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 ...

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, 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 of R ...

Insulet Corporation (NASDAQ:PODD) Q1 2021 Results Earnings Conference Call May 6, 2021 4:30 PM ET Company Participants Deborah Gordon - VP of IR Shacey Petrovic - President, CEO Wayde McMillan - Executive VP, CFO & Treasurer Conference Call Participants Jeff Johnson - Baird Robbie Marcus - JPMorgan Larry Biegelsen - Wells Fargo Marissa Bych - Morgan Stanley Jayson Bedford - Raymond James Danielle Antalffy - SVB Leerink Joanne Wuensch - Citibank Kyle Rose - Canaccord Ravi Misra - Berenberg Capital Anthony Pe ...

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 March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a ...

Financial Data and Key Metrics Changes - In Q4 2020, the company achieved over 15% revenue growth, exceeding guidance by $9 million, driven by total Omnipod growth of 18% [26] - For the full year 2020, total Omnipod revenue growth was 23%, and total company revenue growth was 22%, marking another record year [32] - Gross margin for Q4 was 65.5%, a 150 basis point increase, while the full year gross margin was 64.4%, down 70 basis points [29][32] Business Line Data and Key Metrics Changes - U.S. Omnipod revenue grew 18% in Q4, with Omnipod DASH driving over 65% of new customer starts [27] - International Omnipod revenue also grew 18%, despite COVID-related challenges in Europe [28] - Drug delivery revenue decreased by 11% due to production timing [28] Market Data and Key Metrics Changes - The company entered five new countries in Europe and the Middle East in Q4 2020, expanding its addressable market significantly [21] - Approximately 75% of U.S. covered lives were secured for Omnipod DASH by the end of Q4, up significantly from the previous quarter [11] Company Strategy and Development Direction - The company aims to expand access and awareness, deliver consumer-focused innovation, and drive operational excellence [10] - The upcoming launch of Omnipod 5 is expected to revolutionize the market, providing unmatched freedom and simplicity for users [12][14] - The focus remains on securing broad payer coverage and customer access, with a pay-as-you-go model to eliminate barriers [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate the challenges posed by the pandemic, with strong momentum entering 2021 [23] - The company anticipates total Omnipod revenue growth of 17% to 21% for 2021, despite ongoing pandemic impacts [34] - Management highlighted the importance of continued investment in R&D and innovation to drive long-term growth [51] Other Important Information - The company ended 2020 with $962 million in cash and investments, providing flexibility for future investments [33] - A significant one-time equity bonus of $7 million was granted to employees to enhance engagement and investment in the company's future [31] Q&A Session Summary Question: What does a limited launch of Omnipod 5 mean? - The limited launch will focus on establishing broad access in the pharmacy channel and testing customer experience and training [43] Question: What is the expected new patient growth from Omnipod 5? - The company is monitoring various scenarios for new patient growth, emphasizing the importance of user experience and access [46] Question: Can you provide insights on the long-term revenue growth and margin expansion? - The company is not providing long-range guidance until after the Omnipod 5 launch but expects to continue investing heavily in R&D and innovation [49][51] Question: What are the expectations for international Omnipod revenue growth? - The company anticipates international Omnipod revenue growth of 10% to 15%, despite pandemic-related challenges [54] Question: How recent is the milestone of 250,000 users? - The milestone was achieved in 2021, with stable attrition and utilization rates reported [59] Question: What are the commercialization plans for Omnipod and the Loop algorithm? - The partnership with Tidepool is primarily clinical, with no commercial agreement yet, but the company is working on iOS integration for Omnipod 5 [62] Question: What is driving the increase in Type 2 customer adoption? - Increased awareness and broader access through the pharmacy channel are key factors driving Type 2 adoption [65]