Schrodinger SDGR FY 2025 total revenue rises 23.3% to USD 256 million

Reuters02-26
Schrodinger SDGR FY 2025 total revenue rises 23.3% to USD 256 million

Schrödinger reported Q4 2025 total revenue of USD 87.2 million (-1.2%), including software revenue of USD 69.3 million (-13%) and drug discovery revenue of USD 18.0 million (from USD 8.7 million). Software gross margin was 81%, operating expenses were USD 74.5 million (-12.2%), and net income was USD 32.5 million. Adjusted EBITDA for Q4 was USD -5.2 million. For FY 2025, Schrödinger posted total revenue of USD 255.9 million (+23.3%), with software revenue of USD 199.5 million (+10.6%) and drug discovery revenue of USD 56.4 million (from USD 27.2 million). Software gross margin was 74%, operating expenses were USD 309.5 million (-9.3%), net loss was USD 103.3 million, and adjusted EBITDA was USD -114.9 million. Cash, cash equivalents, restricted cash and marketable securities totaled about USD 402.3 million at December 31, 2025. The company said it is accelerating its shift from on-premise deployments to hosted software and license server solutions, which it expects to drive more predictable, ratable revenue recognition, with no change to ACV or cash flow; hosted revenue was 23% of FY 2025 software revenue. FY 2025 software ACV was USD 198.5 million (+4.0%), including Top 20 Pharma ACV of USD 80.8 million (+15.3%), while net dollar retention for commercial customers was 100% and gross dollar retention was 96%. Recent platform updates included the January introduction of RetroSynth and a collaboration to make Lilly TuneLab available via LiveDesign, alongside a strategic agreement with Manas AI. For 2026, Schrödinger guided software ACV to USD 218 million to USD 228 million and drug discovery revenue to USD 55 million to USD 65 million, and set a goal to reach positive adjusted EBITDA by the end of 2028.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Schrodinger Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202602251605BIZWIRE_USPR_____20260225_BW969788) on February 25, 2026, and is solely responsible for the information contained therein.

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