Earnings summaries and quarterly performance for Schrodinger.
Executive leadership at Schrodinger.
Ramy Farid
Detailed
President and Chief Executive Officer
CEO
KA
Karen Akinsanya
Detailed
President of R&D, Therapeutics
MD
Margaret Dugan
Detailed
Chief Medical Officer
PL
Patrick Lorton
Detailed
Executive Vice President and Chief Operating Officer, Software; Chief Technology Officer
RJ
Richie Jain
Detailed
Executive Vice President, Chief Financial Officer and Treasurer
RA
Robert Abel
Detailed
Executive Vice President and Chief Scientific Officer, Platform
YT
Yvonne Tran
Detailed
Executive Vice President and Chief Legal Officer; Chief People Officer
Board of directors at Schrodinger.
AO
Arun Oberoi
Detailed
Director
Bv
Bridget van Kralingen
Detailed
Director
GG
Gary Ginsberg
Detailed
Director
GS
Gary Sender
Detailed
Director
JC
Jeffrey Chodakewitz
Detailed
Director
ML
Michael Lynton
Detailed
Chairman of the Board
NT
Nancy Thornberry
Detailed
Director
RF
Richard Friesner
Detailed
Director
RK
Rosana Kapeller-Libermann
Detailed
Director
Research analysts who have asked questions during Schrodinger earnings calls.
BS
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
4 questions for SDGR
Also covers: ABCL, ABSI, ARWR +19 more
Michael Ryskin
Bank of America Merrill Lynch
4 questions for SDGR
Also covers: A, ALGN, AVTR +28 more
DL
David Lebowitz
Citigroup Inc.
3 questions for SDGR
Also covers: ALNY, ARWR, ASND +11 more
ES
Evan Seigerman
BMO Capital Markets
3 questions for SDGR
Also covers: ABBV, AMGN, ARVN +15 more
MH
Matthew Hewitt
Craig-Hallum Capital Group LLC
3 questions for SDGR
Also covers: ACET, APYX, BHST +21 more
Scott Schoenhaus
KeyBanc Capital Markets
3 questions for SDGR
Also covers: ALIT, CERT, DOCS +8 more
VP
Vikram Purohit
Morgan Stanley
3 questions for SDGR
Also covers: ABSI, ARGX, ARQT +11 more
MF
Mani Foroohar
Leerink Partners
2 questions for SDGR
Also covers: ADVM, ALNY, ARWR +9 more
CS
Chris Shibutani
Goldman Sachs Group, Inc.
1 question for SDGR
Also covers: ABBV, ALKS, BMY +11 more
JC
Joseph Catanzaro
Wolfe Research, LLC
1 question for SDGR
Also covers: AADI, CPRX, CRDF +7 more
KY
Kaiyue Yang
Jefferies
1 question for SDGR
Also covers: IVVD
Lili Nsongo
Leerink Partners
1 question for SDGR
MH
Malcolm Hoffman
BMO Capital Markets
1 question for SDGR
Also covers: ABCL, ACAD, BMY +2 more
Michael Yee
Jefferies
1 question for SDGR
Also covers: ABBV, ALLO, AMGN +18 more
Sean Laaman
Morgan Stanley & Co.
1 question for SDGR
Also covers: ACAD, ARGX, AXSM +8 more
Recent press releases and 8-K filings for SDGR.
Schrödinger Updates on 2025 Progress and Outlines 2026 Priorities
SDGR
New Projects/Investments
Product Launch
Guidance Update
- Schrödinger announced new strategic agreements with Lilly and Manas AI, integrating its computational platform and physics-based modeling solutions.
- In 2025, the company launched a beta version of its predictive toxicology initiative and an AI-powered conversational interface in Maestro.
- The proprietary therapeutic candidate SGR-1505 (MALT1 inhibitor) showed encouraging initial Phase 1 clinical data and received FDA Fast Track and Orphan Drug Designations for Waldenström macroglobulinemia.
- For 2026, key priorities include completing Phase 1 data packages for SGR-1505 and SGR-3515, presenting initial SGR-3515 data in the first half of 2026, and exploring strategic partnerships for these programs.
Jan 12, 2026, 1:30 PM
Schrödinger Partners with Lilly to Integrate TuneLab Platform into LiveDesign
SDGR
Product Launch
New Projects/Investments
- Schrödinger announced a collaboration with Eli Lilly and Company (Lilly) to make the Lilly TuneLab platform available in LiveDesign, Schrödinger's enterprise informatics platform.
