Schrödinger Delivers 23.3% FY25 Revenue Growth, Q4 Nets $32.5M Profit
Fiscal 2025 revenue grew 23.3% to $255.9 million with drug discovery revenue doubling to $56.4 million, offset by a 1.2% Q4 revenue decline to $87.2 million as software sales slipped 13% to $69.3 million. Net loss narrowed to $103.3 million and Q4 swung to a $32.5 million profit.
1. Fiscal 2025 Financial Results
Schrödinger’s fiscal 2025 revenue reached $255.9 million, a 23.3% increase driven by a 10.6% rise in software sales and drug discovery revenue doubling to $56.4 million. Full-year net loss narrowed to $103.3 million from $187.1 million.
2. Q4 Performance
Fourth-quarter revenue slipped 1.2% to $87.2 million as software sales fell 13% to $69.3 million, while drug discovery revenue surged to $18 million from $8.7 million a year earlier. The quarter swung to a $32.5 million net income, reversing a $40.2 million loss.
3. Licensing Model Transition and 2026 Outlook
The company is accelerating its transition to a licensing model to establish a more predictable revenue stream. For 2026, management forecasts software revenue of $218–228 million (10–15% growth) and drug discovery revenue of $55–65 million under the new structure.