CJ [Analyst]'s questions to Schrodinger Inc (SDGR) leadership • Q4 2024
Question
CJ, on behalf of Mani Foroohar, asked about the seasonality of revenue and whether the historical weighting towards the fourth quarter would begin to lessen in the current year.
Answer
CFO Geoffrey Porges clarified that the company expects revenue distribution to gradually become less weighted to Q4 over time. This shift is driven by the increasing proportion of hosted revenue, which is recognized more evenly throughout the year. He cautioned that Q2 and Q3 would likely remain cyclically lower quarters.