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Tempus AI
Tempus AI (TEM) investor relations material
Tempus AI 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic vision and platform development
Built a comprehensive AI-enabled diagnostics and data platform over 10 years, integrating proprietary data and broad distribution to physicians and patients, focused on unlocking precision medicine.
Platform connects with over 5,000 providers, reaching more than 65% of U.S. academic medical centers and over 55% of oncologists.
Amassed over 400 petabytes of multimodal healthcare data, including phenotypic, morphologic, and molecular data.
Data set covers 45 million patients, with 8 million digitized imaging records and 4 million sequenced samples.
Platform supports diagnostics and data applications, each reinforcing the other through sustainable network effects and a focus on harmonizing data for actionable insights.
Diagnostics business performance and innovation
Diagnostics business spans genomics and genetics, covering hereditary risk, therapy selection, MRD, and monitoring, integrating best-in-class science and AI-enabled algorithms.
Acquired Ambry for germline testing, now the largest player in hereditary risk; diagnostics business includes Ambry Genetics and Tempus Genomics with a strong publication and patent portfolio.
Launched tumor naive and tumor informed MRD products, with ongoing improvements to address market adoption and specificity.
Delivered approximately 800,000 clinical tests in 2025, achieving 28% growth in Q4; oncology and hereditary businesses both accelerating.
ASPs expected to rise from $1,630 to $2,200 over several years, driven by FDA approvals, enhanced reimbursement, and migration to higher-value tests.
Data & applications business growth and market position
Data business generated $316 million in revenue last year, growing at 31%, with net revenue retention at 126%.
Signed over $2 billion in data licensing agreements, working with 19 of the 20 largest pharma companies and 250+ biotechs.
$1.1 billion in total contract value (TCV), with $350 million related to 2026, all non-cancelable except for opt-ins, providing strong forward visibility.
Data is deeply embedded in client environments, making contract renewals highly likely; no significant competition from diagnostic peers due to unique hospital data pipelines and technology investment.
Applications business distributes algorithmic insights at scale and is expected to become a significant financial catalyst.
Quantify ASP growth drivers for diagnostics
How does TCV provide 2026 revenue visibility?
Monetization strategy for AI applications
Why do diagnostic peers struggle in data licensing?
How will new naive MRD assay compete effectively?
Path to scale revenue for AI algorithms?
Partial view of Summaries dataset, powered by Quartr API
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Next Tempus AI earnings date
Q4 202526 Feb, 2026
Tempus AI
Next Tempus AI earnings date
Q4 202526 Feb, 2026
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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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