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SOPHiA GENETICS (SOPH)
NASDAQ:SOPH
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.23Last Year’s EPS
-0.26Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful commercial momentum: accelerating revenue growth, record new customer signings (124), strong implementation throughput (102), scalable platform improvements (1 PB processed, new DDM performance), improved adjusted gross margin (+140 bps to 74.2%), and strong retention/expansion metrics (NDR 115%, churn <1%). Management provided constructive 2026 guidance (20%–22% revenue growth) and a path toward improved adjusted EBITDA (guidance implying significant reduction in adjusted EBITDA loss). Offsetting these positives are persistent operating losses, higher reported operating expenses driven by FX movements (Swiss franc appreciation), litigation costs (~$1.8M), and the inherently long and lumpy nature of biopharma revenues and large customer implementations. Overall, the fundamentals and forward guidance show more strengths than weaknesses, but execution risks (implementation timing, FX, legal) remain and will be important to monitor.Company Guidance
Revenue Re-acceleration and 2026 Guidance
Total revenue for FY2025 was $77.3M, up 19% year-over-year. Q4 revenue was $21.7M, up 22% year-over-year. Management guided FY2026 reported revenue to $92M–$94M (20%–22% growth).
Strong Platform Usage and Volume Growth
Platform analysis volume was >105,000 in Q4 (+16% YoY) and >391,000 for FY2025 (vs 352,000 in 2024, ~11% YoY). The platform processed nearly 1 petabyte of genomic data in 2025 — nearly double the amount processed two years prior.
Customer Wins and Expansion
Signed a record 124 new customers in 2025 and implemented a record 102 new customers (29 in Q4). Total customers reached 993 globally; genomic customers were 528 as of Dec 31, 2025. Average contract value for new customers in 2025 increased 120% YoY.
Large Strategic Deals and Enterprise Adoption
Won two of the largest integrated U.S. health systems (adopting SOPHiA DDM for up to 60,000 patients annually) and landed major customers like NYU Langone. Renewed/expanded biopharma agreements including AstraZeneca and a new top-5 global pharma global commercial agreement.
Product Traction — MSK-ACCESS and MSK-IMPACT
MSK-ACCESS signed 70 customers across 29 countries (about half have completed implementation). MSK-IMPACT (and Flex) adoption continues, with 21 customers signed to MSK-IMPACT and growing clinical interest in liquid biopsy offerings.
Improving Adjusted Gross Margin and Cost Efficiency
Full-year adjusted gross margin expanded 140 basis points to 74.2% in 2025 (from 72.8% in 2024) due to compute optimizations and reductions in scrap costs, despite materially higher data volumes.
Customer Satisfaction and Retention Metrics
Net promoter score of 67, customer satisfaction over 97%, and annualized revenue churn below 1%. Net dollar retention improved to 115% in 2025 (from 104% in 2024), indicating strong expansion within accounts.
Capital and Liquidity Actions
Raised $15.5M net proceeds via ATM (weighted average price $5.12/share) and expanded credit facility with Perceptive Advisors by $25M. Cash and cash equivalents were $70.3M at year-end (not including Q1 2026 ATM proceeds of $14.4M).
Technology and Platform Improvements
New-generation SOPHiA DDM (adopted by ~1/3 of customers) delivers ~10x greater capacity per run, enables whole genome analysis in <6 hours (vs >24 hours on other systems) and can double weekly data capacity without margin impact — enabling wins of larger customers.
Strategic Product Innovation — Digital Twins and Partnerships
Launched SOPHiA DDM Digital Twins (onboarding first lung cancer users) and announced a collaboration with MD Anderson to co-develop whole transcriptome tests, positioning the company for multimodal AI growth.
SOPH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SOPH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $4.62 | $4.10 | -11.26% |
Nov 04, 2025 | $5.00 | $4.68 | -6.40% |
Aug 05, 2025 | $3.30 | $3.42 | +3.64% |
May 06, 2025 | $3.14 | $3.00 | -4.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SOPHiA GENETICS (SOPH) report earnings?
SOPHiA GENETICS (SOPH) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is SOPHiA GENETICS (SOPH) earnings time?
SOPHiA GENETICS (SOPH) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SOPH EPS forecast?
SOPH EPS forecast for the fiscal quarter 2026 (Q1) is -0.23.