**Schrödinger, Inc. Reports Fiscal Year 2025 Results, Focuses on Strategic Partnerships**
Schrödinger, Inc., a company specializing in physics-based computational platforms for drug discovery and materials science, announced its financial results for the fiscal year ended December 31, 2025. The company reported total revenue of $255.9 million and a net loss of $103.3 million for the year. This compares to the previous fiscal year, which saw total revenue of $207.5 million and a net loss of $187.1 million. The increase in revenue was primarily driven by growth in both the software and drug discovery segments.
Software revenue reached $199.5 million, an 11% increase compared to $180.4 million in 2024. Annual Contract Value (ACV) for the software business also saw growth, reaching $198.5 million, a 4% increase from $190.8 million in the prior year. The company highlighted the increasing average ACV from commercial customers with an ACV of over $1.0 million, which grew to $3.9 million in 2025 from $3.3 million in 2024. Drug discovery revenue experienced a more substantial increase, reaching $56.4 million, a 107% increase compared to $27.2 million in the previous year, driven by the Novartis collaboration and progress in other collaborative programs.
A key strategic shift for Schrödinger involves focusing on partnerships to advance its proprietary drug discovery programs. The company announced plans to explore strategic partnerships for its SGR-1505 (MALT1 inhibitor) and SGR-3515 (Wee1/Myt1 inhibitor) programs to advance their development beyond ongoing Phase 1 clinical trials. This decision reflects a strategic move away from independently initiating additional clinical trials or advancing other preclinical programs into clinical trials. In August 2025, Schrödinger discontinued its SGR-2921 (CDC7 inhibitor) clinical development program after observing safety concerns in a Phase 1 trial.
Operationally, Schrödinger highlighted the widespread adoption of its software, with all of the top 20 pharmaceutical companies licensing its solutions, accounting for $73.7 million of its software revenue and $80.8 million of its ACV in 2025. The company also noted that its software was used by researchers at over 1,750 academic institutions worldwide. Employee retention remained strong, with an 87.7% retention rate for the year. As of February 3, 2026, Schrödinger had 850 full-time employees, including 363 with Ph.D. degrees. The company also continues to advance its predictive toxicology initiative, with plans for commercial launch in 2026.
About Schrodinger, Inc.
Schrödinger, Inc. develops physics-based computational software for drug discovery and materials science. Its platform accelerates molecule design, prediction, and optimization, serving biopharmaceutical, industrial, and academic markets worldwide. The company collaborates with leading pharma firms, licensing its solutions and advancing proprietary drug programs. Its competitive edge lies in high-accuracy simulations, large-scale molecule evaluation, and a broad pipeline of collaborative and internal therapeutics.
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