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Analyst
Bill Plovanic
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 2 companies
DXCMDexCom6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q1
With that cash balance and commentary in the press release on prioritizing exploring new opportunities, help us understand what that means
Show response
Jereme cited tuck-in M&A for geographic expansion or new capabilities, share buybacks, and capital markets activity as uses of cash. Completed $500 million of share buybacks in back half of 2025. More detail expected at Investor Day capital allocation section.
Calendar 2025 Q4
where do we stand today? And then you know, and just, I guess, explain what I guess, the cadence of covered labs could look like
Show response
Jereme updated commercial NIT2 covered lives to approximately 6.5 million or slightly higher out of 12.5 million total. Additional plans being knocked down through renewals. Medicare coverage would follow Part B then Part C pathway. CMS expansion expected to happen quickly once approved.
Calendar 2025 Q3
Was it back-end loaded, front-end loaded to give us confidence that the fourth quarter might become a record quarter? And then I just -- I know you talked in general about attrition rates, but have...
Show response
Jereme confirmed attrition rates stable within normal ranges, tracked weekly. Anecdotal evidence from September encouraging as deployment issues waned. Jake confirmed prescribers reporting dramatic improvement since first-half quality challenges.
Calendar 2025 Q2
I was wondering if you could give us some kind of granularity on where are you today in penetration of that market? Does the data that's been presented provide the information needed to kind of cha...
Show response
Jake noted still early in gestational diabetes penetration. 1 in 10 US pregnancies affected. G7 recently added fasting glucose measurement and customizable target ranges for pregnancy. ADA data showed significant decrease in unscheduled C-sections and NICU admissions with CGM.
Calendar 2025 Q1
Is that something that will be adjusted in this 15 Day as you're working through those contracts? And if so, so does the price per day come down
Show response
Jake confirmed reimbursement will remain the same per time period for 15-day launch, meaning same revenue for a period of time despite fewer sensor changes.
Calendar 2024 Q4
Is this gonna be something where it's a, you know, one percent expansion per year in operating adjusted operating
Show response
Jereme outlined two leverage paths: OpEx as % of revenue declining plus gross margin improvement through 15-day sensor and design cost reductions. Balanced with continued R&D/marketing investment.
PODDInsulet Corporation2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
there was some commentary regarding the prescribers and the patients. So -- and I wanted you to kind of -- if I heard that right
Show response
Eric described three DTC effects: proven lead generation engine producing qualified interested customers, activated patients walking into physician offices creating awareness and reducing prescriber skepticism about Type 2 AID, and 65% of leads from non-called-on providers creating warm invitations for sales team to assess new prescriber relationships.
Calendar 2025 Q2
you had significant leverage, especially on the SG&A component of that this quarter. I was wondering, has anything changed there
Show response
Ashley confirmed strategies intact despite SG&A leverage. Identified four investment areas to move faster: accelerating innovation pace, continuing market development with evidence-based approach, enhancing commercial excellence and demand generation, and building global supply chain scale.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| DXCM DexCom | 6 | 0%none of 6 questions |
| PODD Insulet Corporation | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Regulation Policy2
- Subscriber Growth2
- Margin2
- Capital Allocation1
- Capex Investment1
- Pricing1
- Product Launch1
- Cost Pressure1