- This partnership aims to accelerate drug discovery and development by providing access to TuneLab's advanced artificial intelligence (AI) capabilities within LiveDesign.
- LiveDesign will serve as a priority interface for participating biotech companies to access TuneLab workflows.
- TuneLab employs a privacy-first federated learning approach, allowing Lilly and partner companies to utilize the platform while keeping their proprietary data separate and private.
Jan 9, 2026, 12:00 PM
Schrödinger Reports Q3 2025 Revenue and Announces Strategic Shift
SDGR
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Schrödinger reported $54 million in revenue for the recently concluded quarter, representing 54% year-on-year growth, with $40.9 million from software and $13.5 million from drug discovery.
- The company maintained its total revenue guidance at $250 million, but adjusted its outlook to a slight decrease in software revenue (8%-13%) offset by a slight increase in drug discovery revenue ($49-$52 million).
- Schrödinger announced a strategic shift to an R&D-based model, intending to complete dose escalation studies on its two clinical programs (3515 and 1505) and then seek partners for further development, aiming to become a more focused and streamlined company with a goal towards profitability.
- The company holds $401 million in cash and has implemented expense reduction programs, including a $30 million program in May and an estimated $40 million saving from transferring clinical programs, which is expected to improve its operational and profitability profile and extend its cash runway.
- Schrödinger has generated $600 million in the last five years through upfronts, company sales, and milestones from preclinical discovery partnerships, with 15 programs entitling them to milestones or royalties, representing a collective milestone opportunity of $5 billion.
Nov 19, 2025, 4:00 PM
Schrödinger Reports Quarterly Revenue and Announces Strategic Shift
SDGR
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Schrödinger reported $54 million in revenue for the quarter, representing a 54% year-over-year increase, with software revenue at $40.9 million (up 28%) and drug discovery revenue at $13.5 million.
- The company maintained its total revenue guidance of approximately $250 million for the year, but adjusted software revenue guidance to 8%-13% and drug discovery revenue guidance to $49-$52 million, indicating a slight decrease in software revenue offset by an increase in drug discovery.
- Schrödinger announced a strategic shift to an R&D-based model, focusing on completing dose escalation studies for its two clinical programs (3515 and 1505) and then seeking partners for further development, while no longer advancing internal assets to the IND stage. This change is expected to result in approximately $40 million in savings and aims for a more focused, streamlined, and profitable company.
- The company ended the quarter with $401 million in cash and implemented a $30 million expense reduction program in May, with more than half to be recognized in 2025.
Nov 19, 2025, 4:00 PM
Schrödinger Provides Business Update and Strategic Shift Details at Jefferies Conference
SDGR
Guidance Update
New Projects/Investments
M&A
- Schrödinger reported $54 million in revenue for the quarter, representing 54% year-on-year growth, with software revenue at $40.9 million (up 28%) and drug discovery revenue at $13.5 million. The company maintains its total revenue guidance of approximately $250 million for the year, with software revenue guidance of 8%-13% and drug discovery revenue guidance of $49-$52 million.
- The company is implementing a strategic shift to focus on an R&D-based discovery model, intending to complete dose escalation studies for its two clinical programs (MALT1 and Wee1/Myt1) and then seek partners for further development, rather than advancing internal assets to the IND stage. This move is intended to create a more focused, streamlined, and profitable company.
- Schrödinger ended the quarter with $401 million in cash and has initiated cost optimization efforts, including a $30 million expense reduction program and an anticipated $40 million saving from partnering clinical programs, which are expected to improve its operational and profitability profile and extend its cash runway. The company highlighted its success in preclinical drug discovery, having generated $600 million in the last five years from discovery partnerships, with 15 programs offering a collective $5 billion in milestone opportunities.
Nov 19, 2025, 4:00 PM
Schrödinger Reports Q3 2025 Results and Updates 2025 Guidance
SDGR
Earnings
Guidance Update
Demand Weakening
- Schrödinger reported total revenue of $54.3 million for Q3 2025, marking a 54% increase compared to Q3 2024, driven by $40.9 million in software revenue (up 28%) and $13.5 million in drug discovery revenue.
- The company recorded a net loss of $33 million, or $0.45 per diluted share, for Q3 2025, and maintained a strong financial position with $401 million in cash and equivalents as of September 30.
- Schr\u00f6dinger updated its full-year 2025 software revenue growth guidance to 8%-13% (from 10%-15%) due to delays in pharma scale-up opportunities, while simultaneously increasing its drug discovery revenue guidance to $49-$52 million (from $45-$50 million).
