Key Takeaways TEM delivered its first positive Adjusted EBITDA in Q3 2025 and reaffirmed a positive FY outlook. TEM's gross profit nearly doubled YoY in Q3 as Genomics and Data services scaled with disciplined spending. TEM remained GAAP unprofitable due to stock comp, Ambry amortization and a one-time debt extinguishment. Tempus AI (TEM) is showing early signs of a profitability inflection, marked by its first positive Adjusted EBITDA in the third quarter of 2025 and a raised full-year revenue guidance. Ma ...

公司概况 - LifeMD是一家快速增长的远程医疗公司 提供针对慢性病的订阅和处方服务 [1] - 公司目前拥有29万名活跃订阅患者 业务覆盖美国全部50个州 [1] 业务模式 - 采用订阅制商业模式 主要收入来自患者定期支付的订阅费用 [1] - 业务聚焦慢性病治疗领域 通过远程医疗方式提供处方服务 [1] 市场定位 - 作为纯远程医疗服务提供商 不受地域限制 可实现全国范围覆盖 [1] - 通过数字化医疗模式 解决慢性病患者长期用药需求 [1] 行业特征 - 远程医疗行业处于高速增长期 慢性病管理是核心应用场景之一 [1] - 订阅制模式在医疗领域逐步普及 可形成稳定现金流 [1]