Inferra AI / Company / SDGR
Schrodinger, Inc.
SDGR · Health Care
Last earnings Aug 5, 2026
Key results
Total revenuequarter
$54.8 Million
Total Revenue of $54.8 Million,
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Software revenuequarter
$40.5 Million
Software Revenue of $40.5 Million
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Second Quarter 2025 Financial Results Total revenue for the second quarter increased 16% to $54.8 million, compared to $47.3 million in the second quarter of 2024.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Software revenue for the second quarter increased 15% to $40.5 million, compared to $35.4 million in the second quarter of 2024.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Revenuequarter
$14.2 million
Drug discovery revenue was $14.2 million for the second quarter, compared to $11.9 million in the second quarter of 2024.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Software gross marginquarter
68%
Software gross margin was 68% for the second quarter, compared to 80% in the second quarter of 2024, primarily reflecting the costs associated with the company s predictive toxicology initiative.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
AI analysis
Q2 2025 · reported Aug 6, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Aug 6, 2025 Margin values as stated in the release.
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Aug 6, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | $54.8 Million | — | $11.9 million |
| Software revenue | $40.5 Million | — | — |
| Revenue | $14.2 million | — | $11.9 million |
| Software gross margin | 68% | — | 80% |
Guidance · company-stated
Direction: Reiterated
“htm EX-99.1 Document Exhibit 99.1 Schr dinger Reports Second Quarter 2025 Financial Results Second Quarter Total Revenue of $54.8 Million, Software Revenue of $40.5 Million Maintains Full Year 2025 Revenue Growth Guidance and Lowers Operating Expense Guidance Company to Complete Phase 1 Data Package for SGR-1505 While Exploring Strategic Opportunities for Clinical Development Initial Clinical Data for SGR-3515 and SGR-2921 Expected in Fourth Quarter of 2025 New York, August 6, 2025 Schr dinger, Inc.”
“In a highly dynamic macroenvironment, our ability to deliver solid second quarter results and maintain our 2025 revenue growth guidance is a testament to our strong customer relationships and the demand for proven computational technologies to accelerate molecular discovery, said Ramy Farid, Ph.”
“2025 Financial Outlook As of August 6, 2025, Schr dinger updated its expectation for operating expenses and reaffirmed the other aspects of its previously issued financial guidance for the fiscal year ending December 31, 2025 Software revenue growth is expected to range from 10% to 15%.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
On February 28, 2024, the Company filed a universal shelf registration statement on Form S-3 which allows for the offering and selling of an indeterminate number of shares of common stock, preferred stock, depositary shares or warrants, or an indeterminate principal amount of debt securities, from time to time pursuant to one or more offerings at prices and terms to be determined at the time of the sale.
The Company considers all limited common stock to be participating securities as the holders are entitled to the same dividend rights as holders of common stock and therefore net income (loss) attributable to common and limited common stockholders is identical for both classes.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue 0.0% computed from stated figures
Event summary
Second Quarter 2025 Financial Results Total revenue for the second quarter increased 16% to $54.8 million, compared to $47.3 million in the second quarter of 2024
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Reiterated
Revenue: “htm EX-99.1 Document Exhibit 99.1 Schr dinger Reports Second Quarter 2025 Financial Results Second Quarter Total Revenue of $54.8 Million, Software Revenue of $40.5 Million Maintains Full Year 2025 Revenue Growth Guidance and Lowers Operating Expense Guidance Company to Complete Phase 1 Data Package for SGR-1505 While Exploring Strategic Opportunities for Clinical Development Initial Clinical Data for SGR-3515 and SGR-2921 Expected in Fourth Quarter of 2025 New York, August 6, 2025 Schr dinger, Inc.”
Revenue: “In a highly dynamic macroenvironment, our ability to deliver solid second quarter results and maintain our 2025 revenue growth guidance is a testament to our strong customer relationships and the demand for proven computational technologies to accelerate molecular discovery, said Ramy Farid, Ph.”
Revenue: “2025 Financial Outlook As of August 6, 2025, Schr dinger updated its expectation for operating expenses and reaffirmed the other aspects of its previously issued financial guidance for the fiscal year ending December 31, 2025 Software revenue growth is expected to range from 10% to 15%.”
Revenue — Reiterated (“Maintains”)
“htm EX-99.1 Document Exhibit 99.1 Schr dinger Reports Second Quarter 2025 Financial Results Second Quarter Total Revenue of $54.8 Million, Software Revenue of $40.5 Million Maintains Full Year 2025 Revenue Growth Guidance and Lowers Operating Expense Guidance Company to Complete Phase 1 Data Package for SGR-1505 While Exploring Strategic Opportunities for Clinical Development Initial Clinical Data for SGR-3515 and SGR-2921 Expected in Fourth Quarter of 2025 New York, August 6, 2025 Schr dinger, Inc.”
Revenue — Reiterated (“maintain”)
“In a highly dynamic macroenvironment, our ability to deliver solid second quarter results and maintain our 2025 revenue growth guidance is a testament to our strong customer relationships and the demand for proven computational technologies to accelerate molecular discovery, said Ramy Farid, Ph.”
