•
Mar 31

Tempus AI Inc Q1 2025 Earnings Report

Tempus AI posted strong revenue growth and margin expansion but remained in net loss.

Key Takeaways

Tempus AI delivered a significant 75.4% revenue growth in Q1 2025, driven by both Genomics and Data & Services segments. Despite a net loss, the company showed operating leverage and improved Adjusted EBITDA. Strategic partnerships with AstraZeneca and Pathos highlight future growth opportunities.

Revenue reached $255.7 million, up 75.4% year-over-year.

Net loss totaled $68 million, impacted by stock compensation and fair value losses.

Adjusted EBITDA improved to ($16.2 million) from ($43.9 million) a year ago.

Secured $200 million in future fees from AstraZeneca and Pathos partnerships.

Total Revenue
$256M
Previous year: $146M
+75.4%
EPS
-$0.24
Previous year: -$0.381
-37.0%
Gross Margin
60.7%
Previous year: 53.3%
+13.9%
Adjusted EBITDA
-$16.2M
Previous year: -$43.9M
-63.2%
Stock Comp Expense
$23M
Gross Profit
$155M
Previous year: $74.8M
+107.5%
Cash and Equivalents
$152M
Previous year: $94.9M
+59.8%
Total Assets
$1.54B
Previous year: $469M
+228.8%

Tempus AI Inc

Tempus AI Inc

Tempus AI Inc Revenue by Segment

Forward Guidance

Tempus raised its full-year 2025 revenue guidance to $1.25 billion and expects to achieve positive Adjusted EBITDA.

Positive Outlook

  • Raised FY2025 revenue guidance to $1.25B.
  • Expects $5M in positive Adjusted EBITDA for 2025.
  • Partnerships with AstraZeneca and Pathos will add $200M over 3 years.
  • Hereditary and oncology testing volumes continue to grow.
  • Gross margins are improving across all segments.

Challenges Ahead

  • Net loss of $68M in the quarter.
  • High SG&A expenses, including $16M in stock comp.
  • Large fair value losses on equity securities.
  • Free cash flow was not positive.
  • Significant cash burn of $188.5M in Q1 2025.

Revenue & Expenses

Visualization of income flow from segment revenue to net income