$TEM

🔹 Revenue: $255.7M (Est: $248M) 🟢

🔹 Adj EPS: ($0.24) (Est: -$0.27) 🟢

🔹 Adj EBITDA: ($16.2M) (Est: -$22M) 🟢

FY25 Guidance

🔹 Revenue: $1.25B (Est: $1.24B) 🟢

🔹 Adj EBITDA: +$5M (Est: $5M) 🟡

Other Q1 Metrics:

🔹 Net Loss: ($68.0M) (vs. $64.7M YoY)

🔹 Gross Profit: $155.2M (vs. $77.7M YoY) +99.8%

🔹 Gross Margin: ~61%

Segment Breakdown

🔹 Genomics Revenue: $193.8M (+88.9% YoY)

🔹 Oncology Testing: $119.0M (+31% YoY)

🔹 Hereditary Testing (Ambry): $63.5M (+23% unit growth)

🔹 Data & Services Revenue: $61.9M (+43.2% YoY)

🔹 Insights/Data Licensing Growth: +58% YoY

Strategic & Operational Highlights

🔸 Secured $200M in model/data licensing deals via AstraZeneca & Pathos collaboration

🔸 Completed Ambry Genetics acquisition

🔸 Announced new partnerships with Illumina & Deep 6 AI

🔸 Launched olivia, an AI-powered personal health concierge

🔸 National rollout of xT CDx test at $4,500 per test

🔸 Adj EBITDA improved by $27.8M YoY

$TEM

🔹 Adj. EPS: -$0.18 (Est. -$0.17) 🔴

🔹 Revenue: $200.7M (Est. $202.94M) 🔴; UP +35.8% YoY

🔹 Gross Profit: $122.1M (Est. $119.64M) 🟢; UP +49.7% YoY

FY25 Guidance:

🔹 Revenue: ~$1.24B (Est. $1.048B) 🟢; UP ~79% YoY

🔹 Adjusted EBITDA: ~$5M (Improvement of ~$110M over 2024)

Segment Performance (Q4'24):

Genomics

🔹 Revenue: $120.4M; UP +30.6% YoY

🔹 Unit Growth: UP +22.5% YoY

Data & Services

🔹 Revenue: $80.2M; UP +44.6% YoY

Key Metrics:

🔹 Net Revenue Retention: 140%

🔹 Total Remaining Contract Value: $940M

🔹 Adj EBITDA: -$7.8M (Est. -$6.57M) 🔴 (Improved from -$35.1M YoY)

🔹 Net Loss: -$13M (Est. -$28.3M) 🟢 (Improved from -$50.5M YoY)

🔹 Gross Margin: 60.8% (Est. 59.08%) 🟢

Strategic Updates & Announcements:

🔸 Closed Ambry Genetics acquisition on Feb 3, 2025.

🔸 National launch of xT CDx (FDA-approved NGS-based diagnostic) with $4,500/test reimbursement.

🔸 CMS approval for Tempus ECG-AF algorithm reimbursement at $138/algorithm.

🔸 Signed in-network agreements with Blue Cross Blue Shield of Illinois, Blue Shield of California, and Avalon Healthcare.

🔸 Expanded network to ~3,000 providers in the U.S.

CEO Eric Lefkofsky Commentary:

🔸 "Our 2024 performance highlights the strength of our core businesses, with Genomics driving volume growth and Data delivering record results. AI continues to transform diagnostics, and we are well-positioned for robust revenue growth and positive Adjusted EBITDA in 2025."

Super bullish for $TEM now 🐂🐂🐂

Never doubt Nancy 👀

$TEM brings the power of #AI to #healthcare

Added more positions yesterday because I think this will gonna fly next year 🚀

NOT FINANCIAL ADVICE! 👀

To the moon, what to do now? 🚀

I have strong belief in this on the long term, even if it might fall again to 20$

what's your opinion?$TEM is one of my only "long term beliefs" alongside $QDV5 (+1,8 %) in my portfolio