Earnings summaries and quarterly performance for Tempus AI.
Executive leadership at Tempus AI.
Board of directors at Tempus AI.
Research analysts who have asked questions during Tempus AI earnings calls.
Daniel Brennan
TD Cowen
6 questions for TEM
Also covers: A, ADPT, AVTR +24 more
Michael Ryskin
Bank of America Merrill Lynch
6 questions for TEM
Also covers: A, ALGN, AVTR +28 more
Ryan MacDonald
Needham & Company
5 questions for TEM
Also covers: ACCD, AMWL, BNED +17 more
David Westenberg
Piper Sandler
4 questions for TEM
Also covers: ADPT, AKYA, CTKB +12 more
Mark Massaro
BTIG, LLC
4 questions for TEM
Also covers: ADPT, AKYA, BNGO +18 more
Andrew Brackmann
William Blair & Company, L.L.C.
3 questions for TEM
Also covers: ADPT, AWH, BDSX +11 more
Dan Arias
Stifel Financial Corp.
3 questions for TEM
Also covers: A, GH, ILMN +9 more
Mark Schappel
Loop Capital Markets
3 questions for TEM
Also covers: ALTR, AZPN, DSGX +10 more
Tejas Savant
Morgan Stanley
3 questions for TEM
Also covers: ADPT, AKYA, AVTR +19 more
Casey Woodring
JPMorgan Chase & Co.
2 questions for TEM
Also covers: A, CRL, HOLX +9 more
Daniel Arias
Stifel, Nicolaus & Company, Incorporated
2 questions for TEM
Also covers: A, AVTR, CDXS +15 more
Rachel Vatnsdal
JPMorgan Chase & Co.
2 questions for TEM
Also covers: A, AKYA, AVTR +11 more
Rachel Vatnsdal Olson
JPMorgan
2 questions for TEM
Also covers: A, ADPT, AKYA +14 more
Ricky
Guggenheim
2 questions for TEM
Subhalaxmi Nambi
Guggenheim Securities
2 questions for TEM
Also covers: AKYA, BRKR, CSTL +15 more
Colleen
Wolfe Research
1 question for TEM
Colleen Babington
Wolfe Research, LLC
1 question for TEM
Also covers: CARS, GRAL, NTRA +1 more
Douglas Schenkel
Wolfe Research, LLC
1 question for TEM
Also covers: A, AVTR, BRKR +21 more
Doug Schenkel
Wolfe Research LLC
1 question for TEM
Also covers: A, AVTR, BRKR +15 more
Mark [indiscernible]
Luke Capital
1 question for TEM
Ryan McDowell
Needham
1 question for TEM
Subbu Nambi
Guggenheim Securities
1 question for TEM
Also covers: BOLD, BRKR, CARS +16 more
Yuko Oku
Morgan Stanley
1 question for TEM
Also covers: ADPT, GH, GRAL +7 more
Recent press releases and 8-K filings for TEM.
Tempus AI Achieves Positive Adjusted EBITDA in Q3 and Outlines Growth and Profitability Strategy
TEM
Earnings
New Projects/Investments
Guidance Update
- Tempus AI achieved its first positive Adjusted EBITDA in Q3. The company plans to reinvest two-thirds of incremental gross profit dollars back into the business, with one-third dropping to Adjusted EBITDA, assuming approximately 25% annual top-line growth over the next three years.
- The Ambry acquisition, closed in February of this year, strategically expands Tempus AI's reach to earlier-stage cancer patients and into rare and undiagnosed disorders. Ambry was already EBITDA positive, supporting Tempus AI's profitability goals.
- Tempus AI secured a $200 million data license deal with AstraZeneca and Pathos AI, which will be largely recognized ratably over the next three years. This follows a previous $320 million deal with AstraZeneca in 2021.
- The launch of xT CDx, a solid tumor DNA test with FDA approval and ADLT status, carries a $4,500 Medicare reimbursement. By the end of Q3, approximately 30% of solid tumor DNA testing volume had migrated to this version, with plans to migrate the vast majority of the remaining 70% in 2026.
- Tempus AI's data business is built on connections to over 5,000 institutions and over 45 million patient records, licensed to 19 of the top 20 big pharma companies and hundreds of biotechs through multi-year subscriptions. Data margins are stable in the mid-70s range.
