secwatch.observer — SEC 8-K summary
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Issuer:     Schrodinger, Inc. (SDGR)
CIK:        0001490978
Form:       8-K
Filed at:   2026-08-05T20:07:48+00:00
Accession:  0001490978-26-000067
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1490978/000149097826000067/0001490978-26-000067-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1490978/000149097826000067/sdgr-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001490978-26-000067

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer