Insulet (US:PODD)2025-05-08 20:44Financial Performance & Growth - Insulet reported $2.1 billion in revenue for 2024[12] - The company achieved a gross margin of 69.8% in FY 2024, a year-over-year increase of 210 basis points[14] - Insulet's operating margin for FY 2024 was 14.9%, representing a 260 basis points increase year-over-year[14] - The company anticipates revenue growth between 19% and 22% for FY 2025[17] - International Omnipod revenue grew at a CAGR of approximately 17% from 2020 to 2025E, reaching ~$673 million[46] - U S Omnipod revenue grew at a CAGR of approximately 28% from 2020 to 2025E, reaching ~$1.8 billion[43] Omnipod 5 & Market Position - Omnipod is the 1 insulin pump for new pump users in the U S and EU in 2024[12] - Omnipod 5 is the first AID system FDA-cleared for both type 1 and type 2 diabetes in the U S [12] - Omnipod 5 demonstrated a 20%-23% increase in time in range for adults with type 1 and type 2 diabetes, respectively[19] - Approximately 365,000 customers are using Omnipod 5[12]