Certara, Q3 2026 Earnings Call Transcript

Certara’s Q3 revenue rose 4% year over year, with software growth accelerating to 11%—its first double-digit organic growth quarter in two years—while services revenue fell 2%. Management said software momentum spans core products and expects further growth from cloud conversions, AI offerings and new products; software is expected to outgrow services. Services bookings remain ahead of revenue, but improved execution and pipeline conversion will take time to show in results. Adjusted EBITDA margin reached 31.8%, supported by cost actions and favorable software mix. Certara narrowed its 2026 revenue growth outlook to 2%–3% and forecast adjusted EPS of $0.31–$0.34. The company sees longer-term opportunity in integrated software and services, AI, and expansion in Asia-Pacific, while noting that growth initiatives and regulatory adoption of modeling approaches will develop at varying speeds.