earnings
confidence high
sentiment neutral
materiality 0.75
Schrödinger Q3 revenue up 54% to $54.3M; software growth 28%, FY guidance trimmed
Schrodinger, Inc.
2025-Q3 EPS reported
-$1.85
revenue$168,634,000
- 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.