<p>Certara, Inc. ((CERT)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>Certara 最近的财报电话会议呈现出混合的情绪，反映了成就与挑战并存。公司在软件部门报告了强劲的增长，并增加了研发投资，同时成功推出了新产品，并在 Chemaxon 收购方面取得了进展。然而，这些积极因素受到服务部门明显挑战和预订增长放缓的影响，主要是由于一线客户的谨慎支出。这种正负因素的平衡表明 Certara 面临着复杂的环境。</p>
<h2>收入与增长</h2>
<p>Certara 报告第三季度收入为 1.046 亿美元，同比增长 10%。调整后的 EBITDA 为 3520 万美元，利润率为 34%。这一增长表明公司在市场挑战中仍能保持稳定的财务表现。</p>
<h2>软件部门表现</h2>
<p>软件部门表现突出，收入达到 4380 万美元，按报告基准增长 22%，有机增长 6%。软件预订也增长了 17%，突显了该部门强大的市场地位和客户需求。</p>
<h2>研发投资增加</h2>
<p>Certara 将研发支出同比增加了 24%，现在占总收入的 10%，高于 9%。这一投资凸显了公司对创新和长期增长的承诺。</p>
<h2>新产品发布</h2>
<p>公司推出了多个主要产品，包括 Pinnacle 21 Enterprise、Phoenix Cloud 和 CertaraIQ。这些新产品获得了客户的积极早期反馈，表明 Certara 的产品组合成功扩展。</p>
<h2>Chemaxon 收购成功</h2>
<p>收购 Chemaxon 取得了丰硕成果，为 Certara 的收入贡献了 560 万美元。整合工作按计划进行，预计到年底将达到公司平均利润率，展示了此次收购的战略价值。</p>
<h2>服务部门挑战</h2>
<p>服务部门面临困难，预订量下降 9%，主要是由于大型制药客户的犹豫。这一趋势预计将持续到第四季度，给公司带来挑战。</p>
<h2>预订增长低于预期</h2>
<p>Certara 第三季度的预订量为 9660 万美元，仅增长 1%，低于预期。这主要是由于一线服务客户的谨慎支出行为，影响了整体增长。</p>
<h2>监管服务表现</h2>
<p>监管服务部门经历了放缓，预订量出现双位数下降。该部门正在进行战略审查，可能会进行重组或战略调整。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Certara 将全年收入指导范围缩小至 4.15 亿至 4.20 亿美元。尽管预订量下降，公司仍将调整后的 EBITDA 利润率指导提高至之前范围的高端，反映出对盈利能力表现的信心。Certara 还强调了其 QSP 服务的增长以及新嵌入 AI 的产品的推出，尽管大型制药客户的决策速度持续放缓。</p>
<p>总之，Certara 的财报电话会议描绘了一幅公司在复杂环境中航行的图景。虽然软件部门和研发投资推动了增长，但服务部门的挑战和预订增长放缓则构成了障碍。前瞻性指导表明谨慎乐观，战略举措旨在维持增长和盈利能力。</p>

CERT

<p>Certara, Inc. 在其第三季度财报电话会议中报告了混合的业绩，强调其软件部门实现了 22% 的收入增长，但在服务部门面临挑战，预订量下降了 9%。该公司实现了 1.046 亿美元的收入，同比增长 10%，并将研发投资增加了 24%。尽管面临挑战，Certara 提高了其调整后 EBITDA 利润率的指引，反映出对盈利能力的信心。前瞻性指引谨慎乐观，年度收入预测缩小至 4.15 亿至 4.2 亿美元</p>

