Earnings summaries and quarterly performance for Simulations Plus.
Research analysts who have asked questions during Simulations Plus earnings calls.
Scott Schoenhaus
KeyBanc Capital Markets
6 questions for SLP
Also covers: ALIT, CERT, DOCS +9 more
Christine Rains
William Blair
5 questions for SLP
Also covers: CERT, ICLR, IQV +1 more
David Larsen
BTIG
4 questions for SLP
Also covers: ACCD, AGL, AMWL +19 more
MH
Matthew Hewitt
Craig-Hallum Capital Group LLC
4 questions for SLP
Also covers: ACET, APYX, BHST +21 more
Jeffrey Garro
Stephens Inc.
3 questions for SLP
Also covers: ACCD, CERT, DH +9 more
BS
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
2 questions for SLP
Also covers: ABCL, ABSI, ARWR +20 more
CD
Constantine Davides
Citizens JMP
2 questions for SLP
Also covers: ADUS, AMN, CCRN +9 more
DL
David Larson
BTIG, LLC
2 questions for SLP
FB
François Brisebois
Oppenheimer & Co. Inc.
2 questions for SLP
Also covers: ACHV, AQST, AVDL +11 more
JG
Jeff Garro
Stephens
2 questions for SLP
Also covers: DOCS, PHR, VEEV
MH
Matt Hewitt
Craig-Hallum Capital Group
2 questions for SLP
Also covers: CSBR, NOTV, OMCL
CD
Constantine Davies
Citizens
1 question for SLP
CD
Costine David
Citizens JMP Securities, LLC
1 question for SLP
FB
Francois Brisbois
Oppenheimer & Co. Inc.
1 question for SLP
MS
Max Smock
William Blair & Company
1 question for SLP
Also covers: CDMO, CERT, CRL +8 more
Recent press releases and 8-K filings for SLP.
Simulations Plus Extends Research Collaborations with U.S. FDA and NIEHS
SLP
New Projects/Investments
- Simulations Plus, Inc. announced the extension of two separate research collaborations with the U.S. Food and Drug Administration (FDA) and the National Institute of Environmental Health Sciences (NIEHS).
- These extended projects support ongoing federal research into computational approaches and new approach methodologies (NAMs) for food and chemical safety assessments.
- The FDA collaboration will further expand and refine AI-based safety models for food-related substances, with new federal funding providing expanded access to toxicological datasets.
- The NIEHS collaboration focuses on computational approaches for environmental and exposure-related chemical safety research, continuing the application of the company's software engines.
6 days ago
Simulations Plus Outlines Strategy for Next Era of Model-Informed Drug Development at Investor Day 2026
SLP
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- Simulations Plus (SLP) presented its vision for the "Next Era of Model-informed Drug Development" at its Investor Day 2026, emphasizing an integrated, AI-enabled, and cloud-ready ecosystem.
- The company projects its Total Addressable Market (TAM) to grow from $12.5 billion today to $27.2 billion by 2030, driven by biosimulation, clinical trial training, and medical communications.
- The product and technology roadmap outlines a strategic shift towards an AI-orchestrated ecosystem with integrated workflows, focusing on Trustworthy AI and new revenue opportunities from workflow-based products, premium AI copilots, and cloud collaboration features.
- Simulations Plus highlights its 30-year track record of growth and profitability and its role as an industry leader trusted by the biopharma industry and regulatory bodies.
Jan 21, 2026, 6:00 PM
Simulations Plus Outlines Strategic Vision and Product Roadmap at Investor Day
SLP
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Simulations Plus (SLP) outlined its strategic vision and mission to accelerate drug discovery, development, and commercialization through innovative science-based software and consulting solutions, positioning itself as an ecosystem partner in the transforming biopharma industry.
- The company is building an integrated platform combining scientific engines, cloud capabilities, AI assistance, and services to address the industry's shift towards Model-Informed Drug Development (MIDD).
- This ecosystem strategy is expected to create new revenue opportunities, increase customer lifetime value, and evolve pricing and packaging, with new monetization layers above the core scientific engines.
- Simulations Plus reaffirmed its fiscal year 2026 guidance and anticipates future growth acceleration, aiming to return to a 10% growth rate and potentially exceeding 15% long-term, driven by data-driven model development and regulatory support.
Jan 21, 2026, 6:00 PM
Simulations Plus Details Evolution to Integrated AI and Cloud Ecosystem at Investor Day 2026
SLP
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Simulations Plus (SLP) is transitioning from individual tools to an integrated, cloud-enabled ecosystem that incorporates AI, cloud compute, and workflow orchestration to support the entire drug life cycle, from discovery to commercialization.
- The company's total addressable market (TAM) is estimated at approximately $12.5 billion, comprising $4 billion in traditional biosimulation and $8.5 billion in clinical trial training and medical communications, with the latter addressed by the Pro-ficiency acquisition.
- This strategic evolution is expected to unlock new revenue opportunities from workflow-based products, premium AI copilots, cloud-based collaboration, and tokenized usage models, aiming for higher customer lifetime value.
- The company anticipates that the focus on incremental software opportunities will enhance gross margins over time, with the necessary R&D spending already included in current fiscal year guidance.
