TEM Tempus AI (TEM) Q2 FY26 earnings call
Tempus AI delivered an exceptional Q2 FY26, marked by robust revenue growth driven by its Diagnostics and Data & Apps segments, alongside a strategic acquisition of Personalis to bolster its MRD testing capabilities. The company secured FDA approval for xT CDx, anticipating significant ASP uplift, and expanded its data licensing business with major pharma deals. Management raised full-year guidance, projecting continued momentum and a path to positive free cash flow by year-end, while navigating the integration of Personalis and the ramp-up of new product offerings.
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TEM operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call 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.