What does Sophia Genetics do and what are its main business segments?

What is Sophia Genetics's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Sophia Genetics year over year?

What factors drove the changes in Sophia Genetics's revenue and profit?

What were the key takeaways from Sophia Genetics’s earnings call?

Did Sophia Genetics beat or miss consensus estimates last quarter?

What guidance did Sophia Genetics's management provide for the next earnings period?

What is Sophia Genetics's gross profit margin?

- **Record 2025 growth**: 124 new customers, 1 petabyte data processed, 74.2% adjusted gross margin.
- **Digital Twins launch**: Multi-model AI solution for oncology, with lung cancer adoption.
- **2026 guidance**: $92-94M revenue (+20-22%), EBITDA loss reduction to $29-32M.
- **Strategic wins**: 2 U.S. health systems, MSK-ACCESS adoption, AstraZeneca renewal.
- **Risks**: FX volatility, $1.8M litigation costs, biopharma pipeline uncertainty.

**【CEO Summary Section】**
- SOPHiA GENETICS achieved record growth in 2025, signing 124 new customers and processing 1 petabyte of genomic data, a 100% increase from 2023. 
- Launched SOPHiA DDM Digital Twins, a multi-model AI solution for oncology patients, with initial adoption in lung cancer.
- Announced leadership transition: Ross Muken to become CEO in July 2026, while Jurgi Camblong transitions to Executive Chairman.

**【President's Q4 2025 Update】**
- Q4 revenue grew 22% YoY to $21.7M, with clinical revenue (excluding biopharma) up 31% YoY.
- Signed 30 new customers in Q4, bringing 2025 total to 124, with average contract value up 120% YoY.
- North America analysis volumes grew 45% YoY, driven by 2 large U.S. health system wins.
- 2026 growth drivers: U.S. expansion, MSK-ACCESS adoption (7 customers signed), and biopharma partnerships (e.g., AstraZeneca renewal).

**【CFO Financial Commentary】**
- Full year 2025 revenue: $77.3M (+19% YoY), gross profit $52.1M (+19% YoY), adjusted gross margin 74.2% (+140bps YoY).
- 2026 guidance: $92-94M revenue (+20-22%), adjusted EBITDA loss $29-32M (vs. $41.5M in 2025).
- Key challenges: 14% Swiss franc appreciation impacting OpEx, $1.8M litigation costs from Guardant Health patent dispute.

**【Q&A Highlights】**
- MSK-ACCESS adoption: 7 customers signed, half yet to ramp usage, with potential 2026 revenue contribution.
- Net dollar retention 115% (vs. 104% in 2024), driven by same-store sales growth and 99% customer retention.
- Biopharma pipeline: 20+ companies explored partnerships at JPM, including first top-5 pharma deal.
- Implementation efficiency: 102 new customers implemented in 2025, with 29 in Q4 alone, reducing time-to-revenue.


SOPHiA GENETICS SA (SOPH) Q4 2025 Earnings Call Transcript

- **Revenue Acceleration**: Q3 23% YoY growth ($19.5M) with 2025 guidance raised to $75-$77M (15%-18% growth). 31 new customers signed in Q3, 94 total YTD.
- **MSK-ACCESS Surge**: 60+ liquid biopsy customers, 2,000+ Q3 analyses. CDx partnerships with Myriad (U.S.) and A.D.A.M. (Japan) to expand globally.
- **Gross Margin Resilience**: 73.1% adjusted gross margin despite 40% data volume growth, driven by cloud cost optimization.
- **Biopharma Recovery**: AstraZeneca deals drive pharma revenue recovery. 2026 pipeline strong with top 20 pharma engagement.
- **Pipeline Strength**: Q3 bookings double 2024 levels, $1M+ opportunities expanding. Average contract value up 180% YoY.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue grew 23% YoY to $19.5 million, driven by new customer signings and expanding applications. Full-year guidance raised to $75-$77 million (15%-18% YoY growth).
- **Customer Expansion**: Signed 31 new customers in Q3, bringing 2025 total to 94 (vs. 92 in 2024). Notable wins include Geisinger Health System, Baylor Scott & White, and Thermo Fisher.
- **MSK-ACCESS Momentum**: Over 60 liquid biopsy customers signed, with 2,000+ analyses in Q3. Partnerships with Myriad Genetics (U.S.) and A.D.A.M. Innovations (Japan) to develop CDx assays.
- **Gross Margin Strength**: Adjusted gross margin held steady at 73.1% despite 40% YoY data volume growth, driven by cloud optimization.
- **Pipeline Strength**: Q3 bookings more than double 2024 levels, with $1M+ opportunities expanding. Average contract value up 180% YoY.

