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As the third-quarter 2025 earnings reporting cycle begins, healthcare investors are focused on whether AI and digitalization efforts in health IT will lead to measurable revenue gains. Companies like Omnicell (OMCL) and Tempus AI (TEM) are anticipated to report increased earnings, driven by AI-driven automation and analytics. Omnicell is targeting revenues of $1.9 to $2 billion by 2025, while Tempus AI has shown a substantial increase in gross profit by 160% year-over-year to $195 million in Q2 2025.
Omnicell expects to report third-quarter earnings of 36 cents on revenues of $294 million, with earnings estimates upgraded by 6 cents over the past three months. Tempus AI is projected to achieve a 36% year-over-year earnings growth and an 80.7% increase in revenue for the third quarter, supported by strategic acquisitions and operational improvements.
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