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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“With customers like Dexcom, who designed our low-power analog front end in their continuous glucose monitors”
onsemi supplies its low-power analog front end into DexCom's continuous glucose monitors; a design-win customer relationship.
“we were actually ready with the 15-day launch day 1 with Dexcom. So Omnipod 5 is compatible with the 15-day G7 now, and that's a great experience for customers.”
Insulet was ready day one for Dexcom's 15-day G7 sensor, with Omnipod 5 now compatible — positive for continued Dexcom CGM integration.
“our integration work with Dexcom's 15-day sensor. When Dexcom launches, so will we.”
Insulet is integrating Dexcom's next-generation 15-day CGM sensor with Omnipod 5 and plans to launch in lockstep with Dexcom, reinforcing the sensor partnership.
“including scoring 20 percentage points higher than the Tandem DexCom combination and 25 points higher than the Insulin DexCom combination”
Medtronic cites a dQ&A survey showing its 780G AID system outperforming DexCom-paired competitor combinations on user satisfaction.
“G6, G7 and Libre 2 Plus have launched, and Libre 3 is coming in 2026.”
Omnipod 5 now integrates Dexcom's G6 and G7 CGM sensors (including a new iOS app for G7), a positive demand read-through for Dexcom sensors paired with Insulet pumps.
“In the U.S., we are seeing strong adoption of Omnipod 5 with Dexcom's G7 and early traction with Abbott's FreeStyle Libre 2 Plus sensors.”
Insulet reports strong U.S. Omnipod 5 adoption with Dexcom's G7 sensor integration.
“We also continue to ramp Omnipod 5 with Dexcom's G7 in retail pharmacy.”
Insulet is ramping its Omnipod 5 integration with Dexcom's G7 sensor through the retail pharmacy channel.
“as Libre three is starting to launch in the U. S”
An analyst asks about the stability of DexCom's type 1 / intensive type 2 installed base as Abbott's FreeStyle Libre 3 launches in the U.S., framing Libre 3 as the key competitive product; DexCom says its base has remained stable.
“possibly even intensifying with Abbott coming out with a dual analyte”
An analyst frames Abbott's forthcoming dual-analyte CGM as an intensifying competitive dynamic for DexCom heading into 2026, implying Abbott is advancing its sensor roadmap.
“we became the first CGM company to offer a direct, no-cost integration into Epic EHR last year. At this point, we already have more than 100 health systems either integrated or in the process of onboarding to enable DexCom CGM data to flow directly into their customer health records.”
DexCom's no-cost EHR integration is driving adoption across 100+ health systems, expanding the reach of Epic's platform into diabetes data workflows.
“maybe with Abbott coming in on the insulin pump side of things or anything else like that to call out specifically versus just being really conservative with the guide in the back half?”
An analyst flags Abbott's entry into insulin-pump integration as a potential competitive pressure point for DexCom's conservative back-half guidance.
“Our partners, Oura, and our distribution partners, like in particular, Amazon, have made a huge difference in our ability to reach that population.”
DexCom credits Amazon as a key distribution partner for reaching the health-and-wellness Stelo customer base, indicating growing retail/e-commerce reach.
“our integration with Oura is now live, which allows customers to integrate DexCom glucose data with vital signs, sleep, stress, heart health and activity data provided by the Oura Ring.”
DexCom's live data integration with Oura Ring expands Oura's health-tracking ecosystem to include glucose data, deepening the wearables partnership.
“We've got our integration with Oura that we're very focused on for users, and we do anticipate that's going to bring some more folks in the Stelo family that aren't -- don't have diabetes.”
DexCom's Stelo is integrating with Oura Ring to expand Stelo's reach into the health-and-wellness (non-diabetic) user base beyond its original type 2 diabetes focus.
“Stelo also officially went live on the Amazon storefront during the quarter, which provides our customers another easy access point on one of the highest volume e-commerce sites in the world, and we expect even more distribution partners to broaden our commercial access in the future.”
DexCom's over-the-counter Stelo biosensor launched on Amazon's storefront, a new distribution channel management expects to become a much larger part of Stelo sales over the year.
“This will include Stella's upcoming introduction on the Amazon storefront, which we expect to be live in the coming weeks.”
DexCom is launching its over-the-counter Stella product on Amazon's storefront in Q1 2025, expanding distribution beyond DME/pharmacy channels.
“This includes our recently announced relationship with Oura, which will integrate DexCom, Inc. glucose data with vital signs, sleep, stress, heart health, and activity data from the Oura Ring to provide an even broader picture of health for our mutual customers.”
DexCom announces a data-integration partnership with wearables maker Oura, combining glucose data with Oura Ring vital signs, sleep, and activity data for shared customers.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Travis Steed | Bank of America | 6 (0%) |
| Will Plovanic | Canaccord Genuity | 6 (0%) |
| Jayson Bedford | Raymond James | 6 (0%) |
| Matt Taylor | Jefferies | 6 (0%) |
| Joanne Wuensch | Citigroup | 6 (0%) |
| Robbie Marcus | JPMorgan | 6 (17%) |
| Danielle Antalffy | UBS | 5 (0%) |
| Matt O'Brien | Piper Sandler | 5 (60%) |
| Marie Thibault | BTIG | 5 (0%) |
| Mike Polark | Wolfe Research | 5 (20%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| William Blair | 3 | 7 (0%) |
| Raymond James | 1 | 6 (0%) |
| JPMorgan | 1 | 6 (17%) |
| Citigroup | 1 |
| 6 (0%) |
| BTIG | 2 | 6 (0%) |
| Jefferies | 1 | 6 (0%) |
| Canaccord Genuity | 1 | 6 (0%) |
| Bank of America | 1 | 6 (0%) |
DexCom delivered full-year revenue exceeding the high end of its most recent guidance with the G7 15-Day broadly launched across all US channels, while free cash flow surpassed $1 billion for the first time. Q4 net income was $265.1 million ($0.68 per share) with gross margin recovering over 200 basis points sequentially. FY2026 guidance was introduced at $5.16-5.25 billion revenue (11-13% growth) with Smart Basal early access launching, while CMS upside was excluded from the outlook.
Demand | Product Launch | Competitive Dynamics | Regulation Policy | Revenue Growth | Margin | Guidance Reliability | Subscriber Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 6 | 3 | 2 | 5 | 1 | 3 | 2 |
| 2025Q1 | 8 | 4 | 4 | 3 | 3 | 3 | 2 | 3 |
| 2025Q2 | 8 | 3 | 7 | 4 | 2 | 1 | 2 | 2 |
| 2025Q3 | 7 | 4 | 3 | 2 | 4 | 5 | 4 | 3 |
| 2025Q4 | 6 | 4 | 2 | 4 | 3 | 3 | 2 | 1 |
| 2026Q1 | 7 | 3 | 3 | 6 | 3 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 8 | 8 | 7 | 6 | 7 |
| Product Launch | 6 | 4 | 3 | 4 | 4 | 3 |
| Competitive Dynamics | 3 | 4 | 7 | 3 | 2 | 3 |
| Regulation Policy | 2 | 3 | 4 | 2 | 4 | 6 |
| Revenue Growth | 5 | 3 | 2 | 4 | 3 | 3 |
| Margin | 1 | 3 | 1 | 5 | 3 | 3 |
| Guidance Reliability | 3 | 2 | 2 | 4 | 2 | 2 |
| Subscriber Growth | 2 | 3 | 2 | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DXCM DexCom | 9 | +15.1% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 8 | +9.9% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |