Tempus AI 第四季度财报:营收未达预期,EPS 超预期,指导意见强劲,股价下跌

财报速递
02-25

Tempus AI Inc(纳斯达克股票代码:TEM)周一收盘后公布了第四季度财务业绩。以下是本季度的关键指标。 第四季度业绩:Tempus AI 报告第四季度收入为2.0068亿美元,低于预期的2.0312亿美元。这家专注于AI精密医学和患者护理的公司报告第四季度调整后每股亏损18美分,超出分析师预期的每股亏损20美分。 总收入同比增长35.8%,数据和服务收入增长44.6%,至8020万美元。基因组学同比增长30.6%,至1.204亿美元,单元增长同比达到22.5%。 Tempus AI表示,公司在季度末合约价值总额为9.4亿美元,净收入保留率为140%。公司在季度末拥有约3.4095亿美元的现金及现金等价物。 Tempus AI 的创始人兼首席执行官 Eric Lefkofsky 表示:“我们相信对AI的投资已使我们在未来占据有利位置,几年之前看似不可想象的技术现在越来越多地使我们能够实现智能诊断,帮助患者过上更长寿和更健康的生活。我们仍然有信心实现主要财务目标,预计2025年收入将强劲增长并实现正的调整后EBITDA。” 指导意见:Tempus AI 预计2025年全年的合并收入约为12.4亿美元,同比增长约79%。根据Benzinga Pro 的估计,分析师预计全年的收入将为10.2亿美元。 公司预计2025年全年调整后EBITDA为500万美元,而2024年全年调整后EBITDA亏损为1.047亿美元。 管理层将在北京时间周一下午4:30举行的电话会议上进一步讨论公司的季度表现。 TEM 股价表现:截至公布前,Tempus AI 股价年初至今已上涨逾105%。自前任众议院议长南希·佩洛西披露购买几笔2026年到期的看涨期权以来,股票在最近几周受到更多关注。 根据 Benzinga Pro 的数据,周一盘后交易中 Tempus AI 股价下跌7.63%,至64美元。 图片来源:Tempus AI。

以上内容来自Benzinga Earnings专栏,原文如下:

Tempus AI Inc (NASDAQ:TEM) reported fourth-quarter financial results after the market close on Monday. Here’s a look at the key metrics from the quarter.

Q4 Earnings: Tempus AI reported fourth-quarter revenue of $200.68 million, missing estimates of $203.12 million. The AI-focused precision medicine and patient care company reported a fourth-quarter adjusted loss of 18 cents per share, beating analyst estimates for a loss of 20 cents per share, according to Benzinga Pro.

Total revenue was up 35.8% year-over-year as data and services revenue grew 44.6% to $80.2 million. Genomics grew 30.6% year-over-year to $120.4 million and unit growth came in at 22.5% year-over-year.

Tempus AI said it ended the quarter with $940 million in total remaining contract value and 140% net revenue retention. The company had approximately $340.95 million in cash and equivalents at quarter’s end.

“We believe our investments in AI have positioned us well for the future, as technologies that seemed unimaginable a few short years ago increasingly allow us to make our diagnostics intelligent, helping patients live longer and healthier lives. We remain on track to achieve our key financial milestones, with expected robust revenue growth and positive Adjusted EBITDA in 2025,” said Eric Lefkofsky, founder and CEO of Tempus AI.

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Guidance: Tempus AI expects full-year 2025 revenue of approximately $1.24 billion for its consolidated Tempus and Ambry Genetics business, which represents approximately 79% annual growth. Analysts are looking for full-year revenue of $1.02 billion, according to Benzinga Pro estimates.

The company said it anticipates a full-year 2025 adjusted EBITDA of $5 million, versus a full-year adjusted EBITDA loss of $104.7 million in full-year 2024.

Management will further discuss the company’s quarterly performance on a conference call that kicks off at 4:30 p.m. ET.

TEM Price Action: Tempus AI shares were up more than 105% year-to-date heading into the print. The stock has seen increased attention in recent weeks since former House Speaker Nancy Pelosi disclosed the purchase of several call options that don’t expire until 2026.

Tempus AI shares were down 7.63% after hours, trading at $64 at the time of publication Monday, according to Benzinga Pro.

Photo: Courtesy of Tempus AI.

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