earnings
confidence high
sentiment neutral
materiality 0.75
Schrödinger reports 2025 revenue $255.9M (+23%), net loss $103.3M; guides 2026 software ACV $218-228M
Schrodinger, Inc.
2025-FY EPS reported
-$1.41
revenue$255,869,000
- 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.
item 2.02item 9.01