The earnings call highlighted significant revenue growth, improvement in adjusted EBITDA, and strong performance in oncology and hereditary testing. The company also made successful financing and signed a large data and AI deal, positioning them well for the future. However, there are challenges in achieving reimbursement for the MRD portfolio and pressure on ASP growth due to product mix shifts.

Company Guidance

During the Tempus AI Second Quarter 2025 Financial Results Conference Call, several key metrics and guidance were discussed. Revenue for the quarter increased by 89.6% to $314.6 million, with Genomics revenue surging by 115% to $241.8 million, driven by oncology volume growth from 20% to 26%. Hereditary testing grew to 32%, while Data and Services revenue rose by 35.7% to approximately $73 million, led by Insights with nearly 41% growth. The quarterly gross profit expanded by roughly 160% to $195 million. Tempus reported a sequential improvement in adjusted EBITDA, reducing it from negative $16 million in the previous quarter to negative $5.6 million. The company also raised its full-year 2025 revenue guidance to $1.26 billion and maintained its adjusted EBITDA forecast of approximately $5 million, reflecting a $110 million improvement over the previous year. Additionally, Tempus strengthened its balance sheet by issuing $750 million of 0.75% convertible notes, resulting in significant cash savings and ending the quarter with $290 million in cash and marketable securities.

Significant Revenue Growth

Revenue increased 89.6% to $314.6 million, with Genomics revenue up 115% to $241.8 million and Data and Services revenue up 35.7% to approximately $73 million.

Improvement in Adjusted EBITDA

Adjusted EBITDA improved from a negative $16 million last quarter to a negative $5.6 million this quarter, showing progress towards breakeven.

Strong Performance in Oncology and Hereditary Testing

Oncology volume increased from 20% to 26%, and hereditary testing was at 32% for the quarter.

Successful Financing Activity

Issued $750 million of 0.75% convertible notes, improving the balance sheet and reducing interest expenses.

Large Data and AI Deal

Signed a significant deal with AstraZeneca for a foundation model, boosting the data business.

Tempus AI, Inc. Class A (TEM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TEM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.17 / -	-0.25	―	―	―
Aug 08, 2025	2025 (Q2)	-0.23 / -0.22	-0.63	65.08% (+0.41)
May 06, 2025	2025 (Q1)	-0.26 / -0.24	-0.98	75.51% (+0.74)
Feb 24, 2025	2024 (Q4)	-0.16 / -0.18	-0.437	58.81% (+0.26)
Nov 04, 2024	2024 (Q3)	-0.27 / -0.25	-0.385	35.06% (+0.14)
Aug 06, 2024	2024 (Q2)	-3.55 / -0.63	-0.397	-58.69% (-0.23)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TEM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 08, 2025	$58.74	$60.87	+3.63%
May 06, 2025	$52.19	$58.76	+12.59%
Feb 24, 2025	$69.57	$59.10	-15.05%
Nov 04, 2024	$49.50	$44.50	-10.10%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.