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.
Jeffrey Garro
Stephens Inc.
4 questions for CERT
Kyle Crews
UBS
3 questions for CERT
Christine Rains
William Blair
2 questions for CERT
Constantine Davides
Citizens JMP
2 questions for CERT
David Windley
Jefferies Financial Group Inc.
2 questions for CERT
Max Smock
William Blair & Company
2 questions for CERT
Ahmed Muhammad Rahat
Leerink Partners
1 question for CERT
Andrew Moss
Bank of America
1 question for CERT
Anna Kruszenski
Barclays
1 question for CERT
Avantika Dhabaria
BofA Securities
1 question for CERT
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
1 question for CERT
Charles Scholes
Not Disclosed
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 Cherny
Leerink Partners
1 question for CERT
Morgan Gryga
Morgan Stanley
1 question for CERT
Scott Schoenhaus
KeyBanc Capital Markets
1 question for CERT
Steve Dechert
KeyBanc Capital Markets
1 question for CERT
Recent press releases and 8-K filings for CERT.
- 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.
- Certara's CEO, William Feehery, reported a slowdown in bookings at the end of Q3 and beginning of Q4, particularly in the regulatory business and with tier one clients, though tier three biotechs showed strong results and Q4 closing rates are improving.
- The company's regulatory business is currently under strategic review due to its volatility and questions arising from FDA disruption, with clarity expected by year-end.
- Certara anticipates a positive impact from the FDA's initiative to reduce animal testing, as its modeling technology can provide superior data for first-in-human dosing, with further guidance expected in 2026.
- The company is expanding its product portfolio with new offerings like Simcyp Discovery and Simcyp Biopharmaceuticals for broader use cases, and has launched Certara IQ as a new QSP modeling platform aiming to set an industry standard.
- Despite a slower pricing environment and short-term market hesitancy, Certara is focused on growing biosimulation usage and expects accelerated software revenue in 2026 from new products and its cloud platform strategy.
- Certara reported Q3 2025 revenue of $104.6 million, representing a 10% GAAP and constant currency year-over-year increase, and adjusted EBITDA of $35.2 million, which grew 7% year-over-year.
- The company's adjusted diluted EPS for Q3 2025 was $0.14, and the adjusted EBITDA margin was 34%.
- Total bookings increased by 1% in Q3 2025, with Software bookings growing 17% while Services bookings decreased by 9% due to spending hesitancy. The Software Net Retention Rate (NRR) for Q3 2025 was 103.9%.
- Certara updated its FY 2025 guidance, projecting reported revenue growth of 8-9% for the full year.
- Certara reported Q3 2025 revenue of $104.6 million, a 10% year-over-year increase, and adjusted EBITDA of $35.2 million with a 34% margin.
- Q3 2025 bookings totaled $96.6 million, representing 1% growth, which was below expectations due to cautious spending and delayed deal timelines among Tier 1 services customers, a trend that persisted into early Q4.
- The company narrowed its full-year 2025 revenue guidance to $415 million-$420 million and raised its adjusted EBITDA margin guidance to around 32% and adjusted EPS guidance to $0.45-$0.47 per share.
- Certara launched new products including Pinnacle 21 Enterprise, Phoenix Cloud, and Certara IQ, while increasing R&D investment by 24% year-over-year.
- The company repurchased approximately $41 million of stock during 2025 as part of a $100 million share repurchase program and expects to share a definitive outcome of its regulatory services business strategic review before the end of 2025.
- Certara, Inc. reported revenue of $104.6 million for the third quarter of fiscal year 2025, representing 10% growth compared to $94.8 million in Q3 2024.
- Net income was $1.5 million in Q3 2025, a 211% increase from a net loss of $1.4 million in Q3 2024.
- Adjusted EBITDA grew 7% to $35.2 million in Q3 2025, compared to $33.1 million in Q3 2024.
- The company updated its full-year 2025 revenue guidance to a range of $415 million to $420 million and its adjusted diluted earnings per share to $0.45 - $0.47.
- Certara reported third quarter 2025 revenue of $104.6 million, representing a 10% increase compared to $94.8 million in the third quarter of 2024. Software revenue grew 22% to $43.8 million, and services revenue increased 3% to $60.8 million.
- The company achieved net income of $1.5 million in Q3 2025, a significant improvement from a net loss of $1.4 million in Q3 2024. Adjusted EBITDA increased by 7% to $35.2 million.
- Diluted earnings per share for the third quarter of 2025 was $0.01, compared to a diluted loss per share of $(0.01) in the third quarter of 2024. Adjusted diluted earnings per share was $0.14, flat compared to $0.13 in the prior year period.
- Total bookings for the third quarter of 2025 were $96.6 million, showing a 1% year-over-year growth, with software bookings growing 17% to $40.8 million. However, services bookings decreased 9% to $55.8 million, mainly due to softer trends in Regulatory services among tier-one customers.
- Certara is raising its 2025 profitability targets and narrowing its revenue guidance as it approaches the end of the year. The company also recently launched new software products, including CertaraIQ for QSP modeling.
- Certara, Inc. filed an 8-K on October 16, 2025.
- The filing outlines detailed definitions and terms related to the company's credit facilities and debt agreements, covering aspects such as permitted uses of loan proceeds, investments, and dispositions of assets.
- Proceeds from various loan types, including Initial Term Loans, Revolving Loans, and several amendment-related term loans, are designated for purposes such as financing transactions, paying transaction costs, working capital, general corporate purposes, funding acquisitions, and replacing existing term loans.
- The document also defines conditions that would constitute an Event of Default concerning loan guaranties, collateral documents, and subordination provisions.
Quarterly earnings call transcripts for Certara.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more