{"schema_version":"secwatch.filing_event.v1","accession":"0001490978-26-000036","form_type":"8-K","ticker":"SDGR","cik":"0001490978","company_name":"Schrodinger, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.358437+00:00","generated_at":"2026-05-14T23:20:19.427348+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Schrödinger Q1 ACV $28.4M (+12%), drug disc. rev surges to $22.9M, net loss $60M, FY guide maintained","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001490978-26-000036","json":"https://secwatch.observer/filing/0001490978-26-000036.json","markdown":"https://secwatch.observer/filing/0001490978-26-000036.md","text":"https://secwatch.observer/filing/0001490978-26-000036.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1490978/000149097826000036/0001490978-26-000036-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1490978/000149097826000036/sdgr-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:20:19.427348+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":"85506dba610926dc0de3fbd5a2b2177a032dd109","claim":"Schrodinger, Inc. reported financial results for first quarter ended March 31, 2026.","evidence_excerpt":"On May 5, 2026, Schrödinger, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1490978/000149097826000036/0001490978-26-000036-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"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"}