DexCom Stock Earnings Reports
DexCom Earnings Calls
Release date | May 01, 2025 |
EPS estimate | $0.330 |
EPS actual | - |
Revenue estimate | 1.017B |
Revenue actual | - |
Expected change | +/- 3.60% |
Release date | Feb 13, 2025 |
EPS estimate | $0.479 |
EPS actual | $0.450 |
EPS Surprise | -6.09% |
Revenue estimate | 1.109B |
Revenue actual | 1.114B |
Revenue Surprise | 0.392% |
Release date | Oct 24, 2024 |
EPS estimate | $0.440 |
EPS actual | $0.450 |
EPS Surprise | 2.27% |
Revenue estimate | 990.443M |
Revenue actual | 994.2M |
Revenue Surprise | 0.379% |
Release date | Jul 25, 2024 |
EPS estimate | $0.390 |
EPS actual | $0.430 |
EPS Surprise | 10.26% |
Revenue estimate | 1.037B |
Revenue actual | 1.004B |
Revenue Surprise | -3.17% |
Last 4 Quarters for DexCom
Below you can see how DXCM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Jul 25, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $107.85 |
EPS estimate | $0.390 |
EPS actual | $0.430 |
EPS surprise | 10.26% |
Date | Price |
---|---|
Jul 19, 2024 | $111.66 |
Jul 22, 2024 | $111.65 |
Jul 23, 2024 | $112.13 |
Jul 24, 2024 | $111.94 |
Jul 25, 2024 | $107.85 |
Jul 26, 2024 | $64.00 |
Jul 29, 2024 | $67.48 |
Jul 30, 2024 | $69.70 |
Jul 31, 2024 | $67.82 |
4 days before | -3.41% |
4 days after | -37.12% |
On release day | -40.66% |
Change in period | -39.26% |
Release date | Oct 24, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $74.85 |
EPS estimate | $0.440 |
EPS actual | $0.450 |
EPS surprise | 2.27% |
Date | Price |
---|---|
Oct 18, 2024 | $72.38 |
Oct 21, 2024 | $72.61 |
Oct 22, 2024 | $73.08 |
Oct 23, 2024 | $72.48 |
Oct 24, 2024 | $74.85 |
Oct 25, 2024 | $73.44 |
Oct 28, 2024 | $72.10 |
Oct 29, 2024 | $72.24 |
Oct 30, 2024 | $71.80 |
4 days before | 3.41% |
4 days after | -4.07% |
On release day | -1.88% |
Change in period | -0.80% |
Release date | Feb 13, 2025 |
Fiscal end date | Dec 31, 2024 |
Price on release | $84.09 |
EPS estimate | $0.479 |
EPS actual | $0.450 |
EPS surprise | -6.09% |
Date | Price |
---|---|
Feb 07, 2025 | $88.08 |
Feb 10, 2025 | $88.27 |
Feb 11, 2025 | $86.38 |
Feb 12, 2025 | $83.87 |
Feb 13, 2025 | $84.09 |
Feb 14, 2025 | $89.07 |
Feb 18, 2025 | $90.53 |
Feb 19, 2025 | $89.68 |
Feb 20, 2025 | $89.34 |
4 days before | -4.53% |
4 days after | 6.24% |
On release day | 5.92% |
Change in period | 1.43% |
Release date | May 01, 2025 |
Fiscal end date | Mar 31, 2025 |
Price on release | - |
EPS estimate | $0.330 |
EPS actual | - |
Date | Price |
---|---|
Apr 10, 2025 | $67.30 |
Apr 11, 2025 | $66.14 |
Apr 14, 2025 | $67.39 |
Apr 15, 2025 | $69.23 |
Apr 16, 2025 | $68.73 |
DexCom Earnings Call Transcript Summary of Q4 2024
DexCom, Inc.
The company emphasized its strategic investments, international expansion, new product launches, and advancements in reimbursement, particularly for type 2 diabetes patients.
Key Financial Highlights:
- Q4 Revenue: $1.11 billion (8% growth YoY).
- Full-Year Revenue Growth: 12% organic growth, 14% projected for 2025.
- Q4 US Revenue: $803 million (4% growth YoY).
- International Revenue: Grew by 17%, totaling $311 million.
- Operating Income: $209.5 million (18.8% of revenue).
- Gross Profit Margin: 59.4% impacted by a $21 million non-cash charge.
- Cash Position: Approximately $2.6 billion in cash and equivalents.
Customer Growth:
- The global customer base grew by 25%, reaching over 2.8 million.
- Significant improvements in sales force productivity, adding over 50,000 prescribers.
Product Developments:
- Launched the over-the-counter product, Stella, with over 140,000 users shortly after launch.
- Planning to launch a 15-day G7 CGM system in the second half of 2025, pending FDA approval.
- Ongoing development of the G8 platform, expected to provide enhanced capabilities.
Market Expansion:
- Expanded reimbursement for CGM in type 2 diabetes, covering an additional 5 million people in the U.S.
- Noteworthy international coverage wins in markets such as France and New Zealand.
Future Outlook and Guidance:
- Guidance for 2025 anticipates total revenue of $4.6 billion (14% growth).
- Full-year gross profit margin expected to improve to 64-65%.
- Focus on converting existing customer base to newer products (e.g., G7 and upcoming G8).
Strategic Initiatives:
- Continuous emphasis on broadening CGM adoption among both insulin and non-insulin user populations.
- Investment in generative AI technology within the Stella platform to enhance user engagement and insights.
Risks & Considerations:
- Observations on competitive dynamics in the DME channel and reimbursement landscapes.
- Potential impacts of economic conditions on healthcare spending.
- The necessity to manage new product launches effectively, ensuring coverage and integration with existing systems.
Conclusion:
DexCom presents a solid growth trajectory with expansive opportunities in the CGM market, particularly highlighted by its strategic focus on expanding coverage, refining product offerings, and leveraging its innovative technologies. Investors should monitor execution on these plans as the company aims for continued growth in both domestic and international markets.