Revenue — Reiterated (“reaffirmed”)
“2025 Financial Outlook As of August 6, 2025, Schr dinger updated its expectation for operating expenses and reaffirmed the other aspects of its previously issued financial guidance for the fiscal year ending December 31, 2025 Software revenue growth is expected to range from 10% to 15%.”
Classified from the release's primary full-year outlook statement.
Capital allocation
On February 28, 2024, the Company filed a universal shelf registration statement on Form S-3 which allows for the offering and selling of an indeterminate number of shares of common stock, preferred stock, depositary shares or warrants, or an indeterminate principal amount of debt securities, from time to time pursuant to one or more offerings at prices and terms to be determined at the time of the sale.
SEC original ↗Schrodinger, Inc. — 10-Q Quarterly report10-QAug 5, 2026
The Company considers all limited common stock to be participating securities as the holders are entitled to the same dividend rights as holders of common stock and therefore net income (loss) attributable to common and limited common stockholders is identical for both classes.
SEC original ↗Schrodinger, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Strategy & priorities
Revenue of $40.5 Million Maintains Full Year 2025 Revenue Growth Guidance and Lowers Operating Expense Guidance Company to Complete Phase 1 Data Package for SGR-1505 While Exploring Strategic Opportunities for Clinical Development Initial Clinical Data for SGR-3515 and SGR-2921 Expected in Fourth Quarter of 2025 New York, August 6, 2025 Schr dinger, Inc.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
We are exploring strategic opportunities for SGR-1505 with the goals of accelerating the clinical development of this potential best-in-class molecule and maximizing benefit to patients globally, stated Karen Akinsanya, Ph.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
, president, head of therapeutics R D and chief strategy officer, partnerships.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Software gross margin was 68% for the second quarter, compared to 80% in the second quarter of 2024, primarily reflecting the costs associated with the company s predictive toxicology initiative.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
The company is also exploring strategic opportunities to advance the development of SGR-1505.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Risks & headwinds
Actual results may differ materially from those described in these forward-looking statements and are subject to a variety of assumptions, uncertainties, risks and important factors that are beyond Schr dinger s control, including the demand for its software platform, its ability to further develop its computational platform, its reliance upon third-party providers of cloud-based infrastructure to host its software solutions, factors adversely affecting the life sciences industry, fluctuations in the value of the U.
SEC original ↗Schrodinger, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this Quarterly Report.
SEC original ↗Schrodinger, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Legal Proceedings 45 Item 1A.
SEC original ↗Schrodinger, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Our quarterly and annual results may fluctuate significantly, which could adversely impact the value of our common stock.
SEC original ↗Schrodinger, Inc. — 10-Q Quarterly report10-QAug 5, 2026
A significant portion of our revenues are generated by sales to life sciences industry customers, and factors that adversely affect this industry could adversely affect our software sales.
SEC original ↗Schrodinger, Inc. — 10-Q Quarterly report10-QAug 5, 2026
As a company, we have very limited experience in clinical development, which may adversely impact the likelihood that we will be successful in advancing our programs.
SEC original ↗Schrodinger, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q2 2026
- 8-KSDGR
Aug 5, 2026
- 10-QSDGR
Aug 5, 2026
- Q1 2026
- 8-KSDGR
Jun 29, 2026
- 8-KSDGR
Jun 23, 2026
- 8-KSDGR
Jun 8, 2026
- 8-KSDGR
May 20, 2026
- 8-KSDGR
May 5, 2026
- 10-QSDGR
May 5, 2026
- Q4 2025
- 8-KSDGR
Mar 12, 2026
- 8-KSDGR
Feb 25, 2026
- 10-KSDGR
Feb 25, 2026
- Q3 2025
- 8-KSDGR
Nov 5, 2025
- 10-QSDGR
Nov 5, 2025
- Q2 2025
- 8-KSDGR
Sep 8, 2025
- 8-KSDGR
Aug 6, 2025
- 10-QSDGR
Aug 6, 2025
- Q1 2025
- 8-KSDGR
Jun 18, 2025
- 8-KSDGR
May 20, 2025
- 8-KSDGR
May 19, 2025
- 8-KSDGR
May 7, 2025
- 10-QSDGR
May 7, 2025
- 8-KSDGR
Apr 11, 2025
- EX-99SDGR
Apr 11, 2025
- Q4 2024
- 8-KSDGR
Mar 10, 2025
- 8-KSDGR
Feb 26, 2025
- 10-KSDGR
Feb 26, 2025
- Q3 2024
- 8-KSDGR
Nov 12, 2024
- 8-KSDGR
Nov 12, 2024
- 10-QSDGR
Nov 12, 2024
- Q2 2024
- 8-KSDGR
Sep 12, 2024
- 10-QSDGR
Jul 31, 2024
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Schrodinger, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Schrodinger, Inc. are held in this edition of the library.
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