**【CFO Financial Commentary】**
- **Revenue Performance**: Q3 revenue $19.5M (23% YoY), with 9% YoY analysis volume growth to 99,000 patients.
- **Cost Control**: Operating expenses $30.8M (+19% YoY), impacted by $1.3M Swiss social charges and $600K legal costs. Excluding these, OpEx grew 1%.
- **EBITDA**: Adjusted EBITDA loss $10.2M (8% YoY increase), but improved 13% excluding social charges. On track for breakeven by end-2026.
- **Cash Position**: $81.6M cash as of Q3, with $13.1M cash burn (36.5% YoY increase) due to ATM investments and vendor payments.

**【Q&A Highlights】**
- **MSK-ACCESS Adoption**: 60+ customers signed, with ~20% in routine use. Q4 and 2026 growth expected as implementations ramp.
- **Biopharma Recovery**: AstraZeneca partnerships (breast cancer, P10 pathway) driving pharma revenue recovery. 2026 pipeline strong with top 20 pharma engagement.
- **Customer Backlog**: Record Q3 implementations (15 new, 31 expands). Backlog remains at highest levels, with Q4 and 2026 visibility.
- **Japan Expansion**: A.D.A.M. Innovations implementing full SOPHiA suite, with biopharma CDx collaboration.
- **2026 Outlook**: CEO confident in continued acceleration, citing strong bookings (+100% YoY), expanding applications, and biopharma recovery.

SOPHiA GENETICS SA (SOPH) Q3 2025 Earnings Call Transcript

- **Revenue Acceleration**: Q2 clinical revenue (excl. BioPharma) up 20% YoY, driven by 35 new customer signings and U.S. expansion.
- **AI Partnership Breakthrough**: Largest deal in history with AstraZeneca to develop predictive breast cancer models, with Q4 2025 revenue contribution.
- **Gross Margin Expansion**: Adjusted gross margin improved 120bps to 74.4%, with cash burn down 35% YoY.
- **MSK-ACCESS Momentum**: 11 new liquid biopsy customers in Q2, 2,000 analyses, and 900% YoY revenue growth.
- **Pipeline Growth**: Pipeline doubled since Q2 2024, with average contract values up >100% YoY.

**【CEO Summary Section】**
- Q2 revenue grew 16% YoY to $18.3 million, with clinical revenue (excluding BioPharma) up 20% YoY.
- Signed 35 new customers in Q2, bringing total new signings to 63 year-to-date, with 18 implementations completed.
- U.S. revenue (excluding BioPharma) grew 19% YoY, driven by new customers like UC Irvine and University of Alabama.
- MSK-ACCESS liquid biopsy application signed 11 new customers, bringing total to 50 globally, with 2,000 analyses in Q2.
- Announced a multiyear AI partnership with AstraZeneca to develop predictive models for breast cancer outcomes, marking the largest deal in company history.
- Adjusted gross margin improved 120bps to 74.4%, with cash burn reduced 35% YoY to $8.7 million.

**【CFO Financial Commentary】**
- Total revenue: $18.3 million (16% YoY growth), with platform analysis volume up 9% YoY to 99,000 patients.
- Operating expenses: $30.8 million (19% YoY increase), driven by commissions (+$1.6 million FX headwind).
- Adjusted EBITDA loss: $11.7 million (27% YoY increase), with FX impacts contributing $1.9 million sequentially.
- Cash position: $94.8 million after drawing $35 million from Perceptive Advisors revolver.
- Full-year guidance reaffirmed: $72-76 million revenue, $35-39 million adjusted EBITDA loss.

**【Q&A Key Highlights】**
- **AstraZeneca Deal**: Milestones include AI model development and real-world evidence generation; revenue recognition begins Q4 2025, with full impact in 2026.
- **MSK-ACCESS Adoption**: U.S. implementations lagging due to tumor-normal sample validation, but 900% YoY growth in liquid biopsy revenue.
- **Rare Disease Growth**: 20% YoY growth in rare disorder applications, driven by enhanced exome product adoption.
- **FX Impact**: Swiss franc and euro appreciation added $1.6 million Q2 expense headwind.
- **Pipeline Strength**: Doubling of pipeline since Q2 2024, with ACVs up >100% YoY due to multi-application wins.

