10-Q · November 4, 2025
Tempus AI, Inc. reported Q3 2025 results with total revenue of $334.2 million, representing a significant growth from $180.9 million in Q3 2024. Although the company sustained a net loss of $80 million, the improvement…
Earnings analysis · 10-Q
TEM earnings analysis
Filed May 5, 2026 · Our reading of the company's report
The latest report
Tempus AI, Inc. reported a strong Q1 2026 with revenue of $348.1 million, exceeding consensus estimates of $345.5 million, and reflecting a 36% year-over-year increase. However, the company incurred a net loss of $125.9…
Read full summary
Tempus AI, Inc. reported a strong Q1 2026 with revenue of $348.1 million, exceeding consensus estimates of $345.5 million, and reflecting a 36% year-over-year increase. However, the company incurred a net loss of $125.9 million, larger than prior projections, alongside significant stock-based compensation expenses, impacting overall profitability.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.71
What stood out
-
Revenue Growth
Total revenue increased by 36% year-over-year to $348.1 million in Q1 2026.
-
Diagnostics Segment Expanded
Diagnostics revenue rose to $261.1 million from $193.8 million year-over-year.
-
Data and Applications Uptrend
Revenue from Data and applications grew to $87.0 million, a 40% increase year-over-year.
-
Cash Position Above $500M
Cash and cash equivalents amounted to $521.2 million, down from $604.8 million.
-
Improved Cash Burns
Operating cash flow improved to a net cash used of $73.3 million from $105.6 million in the prior year.
-
Full Year Guidance Raised
Management increased full-year revenue guidance to $1.59-$1.60 billion, projecting ~25% annual growth.
What to watch
-
Larger Net Loss
Net loss of $125.9 million for Q1 2026, exceeding the expected loss of $0.25 per share.
-
High Stock-Based Compensation
Stock-based compensation rose significantly to $52.7 million, up from $23 million prior year.
-
Liquidity Risks
Ongoing cash usage of $73.3 million raises concerns about future liquidity amidst continued losses.
Management's outlook
Management increased full-year revenue guidance to $1.59 billion - $1.60 billion.
Earlier filings 3
10-Q · August 8, 2025
Tempus AI, Inc. reported better-than-expected Q2 2025 results with revenues of $314.635 million, exceeding estimates of $298.385 million, and an EPS loss of $-0.22 compared to the consensus estimate of -$0.34. This…
10-Q · May 6, 2025
Tempus AI, Inc. reported strong revenue growth in Q1 2025, achieving $255.7 million, a 75% increase from $145.8 million in Q1 2024, driven by a surge in Genomics and Data services revenues. Despite this growth, the…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.