Core Insights - Investors are closely monitoring the impact of AI and digitalization on revenue and margins in the health IT sector as the third-quarter 2025 earnings reporting cycle begins [1] - There is a cautious optimism among healthcare software companies, with a shift in focus towards AI-enabled systems rather than traditional platforms [1] Health IT Stocks - Omnicell (OMCL) and Tempus AI (TEM) are highlighted as two health IT stocks expected to report significant earnings and revenue gains due to strong adoption of AI-driven automation and advanced analytics [2] - Omnicell aims for revenues between $1.9 billion and $2 billion by 2025, with a projected CAGR of 14%-15% from 2021 to 2025, and targets a non-GAAP gross margin of 52%-53% [10] - Tempus AI reported a reduced net loss of $42.8 million in Q2 2025, a significant improvement from a net loss of $552.2 million in the same quarter last year, with gross profit rising 160% year over year [12] AI Integration in Health IT - Major players like athenahealth, Oracle, and Philips are introducing AI-enabled architectures, indicating a shift from traditional EHR and billing systems [3] - NVIDIA (NVDA) is establishing itself as a key AI enabler in healthcare, with its Holoscan SDK and Clara portfolio being utilized for real-time medical workloads and integrated AI solutions [4] - Palantir (PLTR) is expanding its healthcare presence through partnerships aimed at improving hospital operations and analytics [5][6] Earnings Expectations - Omnicell is expected to report Q3 earnings of 36 cents on revenues of $294 million, with upward revisions in earnings estimates [11] - Tempus AI anticipates a 36% year-over-year earnings growth and an 80.7% revenue growth for Q3, with improved operational efficiency and cost management [13]