Jan 21, 2026, 6:00 PM
Simulations Plus Reports Q1 FY 2026 Financial Results
SLP
Earnings
Guidance Update
Demand Weakening
- Simulations Plus reported Q1 FY 2026 revenue of $18.4 million, a 3% decrease year-over-year, with adjusted EBITDA of $3.5 million and adjusted EPS of $0.13.
- In Q1 FY 2026, software revenue decreased 17%, making up 48% of total revenue, while services revenue increased 16%, accounting for 52% of total revenue. The company maintained an 88% renewal rate for the quarter.
- The company's FY 2026 guidance remains unchanged, projecting total revenue between $79-$82 million (0-4% year-over-year growth), and anticipates Q2 2026 revenue to be approximately $21-$22 million.
- Management noted positive macro trends such as Most Favored Nation pricing agreements and an improving biotech funding environment, leading to an uptick in client spending, particularly in the services segment.
- Software revenue and renewal rates were impacted by market conditions and client consolidations, with clinical operations software (Pro-ficiency training platform) experiencing an 82% decline for the quarter compared to the prior year due to strong prior-year comps.
Jan 8, 2026, 10:00 PM
Simulations Plus Reports Q1 Fiscal Year 2026 Financial Results
SLP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Simulations Plus reported Q1 Fiscal Year 2026 revenue of $18.4 million, a 3% decrease year-over-year, with adjusted EBITDA of $3.5 million and adjusted EPS of $0.13.
- Software revenue decreased 17%, comprising 48% of total revenue, while services revenue increased 16%, making up 52% of total revenue.
- The company reaffirmed its Fiscal Year 2026 guidance, projecting total revenue between $79-$82 million and adjusted diluted EPS between $1.03-$1.10. They anticipate Q2 revenue of approximately $21-$22 million.
- Management noted an improving biotech funding environment and an uptick in client spending, particularly in the services segment, which is expected to precede an increase in software activity.
Jan 8, 2026, 10:00 PM
S+ SimulationsPlus Announces Q1 FY26 Results and Fiscal 2026 Guidance
SLP
Earnings
Guidance Update
Demand Weakening
- S+ SimulationsPlus reported Q1 FY26 revenue of $18.4 million, a 3% decline compared to the prior year, with Diluted EPS of $0.03 and Adjusted Diluted EPS of $0.13.
- Software revenue experienced a 17% decline in Q1 FY26, while services revenue showed a 16% growth.
- The company's software renewal rate (fee based) for Q1 FY26 was 88%, impacted by client consolidations and site closures.
- S+ SimulationsPlus provided Fiscal 2026 guidance, projecting Total Revenue between $79 million and $82 million (0% - 4% growth) and Adjusted Diluted EPS between $1.03 and $1.10.
Jan 8, 2026, 10:00 PM
Simulations Plus Reports Q1 FY 2026 Financial Results
SLP
Earnings
Guidance Update
New Projects/Investments
- Simulations Plus reported Q1 FY 2026 revenue of $18.4 million, a 3% decrease year-over-year, with adjusted EBITDA of $3.5 million and adjusted EPS of $0.13.
- Software revenue decreased 17%, representing 48% of total revenue, primarily due to an 82% decline in clinical operations software (Pro-ficiency) and a difficult comparable quarter for QSP software licensing.
- Services revenue increased 16%, representing 52% of total revenue, driven by strong med com business performance and an 18% increase in services backlog to $20.4 million.
- The company reaffirmed its FY 2026 guidance, expecting total revenue between $79-$82 million and adjusted diluted EPS between $1.03-$1.10, while also noting positive macro trends and advancing an integrated product ecosystem with AI.
Jan 8, 2026, 10:00 PM
Simulations Plus Reports First Quarter Fiscal 2026 Financial Results
SLP
Earnings
Guidance Update
New Projects/Investments
- Simulations Plus reported total revenue decreased 3% to $18.4 million for the first quarter fiscal 2026, compared to $18.9 million in the prior year period. This included a 17% decrease in software revenue to $8.9 million and a 16% increase in services revenue to $9.5 million.
- For Q1 fiscal 2026, the company achieved net income of $0.7 million and diluted earnings per share of $0.03, compared to net income of $0.2 million and diluted EPS of $0.01 in Q1 fiscal 2025.
- The company reaffirmed its fiscal year 2026 guidance, projecting total revenue between $79 million and $82 million (representing 0-4% growth) and adjusted diluted EPS between $1.03 and $1.10.
- Simulations Plus will host a virtual Investor Day on January 21, 2026, to present its new product vision and AI solutions.
Jan 8, 2026, 9:07 PM
Simulations Plus Reports Q1 Fiscal 2026 Financial Results and Reaffirms FY2026 Guidance
SLP
Earnings
Guidance Update
New Projects/Investments
- Simulations Plus reported a 3% decrease in total revenue to $18.4 million for the first quarter of fiscal 2026, with software revenue down 17% to $8.9 million and services revenue up 16% to $9.5 million.
- Net income for the quarter was $0.7 million, resulting in diluted earnings per share of $0.03.
- The company reaffirmed its fiscal year 2026 guidance, projecting total revenue between $79 million and $82 million and adjusted diluted EPS between $1.03 and $1.10.
- An Investor Day is scheduled for January 21, 2026, to present the new product vision and AI solutions.
Jan 8, 2026, 9:05 PM
Quarterly earnings call transcripts for Simulations Plus.
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