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Here's Why You Should Add DexCom Stock to Your Portfolio Now
ZACKS· 2025-05-16 13:01
Core Viewpoint - DexCom, Inc. is positioned for growth due to its strong product portfolio and favorable coverage decisions, despite facing competition risks [1][15]. Company Overview - DexCom has a market capitalization of $33.93 billion and projects a 23.1% growth rate over the next five years [2]. - The company has surpassed earnings estimates in two of the last four quarters, with an average surprise of 0.47% [2]. Product Demand and Performance - The G7 system has shown robust momentum, driving revenue performance and improving gross margins [4]. - The One+ system has performed well in Europe, with recent coverage expansions in key markets like Japan and France contributing to growth [5]. - DexCom's U.S. revenues increased by 15% year-over-year to $750.5 million, while international revenues improved by 7% to $285.5 million [12]. New Product Launches - A 15-day G7 sensor is set to launch in the second half of 2025, expected to enhance user experience and margins [6]. - The introduction of Stelo, the first over-the-counter CGM, is gaining traction among type 2 diabetes and health-conscious consumers [8]. - A partnership with OURA aims to integrate glucose biosensor data with biometric insights, with the first app expected in 2025 [9]. Coverage and Market Access - As of January 2025, DexCom secured coverage with two of the three largest pharmacy benefit managers for all diabetes patients, leading to a significant increase in new starts from the type 2 non-insulin population [10]. - The company anticipates revenues of $4.6 billion for 2025, reflecting a 14% year-over-year growth [13]. Financial Performance - Adjusted gross profit for the first quarter of 2025 was $596.2 million, up 4.8% from the previous year [12]. - The consensus estimate for second-quarter revenues is $1.12 billion, indicating an 11.8% improvement year-over-year [16]. Competitive Landscape - DexCom faces rebate pressure in the U.S. market, which has impacted revenue growth despite strong demand [14]. - Rising competition in the Type 1 diabetes market, particularly from pump-integrated CGM systems, poses challenges [15].
Optiva Inc. Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-13 22:22
All amounts are stated in United States dollars unless otherwise indicated Revenue of $11.6 millionTotal Contract Value (“TCV”)(1) bookings of $6.3 millionGross margin of 64%Adjusted EBITDA(1) of $0.5 millionEPS loss of $ 0.38$8.0 million of cash TORONTO, May 13, 2025 (GLOBE NEWSWIRE) -- Optiva Inc. (“Optiva” or “the Company”) (TSX:OPT), a leader in powering the telecom industry with cloud-native billing, charging and revenue management software on private and public clouds, today released its first quarter ...