NASDAQ$TEM

Tempus AI Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Tempus AI Inc reported strong revenue growth and improved profitability in Q4 2024.

Tempus AI Inc saw a 35.8% year-over-year revenue growth in Q4 2024, reaching $200.7 million. The company reported a net loss of $13.0 million, significantly improving from the prior year's loss. Adjusted EBITDA also improved, and gross profit increased by 49.7%, driven by the growth in Data and Services. The company also announced its acquisition of Ambry Genetics, which is expected to strengthen its market position.

  • Q4 2024 revenue increased 35.8% YoY to $200.7 million.
  • Genomics revenue reached $120.4 million, while Data and Services generated $80.2 million.
  • Net loss improved to $13.0 million, compared to $50.5 million in Q4 2023.
  • Adjusted EBITDA improved to -$7.8 million from -$35.1 million in Q4 2023.

Headline financials

Total Revenue

$201M

No prior period
EPS (adj)

-$0.18

No prior period
Gross Margin

60.8%

No prior period
Adjusted EBITDA

-$7.75M

No prior period
Stock-Based Compensation

$24.8M

No prior period
Net Income

-$13M

No prior period
Operating Income

-$50.7M

No prior period
Gross Profit

$122M

No prior period

Revenue & EPS history

Tempus AI Inc · Revenue · Quarterly

$201M

Q4 2024
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Revenue by segment

Tempus AI Inc · $146M total across 2 segments · Q1 2024

  • Diagnostics
    $103M
  • Data and Applications
    $43.3M

Forward guidance

Tempus AI expects FY 2025 revenue to reach $1.24 billion, with positive Adjusted EBITDA of $5 million.

Tailwinds

  • Projected 79% revenue growth in FY 2025.
  • Expected positive Adjusted EBITDA of $5 million.
  • Strong market positioning with the acquisition of Ambry Genetics.
  • Expansion of AI-based diagnostic solutions.
  • New reimbursement approvals for Tempus ECG-AF algorithm.

Headwinds

  • Ongoing net losses despite revenue growth.
  • Stock-based compensation continues to impact profitability.
  • Macroeconomic uncertainties may affect demand.
  • Regulatory risks in AI-based healthcare solutions.
  • Increased competition in the precision medicine industry.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 10 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.5%

Avg return

Earnings day

+10.9%

Avg return

5 days after

+12.9%

Avg return

30 days after

50%

5 / 10 earnings

Positive

+12.6%

Q1 2025

Best reaction

-15.0%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.1%-10.7%-7.2%
Q4 2025+3.6%-8.0%-26.5%
Q3 2025-2.7%-15.0%-9.3%
Q2 2025+3.4%+18.5%+35.5%
Q1 2025+12.6%+20.1%+18.9%
Q4 2024-15.0%-19.2%-25.3%
Q3 2024-3.4%+60.2%+25.9%
Q3 2023-3.4%+60.2%+25.9%
Q2 2024+1.6%+1.4%+45.6%
Q2 2023+1.6%+1.4%+45.6%
Q1 2024
Q1 2023
Q4 2022
Q3 2021
Q3 2020

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