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SOPH customer relationships

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SOPH customers relationship map

SOPH: Customer Rollup and Commercial Signals Investors Should Price In

Sophia Genetics operates a cloud-native, AI-driven genomics platform (SOPHiA DDM) that sells clinical analytics and application licenses to hospitals, reference labs and biopharma partners; revenue derives from a mix of software subscriptions, per-test agreements and strategic commercial collaborations tied to specific applications like MSK-ACCESS and MSK-IMPACT. The customer cadence disclosed in recent public filings and call transcripts shows expansion-driven revenue dynamics—new logos plus add-on application sell-through—while margins remain under pressure as the company scales. For a compact, data-driven view of these commercial signals visit https://nullexposure.com/.

How to read this customer evidence as an investor

Sophia’s customer list across transcripts and press releases reveals an enterprise-style sales motion: large academic health systems and national pathology networks are buying platform-wide capabilities or specific oncology and liquid-biopsy applications. This creates a contracting posture dominated by multi-year, institution-level deals with meaningful clinical criticality; customer concentration is mitigated by a geographically broad footprint but revenue per customer is asymmetric given large academic wins. Financially, Revenue TTM is $77.3M with gross profit of $52.1M, but operating margin and net profitability are deeply negative, indicating the company is still in a scale-investment phase while commercial traction accelerates.

Rollup of reported customer relationships and source notes

Below are every relationship referenced in the sourced results, each summarized in one to two plain-English sentences with the originating source noted.

  • AZN (AstraZeneca) — Sophia announced AstraZeneca would sponsor the global deployment of MSK Access, signaling a pharma-backed commercial scale initiative. Source: Q4 2025 earnings transcript reported by The Globe and Mail (March 2026).

  • AstraZeneca — Company confirmed a renewed global commercial agreement, underlining a strategic, revenue-bearing partnership. Source: InsiderMonkey earnings call transcript (March 2026).

  • AZN — Management announced a global commercial renewal with AstraZeneca as a customer/partner. Source: InsiderMonkey (March 2026).

  • AstraZeneca — The earnings transcript reiterates AstraZeneca’s sponsorship role for MSK Access’ global deployment. Source: The Globe and Mail / Motley transcript (March 2026).

  • Human Genome and Stem Cell Research Center (Brazil) — Signed in Latin America as a new customer for SOPHiA applications, extending the company’s regional penetration. Source: InsiderMonkey earnings transcript (March 2026).

  • Icahn School of Medicine at Mount Sinai — Adopted additional SOPHiA applications in Q4, including MSK-ACCESS deployments. Source: InsiderMonkey earnings call transcript (March 2026).

  • Labpoint Medical Lab (Switzerland) — Contracted for SOPHiA’s application suite in Q4, adding to European lab adoption. Source: InsiderMonkey earnings call transcript (March 2026).

  • Memorial Healthcare System (Florida) — Expanding usage by adding MSK-ACCESS, representing U.S. health system expansion. Source: InsiderMonkey earnings call transcript (March 2026).

  • National Institute of Genomic Medicine (Mexico) — Added for MSK-ACCESS, demonstrating Latin American take-up of the liquid-biopsy application. Source: InsiderMonkey earnings call transcript (March 2026).

  • National Taiwan University Hospital — Signed multiple SOPHiA applications for solid tumor testing, reflecting APAC traction. Source: InsiderMonkey earnings call transcript (March 2026).

  • NYU Langone Health — Announced as a new customer in New York City, representing a premier academic health system win. Source: InsiderMonkey earnings call transcript (March 2026).

  • Ospedale di Circolo e Fondazione Macchi (Italy) — Signed for the MSK-IMPACT Flex application amid European solid-tumor interest. Source: InsiderMonkey earnings call transcript (March 2026).

  • Parapath (Austria) — Adopted MSK-IMPACT Flex as a customer, supporting EU commercial rollout. Source: InsiderMonkey earnings call transcript (March 2026).

