Nov 20, 2025 12:30 PM Eastern Standard Time "Insulet's clear leadership in diabetes care is supported by a strong balance sheet, operational scale, and a robust innovation pipeline that position us to deliver continued top-tier growth,†said Flavia Pease, Executive Vice President and Chief Financial Officer. "Our consistent cash-flow generation provides the flexibility to invest in innovation and scale, sustaining our momentum and creating long-term value for our stakeholders.†Insulet Outlines Long-Term St ...

Insulet (NasdaqGS:PODD) 2025 Investor Day November 20, 2025 09:00 AM ET Company ParticipantsCarolyn Sleeth - Head of US BusinessDavid Roman - Managing DirectorNone - Unknown Speaker 9None - Unknown Speaker 3None - Unknown Speaker 7None - Unknown Speaker 11Eric Benjamin - COOClaire Trachtman - VP of Investor RelationsNone - Unknown Speaker 4None - Unknown Speaker 5Manoj Raghunandanan - Chief Growth OfficerTrang Ly - Chief Medical OfficerNone - Unknown Speaker 8None - Unknown Speaker 6None - Unknown Speaker 2 ...

Introduction & Opening Remarks Clare Trachtman VP, Investor Relations Safe Harbor Statement This presentation contains forward-looking statements regarding, among other things, future operating and financial performance, product success and efficacy, the outcome of studies and trials, and the approval of products by regulatory bodies. These forward-looking statements are based on management's current beliefs, assumptions, and estimates and are not intended to be a guarantee of future events or performance. ...

Financial Data and Key Metrics Changes - The company has achieved 20% revenue growth for 10 consecutive years, with an acceleration to 70% gross profit this year, while expanding operating margins and maintaining cash flow positivity [11][68]. - The balance sheet shows nearly $1 billion available for investment, indicating a strong financial position [11][68]. Business Line Data and Key Metrics Changes - The company is focusing on type one diabetes in the U.S. with low penetration and plans to leverage its first mover advantage in type two diabetes [5][60]. - New customer starts for type two diabetes have accelerated significantly, with a reported 43% year-over-year increase in the second quarter [24][60]. Market Data and Key Metrics Changes - International markets have shown strong growth, with a 39% increase in constant currency in the second quarter, driven by demand for Omnipod 5 [30][31]. - The company has a significant opportunity in international markets, with only 20% penetration among the 3.5 million people with type 1 diabetes [30]. Company Strategy and Development Direction - The company aims to evolve from being a disruptor to a market leader, focusing on innovation, geographic expansion, and enhancing brand awareness [7][60]. - There is a commitment to investing in manufacturing excellence and maintaining a competitive edge through differentiated technology and strong clinical evidence [4][50]. Management's Comments on Operating Environment and Future Outlook - Management acknowledges the complexities of the type two diabetes market and the need to educate clinicians to reduce biases against insulin therapy [23][60]. - The company plans to host an Investor Day on November 20th to discuss long-range plans and growth algorithms [9][36]. Other Important Information - The company has invested over $1 billion in manufacturing over the past decade, ensuring high production capacity and quality [4]. - The company has developed a robust pharmacy access model, covering 300 million lives in the U.S. and ensuring affordability for patients [52][53]. Q&A Session Summary Question: What are the strategic priorities over the next 12 to 24 months? - The company will continue to lead in type one diabetes while expanding into type two diabetes and investing in platform innovation and geographic expansion [7]. Question: How do you see the sustainability of strong new start growth? - The company is confident in its growth trajectory due to the vast market opportunity and low penetration rates [24]. Question: What are your thoughts on capital allocation and M&A? - The company prioritizes investing in itself and exploring M&A opportunities that enhance capabilities, but currently has no plans for vertical integration [11][13]. Question: How is the type two launch trajectory looking? - The company is applying its experience from type one to type two, with strong adoption and a focus on educating healthcare professionals [17][60]. Question: How do you sustain your first mover advantage? - The company has created durable competitive moats through technology, clinical evidence, and pharmacy access, making it difficult for competitors to replicate its success [50][52].