-000017.md","text":"https://secwatch.observer/filing/0001490978-24-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1490978/000149097824000017/0001490978-24-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1490978/000149097824000017/sdgr-20240228.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T08:39:03.424432+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":[{"claim_id":"06fc4992860aaf1e12c212fa5b87ec958a5ab532","claim":"Schrodinger, Inc. reported year ended December 31, 2023 results: revenue $216.7 million, net income $40.7 million.","evidence_excerpt":"Total revenue for the full year increased 19.7% to $216.7 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1490978/000149097824000017/0001490978-24-000017-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"year ended December 31, 2023"},{"label":"Revenue","value":"$216.7 million"},{"label":"Net income","value":"$40.7 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7fbc87488e9fb31e38cd69c86a3d8ddcd3de7e79","claim":"Schrodinger, Inc. reported fourth quarter and year ended December 31, 2023 results: revenue $74.1 million, net income $30.7 million net loss.","evidence_excerpt":"Total revenue for the fourth quarter increased 30.4% to $74.1 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1490978/000149097824000017/0001490978-24-000017-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter and year ended December 31, 2023"},{"label":"Revenue","value":"$74.1 million"},{"label":"Net income","value":"$30.7 million net loss"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}