盘前大涨超12%！AI医疗公司Tempus AI公布2025年初步业绩：营收约为12.7亿美元，同比增长83%

Core Viewpoint - Tempus AI has reported strong preliminary performance for 2025, with projected revenue of approximately $1.27 billion, reflecting an 83% year-over-year growth, and an organic growth of about 30% excluding Ambry business [1] Business Segments - The diagnostics segment is expected to generate approximately $955 million in revenue, showing a year-over-year increase of about 111%, driven by a 26% growth in tumor testing volume and a 29% increase in genetic testing volume [3] - The data and applications segment is projected to achieve total revenue of around $316 million, with a year-over-year growth of approximately 31%, primarily fueled by a 38% increase in the Insights (data licensing) business [3] Fourth Quarter Performance - For the fourth quarter, Tempus AI reported revenue of approximately $367 million, representing an 83% year-over-year increase. The diagnostics segment revenue was about $266 million, up 121% year-over-year, attributed to a 29% growth in tumor testing and a 23% increase in genetic testing volume [4] - The data and applications segment revenue reached $100 million, reflecting a 25% year-over-year growth. Excluding the impact of AstraZeneca's warrants in Q4 2024, the Insights business revenue grew by approximately 68% [4] Contract Value - As of December 31, 2025, the total contract value (TCV) reported by the company exceeded $1.1 billion, marking a historical high [5] Client Agreements - Throughout the year, Tempus established data agreements with over 70 clients, including leading pharmaceutical companies such as AstraZeneca, GlaxoSmithKline, Bristol-Myers Squibb, Pfizer, Merck, AbbVie, Eli Lilly, and Boehringer Ingelheim, as well as biotech firms like Incyte, Syneos Health, Aspera Biomedicines, Inc., and Whitehawk, Inc. [6] Revenue Retention - The company anticipates a net revenue retention rate of approximately 126% for 2025 [7] Management Commentary - The CEO of Tempus, Eric Lefkofsky, stated that the genomic (oncology) product sales in the diagnostics business have accelerated for the third consecutive quarter, reaching the highest growth rate in years. Both core business segments are experiencing accelerated growth, leveraging the inherent financial leverage of the platform, and the company is entering 2026 with strong momentum. Artificial intelligence is expected to act as a catalyst for all products, and the company is optimistic about 2026 [8]