Answer
1. What guidance (if any) has Tempus AI, Inc. given for Q3 2025 and Q4 2025?
Based on the press‑release you supplied (the “Tempus Reports Second Quarter 2025 Results” from Business Wire, dated 8 August 2025), the company’s communication focuses exclusively on the performance of the quarter that ended June 30 2025 (Q2 2025). The release includes:
- Year‑over‑year revenue growth figures (overall revenue up 89.6 % to $314.6 M; Genomics revenue up 115.3 % to $241.8 M; Data & Services revenue up 35 %).
- The drivers behind that growth (volume growth in Oncology (+26 %) and Hereditary testing (+32 %)).
There is no mention of any forward‑looking guidance for the third quarter (Q3 2025) or the fourth quarter (Q4 2025). The press‑release does not contain:
- Revenue or earnings forecasts for Q3 or Q4.
- Operating‑margin, cash‑flow, or capital‑expenditure expectations for the remainder of 2025.
- A “company outlook” or “management commentary” section that typically houses guidance.
Therefore, from the information you provided, Tempus has not issued any public guidance for Q3 2025 or Q4 2025.
2. How reliable would such guidance be—if it existed?
Because no guidance is present in the release, we cannot evaluate its reliability directly. However, it is useful to understand the general factors that affect the credibility of guidance when a company does provide it:
| Factor | Why it matters | Typical impact on reliability |
|---|---|---|
| Historical track record | Companies that have consistently hit or beat their own guidance are viewed as more trustworthy. | A strong track record → higher confidence; missed guidance → lower confidence. |
| Management credibility | The reputation of the CEO, CFO, and IR team for transparency and realistic forecasting. | Credible leadership → guidance is taken seriously. |
| Business model stability | Predictable, recurring revenue (e.g., subscription‑based services) tends to make forecasts more accurate than highly cyclical or project‑based models. | Stable models → higher reliability. |
| External macro‑economic conditions | Changes in health‑care spending, regulatory environment, or macro‑economic headwinds can make short‑term forecasts more uncertain. | High volatility → lower reliability. |
| Internal data visibility | Companies that have robust, real‑time data pipelines (e.g., strong order‑book visibility) can forecast with tighter confidence intervals. | Good data → higher reliability. |
| Disclosure depth | Detailed guidance (e.g., broken out by segment, with assumptions) allows analysts to better assess risk. | Granular guidance → higher reliability. |
If Tempus were to issue Q3/Q4 guidance in the future, analysts would likely weigh those same criteria to judge how “reliable” the numbers are. Until such guidance is actually released, any assessment of reliability would be purely speculative.
3. What should investors do next?
- Monitor future communications – Tempus may issue guidance in a later earnings release, a conference call transcript, or an SEC filing (e.g., a Form 8‑K). Keep an eye on:
- Subsequent quarterly results (Q3 2025, Q4 2025).
- Investor‑relations presentations or webcasts.
- Check for supplemental filings – Companies sometimes file a “Management Discussion & Analysis” (MD&A) or a “Forward‑Looking Statement” in a separate filing that contains guidance not repeated in the press‑release.
- Compare with analyst expectations – Even if Tempus does not give its own guidance, sell‑side analysts often publish consensus estimates for upcoming quarters. Those estimates can serve as a proxy for market expectations, though they inherit the same uncertainties listed above.
- Assess the underlying growth drivers – The Q2 release highlights strong volume growth in Oncology (+26 %) and Hereditary testing (+32 %). Understanding whether those trends are sustainable (e.g., new test launches, payer contracts, regulatory approvals) can help you form your own expectations for Q3/Q4.
4. Bottom line
- Tempus has not provided any Q3 2025 or Q4 2025 guidance in the press‑release you shared.
- Consequently, we cannot evaluate the reliability of guidance that does not exist.
- When/if Tempus does issue forward‑looking guidance, its credibility will be judged by the company’s historical accuracy, management reputation, business‑model predictability, macro‑economic context, data visibility, and the level of detail disclosed.
Until such guidance appears, the best way to gauge Tempus’s near‑term outlook is to track its ongoing operational performance, monitor analyst consensus, and stay alert for any future earnings releases or SEC filings that might contain forward‑looking statements.