Tempus AI Inc

Latest Results (03.04.2026):

Tempus AI Inc — Fourth Quarter 2025: Tempus reported Q4 2025 revenue of $367.2 million, up 83.0% year‑over‑year (33.5% organic excluding Ambry). Diagnostics revenue was $266.9 million (+121.6% YoY) and Data & Applications revenue was $100.4 million (+25.1% YoY). Gross profit for the quarter was $237.7 million (+94.7% YoY). Q4 net loss was $(54.2) million (which included $48.7 million of stock‑based compensation and related payroll taxes) while Adjusted EBITDA improved to $12.9 million. Tempus ended the year with >$1.1 billion of Total Remaining Contract Value, 126% Net Revenue Retention, approximately $759.7 million in cash and marketable securities, and provided 2026 guidance of ~$1.59 billion revenue and ~ $65 million Adjusted EBITDA.

Q4 Revenue

Revenue in Q4 2025 was $367.2M, up 83.0% year‑over‑year (company notes 33.5% organic growth excluding Ambry).

Diagnostics Performance (Q4 2025)

Diagnostics revenue was $266.9M in Q4 (+121.6% YoY). Volume drivers: Oncology tests +29% YoY, Hereditary tests +23% YoY. MRD volume ~4,700 tests in Q4, up 56% sequentially.

Data & Applications (Q4 2025)

Data and Applications revenue reached $100.4M (+25.1% YoY). Insights (data licensing) grew 69.5% YoY excluding the AstraZeneca warrant impact in Q4 2024.

Profitability Metrics (Q4 2025)

Gross profit was $237.7M (+94.7% YoY). GAAP net loss was $(54.2)M in Q4, driven in part by $48.7M of stock‑based compensation and related payroll taxes; Adjusted EBITDA turned positive to $12.9M (vs. $(7.8)M in Q4 2024).

Full Year 2025 Snapshot

Full‑year revenue was $1.2718B (+83.4% YoY). Diagnostics full‑year revenue $955.4M (+111.5% YoY); Data & Applications $316.4M (+30.9% YoY). Full‑year gross profit $797.9M (+109.4% YoY). Net loss for 2025 was $(245.0)M (included $136.3M stock comp); full‑year Adjusted EBITDA was $(7.4)M (a ~$97.3M improvement vs prior year).

Balance Sheet & Liquidity

Tempus reported approximately $759.7M in cash and marketable securities as of December 31, 2025, and ended the year with Total Remaining Contract Value > $1.1B and Net Revenue Retention of 126%.

2026 Guidance

Tempus provided full‑year 2026 revenue guidance of ~ $1.59 billion and expects full‑year 2026 Adjusted EBITDA of approximately $65 million.

Operational & Strategic Highlights

Key operational updates in the release: launched Paige Predict (AI digital pathology), published study results for its Immune Profile Score (IPS) showing improved immunotherapy prediction, and announced multi‑year collaborations/expansions with NYU Langone and Northwestern Medicine to expand genomic testing and prospective molecular profiling.