Sign in

Ryan McDowell

Managing Director and Senior Research Analyst at Needham

Ryan McDowell is a Managing Director and Senior Research Analyst at Needham & Company, specializing in software and technology sector coverage with a primary focus on cybersecurity, cloud, and data infrastructure companies. He covers leading firms such as Datadog, Cloudflare, CrowdStrike, Tenable, and Elastic, and is recognized for delivering highly ranked and actionable equity research, earning strong analyst ratings on platforms like TipRanks for accuracy and returns. McDowell began his equity research career in the early 2010s and joined Needham in 2017 following prior roles at firms including JMP Securities and Susquehanna International Group. He is FINRA registered with Series 7, 63, 86, and 87 licenses, and has been noted for his industry insights and frequent appearances at major technology investment conferences.

Ryan McDowell's questions to Tempus AI (TEM) leadership

Question · Q3 2025

Ryan McDowell asked about the primary drivers behind Tempus AI's robust genomics volume growth, seeking to understand if it's largely due to broader industry shifts towards NGS testing or specific Tempus-controlled factors like sales force optimization and integrated technology.

Answer

CEO Eric Lefkofsky attributed the strong performance mainly to Tempus AI's more efficient sales force, which has overcome previous disruptions, and the company's integrated technology that delivers comprehensive, contextualized results. He acknowledged general market tailwinds from increased biomarker identification but clarified that Tempus AI's growth is not reliant on one-time benefits from concurrent or sequential testing shifts, given their long-standing comprehensive portfolio.

Ask follow-up questions

Fintool

Fintool can predict Tempus AI logo TEM's earnings beat/miss a week before the call