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Schrödinger
Schrödinger (SDGR) investor relations material
Schrödinger TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 46th Annual Health Care Conference summary3 Mar, 2026
Transition to hosted services and financial reporting
Transition to hosted software delivery has been ongoing for several years, with about a quarter of revenue now hosted.
Revenue recognition shifts from upfront to ratable over contract terms, impacting reported revenue timing but not cash flow.
ACV (Annual Contract Value) is now the primary operating metric, reflecting business performance more accurately during the transition.
Revenue is expected to decline in the current year due to the transition, with deferred revenue recognized in future periods; a snapback is anticipated by 2027.
The transition aligns with industry standards and is expected to provide better customer support and usage insights.
Platform evolution and technology advancements
Advances in computational chemistry and AI now allow for accurate, large-scale molecular property predictions, reducing the need for physical experiments.
The platform enables rapid data generation, supporting AI model training and accelerating drug discovery timelines.
Integration of physics-based methods with AI has led to 16 clinical assets, including late-stage programs with royalties and milestones.
Agentic AI and workflow improvements are expected to further scale platform adoption and customer engagement.
Expansion into biologics and material science, including battery chemistry and crystal structure prediction, is underway.
Growth drivers and product innovation
Predictive toxicology offering has launched after positive beta feedback, addressing a major challenge in drug discovery and expected to drive growth.
The platform now covers 60-70 off-targets in predictive toxicology, with ongoing expansion planned.
Broader adoption of large-scale AI-driven methods by pharma is anticipated to be a significant growth driver.
LiveDesign platform is positioned as a central hub for both small and large molecule drug discovery, with new offerings for biologics and ADCs.
R&D investments target adjacent markets and new capabilities, with a focus on expanding addressable markets in life sciences and material science.
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Next Schrödinger earnings date
Leerink Global Healthcare Conference 202610 Mar, 2026
Schrödinger
Next Schrödinger earnings date
Leerink Global Healthcare Conference 202610 Mar, 2026
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Frequently asked questions
Schrödinger, Inc. provides physics-based software platform that enables discovery of novel molecules for drug development and materials applications. The Company's solutions enable life science researchers to identify likeliest candidates from compound libraries and screen them against biological targets in the systems biology environment. Schrödinger Inc. was founded in 1990 and is based in New York.
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