Tempus Reports 83% Revenue Growth to $1.27B, Secures $1.1B in Contracts
Tempus AI reported preliminary full-year 2025 revenue of $1.27B, up 83% year-over-year, including $955M in diagnostics (111% growth) and $316M in data and applications revenue (31% growth). The company also secured a record total contract value exceeding $1.1B and formed major collaborations with NYU Langone and Northwestern Medicine.
1. Preliminary Fourth-Quarter and Full-Year 2025 Results Fuel Investor Optimism
Tempus reported preliminary, unaudited revenue of $1.27 billion for full-year 2025, an 83% increase over the prior year driven by 30% organic growth excluding the Ambry acquisition. Diagnostics revenue reached $955 million, up 111% year-over-year, paced by 26% growth in oncology volumes and 29% growth in hereditary testing. Data and applications revenue climbed 31% to $316 million, led by a 38% increase in data licensing. In Q4 alone, total revenue hit $367 million (up 83%), with diagnostics at $266 million (121% growth) and data and applications at $100 million (25% growth, excluding a one-time warrant impact). Management highlighted record unit growth and accelerating margins, setting an upbeat tone ahead of the JPMorgan Healthcare Conference presentation and the February earnings call.
2. Strategic Collaborations Expand Precision Oncology Footprint
Tempus announced two major multi-year partnerships to broaden genomic testing and advance molecular profiling. First, a collaboration with NYU Langone Health will support the Center for Molecular Oncology at the Perlmutter Cancer Center through a prospective observational study—“Serial Molecular Profiling and Monitoring of Human Cancer”—that sequences patients at multiple treatment points to unlock insights into tumor biology, resistance mechanisms and assay validation. Second, a contract with Northwestern Medicine aims to extend next-generation sequencing to nearly all cancer patients, including early-stage cases, providing solid tissue, DNA/RNA profiling, liquid biopsy and minimal residual disease testing. These alliances target improved patient outcomes, accelerated assay development and expanded clinical trial design capabilities.
3. Record Total Contract Value Bolsters Recurring Revenue Profile
As of December 31, 2025, Tempus achieved a total contract value exceeding $1.1 billion, signing data agreements with more than 70 customers across large and mid-sized pharmaceutical firms. Notable partners include AstraZeneca, GlaxoSmithKline, Bristol Myers Squibb, Pfizer, Novartis, Merck, AbbVie, Daiichi Sankyo, Eli Lilly and Boehringer Ingelheim. The breadth of these engagements underscores Tempus’s leadership in AI-driven data analytics for drug development and reinforces a predictable revenue stream from long-term licensing and collaborative research agreements.