Q4 2025 Simulations Plus Inc Earnings Call Transcript

Dec 1, 2025 / 10:00 PM GMT

Release Date Price: €37

Transcript 10-K8-K

Key Points

Positve

Simulations Plus Inc (SLP) achieved a 13% revenue growth for the fiscal year, demonstrating resilience amidst market volatility.
The company completed a strategic transition to a unified operating model, enhancing client-focused service delivery.
There is an increasing demand for biosimulation, with clients expanding their internal capabilities and incorporating AI into workflows.
The release of Gastro Plus 10.2 and upcoming portfolio-wide updates position the company well for future opportunities.
The company maintains a strong balance sheet with $32.4 million in cash and no debt, supporting its growth and innovation strategy.

Negative

Total revenue for the fourth quarter decreased by 6%, with software revenue down by 9% and services revenue down by 3%.
The company experienced a significant non-cash impairment charge of $77.2 million, resulting in a net loss for the fiscal year.
Renewal rates for software were impacted by market conditions and client consolidations, with a decline in renewal on fees.
Proficiency platform software revenue declined by 63% in the fourth quarter, reflecting challenges in clinical trial starts.
The company anticipates a 3 to 5% revenue decline in the first quarter of fiscal 2026 compared to the same period last year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SLP.OQ - Simulations Plus Inc
Q4 2025 Simulations Plus Inc Earnings Call
Dec 01, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Simulations Plus 4th quarter and full fiscal 2025 financial results conference call.

All participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference call is being recorded. It is now my pleasure to introduce Lisa Fortuna from Financial Profiles. Ms. Fortuna, please go ahead.

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Unidentified_2 [2]
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Good afternoon everyone.

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