TEM Tempus AI (TEM) Q1 FY26 earnings call
Tempus AI delivered a strong first quarter, exceeding expectations with robust revenue growth across both diagnostic and data segments, leading to an upward revision of full-year guidance. The company continues to expand its strategic data collaborations with major pharma partners, leveraging its extensive data assets and AI modeling capabilities. While some areas like hereditary testing experienced temporary slowdowns and MRD volume is managed due to reimbursement, management expressed confidence in sustained growth and improving profitability throughout the year.
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TEM operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Average selling price (ASP) Diagnostics | ~$1,640And then in response to the ASP question, so ASPs in Q4 were around $1,640.Source: earnings call transcript | ~$1,740I do -- we do believe that ASPs are likely to rise years by virtue back that our current ASP sits at around 1740 or something like that, somewhere in that range, 720.Source: earnings call transcript | — | — |
| Procedures MRD | 4,700We were simply highlighting the really unbelievable strength of our MRD offering on -- the main vector being we ran 4,700 tests.Source: earnings call transcript | 6,500I mean our MRD assay grew 500%, but it was only 6,500 a test.Source: earnings call transcript | ~9,000Even with that, we are delivering growth rates that have exceeded our expectations, running approximately 6,500 tests in Q1 and approximately 9,000 tests in Q2, growing 38% quarter-over-quarter.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.