3 days ago
Tempus AI Discusses Q3 Profitability, Strategic Acquisitions, and Future Growth
TEM
New Projects/Investments
M&A
Revenue Acceleration/Inflection
- Tempus AI achieved its first positive Adjusted EBITDA in Q3, a long-term goal, and plans to reinvest two-thirds of incremental growth profit dollars back into the business over the next three years, with one-third dropping to Adjusted EBITDA.
- The company closed the Ambry acquisition in February this year, strategically expanding into hereditary screening, rare and undiagnosed disorders, and gaining a more longitudinal patient data perspective, noting that Ambry was already EBITDA positive.
- Tempus AI signed a $200 million data license deal with AstraZeneca and Pathos AI this year, which will be largely recognized ratably over the next three years, building on a prior $320 million deal with AstraZeneca in 2021.
- The xT solid tumor DNA test received FDA approval and ADLT status, resulting in a $4,500 Medicare price point (up from approximately $3,000 for the non-ADLT version). By the end of Q3, 30% of solid tumor DNA testing volume had migrated to xT, with plans to migrate the vast majority of the remaining 70% in 2026.
- Key upcoming product milestones include submitting the xF liquid biopsy test to the FDA and awaiting reimbursement for the xM tumor naive MRD test.
3 days ago
Tempus AI Discusses Q3 Adjusted EBITDA, Strategic Deals, and Future Growth
TEM
Guidance Update
Product Launch
M&A
- Tempus AI achieved its first positive Adjusted EBITDA in Q3. The company plans to reinvest two-thirds of incremental growth profit dollars back into the business and allow one-third to drop down to Adjusted EBITDA over the next three years, assuming 25% annual top-line growth.
- A $200 million data license deal with AstraZeneca and Pathos AI will be recognized ratably over the next three years.
- The xT CDx solid tumor DNA test, with FDA approval and ADLT status, carries a $4,500 Medicare reimbursement rate. By the end of Q3, 30% of solid tumor DNA testing volume had migrated to this version, with plans to migrate the majority of the remaining 70% in 2026.
- The acquisition of Ambry, closed in February 2025, was strategic for expanding into earlier cancer journey interactions and rare/undiagnosed disorders, and Ambry was already EBITDA positive.
3 days ago
Tempus AI Reports Strong Q3 2025 Growth and Positive Adjusted EBITDA
TEM
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Tempus AI reported strong Q3 2025 organic growth of 28%, with oncology volumes accelerating to 27% and Ambry Genetics growing 33%. The company also achieved positive adjusted EBITDA.
- The data licensing business demonstrated robust performance, growing 37% in the quarter , with over $150 million in new contracts signed after Q2 and a 140% net revenue retention in 2024.
- Tempus AI anticipates favorable long-term reimbursement trends, targeting 40% of xT volumes at ADLT pricing by year-end and aiming for 85% by the end of 2026. The company plans to submit its larger liquid biopsy panel to the FDA soon, expecting it to be a catalyst in 2027.
- The company's strategy involves reinvesting two-thirds of incremental gross profit back into the business over the next three years to sustain a 25-30% long-term growth rate, rather than maximizing short-term adjusted EBITDA.
Nov 13, 2025, 3:00 PM
Tempus AI Highlights Strong Q3 2025 Growth and AI Integration
TEM
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Tempus AI reported a strong 28% organic growth in Q3, with genomics growing in the high 20s, Ambry at 33%, and the data side in the mid-20s. The company achieved positive adjusted EBITDA, meeting a long-term goal.
- The data licensing business showed strong growth at 37% in Q3, with total contract value increasing by $150 million in the quarter, including a $66 million deal with a new biotech customer. Tempus AI integrates AI extensively, from physician interaction with diagnostic tests (Tempus One) to building a foundation model with AstraZeneca and Pathos for insights from multimodal data.
- Average Selling Prices (ASPs) have risen to approximately $1,600. The company targets 40% of xT volumes to be under the ADLT price by year-end, expecting the vast majority (closer to 85%) by the end of 2026. Tempus is also developing a second version of its xM Assay for non-small cell lung cancer, with data expected in 2026, followed by breast and IO in 2027.
- Tempus plans to reinvest about two-thirds of incremental gross profit back into the business over the next three years to support long-term growth. The genomics business aims for low 60% gross margins long-term, while the data side is expected to rebound to mid-70s margins in Q4 and for the full year.
