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Insulet — May 8, 2025 release

Fiscal 2025 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001145197-25-000021
Open on SEC.gov ↗
Showing in the filing
Total Omnipod
“23% - 26%”
Period
Q2 FY2025
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 13
Share repurchase program for FY2026
“up to $125 million”
Stock repurchase program authorization for FY2026
“up to $125 million”
U.S. Omnipod for Q2 FY2025
“22% - 25%”
International Omnipod for Q2 FY2025
“27% - 30%”
International Omnipod for FY2025
“22% - 26%”
Total Omnipod for Q2 FY2025
“23% - 26%”
Total Omnipod for FY2025
“20% - 23%”
Drug Delivery for Q2 FY2025
“10% - 15%”
Gross Margin for Q2 FY2025
“~71%”
Gross Margin for FY2025
“~70.5%”
Adjusted Operating Margin for Q2 FY2025
“~16.5%”
U.S. Omnipod for FY2025
“18% - 21%”
Drug Delivery for FY2025
“(35)% - (25)%”
Exhibit 99.1 · the passage around this item
… earlier in the release
Extinguished $420 million principal of convertible notes to date • Board of Directors authorized a program to repurchase up to $125 million of common stock through December 31, 2026 to offset dilution from stock-based compensation 2025 Outlook: For the quarter ending June 30, 2025 and year ending December 31, 2025, the Company is providing the following guidance (revenue in constant currency): Q2 2025 Guidance FY 2025 Guidance (as of 5/8/2025) FY 2025 Prior Guidance (as of 2/20/2025) U.S. Omnipod 22% - 25% 18% - 21% 16% - 20% International Omnipod 27% - 30% 27% - 30% 22% - 26% Total Omnipod 23% - 26% 20% - 23% 17% - 21% Drug Delivery 10% - 15% (35)% - (25)% (55)% - (45)% Total 23% - 26% 19% - 22% 16% - 20% Gross Margin ~71% ~70.5% Adjusted Operating Margin ~16.5% ~16.5% Conference Call: Insulet will host a conference call at 4:30 p.m. (Eastern Time) on May 8, 2025 to discuss the financial results and outlook. The link to the live call will be available on the Investor Relations section of the Company’s website at investors.insulet.com, “Events and Presentations,” and will be archived for future reference. The live call may also be accessed by dialing (888) 770-7129 for domestic callers or (929) 203-2109 for international callers, passcode 5904836. About Insulet Corporation: Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.