Earnings summaries and quarterly performance for Certara.
Executive leadership at Certara.
William Feehery
Chief Executive Officer
Adrian McKemey
President, Certara Drug Development Solutions
Daniel Corcoran
Senior Vice President and General Counsel
John Gallagher
Senior Vice President and Chief Financial Officer
Leif Pedersen
President, Chief Commercial Officer
Robert Aspbury
President, Certara Predictive Technologies
Rona Anhalt
Chief Human Resources Officer
Board of directors at Certara.
Research analysts who have asked questions during Certara earnings calls.
David Windley
Jefferies Financial Group Inc.
4 questions for CERT
Jeffrey Garro
Stephens Inc.
4 questions for CERT
Anna Kruszenski
Barclays
3 questions for CERT
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
3 questions for CERT
Christine Rains
William Blair
3 questions for CERT
Kyle Crews
UBS
3 questions for CERT
Scott Schoenhaus
KeyBanc Capital Markets
3 questions for CERT
Constantine Davides
Citizens JMP
2 questions for CERT
Jeff Garro
Stephens
2 questions for CERT
John Park
Morgan Stanley
2 questions for CERT
Max Smock
William Blair & Company
2 questions for CERT
Michael Cherny
Leerink Partners
2 questions for CERT
Thomas Keller
BMO Capital Markets
2 questions for CERT
Ahmed Muhammad Rahat
Leerink Partners
1 question for CERT
Andrew Moss
Bank of America
1 question for CERT
Avantika Dhabaria
BofA Securities
1 question for CERT
Charles Scholes
Not Disclosed
1 question for CERT
Christine Raines
William Blair & Company
1 question for CERT
Daniel Clark
Leerink Partners
1 question for CERT
Dave Windley
Jefferies LLC
1 question for CERT
Joe Vruwink
Baird
1 question for CERT
Joseph Vruwink
Baird
1 question for CERT
Luke Sergott
Barclays
1 question for CERT
Michael Cherney
Jefferies Financial Group Inc.
1 question for CERT
Morgan Gryga
Morgan Stanley
1 question for CERT
Steve Dechert
KeyBanc Capital Markets
1 question for CERT
Recent press releases and 8-K filings for CERT.
- Certara reported Q4 2025 total revenue of $103.6 million, a 3% year-over-year increase, and full-year 2025 total revenue of $418.8 million, up 9%.
- Adjusted EBITDA for Q4 2025 was $32.5 million, with a 31% margin, and full-year 2025 Adjusted EBITDA was $134.5 million, with a 32% margin.
- For 2026, Certara expects total revenue growth of flat to 4%, Adjusted EBITDA margin in the range of 30%-32%, and Adjusted EPS of $0.44-$0.48 per share.
- The company repurchased approximately 3.3 million shares for $43 million during 2025 and is in the final stages of a strategic review of its regulatory writing and operations business.
- Jon Resnick, the new CEO who joined on January 1st, 2026, outlined three strategic priorities to drive sustainable, faster growth and identified approximately $10 million in cost avoidance for 2026.
- Certara reported Q4 2025 total revenue of $103.6 million, a 3% year-over-year increase, and full-year 2025 total revenue of $418.8 million, up 9%.
- Adjusted EBITDA for Q4 2025 was $32.5 million (31% margin) and $134.5 million for the full year (32% margin).
- The company provided 2026 guidance, expecting total revenue growth of flat to 4%, Adjusted EBITDA margin in the range of 30%-32%, and Adjusted EPS between $0.44 and $0.48 per share.
- Software bookings in Q4 2025 decreased 6% from the prior year to $56.1 million, attributed to external market conditions and execution challenges, while services bookings increased 17% to $99.1 million.
- Certara is undergoing a strategic review of its regulatory writing and operations business, with a resolution expected in the near term, and plans to implement $10 million in cost avoidance for 2026.
- Jon Resnick joined as CEO on January 1, 2026, and outlined three strategic priorities for Certara: developing a more focused corporate strategy and product portfolio, enhancing customer engagement, and raising the operational bar.
- For Q4 2025, Certara reported total revenue of $103.6 million, a 3% year-over-year increase, and adjusted diluted EPS of $0.09. Full-year 2025 total revenue was $418.8 million, growing 9% year-over-year.
- The company provided 2026 guidance, expecting total revenue growth of flat to 4% compared to 2025, an Adjusted EBITDA margin of 30%-32%, and adjusted EPS in the range of $0.44-$0.48 per share.
- Certara has identified approximately $10 million in cost avoidance for 2026 and plans to be strategic with capital deployment, including executing against its existing share repurchase authorization.
- Certara reported Q4 2025 revenue of $103.6 million and Adjusted EBITDA of $32.5 million, with an adjusted diluted EPS of $0.09.
- For Fiscal Year 2025, the company achieved revenue of $418.8 million and Adjusted EBITDA of $134.5 million, with an adjusted diluted EPS of $0.44.
- Jon Resnick was appointed CEO, effective January 1, 2026, bringing over 30 years of experience to the role.
- Certara initiated FY 2026 guidance, forecasting revenue growth of 0-4%, an Adjusted EBITDA margin of 30-32%, and adjusted diluted EPS of $0.44-$0.48.
- In Q4 2025, Software bookings were lower than expected due to external factors and execution challenges, while Services bookings showed strength. The trailing twelve months (TTM) Book to Bill ratio was 1.15 for Q4 2025.