  • Peter MacCallum Cancer Centre (Australia) — Expanded footprint at a leading Australian cancer center, reinforcing regional credibility. Source: InsiderMonkey earnings call transcript (March 2026).

  • Protlab (Florida) — Announced as a new customer, adding to U.S. commercial volume in diagnostics. Source: InsiderMonkey earnings call transcript (March 2026).

  • Royal Infirmary of Edinburgh (Scotland) — Signed to the liquid-biopsy application, furthering UK clinical adoption. Source: InsiderMonkey earnings call transcript (March 2026).

  • Vanderbilt University School of Medicine — Expanded to adopt additional applications in North America, illustrating upsell potential. Source: InsiderMonkey earnings call transcript (March 2026).

  • AZ Delta system (Belgium) — Cited among Q4 new customers, a regional health system win in Belgium. Source: PR Newswire Q4 2025 results release (March 2026).

  • Human Genome & Stem Cell Research Center (Brazil) — Listed in the PR Newswire Q4 customer list, confirming the Brazil signing. Source: PR Newswire (March 2026).

  • Icahn School of Medicine at Mount Sinai (PR entry) — PR emphasizes expanded footprint and additional applications adoption. Source: PR Newswire (March 2026).

  • Memorial Healthcare System (PR entry) — PR highlights Memorial’s adoption of additional SOPHiA applications. Source: PR Newswire (March 2026).

  • National Institute of Genomic Medicine (PR entry) — Included in PR as a recent MSK-ACCESS signing. Source: PR Newswire (March 2026).

  • NYU Langone Health (PR entry) — Confirmed among 30 new customers in Q4 per the company press release. Source: PR Newswire (March 2026).

  • Royal Infirmary of Edinburgh (PR entry) — Cited in the Q4 press release among new MSK-ACCESS signings. Source: PR Newswire (March 2026).

  • Tyrolpath (Austria) — Named in the Q4 wins as one of Austria’s largest pathology labs joining the platform. Source: PR Newswire (March 2026).

  • Vanderbilt University School of Medicine (PR entry) — Reinforced as an existing customer expanding applications per PR. Source: PR Newswire (March 2026).

  • Vitalité Health Network (Canada) — Reported as a recent MSK-ACCESS signing in the PR release, indicating Canadian adoption. Source: PR Newswire (March 2026).

  • Mount Sinai Health System — Announced adoption of the SOPHiA DDM platform to advance cancer research and genomic testing. Source: SahmCapital press release coverage from AACR (April 2026).

  • ADAM Innovations — Reported implementing a full suite of SOPHiA applications including solid tumor and liquid biopsy. Source: The Globe and Mail / Motley earnings transcript (March 2026).

  • American University of Beirut — Signed to the MSK-IMPACT Flex solid-tumor application, extending Middle East reach. Source: The Globe and Mail / Motley (March 2026).

  • Carlos Chagas Institute (Brazil) — Adopted SOPHiA DDM to support HemOnc testing, strengthening Brazilian pipeline. Source: The Globe and Mail / Motley transcript (March 2026).

  • RareCyte Inc. — Implemented SOPHiA DDM to complement its Precision Biology Services portfolio (FY2024 report). Source: Seeking Alpha PR/press coverage (FY2024).

  • AZ Delta (InsiderMonkey entry) — Named as a signer of MSK-IMPACT Flex in the earnings call coverage. Source: InsiderMonkey earnings call transcript (March 2026).

  • Citogen (Spain) — Signed to the solid-tumor application in Q4, supporting Iberian market adoption. Source: InsiderMonkey earnings call transcript (March 2026).

  • Baylor Scott & White Health (Texas) — Adopted SOPHiA DDM for HemOnc testing, a notable U.S. health system deployment. Source: The Globe and Mail / Motley transcript (March 2026).

  • The University of Texas MD Anderson Cancer Center — Announced a strategic collaboration to build bioinformatics pipelines leveraging SOPHiA AI for RNA-seq interpretation. Source: Finviz coverage of the MD Anderson announcement (March 2026).

