{
  "url": "https://struct.news/briefs/tempus-ais-disclosed-web-runs-from-illumina-to-astrazeneca-to-a-crowded-rival-field",
  "title": "Tempus AI’s disclosed web runs from Illumina to AstraZeneca to a crowded rival field",
  "summary": "Tempus names Illumina as its primary sequencing supplier, AstraZeneca as a customer tied to a warrant, and Ares as its lender.",
  "published_at": "2026-09-01T23:47:42.866879+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Tempus AI, Inc.",
    "ticker": "TEM",
    "cik": null,
    "sector": "Healthcare",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Tempus AI’s disclosed relationship map",
      "label": "ILMN",
      "value": "ILMN",
      "display": "ILMN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-09-01"
      }
    },
    {
      "group": "Tempus AI’s disclosed relationship map",
      "label": "AZN",
      "value": "AZN",
      "display": "AZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-09-01"
      }
    },
    {
      "group": "Tempus AI’s disclosed relationship map",
      "label": "AZN",
      "value": "AZN",
      "display": "AZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-09-01"
      }
    },
    {
      "group": "Tempus AI’s disclosed relationship map",
      "label": "ARCC",
      "value": "ARCC",
      "display": "ARCC",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-09-01"
      }
    },
    {
      "group": "Tempus AI’s disclosed relationship map",
      "label": "CAI",
      "value": "CAI",
      "display": "CAI",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-09-01"
      }
    },
    {
      "group": "Tempus AI’s disclosed relationship map",
      "label": "GH",
      "value": "GH",
      "display": "GH",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-09-01"
      }
    }
  ],
  "watch_next": [
    {
      "type": "demand",
      "statement": "Caris said higher clinical case volume, reimbursement, and average selling prices from enhanced contracting drove revenue growth.",
      "importance": "medium",
      "evidence": "The increase was driven primarily by higher clinical case volume and higher reimbursement, including improved average selling prices resulting from enhanced contracting.",
      "source_date": "2026-08-05"
    },
    {
      "type": "input_costs",
      "statement": "Reported YoY increase in cost of product revenues of ~$60.6M (32.8%), with component rises in inventory, labor, third-party fees and depreciation.",
      "importance": "medium",
      "evidence": "During the three months ended March 31, 2026, cost of product revenues increased compared to the three months ended March 31, 2025 by approximately $60.6 million, or 32.8%, primarily due to higher costs related to inventory consumption of $21.9 million driven by an increase in accessioned cases, a $17.7 million increase in labor costs, a $13.3 million increase in third-party fees, and a $7.7 million increase in equipment and related depreciation expense, labor, overhead, shipping and other relat",
      "source_date": "2026-05-08"
    }
  ],
  "related_tickers": [
    "A",
    "ARCC",
    "AZN",
    "CAI",
    "GH",
    "ILMN",
    "LH",
    "NEO",
    "NTRA",
    "PSNL",
    "RXRX",
    "TEM"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}