Tempus AI Inc (NAS:TEM)

Q2 2025 Tempus AI Inc Earnings Call Transcript

Aug 8, 2025 / 12:00 PM GMT

Release Date Price: $60.87 (+3.63%)

Transcript 10-Q8-K

Key Points

Positve

Revenue increased by 89.6% to $314.6 million, showcasing significant growth.
Genomics revenue surged by 115% to $241.8 million, driven by strong oncology volume growth.
Quarterly gross profit rose by approximately 160%, indicating improved profitability.
The company is nearing adjusted EBITDA break-even, with a sequential improvement from negative $16 million to negative $5.6 million.
Tempus AI Inc (TEM) improved its balance sheet by issuing $750 million in convertible notes, reducing interest expenses and increasing cash savings.

Negative

Despite improvements, the company is still operating at a negative adjusted EBITDA of $5.6 million.
There is a lack of reimbursement for certain assays, such as XM, which affects overall ASP gains.
The clinical trials matching business remains a small revenue driver, limiting its impact on overall growth.
The AI-based algorithm part of the business remains small due to the lack of reimbursement mechanisms in the healthcare system.
The MRD portfolio, while promising, is not expected to contribute significantly to revenue until reimbursement is secured, anticipated by the end of 2025.

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

TEM.OQ - Tempus AI Inc
Q2 2025 Tempus AI Inc Earnings Call
Aug 08, 2025 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you for standing by and welcome to Tempus AI 2nd quarter 2025 financial results conference call. All lines have been placed on you 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 start, followed by the number one on your telephone keypad.

I'll now turn the conference over to Lirita Hollow, VP of industrial relations. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you. Good morning and welcome to Tempest's 2nd quarter 2025 conference

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.