  • Geisinger Health System (Pennsylvania) — Signed to adopt SOPHiA DDM for pharmacogenomics, a specialized clinical use case. Source: The Globe and Mail / Motley transcript (March 2026).

  • Gustave Roussy (Paris) — Expanding existing use with additional solid-tumor applications, reflecting deep academic relationships. Source: The Globe and Mail / Motley transcript (March 2026).

  • MYGN (Myriad Genetics) — Management disclosed a partnership to develop MSK Access as a regulated companion diagnostic in the U.S. Source: The Globe and Mail / Motley earnings transcript (March 2026).

  • Myriad Genetics (duplicate entry) — Announced collaboration to pursue companion diagnostic regulatory pathways for MSK Access. Source: The Globe and Mail / Motley (March 2026).

  • Sunnybrook Health Sciences Centre — Adding MSK-ACCESS as its sixth CDM application, indicating strong platform adoption. Source: The Globe and Mail / Motley transcript (March 2026).

  • Tulane University — Expanding into new solid-tumor applications, another academic upsell example. Source: The Globe and Mail / Motley transcript (March 2026).

  • A.D.A.M. Innovations (Marketscreener) — Announced adoption of SOPHiA DDM to advance liquid-biopsy testing across Japan. Source: Marketscreener press coverage (FY2025).

  • New South Wales Pathology — Reported as adding an implant application, supporting Australian pathology adoption. Source: The Globe and Mail / Motley transcript (March 2026).

  • University Hospital of Nice — Signed in Q3 to SOPHiA’s application set, adding French public hospital adoption. Source: The Globe and Mail / Motley transcript (March 2026).

  • Thermo Fisher Life Labs (TMO) — Identified as adopting solid tumor, liquid biopsy and rare disorder applications, signaling validation by a major lab services brand. Source: The Globe and Mail / Motley transcript (March 2026).

  • TMO (duplicate entry) — Thermo Fisher Life Labs confirmed as an adopter of multiple SOPHiA applications. Source: The Globe and Mail / Motley (March 2026).

  • ClinicaMeds (Chile) — Signed to SOPHiA’s whole exome solution, expanding Latin American clinical genomics footprint. Source: The Globe and Mail / Motley transcript (March 2026).

  • GESA — Called out as a material recent win contributing to strong growth in Belgium and Germany. Source: InsiderMonkey earnings coverage (March 2026).

  • HSL (United Kingdom) — Signed to the application set in Q3, supporting UK lab adoption momentum. Source: The Globe and Mail / Motley transcript (March 2026).

Constraints and what’s not disclosed

The provided constraints payload is empty; the company-level signal from that absence is clear: no public, relationship-specific contractual constraints were supplied in this feed. For investors that reads as: contracting is handled at the institutional level with customary confidentiality, renewals and commercial structure are disclosed via earnings commentary and press releases rather than granular contract clauses. Use this as a signal that visibility into term length, pricing and concentration remains limited in public communications.

Investment implications and risks for operators

  • Commercial momentum is tangible: academic medical centers, national pathology networks and strategic pharma partners are converting to paid deployments and add-on applications—this creates predictable expansion revenue potential.
  • Clinical criticality makes churn lower but contractual cycles longer: large hospital and lab contracts produce sticky revenue but extend sales and implementation timelines.
  • Profitability profile is negative: while gross margins are meaningful, operating margins and net loss indicate continued investment in sales, R&D and go-to-market.
  • Concentration and regulatory execution are material risks: a handful of strategic partnerships (pharma and companion-diagnostic efforts) are high-value and require successful regulatory and commercial execution.

For a structured, ongoing tracker of SOPH’s evolving customer signals and to integrate these relationship data into investment models, visit https://nullexposure.com/.

Bold takeaway: Sophia Genetics is executing an enterprise clinical sell-through strategy that is producing both broad geographic customer wins and high-value strategic partnerships, but investors must price ongoing operating losses and long implementation cycles into valuation assumptions.

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