TEM
Tempus AI, Inc.68.11
-0.56-0.82%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Bolsters moat, details ramps.
Q&A reinforced Tempus' scripted growth acceleration but unpacked potent data moat defenses against AI interlopers, stressing 450 petabytes of proprietary multimodal data and real-time delivery via 5,500 hospitals. Eric touted 126% NRR and client wins proving value in smarter trials; data bookings exceed $1.1 billion TCV for high 2026 visibility. Oncology volumes hold mid-30%s durable, liquid biopsies edging solid tumor; Hereditary moderates to high-teens. MRD exploded 56% QoQ yet constrained—20x upside awaits reimbursement ramp. ASPs hit $1,640 Q4, targeting $2,200+ via xT CDx shift by end-2026. Foundation model aced AstraZeneca benchmarks. Data moat hard to crack.
Key Stats
Market Cap
12.12BP/E (TTM)
-Basic EPS (TTM)
-0.29Dividend Yield
0%Recent Filings
10-K
FY2025 results
Tempus AI's FY2025 10-K covers the fiscal year ended December 31, 2025, but lacks financial statements, quarterly breakdowns, or MD&A details, focusing instead on business description, risk factors, and forward-looking statements. No topline revenue, profitability, EPS, or Q4 metrics are disclosed, precluding y/y deltas or momentum analysis. Acquisitions like Ambry (Feb 2025, $692M consideration) and Paige (Aug 2025, $102M) are noted, alongside Remaining TCV of $1.1B for Data & applications, but without quarterly trends or reconciliations. Strategic deals with AstraZeneca, GSK, and Recursion highlight backlog potential. Liquidity relies on $750M convertible notes (July 2025) and credit facilities. Risks include reimbursement uncertainty and competition.
8-K
Q4 revenue up 83%
Tempus AI crushed Q4 with $367.2M revenue, up 83% YoY, fueled by diagnostics soaring 121.6% to $266.9M on 29% oncology and 23% hereditary volume gains, while data/apps hit $100.4M. Full-year revenue reached $1.3B; cash swelled to $759.7M. Guides $1.59B revenue, ~$65M Adjusted EBITDA in 2026. Profitability clicked.
8-K
Tempus posts record prelim results
Tempus AI released preliminary 2025 results on January 11, 2026, showing full-year revenue of ~$1.27B, up ~83% year-over-year with ~30% organic growth. Diagnostics hit ~$955M (+111%), fueled by oncology and hereditary volume surges, while data/apps reached ~$316M (+31%). Total contract value topped >$1.1B; net revenue retention ~126%. Final results pending February.
10-Q
Q3 FY2025 results
Tempus AI crushed Q3 with revenue jumping 85% y/y to $334.2M (derived), genomics up 117% y/y to $252.9M on Ambry integration, data/services +26% y/y to $81.3M from Pathos and insights demand. Operating loss narrowed to $61.0M from $53.6M despite amortization ramp; net loss $80.0M or $(0.46) per share matches 174.9M diluted shares. Cash swelled to $655.9M after $726M convertible notes and $195M ATM, funding Ambry ($692M cash/stock, $228M goodwill, intangibles over 3-7 years) closed Feb 2025 and Paige ($103M cash/stock, $142M goodwill) in Aug. Debt mix: $727M convertibles (0.75%, 2030), $300M credit facilities, $218M Google note (6%, 2030). Genomics rules 76% revenue. Patent suits with Guardant loom.
8-K
Q3 revenue up 85%, EBITDA positive
Tempus AI crushed Q3 with revenue surging 84.7% to $334.2M, gross profit doubling 98.4% to $209.9M, and first positive Adjusted EBITDA of $1.5M. Genomics exploded 117.2% while Insights bookings hit $150M. They jacked up full-year guidance to $1.265B. Paige acquisition adds quarterly losses, yet growth endures.
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