SDGR · Schrodinger, Inc.
$17.59
-0.87 (-4.71%)
At close · Aug 14
Market Cap
$1.32B
Shares
74.81M
Schrodinger, Inc. Earnings Call Transcripts
Every quarterly earnings call for Schrodinger, Inc. (SDGR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲23.9%
$36.98M
−$39.85M
'22 Q3
22-11-03
▲23.1%
$56.84M
−$27.21M
'22 Q4
23-02-28
▲33.1%
$64.78M
$129.14M
'23 Q1
23-05-04
▼8.5%
$35.19M
$4.28M
'23 Q2
23-08-02
▲15.1%
$42.57M
−$62.02M
'23 Q3
23-11-01
▲30.4%
$74.13M
−$30.67M
'23 Q4
24-02-28
▼43.5%
$36.60M
−$54.72M
'24 Q1
24-05-01
▲34.5%
$47.33M
−$54.05M
'24 Q2
24-07-31
▼17.1%
$35.29M
−$38.14M
'24 Q3
24-11-12
▲19.1%
$88.32M
−$40.22M
'24 Q4
25-02-26
▲62.7%
$59.55M
−$59.81M
'25 Q1
25-05-07
▲15.7%
$54.76M
−$43.17M
'25 Q2
25-08-06
▲53.9%
$54.32M
−$32.80M
'25 Q3
25-11-05
▼1.2%
$87.23M
$32.51M
'25 Q4
26-02-25
▼1.6%
$58.59M
−$60.03M
'26 Q1
26-05-05
LATEST
▲7.5%
$58.89M
$5.97M
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
Schrödinger Second Quarter 2026 Financial Results Conference Call
Confident tone
Bunsen AI co-scientist product launch
Predictive toxicology commercial traction
Financial guidance and expense discipline
Revenue
$58.89M
▲ 7.5% YoY Diluted EPS
$0.08
Gross margin
55.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Schrodinger, Inc. Q1 FY2026 Earnings Call
Positive tone
Software ACV Growth and Hosted Transition
Drug Discovery Revenue and Collaborations
Bunsen Agentic AI Co-Scientist Launch
Revenue
$58.59M
▼ 1.6% YoY Diluted EPS
$-0.81
Gross margin
50.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Schrodinger, Inc. Q4 FY2025 Earnings Call
Positive tone
Hosted Revenue Model Transition
Large Customer Cohort Growth
Material Science and New Markets
Revenue
$87.23M*
▼ 1.2% YoY Gross margin
65.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Schrodinger, Inc. Q3 FY2025 Earnings Call
Positive tone
Pipeline and clinical programs
AI and computational physics platform
Drug discovery revenue and collaborations
Revenue
$54.32M
▲ 53.9% YoY Diluted EPS
$-0.45
Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Schrodinger, Inc. Q2 FY2025 Earnings Call
Positive tone
Proprietary pipeline / clinical readouts
Predictive toxicology initiative
Software revenue growth and customer demand
Revenue
$54.76M
▲ 15.7% YoY Diluted EPS
$-0.59
Gross margin
47.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Schrodinger, Inc. Q1 FY2025 Earnings Call
Confident tone
Predictive Toxicology Initiative
Drug Discovery & Collaborations
Clinical Pipeline Readouts
Revenue
$59.55M
▲ 62.7% YoY Diluted EPS
$-0.82
Gross margin
52.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Schrodinger, Inc. Q4 FY2024 Earnings Call
Confident tone
Software revenue growth
Drug discovery collaborations
Co-founded companies and milestones
Revenue
$88.32M*
▲ 19.1% YoY Gross margin
72.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Schrodinger, Inc. Q3 FY2024 Earnings Call
Confident tone
Milestone payments and probability adjustments
Novartis collaboration and software expansion
Software business performance and guidance
Revenue
$35.29M
▼ 17.1% YoY Diluted EPS
$-0.52
Gross margin
50.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Schrodinger, Inc. Q2 FY2024 Earnings Call
Confident tone
Full-year guidance reiteration and R&D spend discipline
Software revenue growth and scale-up at global accounts
Proprietary clinical pipeline progress
Revenue
$47.33M
▲ 34.5% YoY Diluted EPS
$-0.74
▼ 1333.3% YoY Gross margin
66.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Schrodinger, Inc. Q1 FY2024 Earnings Call
Positive tone
Software revenue and platform adoption
BMS collaboration / SOS1 reversion
Proprietary pipeline and clinical progress
Revenue
$36.60M
▼ 43.5% YoY Diluted EPS
$-0.76
▼ 143.4% YoY Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-28
Schrodinger, Inc. Q4 FY2023 Earnings Call
Confident tone
Proprietary Pipeline and Clinical Programs
Cash Position and Capital Allocation
Software Revenue Growth and Renewals
Revenue
$74.13M*
▲ 30.4% YoY Gross margin
77.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Schrodinger, Inc. Q3 FY2023 Earnings Call
Revenue
$42.57M
▲ 15.1% YoY Diluted EPS
$-0.86
Gross margin
55.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Schrodinger, Inc. Q2 FY2023 Earnings Call
Revenue
$35.19M
▼ 8.5% YoY Diluted EPS
$0.06
Gross margin
39.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Schrodinger, Inc. Q1 FY2023 Earnings Call
Revenue
$64.78M
▲ 33.1% YoY Diluted EPS
$1.75
Gross margin
70.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Schrodinger, Inc. Q4 FY2022 Earnings Call
Revenue
$56.84M*
▲ 23.1% YoY Gross margin
68.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Schrodinger, Inc. Q3 FY2022 Earnings Call
Revenue
$36.98M
▲ 23.9% YoY Diluted EPS
$-0.56
Gross margin
46.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Schrodinger, Inc. Q2 FY2022 Earnings Call
Revenue
$38.47M
▲ 29.2% YoY Diluted EPS
$-0.67
Gross margin
44.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Schrodinger, Inc. Q1 FY2022 Earnings Call
Revenue
$48.66M
▲ 51.5% YoY Diluted EPS
$-0.48
Gross margin
57.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Schrodinger, Inc. Q4 FY2021 Earnings Call
Revenue
$46.17M*
▲ 39.8% YoY Gross margin
57.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-10
Schrodinger, Inc. Q3 FY2021 Earnings Call
Revenue
$29.85M
▲ 15.7% YoY Diluted EPS
$-0.49
▼ 1080% YoY Gross margin
37.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-12
Schrodinger, Inc. Q2 FY2021 Earnings Call
Revenue
$29.78M
▲ 29% YoY Diluted EPS
$-0.49
Gross margin
40.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-11
Schrodinger, Inc. Q1 FY2021 Earnings Call
Revenue
$32.13M
▲ 22.7% YoY Gross margin
50.3%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-04
Schrodinger, Inc. Q4 FY2020 Earnings Call
Revenue
$33.03M*
▲ 27.9% YoY Gross margin
57.5%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-12
Schrodinger, Inc. Q3 FY2020 Earnings Call
Revenue
$25.80M
▲ 29.2% YoY Diluted EPS
$0.05
Gross margin
59.2%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
Schrodinger, Inc. Q2 FY2020 Earnings Call
Revenue
$23.09M
▲ 21.5% YoY Gross margin
58.8%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-13
Schrodinger, Inc. Q1 FY2020 Earnings Call
Revenue
$26.17M
▲ 26.2% YoY Gross margin
59.7%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–26 of 26 earnings calls
Key facts
CIK
1490978
CUSIP
80810D103
13F (30d)
235 filings
219 filers
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