Tempus AI, Inc.
TEMQ4 2023(TEM Q3 FY2023)Estimated24.4% AI
AI Revenue %
24.4%
AI Fair Value
$878.6M
AI Revenue (Q)
$33.2M
Total Revenue (Q)
$136.1M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023: Genomics $96.8M, Data & Services $39.2M, Total $136.1M. AI from Genomics ($96.8M x 10% = $9.7M) + AI from D&S ($39.2M x 60% = $23.5M) = $33.2M / $136.1M = 24.4%. D&S share dipped slightly to 28.8% as Genomics grew faster.
Analyzed by claude-opus-4-6
Quoted Figures
Genomics $96,815 thousand, Data and services $39,242 thousand, Total net revenue $136,057 thousand for three months ended September 30, 2023.
10-Q for period ending September 30, 2024 (Income Statement)
The Company recognized revenue for clinical orders of $88.3 million for the three months ended September 30, 2023. Genomics revenue for direct bill orders of $8.5 million.
10-Q for period ending September 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 $88.3M, direct bill $8.5M)Lab operations and clinical billing
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix