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Certara (CERT)

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Earnings summaries and quarterly performance for Certara.

Research analysts who have asked questions during Certara earnings calls.

DW

David Windley

Jefferies Financial Group Inc.

4 questions for CERT

Also covers: CNC, CRL, CTLT +15 more
Jeffrey Garro

Jeffrey Garro

Stephens Inc.

4 questions for CERT

Also covers: ACCD, DH, DOCS +9 more
AK

Anna Kruszenski

Barclays

3 questions for CERT

Also covers: CRL
BS

Brendan Smith

Stifel, Nicolaus & Company, Incorporated

3 questions for CERT

Also covers: ABCL, ABSI, ARWR +20 more
Christine Rains

Christine Rains

William Blair

3 questions for CERT

Also covers: CRL, ICLR, IQV +3 more
KC

Kyle Crews

UBS

3 questions for CERT

Also covers: CYRX, MEDP, MRVI
Scott Schoenhaus

Scott Schoenhaus

KeyBanc Capital Markets

3 questions for CERT

Also covers: ALIT, DOCS, GDRX +9 more
CD

Constantine Davides

Citizens JMP

2 questions for CERT

Also covers: ADUS, AMN, CCRN +9 more
JG

Jeff Garro

Stephens

2 questions for CERT

Also covers: DH, DOCS, EVH +5 more
JP

John Park

Morgan Stanley

2 questions for CERT

Also covers: AMWL, BJ, DOCS
MS

Max Smock

William Blair & Company

2 questions for CERT

Also covers: CDMO, CRL, CTLT +8 more
Michael Cherny

Michael Cherny

Leerink Partners

2 questions for CERT

Also covers: ACCD, ACH, AKBA +23 more
TK

Thomas Keller

BMO Capital Markets

2 questions for CERT

Also covers: ADUS
AM

Ahmed Muhammad Rahat

Leerink Partners

1 question for CERT

Also covers: ICLR, OMI
AM

Andrew Moss

Bank of America

1 question for CERT

Avantika Dhabaria

Avantika Dhabaria

BofA Securities

1 question for CERT

Also covers: STVN
CS

Charles Scholes

Not Disclosed

1 question for CERT

Also covers: ABNB, CHH, CUK +8 more
CR

Christine Raines

William Blair & Company

1 question for CERT

Daniel Clark

Daniel Clark

Leerink Partners

1 question for CERT

Also covers: ELAN, IDXX, IQV +6 more
Dave Windley

Dave Windley

Jefferies LLC

1 question for CERT

Also covers: CNC, CRL, ELV +8 more
Joe Vruwink

Joe Vruwink

Baird

1 question for CERT

Also covers: ADSK, BSY, CDNS +12 more
Joseph Vruwink

Joseph Vruwink

Baird

1 question for CERT

Also covers: ADSK, ANSS, BSY +13 more
Luke Sergott

Luke Sergott

Barclays

1 question for CERT

Also covers: A, AVTR, BRKR +20 more
MC

Michael Cherney

Jefferies Financial Group Inc.

1 question for CERT

Also covers: COR, DGX, LH
MG

Morgan Gryga

Morgan Stanley

1 question for CERT

Also covers: ABSI, HALO, SAGE
SD

Steve Dechert

KeyBanc Capital Markets

1 question for CERT

Also covers: ABCL, ABSI, LFMD +2 more

Recent press releases and 8-K filings for CERT.

Certara Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
CERT
Earnings
Guidance Update
CEO Change
  • 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.
5 days ago
Certara Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
CERT
Earnings
Guidance Update
New Projects/Investments
  • 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.
5 days ago
Certara Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance, and Outlines New Strategic Priorities
CERT
Earnings
CEO Change
Guidance Update
  • 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.
5 days ago
Certara Announces Q4 and Fiscal Year 2025 Results and 2026 Outlook
CERT
Earnings
Guidance Update
CEO Change
  • 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.
5 days ago
Certara Reports Q4 2025 Results and Provides 2026 Guidance
CERT
Earnings
Guidance Update
CEO Change
  • 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.
5 days ago
Certara Reports Q4 and FY 2025 Results, Provides 2026 Guidance
CERT
Earnings
Guidance Update
CEO Change
  • 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.
5 days ago
Certara Discusses Q3 2025 Performance, Software Strategy, and Capital Deployment
CERT
Demand Weakening
New Projects/Investments
M&A
  • 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.
Nov 18, 2025, 7:00 PM
Certara Discusses Q3 2025 Performance, Software Strategy, and AI Integration at Stephens Conference
CERT
Demand Weakening
Product Launch
New Projects/Investments
  • 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.
Nov 18, 2025, 7:00 PM
Certara Discusses Q3 2025 Performance, Software Strategy, and Capital Deployment
CERT
Guidance Update
Product Launch
New Projects/Investments
  • 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.
Nov 18, 2025, 7:00 PM
Certara Discusses Q3 Bookings Slowdown and Strategic Initiatives
CERT
Demand Weakening
New Projects/Investments
Guidance Update
  • 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.
Nov 18, 2025, 10:30 AM