Insulet (PODD) shares soared 7.2% in the last trading session to close at $264.72. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 0.7% gain over the past four weeks.Insulet recorded a strong price rise on investors’ optimism surrounding its impending first-quarter 2025 financial results, which is slated to release on May 8 post the closing bell. The Zacks Consensus Estimate for the first quarter revenue suggests a growth of 22.7 ...

Insulet Corporation (PODD) recently made its Omnipod 5 Automated Insulin Delivery (“AID”) system commercially available in Canada for people with type 1 diabetes (ages two years and above). Omnipod 5 is available with Dexcom G6 and G7 continuous glucose monitoring (“CGM”) sensor compatibility. The latest development represents a significant step forward in expanding access to its innovative, tubeless Omnipod 5 AID system for more people globally. PODD Stock’s Likely Trend Following the NewsFollowing the ann ...

Insulet Corporation (PODD) has witnessed strong momentum in the past year. Shares of the company have risen 62.9% compared with 9.9% growth of the industry during the same time frame. The S&P 500 Composite has increased 9.1%.With healthy fundamentals and strong growth opportunities, this Zacks Rank #2 (Buy) company appears to be a solid wealth creator for its investors at the moment.Insulet develops, manufactures and markets the Omnipod System — an innovative, discreet and easy-to-use continuous insulin del ...

Insulet Corporation (PODD) recently made its Omnipod 5 Automated Insulin Delivery (“AID”) System commercially available in Australia. Omnipod 5 is available with Dexcom G6 and G7 continuous glucose monitoring (“CGM”) sensor compatibility. The latest development represents a significant step forward in expanding access to its innovative, tubeless Omnipod 5 AID system for more people globally. PODD Stock’s Likely Trend Following the NewsFollowing the announcement on March 18, PODD’s shares climbed 2% to $265. ...

Insulet Corporation (PODD) announced favorable RADIANT trial clinical data for its Omnipod 5 at the 18th International Conference on Advanced Technologies and Treatments for Diabetes (“ATTD”). Omnipod 5 is the only FDA-cleared, fully disposable pod-based automated insulin delivery ("AID") system. The RADIANT trial results demonstrate Omnipod 5 to be clinically efficient for people living with type 1 diabetes. The conference was held in Amsterdam, Netherlands.PODD Stock’s Likely Trend Following the NewsFollo ...

Company Overview - Insulet Corp (NASDAQ: PODD) operates in the health care sector, specializing in health care equipment, particularly insulin delivery systems like the Omnipod platform [1]. Investment Strategy - The company is of interest to individual investors looking to build financial assets for retirement, with strategies that include both long and short trading, as well as the use of inverse ETFs to capitalize on market declines [1]. Analyst Position - The analyst has a beneficial long position in PODD shares, indicating confidence in the company's future performance [2].

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Core Insights - Insulet Corporation (PODD) reported a fourth-quarter 2024 adjusted EPS of $1.15, a decrease of 17.8% year-over-year, but exceeded the Zacks Consensus Estimate by 9.5% [1][2] - The company’s total revenues for Q4 reached $597.5 million, surpassing the Zacks Consensus Estimate by 2.7% and reflecting a year-over-year increase of 17.2% [3] - Insulet's full-year 2024 revenues amounted to $2.10 billion, a 22.1% increase from the previous year, also exceeding the Zacks Consensus Estimate by 1.9% [3] Financial Performance - GAAP EPS for Q4 was reported at $1.39, down 3.5% from $1.44 in the prior year [2] - Gross profit for the quarter was $430.9 million, up 19.3% year-over-year, with a gross margin of 72.1%, an increase of 127 basis points [5] - Operating profit for Q4 totaled $109.3 million, a 2.7% increase from the previous year, but the operating margin contracted by 258 basis points to 18.3% [5] Revenue Breakdown - Total Omnipod revenues were $585.7 million, reflecting a year-over-year increase of 16.9% [4] - International Omnipod revenues rose by 33.5% to $142.0 million, while U.S. Omnipod revenues grew 12.4% to $443.7 million [4] - Drug Delivery business revenues increased by 34.1% year-over-year, totaling $11.8 million [4] Cash Position - Insulet ended 2024 with cash and cash equivalents of $953.4 million, up from $704.2 million at the end of 2023 [6] Future Guidance - For 2025, Insulet expects revenue growth between 16% and 20%, with a Zacks Consensus Estimate of $2.42 billion, indicating a 17.9% growth from 2024 [7] - The company anticipates total Omnipod revenue growth of 17% to 21% and a decline in Drug Delivery revenues by 45-55% [8] - For Q1 2025, revenue growth is projected at 22-25%, with a Zacks Consensus Estimate of $538.9 million, suggesting a 22% increase from Q1 2024 [8] Market Position - Insulet's performance in Q4 was driven by strong demand for Omnipod 5, both domestically and internationally, alongside encouraging Drug Delivery sales [9] - The integration of Omnipod 5 with Abbott's FreeStyle Libre 2 Plus CGM sensor and its launch in several European countries are notable developments [10]

