Q4 2025 Certara Inc Earnings Call Transcript
Key Points
- Certara Inc (CERT) reported a 9% year-over-year growth in total revenue for 2025, indicating a positive trend in financial performance.
- The company has a strong market position with over 2,600 customers and 23 regulatory agencies using its technologies, showcasing its widespread industry acceptance.
- Certara's AI-enabled technology and data-driven platforms are deeply embedded in industry workflows, providing a competitive edge in the evolving market.
- The company has identified a path to approximately $10 million in cost avoidance for 2026, demonstrating a focus on operational efficiency.
- Certara's services business showed strong performance with double-digit growth in MIDD services bookings, indicating robust demand for its offerings.
- Certara Inc (CERT) experienced a deceleration in software bookings in the fourth quarter, which impacted overall revenue growth expectations.
- The company is guiding to flat to low single-digit revenue growth for 2026, reflecting both market conditions and internal execution challenges.
- Adjusted EBITDA in the fourth quarter of 2025 decreased compared to the previous year, indicating pressure on profitability.
- Certara's software bookings were lower than expected due to external factors and execution challenges, highlighting areas for improvement.
- The company has not yet converted its R&D investments into sustained organic growth, suggesting a need for better alignment of resources and strategy.
Good day, and thank you for standing by. Welcome to Certara fourth-quarter 2025 earnings conference call. (Operator Instructions) Please be advised that today's conference is being recorded.
I would now like to hand the conference over to your first speaker today, David Deuchler, Investor Relations. Please go ahead.
Good morning, everyone. Thank you all for participating in today's conference call. On the call from Certara, we have Jon Resnick, Chief Executive Officer; and John Gallagher, Chief Financial Officer.
Earlier today Certara released financial results for the full year ended December 31, 2025. A copy of the press release is available on the company's website. Before we begin, I would like to remind you that management will make statements during this call that include forward-looking statements, and actual results may differ materially from those expressed or implied in the forward-looking statements.
Please refer to slide 2 in the accompanying materials for additional
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