SDGR Q2 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Schrödinger delivered a mixed second quarter, clearing Wall Street's revenue bar while falling just short on the bottom line, as the computational drug discovery company navigated a period of meaningful operational transition. Revenue rose 15.7% year… Read more Schrödinger delivered a mixed second quarter, clearing Wall Street's revenue bar while falling just short on the bottom line, as the computational drug discovery company navigated a period of meaningful operational transition. Revenue rose 15.7% year-over-year to $54.76 million, beating the $51.98 million consensus by 5.35%, lifted by a 15% gain in software revenue to $40.54 million and a 19% jump in drug discovery revenue to $14.21 million. Yet the earnings picture was cloudier, with a non-GAAP loss of $0.65 per share missing the $0.64 consensus estimate, even as the GAAP net loss narrowed to $43.17 million from $54.05 million a year ago. The most pressing story, however, came from the pipeline, where the company has since discontinued its CDC7 inhibitor SGR-2921 following patient deaths in a Phase 1 trial. Management maintained full-year software revenue growth guidance of 10%-15% and drug discovery revenue of $45 to $50 million, while guiding operating expenses lower than 2024, aided in part by a completed 7% workforce reduction expected to generate roughly $30 million in annualized savings.