Our next guest company makes devices for diabetes patients and has manufacturing operations in Malaysia, Ireland, and Arizona and said on a recent earnings call that their supply dynamics are an even better position now than they were just three months ago. Joining us right now to talk about how they're navigating trade uncertainty is Kevin Ser. He's the chairman and CEO of Dexcom.And and Kevin, first of all, thank you for being with us today. It's great to see you. Well, thank you for having me.It's really ...

# 财务结构健康 ，盈 利能力承压 但可控 | | Q1'23 | Q2'23 | Q3.23 | Q4'23 | Q1'24 | Q2'24 | Q3'24 | Q4'24 | | Q1'25 | Q2'25 | YTD' 23 | | YTD' 24 | YTD' 25 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Revenue Metrics By Component | | | | | | | | | | | | | | | | | Sensor & Other Revenue (millions) ויולי | $ 651.9 | | $778.0 $873.8 $ | | 947.0 $ 854.3 $ | | 947.0 $ 951.8 $ 1,068.5 $ | | | 997.2 $ 1.117.8 | | $ 1,429.9 | ക | 1,801.3 | $ 2,115.0 | | Year over year growth | ...

Key Takeaways DXCM Q2 sales rose 15.2% to $1.16B, beating estimates; U.S. and international markets both grew double digits.DXCM gross margin fell 340bps to 60.1% on logistics costs; full-year gross margin guidance remains at 62%.DXCM raised 2025 revenue outlook to $4.6-$4.625B, citing new coverage wins and strong CGM demand momentum.DexCom, Inc. (DXCM) reported second-quarter 2025 adjusted earnings per share (EPS) of 48 cents, which beat the Zacks Consensus Estimate of 45 cents by 6.7%. The company reporte ...

Core Viewpoint - The transition of leadership at Dexcom from Kevin Sayer to Jake Leach is a strategic move aimed at evolving the company's focus from a single product technology to a broader health ecosystem platform, reflecting a planned organizational evolution rather than a crisis response [10][11][12] Leadership Transition - Jake Leach will take over as CEO on January 1, 2026, succeeding Kevin Sayer, who will remain as Executive Chairman of the Board [1] - This succession plan was disclosed during the Q2 2025 earnings call, indicating a well-structured transition [1] Jake Leach's Background - Leach has been with Dexcom since 2004, playing a crucial role in the development of the company's CGM technology, including the G4, G5, G6, and G7 iterations [5][6] - As COO, he managed global product development and operational strategies, demonstrating his capability to translate technical expertise into business execution [6][11] Kevin Sayer's Contributions - Sayer has led Dexcom since 2015, transforming it from a diabetes device company to a health data technology platform, achieving significant revenue and market value growth [7][9] - Under his leadership, Dexcom's revenue reached $1.157 billion in Q2 2025, a 15% year-over-year increase, with annual revenue guidance raised to between $4.6 billion and $4.63 billion [9] Strategic Implications of the Transition - The leadership change signals a shift in Dexcom's core competencies towards a platform strategy that integrates CGM technology into broader health management solutions [10][11] - Leach's role will involve transitioning the company from selling devices to empowering health scenarios, requiring a comprehensive understanding of both development and strategic thinking [11] Future Directions - Dexcom aims to enhance the G7 platform's market penetration, expand non-prescription CGM options like Stelo, and integrate AI for data prediction and lifestyle intervention [13] - The company plans to strengthen insurance coverage and international reimbursement channels to lower barriers for users and expand its market reach [13]

DexCom (DXCM) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.67%. A quarter ago, it was expected that this medical device company would post earnings of $0.33 per share when it actually produced earnings of $0.32, delivering a surprise of -3.03%.Over the last four quarters, the co ...

Dexcom (DXCM) Q2 2025 Earnings Call July 30, 2025 04:30 PM ET Company ParticipantsSean Christensen - VP - Finance & IRKevin Sayer - President, CEO & Chairman of the Board of DirectorsJereme Sylvain - EVP & CFOJacob Leach - President & Chief Operating OfficerTravis Steed - MD - Equity ResearchJoanne Wuensch. - Managing DirectorMatt Taylor - Managing DirectorDavid Roman - Managing DirectorJayson Bedford - MD - Medical TechnologyIssie Kirby - VP - Equity Research, Medical Technology & Life SciencesJoshua Jenni ...

Dexcom (DXCM) Q2 2025 Earnings Call July 30, 2025 04:30 PM ET Speaker0Ladies and gentlemen, welcome to the DexCom Second Quarter twenty twenty five Earnings Release Conference Call. My name is Abby, and I'll be your conference operator today. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session. During the question and answer session, if you have a question, please press star one on your touch tone phone.As a reminder, this conference is being record ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51222 DEXCOM, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation o ...

Financial Performance Highlights - Dexcom reported revenue of $1.157 billion in Q2 2025, with 15% organic revenue growth compared to Q2 2024[12] - The company generated over 300 bps of operating expense leverage compared to Q2 2024[12] - Non-GAAP Gross Profit was $695.9 million for the three months ended June 30, 2025[31], compared to $638.1 million for the three months ended June 30, 2024[31] - Adjusted EBITDA for the three months ended June 30, 2025, was $327.6 million, compared to $283.9 million for the three months ended June 30, 2024[31] Revenue Breakdown and Growth - Sensor & Other revenue reached $1.1178 billion in Q2 2025[38] - Hardware Revenue was $39.3 million in Q2 2025[38] - US Revenue in Q2 2025 was $841.0 million, representing a 15% year-over-year growth[40] - International (INT'L) Revenue in Q2 2025 was $316.1 million, a 16% year-over-year increase[40] 2025 Guidance - Dexcom updated its 2025 annual revenue guidance to $4.600-4.625 billion[25] - The company anticipates a Non-GAAP Operating Margin of approximately 21% and an Adjusted EBITDA Margin of around 30% for 2025[25] Strategic Highlights - Dexcom received FDA clearance for Dexcom G7 15 day[12] - Dexcom launched the AI Smart Food Logging feature[12]

Exhibit 99.1 Dexcom Reports Second Quarter 2025 Financial Results, Updates Full Year 2025 Guidance and Announces CEO Succession Plan SAN DIEGO - (BUSINESS WIRE-July 30, 2025) - DexCom, Inc. (Nasdaq: DXCM) today reported its financial results as of and for the quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights: Second Quarter 2025 Strategic Highlights: "During the quarter, Dexcom delivered strong revenue results, presented compelling clinical data at ADA, and further advocated for expanded ...