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Net Revenue by Segment
Breaks down the company’s revenue across its business lines (for example clinical sequencing and analytics, pharma partnerships, software/subscriptions, and research services). Reveals which segments drive growth, which are higher-margin or recurring, and whether revenue depends on a few large contracts or one-time projects — key for judging sustainability, profit potential, and exposure to reimbursement or partner risks.Diagnostic has morphed into Tempus’s primary growth engine since 2025, driven by oncology volume and early MRD traction, while Data & Applications is ramping faster than historical trends thanks to big‑pharma contracts and recurring bookings that underpin upgraded 2026 guidance. Q1 showed strong YoY gains but a modest sequential pullback in Data; bookings/TCV provide forward visibility. Key watchpoints: MRD’s outsized percentage growth is from a small base with reimbursement and scaling cash needs, and Q1 timing effects can compress short‑term free cash flow despite improving EBITDA.
Date | Diagnostic | Data & Applications |
|---|---|---|
Jun 30, 2026 | $289.33M | $93.15M |
Mar 31, 2026 | $261.10M | $87.02M |
Dec 31, 2025 | $266.86M | $100.36M |
Sep 30, 2025 | $252.88M | $81.33M |
Jun 30, 2025 | $241.84M | $72.79M |
Mar 31, 2025 | $193.80M | $61.93M |
Dec 31, 2024 | $120.43M | $80.25M |
Sep 30, 2024 | $116.42M | $64.51M |
Jun 30, 2024 | $112.32M | $53.65M |
Mar 31, 2024 | $102.57M | $43.25M |