SOPHiA GENETICS S.A. operates as a specialized company within the healthcare technology sector. The firm provides the SOPHiA DDM platform, a cloud-native ...
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Joelle Good morning. My name is Joelle, and I will be your conference operator today. At this time, I would like to welcome everyone to the SOPHiA GENETICS Second Quarter 2026 Earnings Conference Call. [Operator Instructions] This call is being recorded on Tuesday, August 4, 2026. I would now like to turn the conference over to Kellen Sanger, SOPHiA GENETICS Head of Strategy. You may begin. Kellen Sanger Thank you, and good morning, everyone. Welcome to the SOPHiA GENETICS Second Quarter 2026 Earnings Conference Call. Joining me today to discuss the results are Ross Muken, our Chief Executive Officer; and George Cardoza, our Chief Financial Officer. I'd like to remind you that management will make statements during this call that are forward-looking statements within the meaning of federal securities laws. These statements involve material risks and uncertainties that could cause actual results or events to materially differ from those anticipated, and you should not place undue reliance on forward-looking statements. Additional information regarding these risks, uncertainties and factors that could cause results to differ appears in the press release issued by SOPHiA GENETICS today and in the documents and reports filed by SOPHiA GENETICS from time to time with the Securities and Exchange Commission. During this call, we will make -- we will present both IFRS and non-IFRS financial measures. A reconciliation of IFRS to non-IFRS measures is included in today's earnings press release, which is available on our website. With that, I'll now turn the call over to Ross. Ross Muken Thanks, Kellen, and good morning, everyone. Today is my first earnings call as CEO. So before we jump into the quarter, let me tell you about where we are as a company and where we're going. Since SOPHiA was founded in 2011, the mission has not changed. Jurgi started SOPHiA with a dream to use genomic and clinical data to improve patient outcomes across the world. Today, the destination is just as clear. We intend to become the AI platform for precision medicine, the connected intelligence layer that makes every clinical decision smarter than the one before it. What has changed over the past decade is how close we are to the destination and how clear the path forward has become. Our business today is healthier than ever. Revenue is accelerating, the network is built, the platform thesis is proven, and customer trust, which we have earned across more than 1,000 institutions in 75 countries is a moat that cannot be bought or replicated. This is a company built on a proven foundation with a large market ahead of it and everything it needs to operate at scale that it has not yet reached. My job is to deliver that scale for patients who deserve better outcomes, for shareholders who trusted in this platform's long-term potential, and for a team that has spent years earning the right to win. The plan for getting there was laid out in the founding strategy. Phase 1 was to …
Est. EPS $-0.20 · Revenue $24.03M · 1 analysts
Est. EPS $-0.17 · Revenue $26.29M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| The total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). |
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jurgi Camblong | Co-Founder & Executive Chairman | USD 1,213,052 | — | 1978 | Active |
Kevin Puylaert | SVP & Chief Sales Officer | — |
| Male |
| — |
| Active |
Philippe Menu | Executive Vice President, Chief Medical Officer & Chief Product Officer | — | — | 1982 | Active |
George A. Cardoza | Executive Vice President & Chief Financial Officer | — | Male | 1962 | Active |
Zhenyu Xu | Executive Vice President & Chief Scientific Officer | — | — | 1983 | Active |
Abhimanyu Verma | EVP & Chief Technology Officer | — | Male | — | Active |
Daan van Well | Executive VP and Chief Legal & Compliance Officer | — | Male | 1975 | Active |
Ross Jordan Muken | CEO & Director | — | Male | 1980 | Active |
Kellen Sanger | Head of Strategy and Investor Relations | — | — | — | Active |
Manuela Da Silva Valente | Executive Vice President & Chief People Officer | — | Female | 1971 | Active |
Est. EPS $-0.94 · Revenue $95.26M · 2 analysts
Est. EPS $-0.18 · Revenue $26.83M · 1 analysts
EPS $-0.30 · Revenue $23.31M
EPS $-0.27 · Revenue $21.69M
EPS $-1.17 · Revenue $77.27M
EPS $-0.30 · Revenue $19.46M
EPS $-0.33 · Revenue $18.32M
EPS $-0.26 · Revenue $17.78M
| $77.3M |
| +18.6% |
| +7.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-79.0M | -26.4% | -15.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +61.9% | -8.2% | -5.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -91.8% | +10.1% | -8.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -102.2% | -6.6% | -7.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-38.6M | +24.3% | +39.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -49.9% | +36.2% | +43.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 133.7% | +329.5% | -45.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.96x | -47.1% | +30.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $163.5M | +5.2% | +26.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.17 vs -1.12 | -4.7% | -0.30 vs -0.20 | -51.5% |
| Revenue Surprise | $77.3M vs $76.2M | +1.4% | $23.3M vs $24.0M | -3.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Xu Zhenyu | officer: Chief Scientific Officer | Ordinary Shares | D | 10,000 | $8.91 |
| Aug 25, 2026 | Menu Philippe | officer: Chief Medical Officer | Ordinary Shares | D | 5,000 | $8.68 |
| Aug 25, 2026 | HIBBS KATHY L | director | Ordinary Shares | D | 6,250 | $8.68 |
| Aug 24, 2026 | Verma Abhimanyu | officer: Chief Technology Officer | Ordinary Shares | D | 5,000 | $8.80 |
| Aug 21, 2026 | Xu Zhenyu | officer: Chief Scientific Officer | Ordinary Shares | D | 5,408 | $8.40 |
