canar.ai
Rankings/TEM/Q2 2024 Analysis

Tempus AI, Inc.

TEM
Q2 2024(TEM Q1 FY2024)Estimated24.9% AI
AI Revenue %
24.9%
AI Fair Value
$923.1M
AI Revenue (Q)
$36.3M
Total Revenue (Q)
$145.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q1 FY2024: Genomics $102.6M (derived from H1 $214.9M - Q2 $112.3M), D&S $43.3M (derived from H1 $96.9M - Q2 $53.6M), Total $145.8M (matches manifest $145,820K). AI from Genomics ($102.6M x 10% = $10.3M) + AI from D&S ($43.3M x 60% = $26.0M) = $36.2M / $145.8M = 24.9%.
Analyzed by claude-opus-4-6

Quoted Figures

Genomics revenue of $214.9 million and $174.0 million for the six months ended June 30, 2024 and 2023. Data and services of $96.9 million and $74.1 million for the six months ended June 30, 2024 and 2023.
10-Q for period ending June 30, 2024 (Income Statement)
Q1 FY2024 confirmed by Q1 FY2025 10-Q comparative: Genomics $102,569, Data and services $43,251, Total $145,820.
10-Q for period ending March 31, 2025 (Income Statement)

AI Products Identified (Ring 1)

Lens AI platform (analytics)Intelligent DiagnosticsAlgorithmic clinical trial matchingDe-identified data licensing with AI curation

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

Genomic sequencing (majority of Genomics revenue)Lab operations and clinical billing

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix