Simulations Plus (SLP) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for Simulations Plus.

Analyst Coverage

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 +8 more

Christine Rains

William Blair

5 questions for SLP

Also covers: CERT, ICLR, IQV

David Larsen

BTIG

4 questions for SLP

Also covers: ACCD, AGL, AMWL +19 more

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

Brendan Smith

Stifel, Nicolaus & Company, Incorporated

2 questions for SLP

Also covers: ABCL, ABSI, ARWR +19 more

Constantine Davides

Citizens JMP

2 questions for SLP

Also covers: ADUS, AMN, CCRN +9 more

David Larson

BTIG, LLC

2 questions for SLP

François Brisebois

Oppenheimer & Co. Inc.

2 questions for SLP

Also covers: ACHV, AQST, AVDL +11 more

Jeff Garro

Stephens

2 questions for SLP

Also covers: DOCS, PHR, VEEV

Matt Hewitt

Craig-Hallum Capital Group

2 questions for SLP

Also covers: CSBR, NOTV, OMCL

Constantine Davies

Citizens

1 question for SLP

Costine David

Citizens JMP Securities, LLC

1 question for SLP

Francois Brisbois

Oppenheimer & Co. Inc.

1 question for SLP

Max Smock

William Blair & Company

1 question for SLP

Also covers: CDMO, CERT, CRL +7 more

Latest news

Recent press releases and 8-K filings for SLP.

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

Presentation

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

Transcript

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

Transcript

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

Transcript

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

Transcript

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

Presentation

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

Transcript

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

8-K

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

Press Release

Simulations Plus Responds to FDA's Streamlined Nonclinical Safety Guidance

SLP

New Projects/Investments

Revenue Acceleration/Inflection

Simulations Plus (SLP) is positioned to capitalize on the FDA's draft guidance for streamlined nonclinical safety studies for monospecific monoclonal antibodies.
The FDA's guidance encourages reduced reliance on animal studies and emphasizes mechanistic understanding, pharmacokinetics, and integrated weight-of-evidence (WoE) assessments.
The company's validated scientific engines (e.g., GastroPlus®, MonolixSuite®, BIOLOGXsym™) and AI-orchestrated framework align with this emerging regulatory framework.
CEO Shawn O’Connor views this regulatory shift as a new growth frontier for Simulations Plus, as model-informed safety and toxicology become essential disciplines.