Tempus AI reported total contract value (TCV) of $1.1 billion through the first three quarters of 2025, reflecting a 45% year-over-year increase in subscription and service agreements. In Q3 2025 the company achieved its first positive adjusted EBITDA, marking a significant inflection point after sustained investment in its AI and data infrastructure. Management attributes this margin improvement to higher software-as-a-service uptake among large healthcare systems and improved operational efficiency. Investors will note that recurring revenue now represents 78% of total bookings, underscoring greater visibility into future cash flows.

Tempus has signed more than 70 pharmaceutical data and analytics agreements since January 2025, including partnerships with top ten global drug developers and leading biotech firms. These contracts grant access to Tempus’s multimodal genomic and clinical dataset covering over 200,000 de-identified patient records, and are structured with multi-year commitments averaging $8 million in TCV per deal. This robust pipeline is expected to support the company’s goal of surpassing $1.5 billion in TCV by year-end, while deepening strategic ties that could accelerate joint research into biomarker discovery and novel therapeutic targets.

In September 2025 Tempus unveiled Paige Predict, an AI-driven digital pathology suite that analyzes H&E whole slide images to predict the presence of 123 clinically actionable biomarkers across 16 cancer types. Built on a combined Tempus–Paige foundation model trained on data from over 200,000 patients, the solution delivers results directly within standard pathology reports. Early adopters at three major cancer centers have reported a 30% reduction in tissue re-sampling rates and expect to shorten diagnostic timelines by up to five days per case. This innovative application expands Tempus’s addressable market in precision oncology and underscores its strategy of leveraging proprietary AI tools to drive both clinical and commercial adoption.