Jon Resnick said the Regulatory Services unit has been under review since its announcement and will reach a decision in the coming weeks. He framed the business as part of an integrated biosimulation and MIDD model rather than a simple software-services split. He highlighted that MIDD and biosimulation accounted for roughly two-thirds of revenues and delivered a 1.5 book-to-bill ratio in December. Resnick emphasized the need for strategic clarity and operational discipline across the portfolio.

CFO John Gallagher reported that Certara ended the year at the high end of its adjusted EBITDA margin guidance at 32% and maintained a 30–32% margin forecast for 2026. He noted trailing twelve-month software bookings were up about 1%, informing expectations for low-single-digit growth, while Q4 services bookings surged 17%. Gallagher said the company planned $10 million in cost avoidance outside of its investment budget and aims to balance efficiency with spending in its MIDD growth engine.

Management highlighted Phoenix Cloud, launched last year, has gained traction among Tier 1 clients and has a healthy pipeline for current-year conversions. They also discussed Certara IQ, an AI-based QSP technology, anticipating faster service pull-through before broader software commercialization. Future catalysts include Phoenix Cloud conversions across client tiers and deeper integration of AI-enabled QSP capabilities into the platform. The company plans to enhance ARR reporting and clarify portfolio messaging over the coming months.