木头姐,段永平押注的AI医疗,首度盈利!
TL;DR - Tempus AI reported its first quarterly GAAP profit as its oncology diagnostics and healthcare data businesses grew. The milestone suggests its clinical-data-driven AI platform is approaching sustainable operating profitability.
- Q2 2026 revenue rose 22% year over year to $382 million, with $5.64 million in net income and $8.04 million in adjusted EBITDA.
- Diagnostics revenue grew 20%, while the higher-growth data and applications segment expanded 28%.
- Tempus uses clinical testing to build a multimodal genomic and patient database that supports AI diagnostics, drug development, and data licensing.
- The company delivered its first oncology foundation model to AstraZeneca and is expanding minimal residual disease testing through its planned Personalis acquisition.