Tempus AI (NasdaqGS:TEM) FY Earnings Call Presentation

Company Overview - Tempus aims to unlock precision medicine through AI-enabled diagnostics[6] - The company's platform connects to over 5,000 providers across the US[10] - Tempus leverages a large proprietary healthcare dataset of over 45 million patient records[13] Diagnostics Business - The Diagnostics business delivered approximately 800,000 clinical tests in 2025[30] - The Diagnostics business experienced a unit growth rate of approximately 28% in Q4 2025[30] - Oncology ASP is expected to rise by over $500 in the next several years due to reimbursement tailwinds[31] Data & Applications Business - Data and Applications revenue reached approximately $316 million in 2025, representing approximately 31% growth[38] - The Data & Applications business has signed over $2 billion in contracts to date[38] - The Total Remaining Contract Value (TCV) for Data & Applications is over $1.1 billion as of year-end 2025[39] - The Data Licensing Retention rate is approximately 126% as of year-end 2025[39] Financial Outlook - The company anticipates revenue of approximately $1.27 billion for 2025, reflecting approximately 83% year-over-year growth[63] - The company projects revenue growth of approximately 25% year-over-year in 2026, reaching approximately $1.59 billion[65]