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Certara
Certara (CERT) investor relations material
Certara Stephens Annual Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stephens Annual Investment Conference summary18 Nov, 2025
Demand environment and customer trends
Tier 3 biotech customers showed strong double-digit growth in biosimulation services, offsetting some weakness from Tier 1 large pharma clients experiencing delays and slower decision-making, especially in regulatory and biosim services.
Weakness in Tier 1 persisted into Q4, but close rates improved in late November.
Q4 is expected to be strong, with sequential booking increases, though seasonality may be less pronounced due to Tier 1 slowness.
Software vs. services performance
Software revenues remained stable with high renewal rates and less volatility, while services bookings were more volatile and sensitive to market sentiment.
Services revenue conversion lags bookings by a couple of quarters, with market conditions driving volatility.
The sales pipeline is strong, and backlog conversion to revenue has been a bright spot, even as pipeline-to-bookings conversion is under watch.
Regulatory and market environment
Regulatory uncertainty at the FDA led to fewer drug approvals and slowness, impacting regulatory and biosim services.
FDA's directive to move away from animal testing (NAMs) provided a tailwind, benefiting modeling and simulation offerings.
Further FDA guidance on NAMs is anticipated to drive higher growth, especially for Simcyp and QSP businesses.
Impact of Tier 1 vs Tier 3 demand divergence
Certara's AI monetization strategy
Long-term margin expansion drivers
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Next Certara earnings date
Q4 202526 Feb, 2026
Certara
Next Certara earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Certara Inc. is a life sciences technology company that provides software and services to accelerate drug development and regulatory approval processes. The company specializes in biosimulation, a technology that uses virtual models to predict how drugs behave in the human body, helping pharmaceutical companies optimize clinical trials and drug development strategies. Certara’s offerings support decision-making throughout the drug development lifecycle, from discovery through post-market stages, across a range of therapeutic areas. The company is headquartered in Princeton, New Jersey, and its shares are listed on the NASDAQ.
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