Tempus AI, Inc.
TEMQ3 2025(TEM Q2 FY2025)Estimated21.6% AI
AI Revenue %
21.6%
AI Fair Value
$912.3M
AI Revenue (Q)
$67.3M
Total Revenue (Q)
$311.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025: Genomics $241.8M (up 115% YoY, Ambry fully consolidated), D&S $72.8M (up 36% YoY, includes $15.9M related party revenue likely from SB Tempus Japan JV), Total $314.6M. AI from Genomics ($241.8M x 10% = $24.2M) + AI from D&S ($72.8M x 60% = $43.7M) = $67.9M / $314.6M = 21.6%. D&S share at 23.1% reflects Genomics dominance post-Ambry.
Analyzed by claude-opus-4-6
Quoted Figures
Genomics $241,843, Data and services $72,792, Total net revenue $314,635 for three months ended June 30, 2025.
10-Q for period ending June 30, 2025 (Income Statement)
Includes related party revenue of $15,908 for the three months ended June 30, 2025.
10-Q for period ending June 30, 2025 (Income Statement footnote)
AI Products Identified (Ring 1)
Lens AI platform (analytics)Intelligent DiagnosticsAlgorithmic clinical trial matchingDe-identified data licensing with AI curationSB Tempus Japan JV (related party AI services)
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)Lab operations and clinical billing
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix