Q4 2025 Tempus AI Inc Earnings Call Transcript

Feb 24, 2026 / 09:30 PM GMT

Transcript 10-K8-K

Key Points

Positve

Tempus AI Inc (TEM) reported a 33% increase in total revenue for 2025, driven by strong performance in both its diagnostics and data businesses.
The diagnostics business saw significant growth, with oncology unit growth at 29% and MRD growth at 56% quarter over quarter.
The data business experienced even faster growth, with a 69% increase in the licensing business and a projected 40% growth for the upcoming quarter.
Net revenue retention was strong at 126%, indicating that clients are increasingly ordering more year over year.
The company has a robust balance sheet and is well-positioned for continued growth in 2026, with a guidance of $1.59 billion in revenue and $65 million in positive adjusted EBITA.

Negative

The hereditary diagnostics business is experiencing a slowdown, with anticipated growth rates moderating as previous share gains are lapped.
The MRD offering is currently constrained by a limited sales effort, with only a small percentage of the sales force selling it.
There is uncertainty around the reimbursement timeline for the first-generation CRC assay, which is currently under review by Moldex.
The company faces challenges in replicating its proprietary data business, which requires significant investment in data acquisition and technology development.
Despite strong growth, the company acknowledges that scaling at the same rate may become challenging as the business grows larger.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TEM.OQ - Tempus AI Inc
Q4 2025 Tempus AI Inc Earnings Call
Feb 24, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. My name is Tina and I will be your conference operator today. At this time, I would like to welcome everyone to the Tempest AI 4th quarter 2025 fiscal results conference call. At this time, all lines are in a listen-only mode to prevent any background noise. After the speaker's remarks, there will be a question-and-answer.

We respectfully request that you limit questions to one. To ask a question, simply press one on your touchtone phone. To withdraw your question, start one again. It is now my pleasure to turn today's call over to Liz Credujalo, the Vice President of investor relations. Please go ahead.

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