Slide 1: Schrödinger Reports Second Quarter 2026 Financial Results
NEWS RELEASE Schrödinger Reports Second Quarter 2026 Financial Results 2026-08-05 Second Quarter ACV of $30 Million, Representing 27% Growth Launched Early Access Version of Bunsen, A New Agentic AI Co-Scientist for Molecular Discovery NEW YORK--(BUSINESS WIRE)-- Schrödinger, Inc. (Nasdaq: SDGR) tod
Slide 2: 2026 Financial and Operational Outlook; Recent Highlights
30% on a trailing four-quarter basis. Drug discovery revenue was $23.0 million compared to $13.9 million, primarily due to the achievement of a $10 million collaboration milestone associated with the Ajax Therapeutics acquisition. Contribution revenue was $3.4 million, compared to $4.8 million, prim
Slide 3: Webcast and Conference Call Information
computational chemists run concurrent research sessions and accomplish more across multiple programs. Bunsen also makes advanced computational methods accessible to drug hunters who are not experienced computational chemists, further expanding the user base for the company’s computational platform.
Slide 4: Non-GAAP Information About Schrödinger Operating Metrics
Non-GAAP Information Included in this press release is certain nancial information that has not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). The company presents adjusted EBITDA, which is a non-GAAP nancial measure. Adjusted EBITDA is de ned
Slide 5: Cautionary Note Regarding Forward-Looking Statements
certain other performance metrics, such as annual contract value, or ACV, and ACV by certain industries and customer cohorts. Annual Contract Value (ACV). Schrödinger tracks the ACV for each customer. With respect to contracts that have a duration of one year or less, or contracts of more than one y
Slide 6: Forward-looking statements (continued)
company to realize potential bene ts from its collaborations, including the amount and timing of additional milestones, if any, as well as expectations related to the use of its cash, cash equivalents and marketable securities. Statements including words such as “aim,” “anticipate,” “believe,” “cont
Slide 7: Condensed Consolidated Balance Sheets (Unaudited)
Other income (expense): Change in fair value of equity investments 45,868 4,579 32,381 (8,516) Other income 3,026 5,438 5,689 9,642 Total other income 48,894 10,017 38,070 1,126 Income (loss) before income taxes 7,347 (42,886) (52,271) (102,666) Income tax expense 1,372 287 1,780 315 Net income (los
Slide 8: Supplemental disclosure of cash flow and noncash information
2026 2025 Cash ows from operating activities: Net loss $ (54,051) $ (102,981) Adjustments to reconcile net loss to net cash (used in) provided by operating activities: Change in fair value of equity investments (32,381) 8,516 Depreciation and amortization 2,964 3,120 Stock-based compensation 17,867
Slide 9: Schrödinger, Inc. contacts
Schrödinger, Inc. jaren.madden@schrodinger.com 617-286-6264 Matthew Luchini (Investors) Schrödinger, Inc. matthew.luchini@schrodinger.com 917-719-0636 Rebecca Pocock (Media) SHIFT Communications schrodingerpr@shiftcomm.com Source: Schrödinger 9