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EarningsQ2 2026 Earnings Report
CERT Q2 2026 EPS Results
Actual EPS$0.08
Consensus EPS$0.09
Beat/MissMissed by -<$0.01
One Year Ago EPS$0.07
CERT Q2 2026 Revenue Results
Actual Revenue$93.27M
Expected Revenue$98.09M
Beat/MissMissed by -$4.82M
YoY Revenue Growth-10.81%
Earnings Announcement Details
QuarterQ2 2026
Date08/04/2026
TimeBefore Open
Conference CallTuesday, August 4, 2026
CERT Upcoming Earnings
Certara's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
CERT Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: clear, measurable momentum in software, AI integration and product/scientific leadership (strong bookings growth in software, pipeline expansion, cloud wins, regulatory engagement and scientific publications), alongside near-term financial and operational headwinds (service revenue declines, modest overall revenue growth, margin impact from divestiture-related stranded costs, and a GAAP net loss). Management has taken decisive operational actions (RIF, product reprioritization, new CCO, $13M run-rate savings) and is bullish on mid-term growth, but execution risk remains in converting a larger services pipeline and realizing cost savings. On balance the results are cautiously constructive but not yet a decisive turnaround in overall financial performance.Company Guidance
Modest Top-Line Growth with Software Momentum
Total revenue for Q2 2026 was $93.3M, up 1% year-over-year. Software revenue grew 4% to $48.8M and now represents 53% of the business (versus 40% two years ago). Software bookings for the quarter increased 9% to $50.7M and trailing 12-month software bookings rose 8% to $196.4M.
Bookings and Trailing Bookings Expansion
Total bookings in Q2 were $98.3M, up 1% YoY; trailing 12-month total bookings increased 3% to $405.4M. Normalizing for the Chemaxon acquisition, trailing 12-month bookings grew 7% exiting H1 (vs 0.8% exiting 2025).
Strengthening Pipeline and Leading Indicators
Pipeline grew approximately 27% year-over-year exiting the quarter, a leading indicator expected to convert into back-half revenue growth. Service book-to-bill was 1.07, indicating modest services demand relative to billings.
Operational Actions to Improve Margin and Focus
Executed a ~5% reduction in force (mainly overhead) and other operational excellence steps expected to yield approximately $13M of run-rate savings, enabling reinvestment into innovation and AI.
AI and Product Innovation Driving Customer Value
Accelerated AI adoption across the business: up to 85% of new code is AI-assisted, a 65% YoY increase in development rate per engineer, agents cutting cycle times by up to 90% in areas like legal/IT, and agentic workflows accelerating certain scientific service tasks by up to 80%.
Commercial and Scientific Achievements
Certara served >2,600 customers in 70+ countries with ~160,000 daily software users. All 13 novel therapies approved by the FDA in the quarter came from Certara clients. The company produced 62 peer-reviewed publications in the quarter, demonstrating strong scientific leadership.
Cloud & Geographic Wins
Phoenix pharmacometrics platform secured 30 cloud implementations year-to-date. First major Simcyp win in China and expanded engagements in the Middle East and Japan, signaling international expansion opportunities.
Capital Allocation and Balance Sheet Actions
Ended the quarter with $184.1M cash. Completed $17.4M of repurchases to finish a $100M program and the Board approved a new $50M buyback. Term loan borrowings were $294M with $100M availability on the revolver.
CERT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed