Tempus AI Earnings Call Transcripts
Fiscal Year 2026
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Tempus integrates molecular and clinical data at scale, driving growth in diagnostics and data-driven AI applications. Rising sequencing prices and FDA approvals are boosting revenues, while partnerships and proprietary data position the company as a key player in pharma R&D and clinical trials.
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A sustainable, AI-driven healthcare platform now spans 5,000+ U.S. institutions, offering comprehensive diagnostics, data, and applications. Diagnostics growth is fueled by new FDA approvals and algorithmic insights, while the data business is expanding rapidly with major pharma partnerships and advanced AI models.
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Revenue grew 36% year-over-year to $348.1 million, led by strong oncology and data businesses. Guidance was raised to $1.59–$1.6 billion in revenue and $65 million adjusted EBITDA for 2026, with robust growth in strategic pharma collaborations and improving cash flow expected.
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The session highlighted strong growth in diagnostics, especially oncology, and robust expansion in the data business with over $1.1 billion in TCV and new strategic collaborations. Ongoing investments in AI applications and platform tools, along with a disciplined capital allocation strategy, position the company for continued growth.
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The company leverages a unique, large-scale multimodal dataset and advanced AI to drive both diagnostics and data licensing businesses, with strategic pharma partnerships and high-margin growth. Foundation models and individualized predictions are set to transform precision medicine, with significant industry impact expected by 2026.
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A comprehensive AI-driven diagnostics and data platform has achieved strong growth, with both diagnostics and data businesses accelerating. The company is expanding its AI applications, securing major data contracts, and projects 25% annual revenue growth, targeting $1.59 billion in 2026.
Fiscal Year 2025
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Core business revenue grew over 33% in 2025, with diagnostics and data segments both exceeding expectations. 2026 guidance targets 25% revenue growth and $65M adjusted EBITDA, supported by strong bookings and high contract value. Oncology and data businesses are expected to grow 30%+.
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Achieved positive adjusted EBITDA and plan to sustain profitability while investing in growth, especially in R&D and technology. Expanding data and genomics offerings, integrating Ambry, and launching new products like xT CDx and MRD tests. Strategic partnerships and AI applications are expected to drive future growth.
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AI-driven diagnostics and data platforms are fueling strong growth, with Q3 organic revenue up 28% and data licensing up 37%. ASPs are rising, reimbursement trends are favorable, and major pharma partnerships remain robust. High-margin AI applications and rare disease testing offer future upside.
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Q3 2025 saw 33% genomics volume growth and 38% data licensing growth, with positive Adjusted EBITDA achieved for the first time. Ambry and data segments outperformed, and the Paige acquisition is expected to enhance digital pathology integration.
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Q2 saw accelerated growth in genomics and data, with major partnerships and improved EBITDA. Expansion beyond oncology, significant tech investments, and a robust data business underpin long-term growth. Reimbursement for AI remains a challenge, but the outlook is positive as the company targets profitability in 2025.
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Q2 2025 saw revenue surge 89.6% to $314.6M, with genomics up 115% and gross profit up 160%. Strong volume growth, a major data deal, and improved balance sheet drove raised guidance, while MRD reimbursement and AI monetization remain key future catalysts.
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Record Q1 revenue grew 75% year-over-year, driven by genomics, hereditary, and data services. Gross profit nearly doubled, adjusted EBITDA loss narrowed, and 2025 revenue guidance was raised to $1.25 billion, supported by a major $200M AstraZeneca/Pathos deal.
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AI-driven precision medicine platform leverages genomics, data licensing, and AI applications to drive growth, with significant expansion from the Ambry acquisition and strong data business performance. Profitability is expected in 2025, supported by reimbursement gains and high-margin AI algorithms.
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AI-driven diagnostics, genomics, and data licensing are fueling rapid growth, with unique hospital data relationships and pharma partnerships. Applications and consumer health tools are emerging as future revenue drivers, while international expansion and broader disease coverage are planned.
Fiscal Year 2024
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Q4 2024 delivered 35.8% revenue and 49.7% gross profit growth year-over-year, with strong Data and Services performance and $940 million in remaining contract value. 2025 guidance was raised to $1.24 billion revenue and $5 million Adjusted EBITDA, with Ambry Genetics now integrated.
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Q3 2024 saw 33% revenue growth and improved Adjusted EBITDA, with strong genomics and data licensing momentum. The $600M Ambry Genetics acquisition is set to accelerate profitability and expand payer and provider relationships, supporting a 23%-25% growth outlook.
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Q2 2024 saw 22% genomics growth and strong data/services momentum, with Insights leading high-margin expansion and major pharma contract renewals. Adjusted EBITDA improved by $12.7M, and full-year revenue is guided at ~$700M.