Nov 13, 2025, 3:00 PM
Tempus AI Reports Strong Q3 2025 Results and Achieves First-Time Positive Adjusted EBITDA
TEM
Earnings
Guidance Update
M&A
- Tempus AI reported strong Q3 2025 performance, with 33% overall genomics volume growth, including 27% in oncology and 37% in hereditary. Its data licensing business grew 38% and secured an additional $150 million in total contract value.
- The company achieved a significant milestone by generating positive adjusted EBITDA for the first time in Q3 2025, a 10-year goal, and anticipates being slightly positive for the full year.
- Tempus AI updated its growth outlook, projecting approximately 25% genomics business growth for the next three years , and raising hereditary growth guidance to the low- to mid-20s.
- Strategic product development is advancing, with progress on MRD reimbursement and plans to file its liquid biopsy xF for regulatory approval later this year, followed by xR. The average reimbursement for Q3 was $1,600.
- The recent acquisition of Paige.AI is integrating its digital pathology foundation model work, and the company's foundation model with AstraZeneca and Pathos is on track for first versions in Q1.
Nov 4, 2025, 9:30 PM
Tempus AI Reports Positive Adjusted EBITDA in Q3 2025 Amid Strong Growth
TEM
Earnings
Guidance Update
New Projects/Investments
- Tempus AI achieved positive Adjusted EBITDA for the first time in Q3 2025, which would have been approximately $4 million without the mid-quarter acquisition of Paige.
- The company reported robust growth, with overall genomics volume increasing 33% and the data licensing business growing 38%. Data licensing also secured an additional $150 million in total contract value during the quarter.
- Management updated its full-year outlook to slightly positive Adjusted EBITDA and anticipates 25% genomics growth annually for the next three years.
- Strategic initiatives include the planned FDA regulatory filing for its liquid biopsy xF later this year, with a full PMA submission for xR to follow, aiming for ADLT status and potential reimbursement upside.
- Progress on the foundation model is on track, with the first versions expected in Q1 2026, benefiting from the integration of Paige's digital pathology work.
Nov 4, 2025, 9:30 PM
Tempus Reports Strong Q3 2025 Revenue Growth and Positive Adjusted EBITDA
TEM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tempus reported Q3 2025 revenue of $334.2 million, an 84.7% increase year-over-year, and achieved positive Adjusted EBITDA of $1.5 million, a significant improvement from a ($21.8 million) loss in Q3 2024.
- The company provided strong Q4 2025 revenue guidance of approximately $360 million and Adjusted EBITDA guidance of approximately $20 million, projecting full year 2025 revenue of approximately $1.265 billion and slightly positive Adjusted EBITDA for the full year.
- Growth was driven by Genomics Revenue of $252.9 million (up 117.2% year-over-year) and Data and Services Revenue of $81.3 million (up 26.1% year-over-year), with the data business demonstrating robust growth including >$940 million in Year End 2024 Total Remaining Contract Value and $200 million in data licensing and model development fees from collaboration agreements.
Nov 4, 2025, 9:30 PM
Tempus AI Reports Strong Q3 2025 Results with First Positive Adjusted EBITDA
TEM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tempus AI reported strong Q3 2025 results, with 33% overall genomics volume growth, including 27% in oncology and 37% in hereditary genomics.
- The data licensing business grew 38% in the quarter, adding an additional $150 million in total contract value.
- The company achieved positive adjusted EBITDA for the first time in Q3 2025 and anticipates being slightly positive in adjusted EBITDA for the full year.
- Tempus AI expects genomics to grow at approximately 25% for the next three years and plans a regulatory filing for its liquid biopsy xF later this year.
Nov 4, 2025, 9:30 PM
Tempus AI Reports Third Quarter 2025 Results
TEM
Earnings
Guidance Update
M&A
- Tempus AI, Inc. reported revenue of $334.2 million for the third quarter of 2025, marking an 84.7% year-over-year growth.
- Gross profit reached $209.9 million in Q3 2025, an improvement of 98.4% year-over-year.
- The company achieved positive Adjusted EBITDA of $1.5 million in Q3 2025, compared to ($21.8 million) in Q3 2024, and reported a net loss of ($80.0 million).
- Tempus AI increased its full-year 2025 revenue guidance to approximately $1.265 billion, representing about 80% year-over-year growth.
- During the quarter, Tempus AI acquired Paige, an AI company specializing in digital pathology.
Nov 4, 2025, 9:01 PM
Quarterly earnings call transcripts for Tempus AI.
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