Take aways so far from $TEM call. These are my quick notes as I was listening so could have gotten some slightly wrong.
ASP uplifts alone will result $400m+ alone in 2027-2028
Positive FCF 2027
Personalis acquisition is moving forward. Aimed at all stock for now but might take out debt facility to minimize dilution.
——->Eric “ I can’t see a situation where $psnl would want to cancel even if we were a bit below the floor”. My take away is personalis wants this deal closed.
Data Licensing and Modeling revenue grew 36% YoY (higher gross margin that will continue to scale). Eric “Demand for our business has never been higher & we can make investments without negative EBITDA”.
Ambry has been fully integrated which is why revenue growth isn’t parabolic anymore. Comps for next year will be very low which should set for beats imo especially with personalis integration.
Fantastic job @lefkofsky 👏
Haven’t been more bullish. Too many levers to pull on here.
Yeap hate to see the stock trend down so suddenly, thought is broke out well few weeks ago!
But I guess this is the only way it could be to monopoly this whole industry.
Guess the winter for TEM investor is here (like what we see in NFLX) but lets see what the management will say in earnings
One of Mao’s lifelong friends was a diabetic. Mao had him arrested and denied his medication so he would take a long time to die in agony.
He filmed it and allegedly watched it over and over again.
Hasan Piker: I grew up under Mao Zedong. You don't know what you are talking about.
You should listen to survivors like me, instead of your Marxist professors. Want to debate me?