$Tempus AI(TEM)$ $JPMorgan Chase(JPM)$  $NVIDIA(NVDA)$  🧬📊 Tempus AI $TEM Pre-JPM Shock, 83% Revenue Surge, $1.1B Contracts and 126% Retention

Tempus just delivered one of the most strategically powerful pre-announcements going into JPM Healthcare in years.

$TEM pre-released Q4 revenue of approximately $367M versus $360M Street, confirming upside to near-term demand while positioning the company directly in front of the global healthcare buy side.

That top-line acceleration is not cosmetic. Quarterly revenue rose ~83% year-over-year, driven by expanding adoption of Tempus’ AI-powered data, applications, and oncology intelligence platform.

What truly changes the valuation lens is the backlog. Total Contract Value now exceeds $1.1B, the highest in company history, backed by long-duration enterprise data agreements that span biopharma, hospitals, and drug discovery platforms across the world.

This is no longer a diagnostics company. This is a healthcare AI operating system.

The mix shift confirms it. 2025 Data and Applications revenue reached ~$316M, up ~31% y/y, while Insights, Tempus’ data-licensing and foundation-model layer, grew 38%. That is where the highest margins, strongest operating leverage, and foundation-model training advantage live.

The retention profile seals the institutional case. Net revenue retention of ~126% means existing customers are expanding spend aggressively, embedding Tempus deeper into clinical, research, and drug-development workflows. That is how platform dominance is built.

Markets are already reacting. $TEM is up ~6.5% overnight after pre-releasing earnings, as investors reprice the company ahead of JPM Healthcare. This is exactly how leadership positions get marked up before the conference cycle even begins.

Strategically, Tempus is now positioning itself to build the largest oncology-focused foundation model in the world, using its proprietary genomic, clinical, and outcomes data to power next-generation drug discovery and precision medicine. That data moat is something even Big Tech cannot easily replicate.

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