Schrodinger SDGR Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Gross Profit by Business | ||||||
| Drug Discovery | $6.29M— | —— | -$1.71M-25.9% | -$1.36M+67.5% | -$4.17M-85.0% | |
| Software | $23.26M-58.4% | $55.94M+88.1% | $29.75M+8.1% | $27.52M-22.0% | $35.29M-46.8% | |
| Total revenues by Product | ||||||
| Hosted software | $12.08M+4.7% | $11.54M-0.4% | $11.59M+4.1% | $11.13M+2.4% | $10.87M-2.7% | |
| On-premise software | $14.18M-68.0% | $44.35M+178% | $15.93M+1.2% | $15.74M-38.1% | $25.42M-54.1% | |
| Professional services | $2.64M-30.5% | $3.8M+139% | $1.59M-33.3% | $2.38M+26.6% | $1.88M-18.7% | |
| Software maintenance | $6.66M-3.4% | $6.89M+1.0% | $6.83M+0.7% | $6.78M-0.3% | $6.8M+15.5% | |
| Software products and services | $35.56M-48.7% | $69.28M+69.6% | $40.86M+0.8% | $40.54M-9.8% | $44.97M-43.5% | |
| Drug discovery services revenue from contracts with customers by Product | ||||||
| Drug Discovery Services | $11.7M-33.4% | $17.58M+35.1% | $13.01M-6.7% | $13.94M+145% | $5.7M-29.9% | |
| Receivable, after allowance for credit loss, current by Product | ||||||
| Oncology, Neurology, and Immunology Product | $0— | $0— | $0— | $0— | $0— | |
| Software contribution | $0— | $0— | $0— | $0— | $0-100% | |
| Restricted cash (includes related party amounts of $0 and $72, respectively) by Product | ||||||
| Contribution | $0-100% | $72K— | —— | —— | —— | |
| Software contribution | $0— | $0-100% | $2.69M-50.0% | $5.38M+11.4% | $4.83M-43.9% | |
| Total revenues by Geography | ||||||
| APAC | $20.17M-11.5% | $22.8M+45.0% | $15.72M+15.9% | $13.56M-41.2% | $23.08M-49.3% | |
| EMEA | $6.67M+4.6% | $6.38M-5.5% | $6.76M-3.1% | $6.97M+14.8% | $6.07M-3.8% | |
| Rest of World | $333K+136% | $141K-72.6% | $515K+194% | $175K-76.1% | $731K+192% | |
| United States | $31.41M-45.8% | $57.92M+84.9% | $31.33M-8.0% | $34.05M+14.8% | $29.66M-18.2% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Schrodinger break its business down?
- Schrodinger (SDGR) reports gross profit by business across 2 parts — Drug Discovery and Software. Each is extracted from the segment footnotes and tracked over time.
- Where does Schrodinger's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Schrodinger's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