Financial Data and Key Metrics Changes - Insulet Corporation achieved over $2 billion in revenue for the first time in its history, marking a 22% growth year-over-year for 2024 [9][37] - Gross margin for the full year was 69.8%, with an operating margin of 14.9% [37] - Fourth quarter revenue growth was 17%, with the highest total revenue dollars recorded [38] Business Line Data and Key Metrics Changes - U.S. Omnipod revenue grew by 12.4%, driven by strong demand for Omnipod 5 [39] - International Omnipod revenue grew by 33.1%, reflecting strong demand and adoption [42] - Drug Delivery revenue increased by 34.1%, exceeding guidance due to increased orders from partners [44] Market Data and Key Metrics Changes - The U.S. market saw over 30% of new customer starts coming from type 2 diabetes patients, indicating a significant shift in customer demographics [22][30] - Internationally, Omnipod 5 is gaining traction in the U.K., Germany, France, and the Netherlands, with new launches planned in additional European countries [29][52] Company Strategy and Development Direction - The company is focused on advancing the Omnipod 5 platform through innovation and expanding access to both type 1 and type 2 diabetes patients [12][21] - Insulet plans to grow its U.S. sales force to engage more patients and prescribers, targeting a significant increase in type 2 patient outreach [25][26] - The launch of Omnipod Discover aims to enhance patient engagement and outcomes through data management and insights [18][111] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth and execution of strategic plans, particularly in the type 2 diabetes market [12][72] - The company anticipates total Omnipod revenue growth of 17% to 21% for 2025, with a focus on expanding both type 1 and type 2 markets [49][50] - Management highlighted the importance of maintaining strong relationships with healthcare providers and increasing awareness of Omnipod 5's benefits [80][81] Other Important Information - Insulet ended the year with over $950 million in cash and cash equivalents, with a free cash flow of $305 million [48] - The company is planning an Investor Day on June 5, 2025, to provide further insights into its growth strategy [35] Q&A Session Summary Question: Insights on type 2 growth trajectory - Management confirmed strong growth in type 2 patient adoption, with a significant increase in prescribers and new customer starts [66][72] Question: Feedback from thought leaders on type 2 adoption - Positive feedback was noted regarding the ease of use of Omnipod 5, with expectations for increased adoption among healthcare providers [75][78] Question: Guidance for Q1 U.S. revenue - Management clarified that the guidance reflects normalized growth rates, considering seasonal dynamics and previous stocking events [84] Question: Impact of sales force expansion on growth - The sales force expansion is expected to enhance market reach and contribute to U.S. growth, with a well-established commercial model in place [88] Question: Competitive landscape for type 2 market - Management expressed confidence in maintaining a dominant position in the type 2 market, citing first-mover advantages and the simplicity of Omnipod 5 [124][127] Question: Type 1 and type 2 growth balance - Management emphasized the importance of growing both type 1 and type 2 markets, with expectations for type 2 to continue increasing as a percentage of new starts [115][116]

Core Insights - Insulet (PODD) reported revenue of $597.5 million for the quarter ended December 2024, marking a year-over-year increase of 17.2% [1] - The earnings per share (EPS) for the same period was $1.15, down from $1.40 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $581.65 million, resulting in a surprise of +2.73% [1] - The company also delivered an EPS surprise of +9.52%, with the consensus EPS estimate being $1.05 [1] Revenue Breakdown - International Omnipod revenue reached $142 million, surpassing the average estimate of $140.18 million, representing a year-over-year change of +33.5% [4] - U.S. Omnipod revenue was $443.70 million, compared to the estimated $434.94 million, reflecting a +12.4% change year-over-year [4] - Total Omnipod revenue amounted to $585.70 million, exceeding the average estimate of $575.12 million, with a +16.9% year-over-year change [4] - Drug Delivery revenue was reported at $11.80 million, significantly higher than the average estimate of $6.07 million, indicating a +34.1% year-over-year increase [4] Stock Performance - Insulet's shares have returned +1.7% over the past month, while the Zacks S&P 500 composite has changed by +2.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]