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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.
“We will also expand our CGM integrations to include FreeStyle Libre 3 Plus, making Omnipod 5 compatible with every major sensor”
Insulet plans to integrate Abbott's FreeStyle Libre 3 Plus sensor with Omnipod 5, expanding Abbott's CGM reach into Insulet's pump base.
“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.
“Libre 3 integration in the U.S. is on track for the first half of 2026 and is a top priority.”
Insulet is integrating Abbott's FreeStyle Libre 3 CGM with Omnipod in the U.S., targeting first half of 2026 as a top priority to expand sensor compatibility.
“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.
“G6, G7 and Libre 2 Plus have launched, and Libre 3 is coming in 2026.”
Omnipod 5 integrates Abbott's FreeStyle Libre 2 Plus with Libre 3 integration coming in 2026, a positive read-through for Abbott CGM attach alongside Insulet pumps.
“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 early traction integrating Abbott's FreeStyle Libre 2 Plus sensor with Omnipod 5.
“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.
“we are proud to have launched Omnipod 5 integrated with Abbott's FreeStyle Libre 2 Plus sensor in the U.S.”
Insulet launched Omnipod 5 sensor integration with Abbott's FreeStyle Libre 2 Plus in the U.S., expanding its sensor-compatibility ecosystem.
| 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 | 8 (13%) |
| Jeff Johnson | Robert W. Baird | 7 (14%) |
| Robbie Marcus | JPMorgan |
| Dave Roman | Goldman Sachs | 5 (20%) |
| Joanne Wuensch | Citigroup | 5 (0%) |
| Mike Polark | Wolfe Research | 5 (0%) |
| Larry Biegelsen | Wells Fargo | 4 (50%) |
| Matt O'Brien | Piper Sandler | 4 (0%) |
| Jayson Bedford | Raymond James | 3 (0%) |
| Danielle Antalffy | UBS | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 8 (13%) |
| Robert W. Baird | 1 | 7 (14%) |
| JPMorgan | 1 | 6 (33%) |
| Wells Fargo | 2 | 5 (40%) |
| Goldman Sachs | 1 | 5 (20%) |
| Citigroup | 1 | 5 (0%) |
| Wolfe Research | 1 | 5 (0%) |
| Piper Sandler | 1 | 4 (0%) |
Insulet capped its tenth consecutive year of 20%+ growth with $2.7 billion in annual revenue, as Q4 revenue of $784 million advanced 29% at constant currency. Type 2 reached over 40% of US new starts, international growth hit 42% with nine new country launches, and record gross and operating margins were achieved for the full year. Management introduced FY2026 guidance of 20-22% total company revenue growth with continued margin expansion.
Subscriber Growth | Demand | Revenue Growth | Competitive Dynamics | Guidance Reliability | Geographic Expansion | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 5 | 3 | 3 | 3 | 2 | 1 |
| 2025Q1 | 5 | 5 | 2 | 2 | 1 | 1 | 4 | |
| 2025Q2 | 6 | 5 | 4 | 3 | 2 | 3 | 2 | |
| 2025Q3 | 7 | 6 | 3 | 4 | 1 | 1 | ||
| 2025Q4 | 2 | 4 | 3 | 4 | 1 | 2 | ||
| 2026Q1 | 5 | 5 | 7 | 5 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Subscriber Growth | 5 | 5 | 6 | 7 | 2 | 5 |
| Demand | 4 | 5 | 5 | 6 | 4 | 5 |
| Revenue Growth | 5 | 2 | 4 | 3 | 3 | 7 |
| Competitive Dynamics | 3 | 2 | 3 | 4 | 4 | 5 |
| Guidance Reliability | 3 | 1 | 2 | 1 | 1 | 2 |
| Geographic Expansion | 3 | 1 | 3 | 1 | 1 | |
| Margin | 2 | 4 | 2 | |||
| Innovation & R&D | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PODD Insulet Corporation | 8 | +33.9% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 8 | +9.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |