Revenue segments as reported by the company.

Software products and services

Drug discovery

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Schrodinger 

Schrödinger, Inc. engages in the provision of chemical simulation software solutions to pharmaceutical industry. It operates through the Software and Drug Discovery business segments. The Software segment sells software to transform drug discovery across the life sciences industry and to customers in materials science industries. The Drug Discovery segment offers diverse portfolio of preclinical and clinical programs, internally and through collaborations, that have advanced to various stages of discovery and development. The company was founded by Richard A. Friesner, William A. Goddard, III and Murco Ringnalda in 1990 and is headquartered in New York, NY.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Schrodinger reports robust revenue growth and eyes strategic expansion

Schrodinger delivered strong financial performance in 2022, driven by revenue growth in software and drug discovery segments.
The company's innovative pipeline advancements and focus on neuroscience therapeutics position it well for future growth.
While facing challenges in operating expenses and revenue projections, Schrodinger has opportunities for expansion through partnerships and customer growth.
Capitalizing on existing strengths and addressing challenges will be key for Schrodinger to sustain its growth trajectory and competitive edge.

Schrodinger (SDGR) reports robust Q1 performance and growth opportunities

Schrodinger (SDGR) had a strong Q1 2023, with revenue growth driven by software and drug discovery collaborations.
The company's balance sheet strengthened, but challenges exist with smaller biopharma revenue mix and customer acquisition.
Opportunities lie in capitalizing on existing customer loyalty, potential revenue growth, and continued investments in technology.
Overall, Schrodinger is well-positioned to leverage its strengths and address challenges to drive future growth.

Schrodinger meets revenue expectations, focuses on AI-driven drug discovery

Schrodinger's Q2 2023 earnings call highlighted solid revenue performance, ongoing software revenue discussions, and investments in R&D for platform development. The company showcased strengths in innovative drug discovery methods, progress on proprietary programs, and FDA clearances. Challenges include revenue fluctuations and uncertainties in revenue projections, while opportunities lie in expanding software contracts and leveraging AI for efficiency.

Schrodinger reports solid Q3 growth amidst expense challenges and opportunities

Schrodinger's Q3 performance showed revenue growth driven by software and drug discovery segments, despite increased expenses.
The company's focus on operational efficiency and proprietary programs positions it well for future growth and market expansion.
While facing challenges in managing expenses and uncertainties in partner priorities, Schrodinger remains committed to innovation and value creation.
Opportunities lie in scaling up software usage, evaluating collaboration programs, and leveraging customer interest for revenue growth.

Schrodinger reports strong revenue growth and strategic collaborations in 2023

Schrodinger's financial performance in 2023 reflects growth in total revenue and software revenue, driven by customer expansions and program advancements.
The company's strengths lie in its strategic focus on global biopharma companies, collaborations for AI tools, and the trend towards hosted contracts.
Challenges include forecasting revenue growth, decision-making on program advancement, and factors influencing software revenue dynamics.
Opportunities exist in the increased demand for computational tools, ongoing discussions for software adoption, and the validation of the platform through collaborations.

Schrodinger reports Q1 revenue growth amidst challenges and collaboration opportunities

Schrodinger's Q1 2024 performance reflects revenue growth driven by software revenue, though challenges in China and decreased gross margin were noted.
The company's strengths lie in regained rights to key inhibitors, promising pipeline advancements, and potential growth in ACV and collaboration opportunities.
While facing challenges in profitability and R&D expenses, Schrodinger is well-positioned to capitalize on opportunities in collaborations, funding, and drug development.
Overall, Schrodinger's strategic focus on innovation, partnerships, and pipeline advancement sets the stage for future growth and market expansion.

Schrodinger reports solid Q2 results, eyes strategic growth opportunities

Schrodinger's Q2 performance reflects steady revenue growth and margin improvement, despite operational challenges.
Strategic partnerships, acquisitions, and innovative solutions position Schrodinger for future expansion and market leadership.
Efforts to control expenses, drive revenue growth, and leverage market opportunities will be crucial for Schrodinger's long-term success.

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The biotechnology exchange-traded fund SPDR S&P Biotech ETF (NYSE: XBI) is up around 50% in 2020 and Jefferies' managing director Michael Yee says the valuations are not only justified but sustainable in 2021. ‘Exciting stories' for 2021 While looking at the Biotech sector, it is important to separate the small group of COVID-19 vaccine makers from the overall biotech innovation thesis, Yee said Tuesday on CNBC's “Closing Bell.

Analyst talks Biotech sector, offers three picks for 2021

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR), whose physics-based software platform is transforming the way therapeutics and materials are discovered, presented preclinical data from its wholly-owned MALT1 inhibitor program in B-cell lymphomas at the virtual 62nd American Society of Hematology (ASH) Annual Meeting. MALT1, mucosa-associated lymphoid tissue lymphoma translocation protein 1, is considered a potential therapeutic target for several non-Hodgkin's B-cell lymphomas as w

Schrödinger Presents Data from Its MALT1 Inhibitor Program at the American Society of Hematology (ASH) 2020 Annual Meeting

The company announced a partnership with Bristol Myers Squibb.