SOPHiA GENETICS (SOPH)-5 Aug 25-2025 Q2 Earnings call transcript

- **Revenue Growth Accelerates**: 15% YoY (constant currency) driven by U.S. expansion and 33 new customer implementations.
- **Profitability Improves**: Adjusted EBITDA loss down 24% YoY; gross margin 75.7% (up 520bps YoY).
- **AI Scalability**: 2M+ patient profiles analyzed, enabling unique insights for biopharma partnerships.
- **Biopharma Momentum**: Expanded AstraZeneca partnership to 30 institutions, with J&J pipeline growth.
- **Cash Position Strong**: $68.5M cash, with 2025 guidance reaffirmed for $72-76M revenue.

**【CEO Opening Remarks】**
- Q1 revenue grew 15% YoY (constant currency) and 13% reported, driven by North America and U.S. market expansion.
- 28 new core genomic customers signed in Q1, up from 20 in Q1 2024, with 33 implementations completed (vs. 23/Q4 2024).
- Adjusted EBITDA loss improved 24% YoY to $9.8M, with gross margin reaching 75.7% (up 520bps YoY).
- SOPHiA DDM now analyzed over 2M patient profiles, highlighting AI scalability and data diversity.

**【Business Update】**
- North America revenue grew 30% YoY; U.K. revenue up 80% YoY due to NHS hub adoptions.
- HemOnc volumes +34% YoY; MSK-ACCESS liquid biopsy testing beginning to ramp.
- New customer signings: 28 in Q1 (vs. 92 in 2024), with ACV up materially YoY due to enterprise-level sales.
- Biopharma pipeline expanded with AstraZeneca partnership (30 global institutions for MSK-ACCESS).

**【Financial Highlights】**
- Q1 revenue: $17.8M (+13% YoY), platform volume +11% YoY.
- Gross profit: $12.2M (+17% YoY); adjusted gross margin 75.7% (vs. 70.6% YoY).
- Operating expenses: $28.2M (-3% YoY), with R&D and G&A cost optimization.
- Cash burn: $11.7M (vs. $19.5M YoY), ending with $68.5M cash.

**【Q&A Key Takeaways】**
- Implementation acceleration: 33 new customers in Q1 (vs. 23/Q4 2024) via process automation and field team expansion.
- Enterprise sales: 58% of customers use 2+ applications; ACV doubling YoY.
- Biopharma: 2025 guidance flat, but pipeline momentum with J&J and others.
- Gross margin sustainability: 75.7% in Q1 driven by cloud cost optimizations, but one-time items may not repeat.
- Tariffs: <10% of U.S. revenue impacted; manageable with U.S. raw material sourcing.


SOPHiA GENETICS SA (SOPH) Q1 2025 Earnings Call Transcript

- **Record Customer Growth**: 92 new core genomic customers in 2024, with 35 implemented in Q4.
- **U.S. Market Momentum**: 23% clinical revenue growth and 26% volume growth, with Mount Sinai and Mayo Clinic expansions.
- **MSK Applications Scaling**: 34 MSK-ACCESS customers (15 live) and 7 MSK-IMPACT signings, targeting 2025 ramp-up.
- **Financial Discipline**: 20% YoY improvement in adjusted operating loss and 72.8% adjusted gross margin in 2024.
- **Long-Term Vision**: 2025 revenue guide of $72M-$76M, with 2026 breakeven and 2027+ positive EBITDA.

**【CEO Opening Remarks】**
- **2024 Performance Highlights**: Revenue of $65.2M, adjusted gross margin of 72.8%, and 352,000 patient analyses across 800 institutions.
- **Growth Drivers**: 92 new core genomic customers, U.S. market expansion, and MSK-ACCESS/IMPACT applications.
- **2025 Outlook**: Focus on accelerating implementation times, U.S. market penetration, and new application adoption.

**【Business Update by Ross Muken】**
- **Market Performance**: 13% ex-COVID volume growth, 33% U.S. growth, and 40% APAC growth.
- **Pipeline Strength**: $90M+ new business pipeline, 60+ MSK-ACCESS/IMPACT opportunities, and 35 Q4 implementations.
- **Product Innovations**: Enhanced Exomes, Liquid Biopsy upgrades, and SolidTumors modularization.

**【Financial Review by George Cardoza】**
- **Q4 2024 Results**: $17.7M revenue (4% YoY), 74.2% adjusted gross margin, and $10.2M adjusted operating loss.
- **2025 Guidance**: Revenue $72M-$76M (10%-17% growth), adjusted EBITDA loss $35M-$39M.
- **Key Metrics**: 4% annualized churn, 67 Net Promoter Score, and 104% dollar retention.

