Latest news with #InsuletCorporation
Yahoo
2 days ago
- Business
- Yahoo
PODD Q1 Earnings Call: Insulet Highlights New Leadership and Strong Omnipod Adoption
Insulin delivery company Insulet Corporation (NASDAQ:PODD) beat Wall Street's revenue expectations in Q1 CY2025, with sales up 28.8% year on year to $569 million. On top of that, next quarter's revenue guidance ($608.2 million at the midpoint) was surprisingly good and 5.5% above what analysts were expecting. Its non-GAAP profit of $1.02 per share was 29.7% above analysts' consensus estimates. Is now the time to buy PODD? Find out in our full research report (it's free). Revenue: $569 million vs analyst estimates of $543 million (28.8% year-on-year growth, 4.8% beat) Adjusted EPS: $1.02 vs analyst estimates of $0.79 (29.7% beat) Revenue Guidance for Q2 CY2025 is $608.2 million at the midpoint, above analyst estimates of $576.3 million Operating Margin: 15.6%, up from 12.9% in the same quarter last year Constant Currency Revenue rose 29.8% year on year (22.8% in the same quarter last year) Market Capitalization: $21.51 billion Insulet's first quarter results reflected continued momentum in automated insulin delivery, driven by robust demand for the Omnipod 5 platform across both U.S. and international markets. Management cited commercial execution, with CEO Ashley McEvoy emphasizing the company's unique positioning at the intersection of consumer health and medical technology. The team pointed to growth in new customer starts for both type 1 and type 2 diabetes, with over 85% of U.S. new starts coming from multiple daily injection (MDI) users and more than 30% from type 2 patients. CFO Ana Chadwick highlighted operational improvements and manufacturing efficiencies, resulting in gross margin expansion and stable retention rates, especially following the launch of Omnipod 5 in new international markets. Looking ahead, Insulet's guidance for the next quarter and the full year is underpinned by ongoing investments in product innovation, expanded commercial reach, and international market launches. CEO Ashley McEvoy stated that the company's priorities remain focused on advancing technology, driving growth in both type 1 and type 2 diabetes segments, and expanding Omnipod 5's global footprint. She noted, 'Our strategy is intact. We will continue to drive robust growth and do so profitably on a global scale.' Management also discussed the impacts of tariffs and supply chain dynamics, but expressed confidence in maintaining margin expansion through efficiency gains and scale. Omnipod 5 launches in new countries and continued direct-to-consumer marketing are expected to further support growth. Management attributed the quarter's performance to strong Omnipod 5 adoption, commercial investments, and operational discipline across manufacturing and supply chain. Type 2 diabetes expansion: The U.S. launch of Omnipod 5 for type 2 diabetes contributed to over 30% of new customer starts in the quarter, supported by a recently expanded sales force and targeted direct-to-consumer advertising. International growth momentum: International markets saw Omnipod 5 launches in Canada and Switzerland, bringing the total to 13 countries, with further expansion planned in the Middle East. International new customer starts increased sequentially, driven by new sensor integrations and customer upgrades. Advances in automation and manufacturing: Investments in advanced automation and the ramp-up of the Malaysia facility were cited as key drivers of gross margin expansion. Management stated the Malaysia site is on track to be accretive to margins by the third quarter. Direct-to-consumer (DTC) strategy: Higher conversion rates from DTC efforts are bringing more interested patients into the Omnipod ecosystem. Management highlighted more efficient advertising spend and improved lead conversion. Stable retention and utilization: Retention rates remained steady in the U.S. and improved internationally with Omnipod 5 adoption. Utilization metrics for new type 2 users closely mirrored those for type 1, with only slightly higher attrition, as expected by management. Insulet expects continued growth, supported by Omnipod 5 adoption, expansion into new markets, and operational efficiencies, while monitoring potential risks from tariffs and international launches. Broader type 2 adoption: Management is prioritizing growth in the U.S. type 2 diabetes segment, focusing on expanding prescriber reach through a larger sales force and leveraging clinical data to promote adoption. Early results show increased prescription activity among health care providers, and management believes the market could double or triple in the coming years, though the exact pace remains uncertain. International market expansion: The company is launching Omnipod 5 in new regions, including recent entries into Canada and Switzerland and planned launches in the Middle East. Management expects international growth to be driven primarily by volume as more markets upgrade from earlier Omnipod versions, with ongoing efforts to adapt U.S. commercial strategies to fit international contexts. Margin management amid tariffs: Insulet forecasts stable gross and operating margins, despite