Tempus AI Forecasts 83% Q4 Revenue Rise to $367M and $1.1B Contracts
Tempus AI forecasts Q4 revenue of $367 million, up 83% year-over-year, on a 121% surge in diagnostics to $266 million and 25% growth in data and applications. The company expects full-year sales of $1.27 billion, has $1.1 billion in contract value from 70+ clients including Pfizer and Novartis, and reports 126% net revenue retention.
1. Tempus AI Projects Strong Fourth-Quarter Revenue Surge
Tempus AI has guided fourth-quarter revenue to approximately $367 million, representing an 83% year-over-year increase driven by a 121% jump in diagnostics sales to $266 million and a 25% rise in data and applications revenue to $100 million. For full-year 2025, the company forecasts total revenues of $1.27 billion, while excluding the Ambry Genetics acquisition, organic revenue is expected to grow roughly 30%. CEO Eric Lefkofsky highlighted the company’s dual business engines—precision diagnostics and AI-driven data services—are both accelerating, delivering financial leverage through scalable platform economics.
2. Pharma Partnerships and Contract Wins Fuel Long-Term Growth
Tempus AI reported a record total contract value exceeding $1.1 billion as of December 31, 2025, securing data and analytics agreements with over 70 clients during the year. Major pharmaceutical firms such as Pfizer, Novartis and Eli Lilly have integrated Tempus’ genomic and clinical datasets into their drug development pipelines. The company also achieved net revenue retention of approximately 126%, indicating strong expansion within its existing customer base and underscoring the stickiness of its precision medicine solutions.