**【Q&A Key Takeaways】**
- **BioPharma Recovery**: Pipeline refill with repeatable opportunities, but cautious guidance due to deal timelines.
- **MSK Applications**: 34 MSK-ACCESS customers (15 live), 7 MSK-IMPACT signings, and U.S./Japan market focus.
- **Long-Term Growth**: Target 30%-35% CAGR by 2026, driven by pipeline conversion and gross margin expansion.
- **FX Impact**: Anticipated moderate negative impact on 2025 reported results due to currency volatility.

SOPHiA GENETICS (SOPH)-4 Mar 25-2024 Q4 Earnings call transcript

- **Clinical Growth Accelerates**: 17% YoY volume growth (ex-COVID), driven by MSK-ACCESS adoption in 18 global customers.
- **Cash Efficiency Improves**: 39% YoY reduction in cash burn to $9.6M, with 10% operating expense decline.
- **MSK-ACCESS Momentum**: 18 customers signed, 5 in Q4 implementation, targeting $100K+ per customer contribution.
- **2025 Outlook**: Reaffirms $65-67M 2024 guidance, with MSK-ACCESS and new customers driving 2025 reacceleration.

**【CEO Summary Section】**
- **Q3 Volume Growth**: 16% YoY increase in analysis volume (17% ex-COVID), driven by reacceleration in North America and Asia Pacific. MSK-ACCESS adoption reached 18 customers across 10 countries.
- **New Business Momentum**: Signed 20 new customers in Q3, bringing total core genomic customers to 462. 5 of 18 MSK-ACCESS customers began routine testing in Q4.
- **Financial Efficiency**: Adjusted gross margin improved to 73.1%, with 10% YoY reduction in operating expenses. Cash burn decreased 39% YoY to $9.6M.
- **Leadership Changes**: Ross Muken promoted to President; George Cardoza appointed CFO, bringing biopharma and diagnostics expertise.

**【CFO Financial Commentary】**
- **Revenue**: $15.9M (Q3 2024) vs. $16.3M (Q3 2023), down 2.5% due to $2M biopharma decline. Clinical volume growth offset biopharma weakness.
- **Margins**: Gross profit $10.7M (67.2% margin); adjusted gross profit $11.6M (73.1% margin). Operating loss improved 10% YoY to $10.6M.
- **Guidance**: Reaffirms 2024 revenue $65-67M (4-7% YoY growth), with 2025 outlook driven by MSK-ACCESS and new customer ramp.

**【Q&A Highlights】**
- **MSK-ACCESS Impact**: 18 customers signed, 5 in Q4 implementation. Expected to contribute $100K+ per customer, with 70+ pipeline leads.
- **Biopharma Recovery**: Pipeline improving, but budget constraints delay large contracts. Focus on decentralized testing and market access partnerships.
- **2025 Growth Drivers**: MSK-ACCESS/IMPACT adoption, new customer onboarding, and North America/Asia expansion. Biopharma recovery could add tailwinds.

Actual	-0.31	-0.3	-0.28	-0.4	-0.39	-0.3	-0.17	-0.31	-0.33	-0.21	-0.37	-0.21	-0.23	-0.28	-0.23	-0.26	-0.33	-0.3	-0.28
Forecast	-0.3867	-0.3567	-0.3567	-0.3296	-0.3933	-0.3633	-0.3419	-0.3045	-0.2939	-0.3	-0.2175	-0.245	-0.266	-0.222	-0.205	-0.2233	-0.214	-0.23	-0.2375
Surprise	+19.83%	+15.90%	+21.50%	-21.36%	+0.84%	+17.42%	+50.28%	-1.81%	-12.28%	+30.00%	-70.11%	+14.29%	+13.53%	-26.13%	-12.20%	-16.44%	-54.21%	-30.43%	-17.89%

SOPH

SOPH fundamentals

SOPH Q4 2025 Earnings

Earnings Call

You can ask Aime

SOPH

SOPH fundamentals

SOPH Q4 2025 Earnings

Earnings Call

SOPH Earnings Call Summary for Q4/20258:00 AM on Mar 3, 2026

SOPH Earnings Call Summary for Q3/20258:00 AM on Nov 4, 2025

SOPH Earnings Call Summary for Q2/20258:00 AM on Aug 5, 2025

SOPH Earnings Call Summary for Q1/20258:00 AM on May 6, 2025

SOPH Earnings Call Summary for Q4/20248:00 AM on Mar 4, 2025

You can ask Aime