earnings
confidence high
sentiment neutral
materiality 0.75
Schrödinger Q4 software revenue $38.6M, up 55% YoY; guides 2022 total revenue $161-181M
Schrodinger, Inc.
2022-FY EPS reported
-$1.42
revenue$137,931,000
- Q4 total revenue $46.2M (+40% YoY); software revenue $38.6M (+55% YoY); drug discovery $7.6M.
- FY 2021 total revenue $137.9M (+28% YoY); net loss $101.2M vs $26.6M loss in 2020.
- 2022 guidance: total revenue $161-181M; software $126-136M; drug discovery $35-45M; gross margin mid-70s%.
- Karen Akinsanya promoted to president of R&D; MALT1 IND H1 2022; Phase 1 study in H2 2022.
- Cash $579M; ACV $112.1M (+22% YoY); 190 customers >$100k ACV.