Certara (CERT) Q2 2026 Earnings Call Transcript
Certara (CERT) reported Q2 2026 revenue of $93.3 million, up 1% YoY, with software revenue $48.8 million (+4%) and services $44.5 million (-3%). Total bookings were $98.3 million (+1%). Adjusted EBITDA was $26.2 million (28.1% margin). 2026 guidance: revenue $367-$382 million and adjusted EPS $0.31-$0.36. The company completed a divestiture and is integrating AI, and announced NVIDIA partnership.
How this was made
The 30-second read
Why it matters
The call centers on Q2 performance, updated 2026 guidance (revenue, adjusted EBITDA margin, and adjusted EPS), and operational KPIs (bookings, pipeline conversion expectations, AI-assisted development and agentic workflows).
Market read
Fresh guidance ranges, margin reset rationale, and buyback authorization create actionable inputs for positioning around software mix, bookings conversion, and near-term profitability trajectory.
What to watch
The services segment decline is attributed to divestiture and go-to-market transition steps; traders may underweight how long stranded costs and transition drag could persist into subsequent quarters.
Background
Certara is executing a transformation toward higher-margin software and model-informed drug development after divesting its regulatory and medical writing business.
Ticker impact
Certara reported Q2 2026 revenue of $93.3M, guided 2026 revenue to $367M-$382M, and updated EPS/EBITDA margins after its divestiture.
Likely choppy reaction risk: investors may focus on software mix shift and bookings growth versus the guided margin reset from stranded divestiture costs.
The article provides multiple fresh, decision-relevant datapoints (Q2 results, 2026 guidance ranges, margin update rationale, and new $50M buyback authorization) but does not include consensus beats/misses or a stated stock move magnitude.
Market effects
Reinforces a software mix shift narrative in model-informed drug development, with AI adoption cited as accelerating delivery and productivity.
Mentions first major Simcyp win in China and modeling collaboration in Japan, supporting continued international commercial traction.
FDA approval rate claim (all 13 novel therapies developed by Certara clients) may bolster perceived platform relevance for global biopharma workflows.
Counterpoint
AI productivity claims and pipeline growth may not translate into near-term services bookings, which the company flags as lagging with a book-to-bill of 1.07.
Key entities
- companyCertara, Inc.
Reported Q2 2026 results and provided updated 2026 guidance after divesting its regulatory and medical writing business.
- personJon Resnick
CEO who emphasized FDA approvals for client-developed therapies and highlighted Simcyp’s role in orforglipron’s approval timeline.
- personFaiz Mohammed
Interim CFO who attributed adjusted EBITDA margin decline to stranded costs from the divestiture.
- companyNVIDIA
Partnered with Certara to integrate BioNeMo agents into Certara’s next-generation AI platform.
