What is Schrodinger's deferred revenue?

Schrodinger (SDGR) reported deferred revenue of $0 in Q1 2026.

How has Schrodinger's deferred revenue changed year-over-year?

Schrodinger's deferred revenue decreased by 100.0% year-over-year, from $450K to $0.

What is the long-term trend for Schrodinger's deferred revenue?

Over 5 years (2020 to 2025), Schrodinger's deferred revenue has grown at a -71.9% compound annual growth rate (CAGR), from $41.16M to $72K.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Schrodinger SDGR Deferred Revenue

Deferred Revenue at other companies

Recursion Pharmaceuticals, Inc.RXRX

$32.79M-17.3%

Absci CorporationABSI

$450K-58.9%

AbCellera Biologics Inc.ABCL

$7.74M-58.8%

Certara, Inc.CERT

$3.1M-97.8%

Septerna, Inc.SEPN

$59.76M—

Cadence Design SystemsCDNS

——

Segments

By product

See full

Software products and services$60.76M+0.3%

Other financials

Income statement

See full

Revenue$58.6M-1.6%

Gross profit$29.5M-5.1%

Operating income-$48.8M+4.1%

Net income-$60.0M-0.4%

EPS (diluted)-$0.81+1.2%

Balance sheet

See full

Cash & equivalents$267.7M-20.7%

Total debt$107.0M-7.9%

Total equity$313.5M-16.1%

Total assets$634.2M-14.6%

Cash flow

See full

Operating cash flow-$14.8M-110%

CapEx$2.5M+321%

Free cash flow-$17.3M-112%

Valuation

See full

Market cap$1.15B-23.7%

Enterprise value$984.71M-23.1%

P/S4.5×-2.0×

Profitability

See full

Gross margin55.3%-7.3pp

Operating margin-64.7%-12.0pp

Net margin-68.5%—

FCF margin9.6%+5.1pp

Returns & leverage

See full

Return on equity-45.7%—

Debt / equity0.3×0.0×

Current ratio2.7×-0.7×

Where this comes from

Reported directly by Schrodinger in its filing.

Tagged under the XBRL concept us-gaap:DeferredRevenue.

The official record: Schrodinger’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Schrodinger's deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Schrodinger's deferred revenue?: Schrodinger (SDGR) reported deferred revenue of $0 in Q1 2026.
How has Schrodinger's deferred revenue changed year-over-year?: Schrodinger's deferred revenue decreased by 100.0% year-over-year, from $450K to $0.
What is the long-term trend for Schrodinger's deferred revenue?: Over 5 years (2020 to 2025), Schrodinger's deferred revenue has grown at a -71.9% compound annual growth rate (CAGR), from $41.16M to $72K.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.