SDGR
Schrödinger, Inc.17.94
-0.27-1.48%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.32BP/E (TTM)
-Basic EPS (TTM)
-2.40Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
CFO separation agreement finalized
Schrödinger finalized its separation agreement with former CFO Geoffrey Porges on September 5, 2025, confirming his exit effective June 6, 2025, with $487,500 in severance over nine months, a $134,543 prorated 2025 bonus, 12 months of COBRA premiums, and accelerated vesting of 56,250 stock options plus extended exercise periods for 238,913 options. This locks in mutual releases and ongoing confidentiality, stabilizing leadership amid the prior departure. No interim CFO named yet.
8-K
Q2 revenue up 16%, expenses cut
Schrödinger reported Q2 2025 total revenue of $54.8 million, up 16% from $47.3 million last year, with software revenue hitting $40.5 million amid a tough macroenvironment. The company slashed operating expenses to $79.1 million via a 7% workforce cut, trimming annualized costs by $30 million, while narrowing net loss to $43.2 million. It maintains 10-15% full-year software growth guidance but explores partnerships for MALT1 inhibitor SGR-1505 after promising Phase 1 data; initial reads for SGR-3515 and SGR-2921 loom in Q4. Cost controls sharpen focus on pipeline advances.
10-Q
Q2 FY2025 results
Schrödinger's Q2 FY2025 results showed revenue climbing 16% y/y to $54.8M, driven by 15% software growth to $40.5M and 19% drug discovery gains to $14.2M, yet gross profit dipped 17% to $26.2M as costs surged 79% amid higher R&D and cloud expenses. Operating loss held steady at $52.9M while net loss narrowed 20% to $43.2M, aided by a $4.6M fair-value gain on Structure Therapeutics equity. Cash and equivalents rose to $220M, with $462M total liquidity supporting runway through 2027; no debt or M&A noted. YTD revenue doubled 36% to $114.3M, but EPS swung to -$1.41 from -$1.50 y/y. Markets stay competitive, pressuring software renewals.
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