---
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"
generated_at: "2026-08-05T20:10:49.916043+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Schrödinger Q2 ACV $29.6M (+27% YoY); net income $6.0M vs loss; raises drug discovery revenue guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001490978-26-000067
- JSON: https://secwatch.observer/filing/0001490978-26-000067.json
- Plain text: https://secwatch.observer/filing/0001490978-26-000067.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.