Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Tempus AI, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Computer Programming, Data Processing, Etc.
Prev close 68.76 · gapped below the open, never looked back. High/low 68.76 at 3:45 pm ET, 60.86 at 5:15 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of TEM revenue | Skew |
|---|---|---|---|
| ILMNIllumina Inc. | 11.42% | 39.00% | 3.4× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Purchases from this supplier accounted for approximately 39% and 33% of total vendor payments for the years ended December 31, 2024 and 2023, respectively.”
$496M relationship3.4× more of TEM’s book than ILMN’s
basisTEM fy2025 · closed 2025-12 $1.3BILMN fy2025 · closed 2025-12 $4.3B
FILING10-K0000950170-25-025603cik 0001717115
“In addition, we currently use the Google Cloud Platform, or Google Cloud, for a substantial portion of our computing, storage, data processing, networking and other services.”
FILING10-K0001193125-26-066961cik 0001717115
“Under the MSA, we agreed, on a non-exclusive basis, to provide AstraZeneca with certain of our products and services, including licensed data, sequencing, clinical trial matching, organoid modeling services, algorithm development, and others.”
FILING10-K0000950170-25-025603cik 0001717115
“Under the GSK Agreement, we agreed, on a non-exclusive basis, to provide GSK with certain of our products and services, including licensed data, sequencing, clinical trial matching, organoid modeling services, algorithm development, and others.”
FILING10-K0000950170-25-025603cik 0001717115
“Under the Recursion Agreement, we agreed to provide certain of our services and to license certain data to Recursion, including a limited right to access our proprietary database of de-identified clinical and molecular data for certain therapeutic product development purposes.”
FILING10-K0000950170-25-025603cik 0001717115
“We also receive reimbursement from Medicare for claims submitted with respect to our various diagnostic tests.”
FILING10-K0000950170-25-025603cik 0001717115
“On September 22, 2022, we entered into a Credit Agreement, or the Credit Agreement, with Ares for a senior secured loan, or Term Loan Facility, in the amount of $175 million, less original issue discount of $4.4 million and deferred financing fees of $2.6 million.”
FILING10-K0000950170-25-025603cik 0001717115
“We are party to a credit agreement with Ares Capital Corporation, under which we have $206.0 million outstanding in term loans and $100.0 million outstanding in revolving credit facility as of December 31, 2025.”
FILING10-K0001193125-26-066961cik 0001717115
“In addition, we are party to a Controlled Equity Offering SM Sales Agreement, or the Sales Agreement, with Morgan Stanley & Co., LLC, Cantor Fitzgerald & Co., TD Securities (USA), LLC and Allen & Company LLC, as sales agents, or collectively, the Sales Agents, pursuant to which we may offer and sell from time to time, at our option, shares of Class A common stock through the Sales Agents, or the ATM, having an aggregate offering price of up to $500.0 million.”
FILING10-K0001193125-26-066961cik 0001717115
“In addition, we are party to a Controlled Equity Offering SM Sales Agreement, or the Sales Agreement, with Morgan Stanley & Co., LLC, Cantor Fitzgerald & Co., TD Securities (USA), LLC and Allen & Company LLC, as sales agents, or collectively, the Sales Agents, pursuant to which we may offer and sell from time to time, at our option, shares of Class A common stock through the Sales Agents, or the ATM, having an aggregate offering price of up to $500.0 million.”
FILING10-K0001193125-26-066961cik 0001717115
“In addition, we are party to a Controlled Equity Offering SM Sales Agreement, or the Sales Agreement, with Morgan Stanley & Co., LLC, Cantor Fitzgerald & Co., TD Securities (USA), LLC and Allen & Company LLC, as sales agents, or collectively, the Sales Agents, pursuant to which we may offer and sell from time to time, at our option, shares of Class A common stock through the Sales Agents, or the ATM, having an aggregate offering price of up to $500.0 million.”
FILING10-K0001193125-26-066961cik 0001717115
“In addition, we are party to a Controlled Equity Offering SM Sales Agreement, or the Sales Agreement, with Morgan Stanley & Co., LLC, Cantor Fitzgerald & Co., TD Securities (USA), LLC and Allen & Company LLC, as sales agents, or collectively, the Sales Agents, pursuant to which we may offer and sell from time to time, at our option, shares of Class A common stock through the Sales Agents, or the ATM, having an aggregate offering price of up to $500.0 million.”
FILING10-K0001193125-26-066961cik 0001717115
“Pursuant to the Pathos Master Agreement, (i) Pathos will be responsible for Foundation Model development activities under the MSA, (ii) we will license Pathos a comprehensive de-identified multi-modal dataset for the sole purpose of assisting in the development and training of the Foundation Model under the MSA, (iii) Pathos will pay us data license fees of $200 million over a three-year period, including an upfront payment of $50 million that has been paid as of April 2025 (iv) we will receive a license to use the Foundation Model upon its completion (with certain field restrictions and the right of sublicense to AstraZeneca), and (v) in consideration of Pathos' commitments under the Pathos Master Agreement, we will pay Pathos $35 million, of which $25 million has been paid to date.”
FILING10-K0001193125-26-066961cik 0001717115
“We typically receive reimbursement for these tests from commercial payers and from government health benefits programs, such as Medicare and Medicaid.”
FILING10-K0000950170-25-025603cik 0001717115
“Pursuant to the Pathos Master Agreement, (i) Pathos will be responsible for Foundation Model development activities under the MSA, (ii) we will license Pathos a comprehensive de-identified multi-modal dataset for the sole purpose of assisting in the development and training of the Foundation Model under the MSA, (iii) Pathos will pay us data license fees of $200 million over a three-year period, including an upfront payment of $50 million that has been paid as of April 2025 (iv) we will receive a license to use the Foundation Model upon its completion (with certain field restrictions and the right of sublicense to AstraZeneca), and (v) in consideration of Pathos' commitments under the Pathos Master Agreement, we will pay Pathos $35 million, of which $25 million has been paid to date.”
FILING10-K0001193125-26-066961cik 0001717115
“Other income, net consists of foreign currency exchange gains and losses, gains and losses on marketable equity securities, income from the Intellectual Property Agreement, or the IP License Agreement, with SB Tempus Corp., or SB Tempus, and any changes in fair value related to our warrant assets and liabilities.”
FILING10-K0000950170-25-025603cik 0001717115
Watchlist prices, news filtered to it, and its next report on your desk.
Tempus AI, Inc. has 9 disclosed suppliers and 7 disclosed customers. Each one is named in an SEC filing, either Tempus AI, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
TEM (Tempus AI, Inc.) has 9 disclosed suppliers and 7 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ILMN +7.58%, in healthcare.