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

Schrodinger's software contribution — deferred revenue decreased by 20.0% year-over-year, from $111M to $88.8M.

What does software contribution — deferred revenue mean?

Reflects payments received from customers for software licenses or services that have not yet been earned as revenue. This serves as a key indicator of future revenue recognition and customer commitment to the software platform.

Schrodinger SDGR Software contribution — Deferred Revenue

Other product segments

Software products and services

$6.2M-51.2%

Similar metrics at other companies

WINASoftware License Fees — Deferred Revenue

$1.9M0.0%

BLKBDeferred Revenue

-$31.62M-7.4%

ICUISoftware revenue — Deferred Revenue, Additions

$10.02M+735%

ATENProducts — Deferred Revenue

$16.36M+205%

CIENServices — Deferred Revenue

$308.84M+13.0%

ATENServices — Deferred Revenue

$130.81M-11.2%

Other financials

Income statement

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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

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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

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Operating cash flow-$14.8M-110%

CapEx$2.5M+321%

Free cash flow-$17.3M-112%

Valuation

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Market cap$1.15B-23.7%

Enterprise value$984.71M-23.1%

P/S4.5×-2.0×

Profitability

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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:ContractWithCustomerLiability.

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

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Questions, answered.

What is Schrodinger's software contribution — deferred revenue?: Schrodinger (SDGR) reported software contribution — deferred revenue of $88.8M in Q1 2026.
How has Schrodinger's software contribution — deferred revenue changed year-over-year?: Schrodinger's software contribution — deferred revenue decreased by 20.0% year-over-year, from $111M to $88.8M.
What does software contribution — deferred revenue mean?: Reflects payments received from customers for software licenses or services that have not yet been earned as revenue. This serves as a key indicator of future revenue recognition and customer commitment to the software platform.