Tempus AI, Inc.
TEMQ4 2025(TEM Q3 FY2025)Estimated22.2% AI
AI Revenue %
22.2%
AI Fair Value
$971.6M
AI Revenue (Q)
$109.4M
Total Revenue (Q)
$492.7M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025: Genomics $252.9M (up 117% YoY), D&S $81.3M (up 26% YoY, includes $25.1M related party revenue), Total $334.2M. AI from Genomics ($252.9M x 10% = $25.3M) + AI from D&S ($81.3M x 60% = $48.8M) = $74.1M / $334.2M = 22.2%. D&S share recovered slightly to 24.3% as related party (SB Tempus) and Insights/Trials revenues grew. Company also announced acquisition of Pathos AI and Haystack Oncology in Q3 2025 ($403M stock). Cloud and software costs reached $36.1M/quarter ($93.8M for 9M), indicating growing AI infrastructure spend.
Analyzed by claude-opus-4-6
Quoted Figures
Genomics $252,878, Data and services $81,328, Total net revenue $334,206 for three months ended September 30, 2025.
10-Q for period ending September 30, 2025 (Income Statement)
Includes related party revenue of $25,132 for the three months ended September 30, 2025.
10-Q for period ending September 30, 2025 (Income Statement footnote)
Cloud and software $36,071 for Q3 2025, $93,834 for 9M 2025 (vs $24,688 and $71,376 for Q3/9M 2024).
10-Q for period ending September 30, 2025 (Segment expense detail)
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)Pathos AI (acquired Q3 2025)
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)Haystack Oncology (ctDNA/MRD — acquired Q3 2025)Lab operations and clinical billing
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix