Tempus AI, Inc. (TEM) Earnings Call Transcripts

Tempus AI, Inc.'s Latest Earnings Call - May 29, 2026

In the first quarter of fiscal year 2026, Tempus AI, Inc. reported robust growth driven by its diagnostics and data applications segments. Revenue reached $1.59 billion, reflecting a year-over-year growth of approximately 25%. The company highlighted a significant increase in its diagnostic volume, particularly in oncology, with a 28% growth rate. Management maintained its guidance for 2026, projecting continued expansion in both diagnostics and data applications, with an adjusted EBITDA of $65 million. The strong demand for comprehensive genomic profiling and the successful launch of new FDA-approved tests are expected to be key drivers moving forward.

Reported metrics

Guidance from management

Management maintained its revenue guidance for 2026 at $1.59 to $1.6 billion, with an adjusted EBITDA of $65 million, reflecting confidence in continued growth across its diagnostics and data applications segments.

What management said

Yes, Eric, if I could add there [indiscernible] immediately practice changing. And we are actually going to present that at the ASCO meeting in a poster. We looked at early stage non-small cell lung cancer, and the frequency of EGFR mutational testing in the face of osimertinib improving survival in that population by 80%. Only 1/3 of patients were being tested. We piloted it in 5 large health care networks across th...

I think just to add, Eric, a lot of the work that we did to build the integrations for oncology can transfer over to other disease areas. We become a trusted partner within these hospital systems. And so it is easier than being a new company that shows up that tries to connect with somebody like Northwestern, we've been a trusted partner with them for a long time, and so that makes it easier as well.

What analysts pressed on

Analysts expressed concerns regarding the adoption of MRD testing, questioning the sustainability of growth in this area. There is also apprehension about the competitive landscape and how Tempus will maintain its market position amidst evolving technologies and regulatory challenges.

Main topics on the call

• Revenue Growth Acceleration — Tempus reported revenue of $1.59 billion for Q1 2026, representing a 25% year-over-year increase. Management stated, "the trends we saw in 2025 are continuing into Q2," indicating sustained growth momentum.
• Diagnostics Business Expansion — The diagnostics segment experienced a 28% growth in oncology volumes, driven by increased test orders. Eric Lefkofsky noted, "the demand is way more robust than we would have thought a year ago," suggesting strong market...
• FDA Approvals and New Test Launches — Tempus announced the approval of new FDA tests, enhancing its diagnostic portfolio. The addition of tumor-only FDA approvals was highlighted as a significant milestone, expanding the company's market offerings.
• Data Applications Growth — The data applications segment is projected to grow at a rate exceeding 30% in 2026, driven by strong demand from biopharma clients. Management emphasized that "the pipeline with biopharma remains very strong," indicating...

Read the full Tempus AI, Inc. transcript (May 29, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 20 Tempus AI, Inc. earnings call transcripts on record, spanning August 6, 2024 to July 30, 2026. Based on this history, Tempus AI, Inc. reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TEM

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Life Sciences Tools and Services

Calls on record

20

First call

August 6, 2024

Most recent

July 30, 2026

Reporting cadence

quarterly