{"schema_version":"secwatch.filing_event.v1","accession":"0001490978-26-000067","form_type":"8-K","ticker":"SDGR","cik":"0001490978","company_name":"Schrodinger, Inc.","filed_at":"2026-08-05T20:07:48+00:00","discovered_at":"2026-08-05T20:09:00.248288+00:00","generated_at":"2026-08-05T20:10:49.916043+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Schrödinger Q2 ACV $29.6M (+27% YoY); net income $6.0M vs loss; raises drug discovery revenue guidance","bullets":["ACV $29.6M, up 27% YoY; trailing four-quarter ACV $208M.","Total revenue $58.9M (+8%); software revenue $32.5M (-10%) on hosted transition.","Net income $6.0M vs net loss $43.2M; includes $48.9M other income from Ajax milestone.","FY2026 ACV guidance $218-228M (10-15% growth); drug discovery revenue raised to $65-75M.","Launched Bunsen AI co-scientist; strategic agreement with Bristol Myers Squibb."],"urls":{"canonical":"https://secwatch.observer/filing/0001490978-26-000067","json":"https://secwatch.observer/filing/0001490978-26-000067.json","markdown":"https://secwatch.observer/filing/0001490978-26-000067.md","text":"https://secwatch.observer/filing/0001490978-26-000067.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1490978/000149097826000067/0001490978-26-000067-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1490978/000149097826000067/sdgr-20260805.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-05T20:10:49.916043+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}