Every material Form 8-K Tempus AI, Inc. has filed with the SEC since July 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Tempus AI reported third-quarter 2026 revenue of $411.5 million, up 23% from a year earlier, and a net loss of $14.9 million, down from $80.0 million in the same period of 2025. The company raised its full-year 2026 revenue guidance to $1.60 billion to $1.605 billion and kept its Adjusted EBITDA forecast at about $65 million, which matters to shareholders because the revenue outlook rose while profit-related guidance was unchanged.
Q3 2026 total revenue was $411.5 million, up 23%, with Data and Applications revenue up 33% to $108.1 million.
Net loss narrowed to $14.9 million from $80.0 million; Adjusted EBITDA was $25.6 million versus $1.5 million a year earlier.
Full-year 2026 revenue guidance was raised to $1.60 billion to $1.605 billion, about 25% annual growth; Adjusted EBITDA guidance of about $65 million was maintained.
Personalis acquisition shareholder meeting is planned for November 30, 2026, after regulatory review was cleared.
Tempus AI announced agreements with Bristol-Myers Squibb and Pathos AI to expand use of its de-identified real-world data, software and models, with aggregate cash payments to Tempus of $192.5 million over about five years. The Pathos neurology deal is a related-party transaction, reviewed and approved by a special committee of disinterested directors, which shareholders may weigh when assessing the agreements.
BMS oncology Statement of Work runs through December 31, 2031, with $137.5 million in fixed payments invoiced quarterly.
Pathos Neuro Order Form provides up to $55 million, including $100 per delivered record and $5.0 million for record updates; the total depends on records delivered.
Pathos is a related party because of overlapping executive leadership and equity ownership, so a special committee of disinterested directors approved the neurology deal.
Tempus AI reported second quarter 2026 revenue of $382.5 million, up 22% year-over-year, and GAAP net income of $5.6 million, compared with a net loss of $42.8 million a year earlier. The company raised its full-year 2026 revenue guidance to $1.595 to $1.605 billion, while keeping its 2026 Adjusted EBITDA expectation at about $65 million.
Q2 2026 revenue was $382.5 million, up 22% year-over-year; Diagnostics rose 20% and Data and Applications rose 28%.
GAAP net income was $5.6 million, including $98.5 million in unrealized gains on marketable securities; Q2 2025 was a net loss of $42.8 million.
Adjusted EBITDA was $8.0 million, compared with ($5.6 million) in Q2 2025.
Full-year 2026 revenue guidance raised to $1.595 to $1.605 billion; Adjusted EBITDA guidance of about $65 million unchanged. Guidance excludes the pending Personalis acquisition at $16.25 per share.
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