a projected 50 basis point impact from tariffs related to China. Investments in automation and diversified manufacturing are expected to offset these pressures, and the company is raising its gross margin outlook while maintaining ongoing R&D and commercial investments. In the coming quarters, the StockStory team will be watching (1) whether Insulet can maintain momentum in type 2 diabetes adoption and expanded health care provider engagement, (2) the progress and outcomes of new international Omnipod 5 launches—particularly in the Middle East, and (3) the impact of manufacturing scale-ups and automation on gross margins. Developments in direct-to-consumer strategies and tariff management will also be important markers of execution. Insulet currently trades at a forward P/E ratio of 69.1×. At this valuation, is it a buy or sell post earnings? See for yourself in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. 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Yahoo
2 days ago
- Health
- Yahoo
Insulet's Omnipod® 5 App for iPhone with Dexcom G7 Integration Now Available to all U.S. Users
Dexcom G7 sensor integration offers more customers the ability to manage diabetes from their iPhone, for additional convenience ACTON, Mass., June 10, 2025--(BUSINESS WIRE)--Insulet Corporation (NASDAQ: PODD), the global leader in tubeless insulin pump technology, is excited to announce that the Omnipod® 5 App for iPhone is now compatible with the Dexcom G7 Continuous Glucose Monitoring (CGM) System. With this latest integration, the Omnipod 5 Automated Insulin Delivery (AID) System combines the benefits of tubeless AID and Dexcom's latest diabetes management technology, all conveniently controlled from an iPhone. "This integration represents a major milestone in our commitment to providing innovative solutions for diabetes management," said Eric Benjamin, Insulet Executive Vice President, Chief Product and Customer Experience Officer. "With the addition of the Dexcom G7 sensor to the Omnipod 5 App for iPhone, our U.S. customers have more choice with fewer devices to keep track of, making it easier than ever to manage their diabetes." Omnipod 5 proactively adjusts insulin delivery every five minutes, autocorrects for high glucose, and helps protect against lows*, day and night—even while you sleep. The Omnipod 5 App for iPhone, available in the U.S., offers full control of Omnipod 5 including the ability to bolus, change a Pod, adjust settings, access valuable insights, and more. "The Omnipod 5 App for iPhone means less stress with better control! Plus, I feel like I lost a few pounds, since I don't have to carry around a Controller anymore," joked Garrett Vogel, a nationally syndicated radio personality who has lived with type 1 diabetes for 30 years and has been using Omnipod 5 since 2023. Garrett was previously using Omnipod 5 with Dexcom G7 and the Controller. "I thought bolusing with the Controller was easy, but the Omnipod 5 App on my iPhone makes it even easier. I love it." The Omnipod 5 App with Dexcom G7 and Dexcom G6 compatibility is now available for download on the Apple App Store. Insulet remains dedicated to advancing diabetes technology and improving the lives of people with diabetes. For more information, please visit About Insulet Corporation: Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet's flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, visit: and *Brown S. et al. Diabetes Care. 2021;44:1630-1640. Sherr JL, et al. Diabetes Care. 2022. 45(8):1907–1910. Pasquel FJ et al. JAMA Network Open. 2024;8(2): e2459348. Single-arm studies comparing 3 months of Omnipod 5 use to standard therapy in 240 people aged 6-70 years and 80 people aged 2-5.9 years with type 1 diabetes and 305 people with type 2 diabetes aged 18-75 years. Time above range and below range results measured by CGM. ©2025 Insulet Corporation. Omnipod is a registered trademark of Insulet Corporation. All rights reserved. Dexcom is a registered trademark of Dexcom, Inc. and used with permission. All other trademarks are the property of their respective owners. View source version on Contacts Investor Relations: June LazaroffSenior Director, Investor Relations(978) 600-7717jlazaroff@ Media: Angela Geryak WiczekSenior Director, Corporate Communications(978) 932-0611awiczek@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
23-05-2025
- Business
- Business Wire
Insulet to Present at the Goldman Sachs 46 th Annual Global Healthcare Conference 2025
ACTON, Mass.--(BUSINESS WIRE)--Insulet Corporation (NASDAQ: PODD) (Insulet), the global leader in tubeless insulin pump technology with its Omnipod ® brand of products, today announced that management will present at the Goldman Sachs 46th Annual Global Healthcare Conference 2025 in Miami on Tuesday, June 10, 2025 at 9:20 a.m. (Eastern Time). To listen to the live audio webcast of the presentation, please visit A replay of the webcast will also be available following the event. About Insulet Corporation: Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet's flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, visit or ©2025 Insulet Corporation. Omnipod is a registered trademark of Insulet Corporation. All rights reserved.