Why Schrodinger Stock Is Rising Today

Bristol-Myers

Schrödinger Inc. shares jumped about 8% in premarket trade Monday, after the company announced a drug discovery agreement with Bristol Myers Squibb Co. that could net it up to $2.7 billion in milestone payments and royalties. Schrödinger, which offers a physics-based software platform that can speed up drug development and lower costs, will receive $55 million upfront.

Schrödinger in drug development agreement with Bristol Myers worth up to $2.7 billion in milestone and royalty payments

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR), whose physics-based software platform is transforming the way therapeutics and materials are discovered, today announced a discovery collaboration with Bristol Myers Squibb Company (NYSE: BMY) to discover, develop, and commercialize therapeutics in multiple disease areas. The multi-year collaboration will combine Schrödinger's leading physics-based computational platform and drug discovery capabilities with Bristol Myers Squibb's expe

Schrödinger Announces a Multi-Target Drug Discovery, Development, and Commercialization Collaboration with Bristol Myers Squibb

Schrödinger stock is almost at half the price since peaking in the summer. Stock dilution hurt investors, but the market is betting on its software growth.

Why Schrödinger Is Ready To Break Out Again

Schrödinger, Inc. (SDGR) CEO Ramy Farid on Q3 2020 Results - Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR), whose physics-based software platform is transforming the way therapeutics and materials are discovered, today announced financial results for the third quarter ended September 30, 2020. “We are executing on our strategic plan across every area of our business,” said Schrödinger CEO Ramy Farid, Ph.D. “We're excited about the strong growth we've seen in our software business and the rapid progress of our internal and collaborative prog

Schrödinger, Inc. Reports Third Quarter 2020 Financial Results and Business Update

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR), whose physics-based software platform is transforming the way therapeutics and materials are discovered, today announced that members of the management team will participate in the upcoming virtual investor conferences in November and December. Jefferies Virtual London Healthcare Conference Fireside Chat on November 17, 2020 at 12:35 p.m. ET 3rd Annual Evercore ISI HealthCONx Conference Fireside Chat on December 2, 2020 at 3:30 p.m. E

Schrödinger to Present at Upcoming Investor Conferences

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR), whose physics-based software platform is transforming the way therapeutics and materials are discovered, today announced it will present data from its preclinical MALT1 inhibitor program at the 62nd American Society of Hematology (ASH) Annual Meeting and Exposition to be held virtually December 5-8, 2020. MALT1 is a potential therapeutic target for non-Hodgkin's B-cell lymphomas (NHL), chronic lymphocytic leukemia (CLL) and mantle cel

Schrödinger to Present Data from Its MALT1 Inhibitor Program at the American Society of Hematology (ASH) 2020 Annual Meeting

NEW YORK--(BUSINESS WIRE)--Schrödinger (Nasdaq: SDGR), whose physics-based software platform is transforming the way therapeutics and materials are discovered, today announced it will host a conference call and webcast on Thursday, November 12, 2020 at 8:30 a.m. ET to discuss third quarter 2020 financial results and provide a general business update. Interested participants and investors may access the conference call by dialing (833) 727-9520 (domestic) or +1 (830) 213-7697 (international) and

Schrödinger to Host Third Quarter 2020 Financial Results Conference Call and Webcast

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Schrodinger (SDGR) saw a big move last session, as its shares jumped more than 8% on the day, amid huge volumes.

Schrodinger (SDGR) Jumps: Stock Rises 8.5%

Schrödinger, Inc. has exhibited a stock price slide since July, even as revenue growth continues above expectations.

Schrödinger, Inc.: Royalty Growth Is The Key Overlooked Factor For Long-Term Value

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Schrödinger's computational platform integrates physics-based methods with machine-learning techniques to enable drug discovery and development of novel materials.

Schrödinger: Healthy, Long-Term Prospects

Schrödinger has an innovative computational platform that accelerates the discovery of new molecules for use in therapeutics and industrial materials.

Schrodinger's Software Revenue Justifies Its Price

Schrodinger (SDGR) saw a big move last session, as its shares jumped more than 9% on the day, amid huge volumes.

Schrodinger (SDGR) Catches Eye: Stock Jumps 9.3%

Schrödinger, Inc. (SDGR) CEO Ramy Farid on Q2 2020 Results - Earnings Call Transcript

SHANGHAI and NEWYORK, July 28, 2020 /PRNewswire/ -- Viva Biotech Holdings (1873.HK) and Schrödinger, Inc. (Nasdaq: SDGR) today announced a strategic collaboration to expand the reach of structure-based drug discovery by generating de novo crystal structures of high-value targets.

Viva Biotech and Schrödinger Announce Strategic Collaboration to Generate and Interrogate Structures for Unsolved Targets

A company that can speed up drug discovery; one that is already partnering with the world’s 20 biggest drug companies and appears to be just scratching the surface of its potential.

Schrodinger Shares Have More Than Tripled Since IPO

Schrödinger, Inc. (SDGR) CEO Ramy Farid on Q1 2020 Results - Earnings Call Transcript

Schrodinger - Taking Drug Discovery To The 'Space Age'

The company continues to coast on a positive note from Citron Research.

Why Schrodinger Stock Just Jumped Another 7%

1 hot IPO plus 1 comparison to Tesla equals 1/3 more stock value.

News for Schrodinger Stock (SDGR)