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Simulations Plus
Simulations Plus (SLP) investor relations material
Simulations Plus Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary8 Jan, 2026
Executive summary
First quarter fiscal 2026 revenue declined 3% year-over-year to $18.4 million, with services revenue up 16% and software revenue down 17%, shifting the mix to 52% services and 48% software.
Net income rose to $0.7 million (diluted EPS $0.03), up from $0.2 million, driven by improved gross margin and lower G&A expenses.
Adjusted EBITDA was $3.5 million (19% margin), with adjusted diluted EPS of $0.13.
Positive macro trends include improved biotech funding, stabilized tariffs, and favorable regulatory developments.
Strategic focus remains on integrating validated science, cloud performance, and AI into a unified product ecosystem.
Financial highlights
Gross margin improved to 59% from 54% year-over-year, with software gross margin at 84% and services at 36%.
Cash and short-term investments increased to $35.7 million, with no debt and strong free cash flow.
Net income for Q1 FY26 was $0.7 million, up from $0.2 million in Q1 FY25.
Operating expenses totaled $10.2 million, with increases in R&D and sales/marketing.
Total assets increased to $137.8 million from $131.9 million at the end of August 2025.
Outlook and guidance
Fiscal 2026 revenue guidance reaffirmed at $79–$82 million, representing 0–4% growth.
Software revenue mix expected at 57–62% for the year, with seasonally stronger software quarters ahead.
Adjusted EBITDA margin guided at 26–30%; adjusted diluted EPS expected between $1.03–$1.10.
Management remains confident in achieving guidance, citing strong bookings and favorable market dynamics.
Q2 revenue anticipated at $21–$22 million.
Software revenue recovery plan for FY26 guidance?
Reconcile GAAP net income growth vs. Adj. EBITDA decline.
AI product vision's market opportunity and advantage?
How will software mix reach 57-62% target?
Detail AI monetization beyond base pricing
When will software reflect service spending uptick?
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Next Simulations Plus earnings date
Status Update22 Jan, 2026
Simulations Plus
Next Simulations Plus earnings date
Status Update22 Jan, 2026
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Frequently asked questions
Simulations Plus, Inc. develops drug discovery and development software for modeling and simulation, and prediction of molecular properties utilizing artificial intelligence and machine learning based technology worldwide. Through an extensive network of consultants, SPI provides insight in addition to the science of molecular modeling services and expert testimony in litigation relating to molecular property analysis, from both a scientific and business perspective. Simulations Plus, Inc. was incorporated in 1996 and is headquartered in Lancaster, California.
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