Tempus AI, Inc.
TEMQ2 2025(TEM Q1 FY2025)Estimated22.1% AI
AI Revenue %
22.1%
AI Fair Value
$822.1M
AI Revenue (Q)
$32.2M
Total Revenue (Q)
$145.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025: Genomics $193.8M, D&S $61.9M, Total $255.7M. Genomics nearly doubled YoY due to the Ambry Genetics acquisition (closed Q1 2025, ~$310M stock consideration), which added traditional genetic testing volume. AI from Genomics ($193.8M x 10% = $19.4M) + AI from D&S ($61.9M x 60% = $37.1M) = $56.5M / $255.7M = 22.1%. The Ambry acquisition significantly diluted the AI revenue mix since Ambry is a hereditary genetic testing company (not AI-driven). D&S share fell to 24.2%.
Analyzed by claude-opus-4-6
Quoted Figures
Genomics $193,804, Data and services $61,933, Total net revenue $255,737 for three months ended March 31, 2025.
10-Q for period ending March 31, 2025 (Income Statement)
Business combinations, net of cash acquired ($380,762). Class A Voting Common Stock issued in connection with business combinations $310,320.
10-Q for period ending March 31, 2025 (Cash Flow 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 (legacy Tempus panels)Hereditary genetic testing (Ambry Genetics acquisition)Lab operations and clinical billing
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix