CERT
Certara, Inc.8.66
-0.08-0.92%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms outlook, details bookings miss.
Q&A largely reaffirmed the prepared remarks' transition-year outlook, pinning Q4 software bookings weakness on customer reprioritizations, trial slowdowns, and pipeline conversion lapses alongside market softening. Management highlighted December's services bookings surge as a leading indicator of stabilizing discretionary spend. Resnick detailed AI integrations like CertaraIQ and Phoenix modules, plus pricing discipline as low-hanging commercial fruit. Regulatory writing review nears resolution, balancing its profitability against MIDD investments. No AI disintermediation fears surfaced from clients. Investors eye execution pickup. Cautiously optimistic, they'll track bookings reacceleration.
Key Stats
Market Cap
1.38BP/E (TTM)
123.71Basic EPS (TTM)
0.07Dividend Yield
0%Recent Filings
8-K
Director Collins to resign
10-K
FY2025 results
Certara posted FY2025 revenue of $418.8M, up 9% y/y, with software up 18% to $183.3M on strong existing customer demand and Chemaxon acquisition contributions, while services grew 3% to $235.6M. Q4 bookings accelerated to $155.3M from $96.6M in Q3 (derived), capping the year at $482.1M total, up 8% y/y, with net software retention steady at 107.2%. Adjusted EBITDA rose 10% to $134.5M, reflecting margin gains from AI investments and 103 new software releases. Debt stood at $295.5M with $100M revolver availability and $189.4M cash; $42.6M share repurchases left $57.4M authorized. No annual guidance disclosed in the 10-K. R&D spending cuts by biopharma clients could stall quarterly momentum.
8-K
Q4 revenue up 3%, growth slows
8-K
Resnick named Certara CEO
Certara appointed Jon Resnick, ex-IQVIA U.S./Canada President, as CEO effective January 1, 2026, succeeding William Feehery, who steps down December 31, 2025, but stays on as $20,000/month consultant. Resnick's deal includes $750,000 base, 100% target bonus, and $18.5M in initial equity grants. Smooth transition. Company reaffirms full-year 2025 outlook.
8-K
Q3 revenue up 10%, guidance raised
Certara posted Q3 revenue of $104.6M, up 10% from $94.8M last year, with software surging 22% to $43.8M while services grew 3% to $60.8M. Adjusted EBITDA climbed 7% to $35.2M. Software bookings soared 17%. Raised 2025 revenue guidance to $415M-$420M, but services bookings dropped 9% amid tier-one hesitancy.
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