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20:30
Jul 30 ◎

DXCM FY2026 Q2 Watch

DexCom, Inc. (DXCM) FY2026 Q2 Earnings Call

TNDM LLY DXCM NVO CVS ▾

Jake Leach

DexCom's G7 15-day integration with Tandem's pumps is a key milestone; Tandem's installed base now has access to the new 15-day sensor which is likely a tailwind for Tandem's pump sales in the near term.

"With the recent integration availability for tandem pump users, including Mobi, our G7 15-day system is now accessible for all adult G7 customers in the U.S."

TNDM WATCH

Jake Leach

The CONNECT trial showed that the largest relative improvement in A1C was within the cohort using only GLP-1 therapies, reinforcing the complementary relationship between CGM and incretin therapies. — As GLP-1 adoption grows, the market for CGM devices is likely to grow in tandem, especially if coverage expands alongside it, which is a positive read-through for the GLP-1 manufacturers.

"the largest relative improvement in A1C was within the cohort using only GLP-1 therapies. This data only further reinforced the complementary relationship between CGM and incretin therapy"

LLY WATCH NVO WATCH

Jereme Sylvain

Management raised the full-year revenue and margin guidance, signaling confidence in sustained demand, strong product performance, and improving operational efficiencies, partially offset by FX headwinds.

"We are raising the midpoint of our guidance with an updated range of 5.18 to 5.25 billion, representing growth of 11 to 13% for the year. This updated revenue guidance reflects stronger organic growth expectations offset by recent movement"

DXCM WATCH

Jake Leach

The success of the CVS-backed real-world study validates the value proposition of CGM in type 2 non-insulin patients, potentially reinforcing CVS's own PBM formulary decisions and supporting its cost-savings narrative.

"in collaboration with CVS Health, we published a real-world evidence study for non-insulin type 2 customers. Over a three-year period, the study showed a 66% reduction in diabetes-related hospitalizations after the initiation of CGM and"

CVS WATCH

HIGH

20:30
Apr 30 ◎

DXCM FY2026 Q1 Watch

DexCom, Inc. (DXCM) FY2026 Q1 Earnings Call

DXCM ▾

Jeremy Sylvain

Management reaffirmed revenue guidance with a record global new patient quarter and raised operating margin and EBITDA margin guidance, signaling confidence in continued strong growth and operational leverage despite geopolitical uncertainties.

"we are reaffirming our prior revenue guidance of $5.16 to $5.25 billion, representing growth of 11% to 13% for the year"

DXCM WATCH

HIGH

21:30
Feb 12 ◎

DXCM FY2025 Q4 Watch

DexCom, Inc. (DXCM) FY2025 Q4 Earnings Call

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