🔹 Adj. EPS: $(0.22) (Est. $(0.24)) 🟢; +65.1% YoY
🔹 Revenue: $314.6M (Est. $296.85M) 🟢; P +89.6% YoY
🔹 Adj. EBITDA: $(5.6M)
FY25 Guide:
🔹 Raises Revenue to ~$1.26B (Est. $1.245B) 🟢; UP +82% YoY
🔹 Adj. EBITDA of $5M; +$110M improvement YoY
Segment::
🔹 Genomics Revenue: $241.8M; UP +115.3% YoY
🔹 Oncology Testing: $133.2M; UP +32.9% YoY; ~26% volume growth
🔹 Hereditary Testing: $97.3M; UP +33.6% YoY; ~32% volume growth
🔹 Data & Services Revenue: $72.8M; UP +35.7% YoY
🔹 Insights (Data Licensing): UP +40.7% YoY
Other Metrics:
🔹 Cash & Marketable Securities: $293.0M; +$70M QoQ
🔹 Issued $750M of 0.75% convertible senior notes to refinance higher-interest debt
CEO Commentary:
🔸 “We saw significant re-acceleration of our clinical volumes which grew 30% in the quarter, as we delivered more than 212,000 NGS tests.”
🔸 “Combined with our continued leadership in AI and progress toward building the largest foundation model in oncology, we’re hitting our stride as we approach our 10th anniversary.”
Strategic Updates:
🔹 Expanded Tempus Next™ AI-driven care pathways into breast cancer
🔹 Integrated Tempus One™ AI clinical assistant into leading EHR systems
🔹 Launched Tempus xM™ liquid biopsy assay for immunotherapy monitoring
🔹 Expanded MRD partnership with Personalis to include colorectal cancer
🔹 Reached >350 petabytes of connected clinical & molecular data from >40M patient records, ~4M sequenced samples