Tempus AI, Inc.
TEMQ3 2023(TEM Q2 FY2023)Estimated25.3% AI
AI Revenue %
25.3%
AI Fair Value
$855.0M
AI Revenue (Q)
$33.5M
Total Revenue (Q)
$132.4M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023: Genomics $91.9M, Data & Services $40.5M, Total $132.4M. Applying same methodology: AI from Genomics ($91.9M x 10% = $9.2M) + AI from D&S ($40.5M x 60% = $24.3M) = $33.5M / $132.4M = 25.3%. D&S share of revenue increased slightly to 30.6%, pushing AI% up.
Analyzed by claude-opus-4-6
Quoted Figures
The Company recognized Genomics revenue of $91.9 million for the three months ended June 30, 2023. Data and services revenue of $40.5 million for the three months ended June 30, 2023. Total net revenue $132,417 thousand.
10-Q for period ending June 30, 2024 (Income Statement)
The Company recognized revenue for clinical orders of $84.4 million for the three months ended June 30, 2023. Genomics revenue for direct bill orders of $7.5 million.
10-Q for period ending June 30, 2024 (Revenue Recognition note)
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 (clinical orders $84.4M, direct bill $7.5M)Lab operations and clinical billing
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix