TEM Earnings Prediction
The chart below shows how TEM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TEM sees a +0.00% change in stock price 10 days leading up to the earnings, and a +0.00% change 10 days following the report. On the earnings day itself, the stock moves by +0.00%. This data can give you a slight idea of what to expect for the next quarter's release.
TEM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
180.93M
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Gross Margin
58.50%
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Operating Margin
-29.63%
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Net Margin
-41.92%
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EPS
-0.46
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No Data Available
TEM Earnings Analysis
Tempus AI, Inc. Class A Common Stock Corporation (TEM.O) Earnings Conference Call
Positive
Significant Revenue Increase: We delivered revenue growth of 33%, hitting $180.9 million.
Genomics Unit Growth Acceleration: We had Genomics unit growth that accelerated from last quarter to 23.9%, which was meaningful acceleration in terms of unit growth.
Overall Business Growth: Our overall business was about 20% growth based upon some ASP true-ups from last year, but we were excited to see the unit growth pick up.
Data Services Revenue Surge: Our Data and Services revenue accelerated to 64.4% year-over-year growth, notably led by our insights or data licensing business, which came in at 86.6%, which was a meaningful acceleration from last year – in last quarter.
Adjusted EBITDA Improvement: We also delivered adjusted EBITDA of negative $21.8 million, which was a $14.4 million year-over-year improvement and also a significant improvement quarter-over-quarter.
Negative
Adjusted EBITDA Challenges: The overall business reported an adjusted EBITDA of negative $21.8 million, indicating ongoing financial challenges despite a year-over-year improvement of $14.4 million.
Genomic Unit Growth Acceleration: The genomic unit growth accelerated to 23.9%, but this was not sufficient to offset the overall negative EBITDA reported.
Productivity Decline Factors: The company experienced a decline in productivity due to the ramp-up of new sales representatives, which initially lowered productivity during the adjustment period.
Data Licensing Growth Decline: The data licensing business is expected to see a decrease in growth rates, with projections suggesting a drop from 87% to lower levels in the near future.
Sales Force Investment Concerns: The company acknowledged that they are not making significant investments in their sales force, which could lead to further financial instability.
TEM FAQs
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TEM Earning Call Sentiment
Tempus AI, Inc. (TEM) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
TEM.O
1.36%Positive
The earnings call reveals several concerns: negative adjusted EBITDA, increased financial leverage from debt financing, and potential risks in the healthcare sector. Despite revenue growth, the acquisition of Ambry Genetics raises financial concerns, and management's lack of clarity in the Q&A further exacerbates uncertainty. While there is some growth potential, the market's focus on financial health and guidance suggests a negative sentiment, likely leading to a stock price decline of -2% to -8%.
