Insulet (US:PODD)2025-11-06 13:00Company Overview - Insulet's 2024 revenue reached $2.1 billion[21] - The company has over 500,000 active Podders globally[21] - Approximately 365,000 users are utilizing Omnipod 5[21] Financial Performance and Growth - The company is growing revenue beyond $2.5 billion[25] - The company anticipates approximately 24% compound annual growth rate (CAGR)[25] - The company is experiencing greater than 660 basis points (bps) expansion in leading gross margin[25] - The company is experiencing approximately 1,010 bps expansion in adjusted operating margin[25] Omnipod 5 Impact and Market - Omnipod 5 demonstrated a 20%-23% increase in time in range for adults with Type 1 and Type 2 diabetes, respectively[28] - The company estimates a total addressable market of approximately 14 million patients[41] - U S Type 1 Diabetes market penetration is approximately 40%[40]