Q3 2025 Tempus AI Inc Earnings Call Transcript

Nov 4, 2025 / 09:30 PM GMT

Release Date Price: €74.5 (-3.25%)

Transcript 10-Q8-K

Key Points

Positve

Tempus AI Inc (TEM) reported a strong Q3 with a 33% overall growth in genomics volume, including 27% growth in oncology and 37% in hereditary segments.
The company achieved positive adjusted EBITDA for the first time, marking a significant milestone after a decade-long goal.
Data licensing business saw a 38% growth with an additional $150 million in total contract value, indicating strong performance in bookings.
The integration of Page, a recent acquisition, is expected to enhance Tempus AI Inc (TEM)'s capabilities in digital pathology and genomic diagnostics.
The company is well-positioned for sustained long-term growth, with expectations of 25% growth annually over the next three years.

Negative

Hereditary growth is expected to moderate to low to mid-20s, down from the previous guidance of mid to high 10s.
The integration of Page added several million dollars in expenses, impacting the adjusted EBITDA.
There is uncertainty around reimbursement for AI-driven data interpretation and analysis, which could affect future revenue streams.
The company faces competition from well-funded and established peers in the diagnostics space.
Despite strong growth, there is a risk of over-reliance on multi-year data licensing deals, which may not translate into immediate revenue.

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

TEM.OQ - Tempus AI Inc
Q3 2025 Tempus AI Inc Earnings Call
Nov 04, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to the Tempus AI 3rd quarter 2025 financial results conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you would like to withdraw your question, again, press the star one.

I would now like to turn the conference over to Liz Kuholo, Vice President, Investor Relations. You may begin.

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Unidentified_2 [2]
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