2026-09-15——
Tempus AI discloses ~$200M Q2 data-licensing TCV and 36% growth at Morgan Stanley healthcare conference
A short entry: a summary of the public record, checked against its sources, not yet read and analysed by Gianluca. How the register works
On 15 September 2026, Tempus AI CEO Eric Lefkofsky told the Morgan Stanley 24th Annual Global Healthcare Conference that its data licensing business grew about 36% last quarter, with the latest quarter reaching about $200 million in total contract value bookings and marking the third consecutive quarter above $100 million in TCV.
What happened
- Tempus AI presented at the Morgan Stanley 24th Annual Global Healthcare Conference on 15 September 2026.
- The data licensing business grew about 36% in the last quarter, per CEO Eric Lefkofsky.
- The latest quarter reached about $200 million in total contract value bookings.
- Tempus reported three consecutive quarters of more than $100 million in data-licensing total contract value.
- Lefkofsky named AstraZeneca, Bristol Myers Squibb, GSK, Merck and BioNTech as drugmakers with data licensing agreements worth more than $100 million each.
- Tempus AI reported 2025 revenue of US$1.27 billion and a net loss of US$245 million.
Sources
- uk.investing.com — primary
- en.wikipedia.org — party background
- simplywall.st — party background
Announced 2026-09-15 · Added to the register 2026-09-30