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Tempus AI (TEM) investor relations material
Tempus AI Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved record Q3 2025 revenue of $334.2M, up 85% year-over-year, with Genomics revenue up 117.2% and Data & Services up 26.1%.
Delivered 217,000 clinical tests, a 33% increase year-over-year, with Oncology up 27% and Hereditary up 37%.
Adjusted EBITDA turned positive at $1.5M, a $23.3M improvement year-over-year, marking a key milestone after 10 years.
Net loss was $(80.0)M, impacted by $35.0M in stock compensation, increased amortization from acquisitions, and a one-time $12.0M debt extinguishment expense.
Major acquisitions included Ambry Genetics, Paige.AI, and Deep 6 AI, expanding capabilities in genomics, digital pathology, and clinical trial matching.
Financial highlights
Genomics revenue reached $252.9M in Q3 2025, up 117.2% year-over-year; Data & Services revenue was $81.3M, up 26.1%.
Gross profit for Q3 2025 was $209.9M, a 98.4% increase year-over-year; non-GAAP gross margin improved to 63.6%.
Oncology testing revenue grew 31.7% to $139.5M with 27% volume growth; hereditary testing revenue rose 32.8% to $102.6M with 37% volume growth.
Non-GAAP operating expenses were $221.2M (+58.8% YoY); Adjusted EBITDA: $1.5M (vs. $(21.8)M YoY).
Cash and equivalents at quarter-end totaled $764.3M, up $471.3M sequentially.
Outlook and guidance
Raised full-year 2025 revenue guidance to ~$1.265B (~80% YoY growth); Q4 2025 revenue guidance is ~$360M.
Q4 Adjusted EBITDA expected at $(20)M, reflecting Paige acquisition impact; full-year Adjusted EBITDA projected to be slightly positive.
Anticipates continued ~25% annual growth in genomics and data businesses for the next several years, focusing on long-term, durable expansion.
Management expects continued investment in R&D and technology to drive innovation and expansion into new disease areas.
Current liquidity is expected to support operations for more than twelve months; additional capital may be raised for strategic opportunities.
Paige acquisition's impact on Q4 EBITDA?
MRD reimbursement timeline and volume gating?
Address CRO business drag on Data & Services growth.
Tempus-specific drivers for Oncology growth?
How does Paige enhance genomic diagnostics?
Tempus's 'NVIDIA moment' strategy?
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Stifel 2025 Healthcare Conference13 Nov, 2025
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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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