Tempus AI jumps on stronger-than-expected Q4 sales - here's what sellers can do with it
Tempus AI (TEM) opened higher Monday after sharing preliminary Q4 numbers that topped expectations. The company put Q4 sales around $367 million versus Wall Street's ~$361 million. Diagnostics revenue more than doubled to $266 million.
The company also posted an updated corporate deck ahead of its JPMorgan Healthcare Conference slot today at 4:30 p.m. ET. Formal full-year 2025 and Q4 statements aren't finished yet and typically land in February.
Wall Street still models losses through 2027. The stock, though, is moving - up 75% last year and another 24% so far in 2026 through Monday's open, with shares recently around $69.75 (+4.41%).
The numbers that matter
- Q4 revenue: ~$367M vs. ~$361M expected
- Diagnostics revenue: ~$266M (more than doubled)
- Updated deck posted ahead of JPMorgan Healthcare Conference (4:30 p.m. ET today)
- Official full-year 2025 and Q4 filings due in February
- Street still expects losses through 2027
Why this matters for sales
- Budget signals: A revenue beat and surging diagnostics suggest funding and urgency in oncology workflows, data infrastructure, and revenue-cycle support.
- Momentum messaging: Fast growth creates internal pressure to scale operations. That opens doors for solutions that save time, reduce leakage, and speed decision-making.
- Multi-threading: Growth attracts new stakeholders (clinical ops, lab directors, data science, finance). More buyers to engage, more angles to sell.
Plays you can run this week
- Trigger-based outreach: Reference the preliminary beat and doubled diagnostics revenue in your opener. Tie your offer to throughput, time-to-result, or cost-per-test.
- Account mapping: Add oncology networks, academic medical centers, and lab partners to your target list. Their spend often rises alongside a diagnostics leader's growth.
- ABM content: Create one short case-style email showing a 30-60-90 day impact on operational efficiency or revenue capture. Keep it quantifiable.
- Partner pitch: If you sell data, workflow, or billing tools, position as the "scale layer" that prevents bottlenecks during rapid volume increases.
- Renewal defense: If you're incumbent with related accounts, check usage, expand seats, and lock in multi-year terms before budgets get reallocated.
Talk tracks and questions that land
- "Your diagnostics volume is climbing. Where are the current handoffs failing - ordering, interpretation, or billing?"
- "If Q4 momentum holds, what breaks first: staffing coverage, turnaround time, or data quality?"
- "What's your target cost-per-test and time-to-result for H1? We can cut X% by automating Y step."
- "Who owns the scaling plan across lab ops, IT, and finance? Happy to share a 20-minute playbook we use with fast-growing diagnostics teams."
Signals to watch next
- 4:30 p.m. ET presentation: Any hints on 2026 revenue mix, enterprise deals, or partnerships.
- February filings: Confirmation of Q4 numbers, margin trends, and cash runway.
- Diagnostics mix: Sustained growth here usually triggers downstream spend in data tooling and operations.
Resources
- Tempus AI website (check for the updated corporate presentation)
- JPMorgan Healthcare Conference (agenda and session context)
- AI courses by job: sharpen sales workflows with AI
Bottom line: use the beat as a reason to start conversations, tie your value to speed and scale, and push for tangible 30-90 day wins. Momentum makes buyers answer emails - bring specifics and clear math.
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