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Tempus AI (TEM) investor relations material
Tempus AI Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary8 Sep, 2025
Q2 performance and business growth
Genomics business saw accelerated growth, with 26% unit growth in Q2 and over 30% revenue growth, aided by sales efficiencies and reimbursement tailwinds.
Data business benefited from execution of major agreements, including a partnership with AstraZeneca and Pathos, contributing to revenue.
Adjusted EBITDA improved by about $10 million quarter-over-quarter, with a target to become positive in 2025.
Both main business lines are growing at roughly 30%, further boosted by the Ambry acquisition.
Revenue is nearing $1.3 billion, reflecting strong performance across all growth areas.
Portfolio strategy and market positioning
Oncology portfolio is broad, aiming to be a one-stop shop for oncologists, with a focus on holistic solutions.
Expansion is targeted beyond oncology, especially into rare and pediatric categories, leveraging Ambry's capabilities.
Belief that future market leaders in MRD and treatment selection will overlap, necessitating comprehensive offerings.
Investments in rare disease and pediatrics are ramping up, with reimbursement improvements expected to drive further growth.
Technology, data, and AI initiatives
Significant investments in technology, with 700+ software engineers and a mature tech stack for healthcare data.
Data business is differentiated by real-time, multimodal data and robust software tools, leading to long-term contracts exceeding $1 billion in value.
Foundation model in oncology being developed with AstraZeneca and Pathos, leveraging 350+ PB of data and 1,800 GPUs, expected to yield transformative insights.
Analytical tools like Lens and Loop enable advanced cohort analysis and synthetic data generation, enhancing the data business.
Physician apps (Hub, Tempus One, Tempus Next) integrate diagnostics and data insights into clinical workflows.
What makes Tempus's data moat hard to replicate?
Why is AI reimbursement a challenge post-FDA?
Amri's growth drivers beyond Q2 share gains
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Frequently asked questions
Tempus AI Inc. is a technology company that focuses on advancing precision medicine through the use of artificial intelligence, including generative AI. The company offers a suite of products aimed at improving patient care by enabling physicians to make data-driven decisions in near real-time. Tempus leverages one of the world's largest libraries of clinical and molecular data, combined with an operating system that makes this data accessible and actionable. Its tools and platforms support the discovery, development, and delivery of personalized treatments by providing insights that are continuously enhanced as more data is gathered. The company is headquartered in Chicago, Illinois, and its shares are listed on the NASDAQ.
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