- Certara reported Q4 2025 revenue of $103.6 million, a 3% year-over-year increase, and full fiscal year 2025 revenue of $418.8 million, up 9%.
- For Q4 2025, the company recorded a net loss of $5.9 million and diluted earnings per share of $(0.04), compared to a net income and positive EPS in Q4 2024. Adjusted EBITDA for the quarter was $32.5 million, a 3% decrease from the prior year.
- The company issued full year 2026 guidance, projecting revenue growth of 0-4%, an Adjusted EBITDA margin of 30-32%, and Adjusted Diluted EPS between $0.44 and $0.48.
- Jon Resnick was appointed Chief Executive Officer and a member of the Board of Directors, effective January 1, 2026.
- Certara reported FY 2025 revenue of $418.8 million (9% growth) and Adjusted EBITDA of $134.5 million (10% growth).
- For the fourth quarter of 2025, revenue was $103.6 million (3% growth), and Adjusted EBITDA was $32.5 million (3% decline). The company also reported a net loss of $5.9 million for Q4 2025, compared to a net income of $6.6 million in Q4 2024.
- The company provided FY 2026 guidance, expecting revenue growth of 0-4%, an Adjusted EBITDA margin of 30-32%, and Adjusted Diluted EPS of $0.44-$0.48.
- Jon Resnick was appointed Chief Executive Officer, effective January 1, 2026.
- Certara (CERT) reported strong performance in Tier 3 biotech customers, with biosim services experiencing double-digit growth in Q3 2025, which partially offset weakness in Tier 1 large pharma customers due to decision-making and project delays.
- The company anticipates a sequential increase in Q4 2025 bookings from Q3, although it expects this seasonality to be less pronounced than in prior years due to continued slowness from Tier 1 customers.
- Certara is actively integrating AI into its software offerings, having launched new products like Coauthor (generative AI for regulatory writing) and Certara IQ (QSP software). The transition of its high-volume Phoenix product to a cloud version with AI features is expected to be a growth catalyst for software in 2026.
- R&D investments grew 24% in Q3 2025 to support the launch of three new software products, while the company maintained the high end of its EBITDA margin guide through thoughtful spend allocation and high services team utilization. Certara expects to make a decision on the divestment of its regulatory services business by the end of 2025.
- Certara experienced strong performance from biotech (Tier 3) customers, particularly in biosim services, which saw double-digit growth in Q3 2025. However, weakness persisted with large pharma (Tier 1) customers due to decision-making and project delays, impacting regulatory and biosim services, with this trend carrying into Q4 2025.
- The company is seeing strong adoption of Certara Cloud and has launched Phoenix Cloud to transition customers from desktop versions, aiming to be a growth catalyst for software in 2026. Certara is also actively embedding AI into its software offerings, including new products like Coauthor and Certara IQ, which are being monetized through direct sales and higher pricing for AI-enabled cloud versions.
- Despite significant R&D investments (24% growth in Q3 2025), Certara is achieving the high end of its EBITDA margin guidance, supported by improving gross margins and high utilization of its services team. The company expects to make a decision on the potential divestment of its regulatory services business by the end of 2025 and continues to focus M&A on software assets.
- Certara experienced a mixed demand environment in Q3 2025, with strong double-digit growth in biosim services from Tier 3 biotech customers offsetting weakness and project delays from Tier 1 large pharma customers. This weakness is expected to make Q4 bookings seasonality less pronounced than in prior years, though a sequential increase from Q3 is still anticipated.
- The company is actively integrating AI into its software offerings, having launched CoAuthor (generative AI for regulatory writing) and Certara IQ (QSP software). AI features will also be embedded in the new Phoenix Cloud version, which is expected to be a key growth catalyst for software in 2026.
- Certara is making significant R&D investments, with a 24% increase in Q3 2025, primarily for software development, while still achieving the highest end of its EBITDA margin guidance for the year. This is supported by improving gross margins due to software mix and high utilization of the services team.
- The Net Revenue Retention (NRR) is in line with the company's plan but at the lower end, with Q3 organic software revenue growth of 6% yielding an NRR of 104. This is influenced by new biotech customers, price expansion, and some headwind from reduced seat licenses due to pharma layoffs.
- Certara expects to provide an update on the potential divestment of its regulatory services business by the end of 2025. The company also continues to balance share buybacks (partially executed) with M&A focused on software assets, leveraging its track record of successful acquisitions like Chemaxon and Applied BioMath.
- Certara's CEO, William Feehery, acknowledged a slowdown in bookings during Q3 and early Q4, particularly in the regulatory business and with tier one clients, which led to a stronger-than-expected market reaction. He noted that bookings from biotechs (tier three) remained strong and that closing rates improved in Q4.
- The company's regulatory business is undergoing a strategic review due to its volatility and decreased strategic importance, with the company expecting to provide clarity by the end of the year.
- Certara launched Certara IQ, a new QSP modeling platform, aiming to set a new industry standard. The company is also advancing its cloud strategy, migrating all products to a portal, and anticipates accelerated software revenue in 2026 from new product offerings.
- FDA initiatives to reduce animal testing are seen as a positive catalyst for Certara's biosimulation offerings, especially QSP, with regulatory guidance expected in 2026 to further drive adoption.
Quarterly earnings call transcripts for Certara.
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