- The company announced a strategic decision to no longer advance internal discovery programs into the clinic independently, a move that, combined with a $30 million expense reduction in May, is expected to result in approximately $70 million in total savings and enhance long-term profitability.
Nov 5, 2025, 9:30 PM
Schrödinger Announces Q3 2025 Financial Results and Updates 2025 Guidance
SDGR
Earnings
Guidance Update
New Projects/Investments
- Schrödinger reported strong Q3 2025 total revenue of $54.3 million, marking a 54% increase year-over-year, driven by 28% growth in software revenue to $40.9 million and $13.5 million in drug discovery revenue.
- The company's net loss improved to $32.8 million in Q3 2025 from $38.1 million in Q3 2024, with operating expenses decreasing 14% to $74.0 million.
- For fiscal year 2025, Schrödinger updated its guidance, projecting software revenue growth of 8%-13% and drug discovery revenue between $49 million and $52 million, alongside an expected reduction in operating expenses and cash used in operating activities compared to 2024.
- Strategically, the company is phasing out independent clinical development activities and exploring partnering opportunities for its therapeutics portfolio, with initial Phase 1 data for SGR-3515 anticipated in 1H 2026.
Nov 5, 2025, 9:30 PM
Schr\u00f6dinger Reports Third Quarter 2025 Financial Results and Updates 2025 Guidance
SDGR
Earnings
Guidance Update
Demand Weakening
- Schr\u00f6dinger reported total revenue of $54.3 million for the third quarter of 2025, representing a 54% increase compared to the third quarter of 2024, with software revenue growing 28% to $40.9 million and drug discovery revenue reaching $13.5 million.
- The company's net loss for Q3 2025 was $32.8 million, an improvement from a $38.1 million net loss in Q3 2024, primarily due to a decrease in operating expenses to $74.0 million from $86.2 million in the prior year period.
- Schr\u00f6dinger updated its 2025 full-year guidance, lowering software revenue growth expectations to 8% to 13% (from a prior expectation of 10% to 15%) but increasing drug discovery revenue expectations to $49 million to $52 million (from $45 million to $50 million).
- The company announced a shift towards a discovery-focused therapeutics R&D model, intending not to advance discovery programs into the clinic independently beyond existing commitments, and expects approximately $70 million in savings from this and earlier expense-reduction measures.
Nov 5, 2025, 9:09 PM
Schrödinger Reports Third Quarter 2025 Financial Results and Updates 2025 Guidance
SDGR
Earnings
Guidance Update
New Projects/Investments
- Schrödinger reported total revenue of $54.3 million for the third quarter of 2025, marking a 54% increase compared to the third quarter of 2024. Software revenue grew 28% to $40.9 million, and drug discovery revenue increased 295% to $13.5 million.
- The company updated its 2025 financial guidance, lowering expected software revenue growth to a range of 8% to 13% (from 10% to 15%) but increasing drug discovery revenue guidance to $49 million to $52 million (from $45 million to $50 million).
- Schrödinger announced a strategic shift towards a discovery-focused therapeutics R&D model, anticipating approximately $70 million in savings from expense-reduction measures and stating it does not intend to advance discovery programs into the clinic independently beyond SGR-1505 and SGR-3515.
- The net loss for the third quarter of 2025 was $32.8 million, an improvement from a $38.1 million net loss in the third quarter of 2024. The company held $401.0 million in cash, cash equivalents, restricted cash, and marketable securities at the end of the quarter.
Nov 5, 2025, 9:05 PM
Schrödinger and Copernic Catalysts Achieve Ammonia Catalyst Milestone
SDGR
New Projects/Investments
Product Launch
- Schrödinger, in collaboration with Copernic Catalysts, has surpassed the final technical milestone for their jointly-developed Neptune™ ammonia synthesis catalyst, which demonstrated an ammonia yield over two times higher than competing catalysts.
- The Neptune catalyst has the potential to increase industrial ammonia plant capacity by up to 47 percent, translating to up to $110 million in additional annual profits per plant and up to a 23 percent reduction in energy consumption.
- Building on this success, the companies have initiated work on their next joint project, designing a selective ethylene oxide (EO) catalyst.
- This achievement highlights the effectiveness of Schrödinger's advanced simulation methods when combined with experimental approaches in materials design.
Oct 30, 2025, 11:30 AM
Quarterly earnings call transcripts for Schrodinger.
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