<p>Certara, Inc. ((CERT)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Certara, Inc. ((CERT)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的见解。</li>
</ul>
</div><p>Certara’s recent earnings call presented a mixed sentiment, reflecting both achievements and challenges. The company reported robust growth in its software segment and increased R&amp;D investment, alongside successful product launches and progress in the Chemaxon acquisition. However, these positives were tempered by noticeable challenges in the services segment and slower bookings growth, driven by cautious spending among Tier 1 customers. This balance of positive and negative elements suggests a mixed environment for Certara.</p>
<div class="lb-trans"><p>Certara 最近的财报电话会议呈现出混合的情绪，反映了成就与挑战并存。公司在软件部门报告了强劲的增长，并增加了研发投资，同时成功推出了新产品，并在 Chemaxon 收购方面取得了进展。然而，这些积极因素受到服务部门明显挑战和预订增长放缓的影响，主要是由于一线客户的谨慎支出。这种正负因素的平衡表明 Certara 面临着复杂的环境。</p>
</div><h2>Revenue and Growth</h2>
<div class="lb-trans"><h2>收入与增长</h2>
</div><p>Certara reported a third-quarter revenue of $104.6 million, representing a 10% year-over-year growth. The adjusted EBITDA stood at $35.2 million, with a margin of 34%. This growth is indicative of the company’s ability to maintain a steady financial performance despite market challenges.</p>
<div class="lb-trans"><p>Certara 报告第三季度收入为 1.046 亿美元，同比增长 10%。调整后的 EBITDA 为 3520 万美元，利润率为 34%。这一增长表明公司在市场挑战中仍能保持稳定的财务表现。</p>
</div><h2>Software Segment Performance</h2>
<div class="lb-trans"><h2>软件部门表现</h2>
</div><p>The software segment was a standout performer, with revenue reaching $43.8 million, marking a 22% growth on a reported basis and 6% organic growth. Software bookings also increased by 17%, highlighting the segment’s strong market position and customer demand.</p>
<div class="lb-trans"><p>软件部门表现突出，收入达到 4380 万美元，按报告基准增长 22%，有机增长 6%。软件预订也增长了 17%，突显了该部门强大的市场地位和客户需求。</p>
</div><h2>R&amp;D Investment Increase</h2>
<div class="lb-trans"><h2>研发投资增加</h2>
</div><p>Certara increased its R&amp;D spending by 24% compared to the previous year, now accounting for 10% of total revenue, up from 9%. This investment underscores the company’s commitment to innovation and long-term growth.</p>
<div class="lb-trans"><p>Certara 将研发支出同比增加了 24%，现在占总收入的 10%，高于 9%。这一投资凸显了公司对创新和长期增长的承诺。</p>
</div><h2>New Product Launches</h2>
<div class="lb-trans"><h2>新产品发布</h2>
</div><p>The company launched several major products, including Pinnacle 21 Enterprise, Phoenix Cloud, and CertaraIQ. These new offerings have received positive early feedback from customers, indicating a successful expansion of Certara’s product portfolio.</p>
<div class="lb-trans"><p>公司推出了多个主要产品，包括 Pinnacle 21 Enterprise、Phoenix Cloud 和 CertaraIQ。这些新产品获得了客户的积极早期反馈，表明 Certara 的产品组合成功扩展。</p>
</div><h2>Chemaxon Acquisition Success</h2>
<div class="lb-trans"><h2>Chemaxon 收购成功</h2>
</div><p>The acquisition of Chemaxon has been fruitful, contributing $5.6 million to Certara’s revenue. The integration is on track to reach corporate average margins by the end of the year, showcasing the acquisition’s strategic value.</p>
<div class="lb-trans"><p>收购 Chemaxon 取得了丰硕成果，为 Certara 的收入贡献了 560 万美元。整合工作按计划进行，预计到年底将达到公司平均利润率，展示了此次收购的战略价值。</p>
</div><h2>Services Segment Challenges</h2>
<div class="lb-trans"><h2>服务部门挑战</h2>
</div><p>The services segment faced difficulties, with bookings decreasing by 9% due to hesitancy among large pharma customers. This trend is expected to continue into the fourth quarter, posing a challenge for the company.</p>
<div class="lb-trans"><p>服务部门面临困难，预订量下降 9%，主要是由于大型制药客户的犹豫。这一趋势预计将持续到第四季度，给公司带来挑战。</p>
</div><h2>Bookings Growth Below Expectations</h2>
<div class="lb-trans"><h2>预订增长低于预期</h2>
</div><p>Certara’s third-quarter bookings were $96.6 million, reflecting only a 1% growth, which fell below expectations. This was primarily due to cautious spending behavior from Tier 1 service customers, impacting overall growth.</p>
<div class="lb-trans"><p>Certara 第三季度的预订量为 9660 万美元，仅增长 1%，低于预期。这主要是由于一线服务客户的谨慎支出行为，影响了整体增长。</p>
</div><h2>Regulatory Services Performance</h2>
<div class="lb-trans"><h2>监管服务表现</h2>
</div><p>The regulatory services segment experienced a slowdown, with bookings declining in double digits. A strategic review of this segment is ongoing, indicating potential restructuring or strategic adjustments.</p>
<div class="lb-trans"><p>监管服务部门经历了放缓，预订量出现双位数下降。该部门正在进行战略审查，可能会进行重组或战略调整。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Certara narrowed its full-year revenue guidance to a range of $415 million to $420 million. Despite the decline in bookings, the company raised its adjusted EBITDA margin guidance to the high end of the previous range, reflecting confidence in profitability performance. Certara also highlighted growth in its QSP services and the launch of new AI-embedded products, despite persistent decision-making slowdowns among large pharma clients.</p>
<div class="lb-trans"><p>展望未来，Certara 将全年收入指导范围缩小至 4.15 亿至 4.20 亿美元。尽管预订量下降，公司仍将调整后的 EBITDA 利润率指导提高至之前范围的高端，反映出对盈利能力表现的信心。Certara 还强调了其 QSP 服务的增长以及新嵌入 AI 的产品的推出，尽管大型制药客户的决策速度持续放缓。</p>
</div><p>In summary, Certara’s earnings call painted a picture of a company navigating through a mixed environment. While the software segment and R&amp;D investments are driving growth, challenges in the services segment and slower bookings growth present hurdles. The forward-looking guidance suggests cautious optimism, with strategic initiatives aimed at sustaining growth and profitability.</p>
<div class="lb-trans"><p>总之，Certara 的财报电话会议描绘了一幅公司在复杂环境中航行的图景。虽然软件部门和研发投资推动了增长，但服务部门的挑战和预订增长放缓则构成了障碍。前瞻性指导表明谨慎乐观，战略举措旨在维持增长和盈利能力。</p>
</div>

Certara 的财报电话会议：增长中情绪复杂