Investor Presentation November 7, 2024 Mattie Podder since 2010 Forward Looking Statement This presentation may contain forward-looking statements concerning Insulet's expectations, anticipations, intentions, beliefs or strategies regarding the future. These forward-looking statements are based on current expectations and beliefs concerning future developments and their potential effects on Insulet. There can be no assurance that future developments affecting Insulet will be those that it has anticipated. T ...

10 June 2025 | 10:02AM PDT Insulet Corp. (PODD): 46th Annual Global Healthcare Conference — Key Takeaways Presenters: Ana Maria Chadwick (EVP, CFO) Bottom Line: The company reiterated its core strategic priorities (driving increased penetration in Type 1s, ramping adoption in the Type 2 population, and expanding internationally) as well as achieving at least 100bps of annual operating margin expansion. PODD shares were underperforming the S&P 500 by ~250bps (at the time of this note), mainly as investors de ...

Insulet Corporation (PODD) has witnessed strong momentum in the past year. Shares of the company have risen 78.5% compared with 7.3% growth of the industry during the same time frame. The S&P 500 Composite has increased 9.3%.With healthy fundamentals and strong growth opportunities, this Zacks Rank #3 (Hold) 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 de ...

Core Insights - Insulet Corporation has recently outperformed in the S&P 500, with its stock price rising over 24% in the past five days, driven by strong earnings and an upgraded financial outlook [2][4][8] Financial Performance - Insulet reported Q1 2025 total revenue of $569 million, a 28.8% year-over-year increase, exceeding analyst expectations of $543.20 million [4] - Adjusted earnings per share (EPS) for Q1 2025 were $1.02, surpassing the consensus estimate of $0.81 [4] - Total Omnipod revenue reached $554.1 million, reflecting a 28.0% year-over-year growth [5] - Gross margin improved by 240 basis points to 71.9%, with operating income at $88.8 million, or 15.6% of revenue [5] Guidance and Projections - Full-year 2025 revenue growth is now expected to be between 19%-22% in constant currency, with Omnipod revenue growth guidance raised to 20%-23% [6] - Gross margin guidance has been improved to 71% [6] Product Innovation and Market Strategy - The Omnipod 5 Automated Insulin Delivery system, featuring SmartAdjust™ technology, is central to Insulet's success, allowing for insulin adjustments every five minutes [7] - The company has expanded the Omnipod 5 to 14 countries, targeting both Type 1 and Type 2 diabetes patients, with its tubeless design as a key differentiator [7][8] Market Position and Future Outlook - Insulet's strong Q1 earnings and increased projections indicate effective market capture in the growing diabetes care sector [8] - The company's focus on innovation and global expansion positions it for long-term growth in the diabetes management market [8]

Core Viewpoint - Insulet Corporation (PODD) reported strong first-quarter 2025 results, with adjusted earnings and revenues exceeding estimates, driven by robust demand for its Omnipod products and positive margin expansion [10]. Financial Performance - Adjusted EPS for Q1 2025 was $1.02, a 39.7% increase year-over-year, surpassing the Zacks Consensus Estimate by 25.9% [1] - GAAP EPS was 50 cents, down 32.4% from the previous year [1] - Revenues reached $569 million, beating the Zacks Consensus Estimate by 4.9% and reflecting a 28.8% year-over-year increase [2] - Gross profit was $409 million, up 33.3% from the prior year, with a gross margin of 71.9%, expanding 242 basis points year-over-year [4] Segment Performance - Total Omnipod revenues were $554.1 million, a 28% increase year-over-year [3] - U.S. Omnipod revenues grew 26.4% to $401.7 million, while international revenues rose 32.2% [3] - Drug Delivery business revenues increased by 71.3% year-over-year to $14.9 million [3] Margin and Operating Performance - Operating profit totaled $88.8 million, a 56.1% increase from the previous year, with an operating margin of 15.6%, expanding 272 basis points [5] Cash Position - Insulet ended Q1 2025 with cash and cash equivalents of $1.28 billion, up from $953 million at the end of Q4 2024 [6] - Cumulative net cash from operating activities was $63.8 million, compared to $87.6 million in the prior year [6] Future Guidance - For 2025, Insulet expects revenue growth of 19%-22%, up from the previous guidance of 16%-20% [7] - Total Omnipod revenue growth is projected at 20%-23% [7] - For Q2 2025, revenue growth is anticipated to be 23%-26% [8] Market Response - Following the earnings announcement, PODD's share price increased by 20.9%, closing at $310.67 [2]

报名：首届全球心血管大会 | 最新议程 合作伙伴征集：2025全球手术机器人大会 2025年5月8日 ， 全球领先的创新医疗设备公司 Insulet （纳斯 达克代码：PODD） 发布了2025年第一季度财报。 公司收入达 5.69亿美元 （约 39亿元人民币 ），同 比增长 28.7% ， 超出分析师预期。尽管受到债务清偿损失的影响， Insulet 的财务表现依然强劲，股价上涨约 5% ，反映出市场对公司未来增长的信心。 总裁兼首席执行官Ashley McEvoy表示，"我们的第一季度业绩展示了Insulet团队的出色执行力和奉献精神，他们持续扩大 Omnipod 5技术在全球糖尿 病患者中的影响力。 作为Insulet的新任总裁兼首席执行官，我看到了将公司从新兴糖尿病领导者发展为持久增长引擎的路径，为我们的合作伙伴和用户带来 更大的影响。" # 财务表现 | | | | Three Months Ended March 31, | | | --- | --- | --- | --- | --- | | (in millions, except share and per share data) | | ...

The Pod has an IP28 rating for up to 25 feet for 60 minutes. The PDM and Controller are not waterproof. Chloe Investor Presentation Safe Harbor Statement This presentation may contain forward-looking statements concerning Insulet's expectations, anticipations, intentions, beliefs, or strategies regarding the future. These forward-looking statements are based on current expectations and beliefs, concerning future developments and their potential effects on Insulet. There can be no assurance that future devel ...

Insulet Corporation (NASDAQ:PODD) Q4 2024 Earnings Conference Call February 20, 2025 4:30 PM ET Company Participants June Lazaroff - Senior Director of Investor Relations Jim Hollingshead - President & Chief Executive Officer Ana Chadwick - Executive Vice President, Chief Financial Officer & Treasurer Conference Call Participants Robert Marcus - JPMorgan Jeffrey Johnson - Baird Travis Steed - Bank of America Michael Polark - Wolfe Research Issie Kirby - Redburn Atlantic Patrick Wood - Morgan Stanley Macaule ...