The strong revenue growth, particularly in the high-margin Data and Applications segment (30.9% YoY), combined with the significant improvement in Adjusted EBITDA (turning positive in Q4), suggests the company is scaling efficiently. The 2026 guidance indicates continued strong growth and improving profitability, making this a key catalyst for investor interest. Monitor the sustainability of the 121.6% Diagnostics growth and the expansion of the $1.1 billion Total Remaining Contract Value.
Price Chart
Executive Summary
Tempus AI reported strong fourth quarter and full year 2025 results with revenue of $367.2 million (up 83.0% YoY) and full-year revenue of $1.3 billion (up 83.4% YoY), driven by 121.6% growth in Diagnostics and 30.9% growth in Data and Applications. The company achieved positive Adjusted EBITDA of $12.9 million in Q4 and provided 2026 revenue guidance of $1.59 billion (~25% growth) with expected Adjusted EBITDA of ~$65 million.
Key Financial Metrics
Key Facts
- Q4 revenue of $367.2 million, up 83.0% year-over-year with 33.5% organic growth (excluding Ambry)
- Diagnostics revenue of $266.9 million in Q4, representing 121.6% year-over-year growth
- Data and Applications revenue of $100.4 million in Q4, representing 25.1% year-over-year growth
- Adjusted EBITDA improved to $12.9 million in Q4, compared to ($7.8 million) in Q4 2024
- Full year 2025 revenue increased 83.4% to $1.3 billion
- 2026 revenue guidance of $1.59 billion (~25% annual growth) and Adjusted EBITDA of ~$65 million
- Ended year with over $1.1 billion in Total Remaining Contract Value and 126% Net Revenue Retention
Financial Impact
Revenue growth of 83% in 2025 with strong guidance for 25% growth in 2026 and path to profitability (positive Adjusted EBITDA in Q4)
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Diagnostics | $955.4M | +111.5% |
| Data and Applications | $316.4M | +30.9% |
Risk Factors
- The company reported a net loss of $245 million for the full year 2025, indicating it is not yet profitable on a GAAP basis.
- The guidance is for Adjusted EBITDA, not net income, and the company does not provide net loss guidance, leaving uncertainty about the path to GAAP profitability.
- The business has significant debt, including $728 million in convertible senior notes, which could pose a risk if growth slows or interest rates rise.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 11 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (TEM) — Batch item 1 | 0001193125-26-066931 |
| Document: tem-20260224.htm | 0001193125-26-066931 |
| Document: 0001193125-26-066931-index-headers.html | 0001193125-26-066931 |
| Document: 0001193125-26-066931-index.html | 0001193125-26-066931 |
| Document: 0001193125-26-066931.txt | 0001193125-26-066931 |
| 8-K Filing (TEM) — Batch item 6 | 0001193125-26-066931 |
| Document: tem-20260224.htm | 0001193125-26-066931 |
| Document: 0001193125-26-066931-index-headers.html | 0001193125-26-066931 |
| Document: 0001193125-26-066931-index.html | 0001193125-26-066931 |
| Document: 0001193125-26-066931.txt | 0001193125-26-066931 |
| CONTEXT: Previous Earnings (2026-02-24) | 0001193125-26-066931 |
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