SOPH · SOPHiA GENETICS S.A.

SOPHiA GENETICS' 2026 AGM materials reveal robust 2025 execution across six strategic pillars, driving reaccelerated growth with record 124 new customers and 102 implementations, fueled by major U.S. wins including top cancer centers like MD Anderson, Memorial Sloan Kettering, and Mayo Clinic. Platform usage expanded with net dollar retention at 115%, reflecting strong customer stickiness and land-and-expand success, supported by high NPS of 67 and sub-1% churn. Innovation accelerated via launches like 20,000-gene Enhanced Exome for up to 60,000 patients annually at two large U.S. systems, MSK-IMPACT Flex with 21 adopters, and MSK-ACCESS across 70 customers in 29 countries. BioPharma momentum returned through deepened AstraZeneca ties, including the largest SOPHiA contract ever for AI-driven breast cancer evidence generation. Operational excellence delivered 140bps gross margin expansion to 74.2% despite doubling data processing to one petabyte, enabled by next-gen SOPHiA DDM with 10x capacity. Leadership transition positions metric-driven Ross Muken as CEO from July 1 to scale from $28M to $77M revenue post-IPO, while founder Jurgi Camblong shifts to Executive Chair for AI innovation like Digital Twins. Guidance targets adjusted EBITDA breakeven by end-2026, signaling profitable growth trajectory amid 993 global customers and 2.3M cumulative analyses.