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Jun 30
Schrodinger Q2 2025 Earnings Report
Schrodinger reported solid second quarter 2025 financial results, with total revenue increasing by 16% year-over-year, driven by growth in both software and drug discovery segments. The company maintained its full-year 2025 revenue growth guidance and lowered its operating expense guidance.
Key Takeaways
Schrödinger delivered strong second-quarter results, with total revenue reaching $54.8 million, a 16% increase from the prior year. Software revenue grew by 15% to $40.5 million, and drug discovery revenue increased by 19% to $14.2 million. Despite a net loss of $43.2 million, the company's operating expenses decreased, and it reaffirmed its full-year revenue guidance while lowering operating expense projections. Key clinical milestones were also achieved, with encouraging initial data for SGR-1505 and expected data for SGR-3515 and SGR-2921 in Q4 2025.
Total revenue for Q2 2025 increased by 16% year-over-year to $54.8 million.
Software revenue grew by 15% to $40.5 million, and drug discovery revenue increased by 19% to $14.2 million.
Net loss for the quarter was $43.2 million, an improvement from $54.0 million in Q2 2024.
Schrödinger maintained its full-year 2025 revenue growth guidance and lowered its operating expense guidance.
Schrodinger
Schrodinger
Schrodinger Revenue by Segment
Revenue by Segment
Software Products and Services Revenue
CapyFin.comDrug Discovery Revenue
CapyFin.com Forward Guidance
Schrödinger reaffirmed its full-year 2025 revenue growth guidance and updated its expectation for operating expenses, lowering the guidance for the fiscal year ending December 31, 2025. Software revenue for Q3 2025 is expected to be between $36 million and $40 million.
Positive Outlook
- Maintains full-year 2025 revenue growth guidance.
- Lowers operating expense guidance for the full year 2025.
- Expects to complete Phase 1 data package for SGR-1505.
- Exploring strategic opportunities for clinical development of SGR-1505.
- Initial clinical data for SGR-3515 and SGR-2921 expected in Q4 2025.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
Revenue & Expenses
Visualization of income flow from segment revenue to net income