Yahoo
23-05-2025
- Business
- Yahoo
Insulet to Present at the Goldman Sachs 46th Annual Global Healthcare Conference 2025
ACTON, Mass., May 23, 2025--(BUSINESS WIRE)--Insulet Corporation (NASDAQ: PODD) (Insulet), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced that management will present at the Goldman Sachs 46th Annual Global Healthcare Conference 2025 in Miami on Tuesday, June 10, 2025 at 9:20 a.m. (Eastern Time). To listen to the live audio webcast of the presentation, please visit A replay of the webcast will also be available following the event. About Insulet Corporation: Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet's flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, visit or ©2025 Insulet Corporation. Omnipod is a registered trademark of Insulet Corporation. All rights reserved. View source version on Contacts Investor Relations: June LazaroffSenior Director, Investor Relations(978) 600-7718jlazaroff@ Media: Angela Geryak WiczekSenior Director, Corporate Communications(978) 932-0611awiczek@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
Insulet Corporation (PODD): Among the Stocks Analysts Are Upgrading Today
We recently compiled a list of the . In this article, we are going to take a look at where Insulet Corporation (NASDAQ:PODD) stands against the other stocks analysts are upgrading today. The easing of the US-China trade war is the catalyst driving equity markets higher after weeks of heightened volatility. Major US indices are once again back into positive territory after recouping all the losses accrued in the aftermath of the U.S. waging a ferocious trade war in the race to settle a long-running trade deficit. 'And just like that, the markets' twin fears — a tariff-induced recession and sticky inflation — have been greatly assuaged,' said Chris Zaccarelli, chief investment officer at Northlight Asset Management. 'We're still concerned that high valuations and market concentration remain risks to much higher stock prices this year, but in the short run, markets should love this data and continue yesterday's (China-trade) celebration.' The Magnificent Seven club members added over $800 billion in market value in the aftermath of the U.S. and China pausing most tariffs on each other's goods. As trade tensions between the two greatest economies in the world threatened to disrupt supply chains and harm some of the top U.S. enterprises, technology equities, including semiconductor companies and smartphone manufacturers, were impacted significantly. However, after negotiations between the United States and China resulted in a brief halt to "reciprocal" duties, investors exhaled with relief. A 90-day tariff delay agreed to by the United States and China relieved Wall Street. 'With US/China clearly on an accelerated path for a broader deal we believe new highs for the market and tech stocks are now on the table in 2025 as investors will likely focus on the next steps in these trade discussions which will happen over the coming months. This morning is a huge win for the bulls and a best case scenario post this weekend in our view,' Daniel Ives, global head of technology research at Wedbush Securities, said in a note on Monday. Adding to the gains following tariff relief was softer-than-expected inflation data that affirmed the case for a Federal Reserve interest rate cut in June. In April, the consumer price index, a broad indicator of the expenses of goods and services across the U.S. economy, rose 2.3% annually. According to a Dow Jones poll of economists, last month's inflation rate was projected to stay at 2.4% year over year. The much lower inflation level amid a waging tariff war has heightened the case for the U.S. central bank to cut rates, which works in favor of equities. Consequently, analysts on Wall Street have been aggressive in upgrading stocks initially battered by concerns of the long-term impact of a vicious U.S.-China trade war. With the 90-day truce, awaiting further negotiations, analysts expect heightened trading activities between the two nations, which is a positive for business. We sifted through financial media reports to compile a list of 10 stocks analysts are upgrading today, on May 13. We then settled on the top 10 stocks that have received an analyst upgrade and ranked them in ascending order based on their average upside potential. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A pharmacy worker placing wireless handheld personal diabetes managers against the Corporation (NASDAQ:PODD) is a medical devices company that develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. It offers Omnipod platform products comprising the Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party. The company delivered solid first quarter 2025 results, characterized by a 69% earnings per share increase to $1.02 Revenues, on the other hand, were up 28% to $569 million, prompting the medical device maker to raise its second quarter and full year 2025 revenue guidance. Consequently, Insulet expects quarterly sales to rise by an average of 17% over the next four quarters with full-year revenues increasing by 30%. The better-than-expected quarterly results and guidance underscore growing demand for Insulet products in revolutionizing diabetes management. Likewise, analysts at Wolfe Research have upgraded Insulet Corporation (NASDAQ:PODD) to 'Outperform' from 'Peer Perform' and set the price target at $350. According to the firm, Insulet is well positioned to achieve high market penetration rates in the type 1 diabetes sector, which could see it secure a market share of between 40% and 50%. Overall PODD ranks 10th on our list of the stocks analysts are upgrading today. While we acknowledge the potential of PODD as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PODD but that trades at less than 5 times its earnings check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
