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 September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-33462 ___________________________________________________________ INSULET CORPORATION (Exact name ...

Insulet Corporation (NASDAQ:PODD) Q2 2022 Earnings Conference Call August 4, 2022 4:30 PM ET Company Participants Deborah Gordon - Vice President, Investor Relations Jim Hollingshead - President and Chief Executive Officer Wayde McMillan - Executive Vice President and Chief Financial Officer Bret Christensen - Executive Vice President and Chief Commercial Officer Conference Call Participants Larry Biegelsen - Wells Fargo Robbie Marcus - JP Morgan Travis Steed - Bank of America Steve Lichtman - Oppenheimer C ...

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-33462 ___________________________________________________________ INSULET CORPORATION Emerging growth ...

Financial Data and Key Metrics Changes - The company generated 19% revenue growth in Q1 2022, finishing above the high end of guidance range [48] - U.S. Omnipod revenue grew by 21%, driven by strong new customer starts and increasing volume through the U.S. pharmacy channel [49] - International Omnipod revenue increased by 12%, above guidance, despite pandemic impacts and AID competition headwinds [50] - Gross margin was 71%, representing a 460 basis point increase year-over-year [52] - Operating margin was 12.8%, up 630 basis points, and adjusted EBITDA margin was 21.3%, up 740 basis points [54] Business Line Data and Key Metrics Changes - Drug delivery revenue increased by 36%, exceeding guidance due to production timing [52] - Type 2 users represented approximately 35% of U.S. new customer starts, indicating strong growth in this segment [25] Market Data and Key Metrics Changes - The company is focused on expanding access and awareness of Omnipod in the underpenetrated global diabetes market [27] - The limited market release of Omnipod 5 has received overwhelmingly positive feedback from users and healthcare professionals [23] Company Strategy and Development Direction - The company aims to expand access to Omnipod through the U.S. pharmacy channel, which simplifies access and reduces costs for customers [27] - The launch of Omnipod 5 is a key strategic initiative, with plans for full market release and international expansion [44][39] - The company is committed to innovation, with a robust product pipeline and a focus on sustainability [36][26] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from the current macroeconomic environment, including inflation and supply chain issues, but expressed confidence in mitigating these risks [42] - The company is well-positioned for continued growth and is excited about the upcoming milestones in 2022, including the full commercial release of Omnipod 5 [44] Other Important Information - The company published its 2021 sustainability report, highlighting progress in gender diversity and environmental initiatives [26] - The transition of leadership from Shacey Petrovic to Jim Hollingshead is expected to be seamless, with both committed to the company's long-term success [12][19] Q&A Session Summary Question: What are Jim's goals for the next year and opportunities outside of diabetes? - Jim emphasized the importance of continuing growth and innovation, building on Shacey's legacy, and focusing on changing lives for people with diabetes [75] Question: Can you provide details on new patient growth in Q1? - Management reported record new customer starts globally and in the U.S., with strong performance attributed to the unique features of Omnipod [80] Question: What is the timeline for the full launch of Omnipod 5? - Management indicated that while a full launch is possible in June, they are cautious and want to ensure readiness based on learnings from the limited market release [82] Question: How is the international market performing ahead of Omnipod 5? - Management expressed optimism about international markets, noting strong interest and demand for Omnipod 5, with plans for a staged launch post-CE mark approval [97] Question: How is the company approaching primary care physicians? - The company is focusing on increasing awareness and education among primary care physicians, particularly for type 2 diabetes management [108]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-33462 ___________________________________________________________ INSULET CORPORATION (Exact name of Registrant ...

Insulet Corporation (NASDAQ:PODD) Q4 2021 Earnings Conference Call February 23, 2022 4:30 PM ET Company Participants Deborah Gordon - VP, IR Shacey Petrovic - President & CEO Wayde McMillan - EVP & CFO Bret Christensen - EVP & Chief Commercial Officer Conference Call Participants Jayson Bedford - Raymond James Robbie Marcus - JP Morgan Lawrence Biegelsen - Wells Fargo Jeff Johnson - Baird Joanne Wuensch - Citi Danielle Antalffy - SVB Leerink Matt Taylor - UBS Steve Lichtman - Oppenheimer Matthew O'Brien - P ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ 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 001-33462 INSULET CORPORATION (Exact name of Registrant as specified in its charter) Delaware 04-3523891 (State or Other Jurisdiction ...

Insulet Corporation (NASDAQ:PODD) Q3 2021 Results Conference Call November 4, 2021 4:30 PM ET Company Participants Deborah Gordon - VP, IR Shacey Petrovic - President and CEO Wayde McMillan - EVP and CFO Bret Christensen - EVP and Chief Commercial Officer Conference Call Participants Margaret Kaczor - William Blair Robbie Marcus - JP Morgan Danielle Antalffy - SVB Leerink Lawrence Biegelsen - Wells Fargo Jeff Johnson - Baird Matt Taylor - UBS Travis Steed - Barclays Jayson Bedford - Raymond James Cecilia Fu ...

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 September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-33462 ___________________________________________________________ INSULET CORPORATION (Exact name ...

Insulet Corporation (NASDAQ:PODD) Q2 2021 Earnings Conference Call August 5, 2021 4:30 PM ET Company Participants Deborah Gordon - Investor Relations Shacey Petrovic - President and Chief Executive Officer Wayde McMillan - Executive Vice President and Chief Financial Officer Conference Call Participants Travis Steed - Barclays Larry Biegelsen - Wells Fargo Robbie Marcus - JPMorgan Danielle Antalffy - SVB Leerink Jeff Johnson - Baird Matthew O’Brien - Piper Sandler Margaret Kaczor - William Blair Jayson Bedf ...