earnings
confidence high
sentiment positive
materiality 0.75
Schrödinger Q1 total revenue $59.6M (+63% YoY); software rev $48.8M; maintains FY guidance
Schrodinger, Inc.
2025-Q1 EPS reported
-$0.82
revenue$59,551,000
- Software revenue $48.8M (+46% YoY); drug discovery revenue $10.7M (+237%) incl $5.7M from Novartis collaboration.
- GAAP net loss $59.8M vs $54.7M; non-GAAP net loss improved to $46.7M from $62.4M.
- FY 2025 guidance reaffirmed: software rev growth 10-15%, drug discovery rev $45-50M, opex growth <5%.
- Initial Phase 1 data for SGR-1505 (MALT1 inhibitor) expected in June; SGR-2921 (CDC7) and SGR-3515 (Wee1/Myt1) data in H2 2025.
- Bridget van Kralingen appointed to Board of Directors; predictive toxicology initiative on track for H2 2025 launch.