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Dexcom
Dexcom (DXCM) investor relations material
Dexcom 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic Vision, Innovation, and Industry Context
Focus on expanding access to CGM technology globally to address the diabetes crisis, with 589 million adults affected in 2024 and projections reaching 853 million by 2050.
Priorities include being the premier glucose solution, setting the standard for customer experience, and expanding international market share.
Emphasis on continuous innovation, including new product launches like the G7 15-day sensor, Dexcom ONE+, and upcoming G8 system.
Investment in digital experiences, AI-driven features, and partnerships for broader health insights.
Commitment to quality, supply chain resilience, and scalable infrastructure, with Ireland facility on track for Q4 2026 production.
Financial Performance and Guidance
2025 revenue reached approximately $4.662 billion, up 16% year-over-year, with a record 3.5 million active customers (excluding Stelo users).
2026 revenue guidance is $5.16–$5.25 billion, representing 11%–13% growth, with gross margin expected at 63%–64% and operating margin at 22%–23%.
Free cash flow projected at $1 billion and adjusted EBITDA at $1.5 billion for 2026, with over 200 basis points of gross margin expansion.
Stelo, the over-the-counter CGM, contributed $130 million in 2025 revenue and is expected to grow.
Guidance assumes no major coverage expansions in 2026, but ongoing efforts may unlock future growth.
Market Expansion and Clinical Evidence
Less than 2% of the global diabetes population uses CGM, highlighting significant growth potential.
Broadened US coverage with the three largest PBMs, now covering CGM for all diabetes patients, including non-insulin users.
Strong clinical evidence supports CGM use in non-insulin patients, with sustained improvements in A1C and glucose metrics over 12 months.
International wins in Japan, France, Ontario, and Quebec, with anticipated access gains in Western Europe and Australia.
Upcoming randomized controlled trial results for non-insulin users expected to drive further global coverage.
G8 sensor's key advancements and market targets
Strategy for non-insulin user coverage expansion
How will Q1 2026 seasonality compare
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Next Dexcom earnings date
Q4 202512 Feb, 2026
Dexcom
Next Dexcom earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Dexcom, Inc., focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally. The company's products include Dexcom G4 PLATINUM System, Dexcom G5 Mobile CGM System, and its interoperable systems, as well as other clinical diagnostic products. It offers its products to hospitals; physicians' offices specializing in diabetes treatment; ambulatory surgical centers; clinical practice settings; corporate wellness programs; and individual patients. The company markets its products directly to physicians and their specialties, including endocrinologists; general practitioners; obstetricians/gynecologists; pediatricians; family physicians; doctors practicing in health care clinics or managed facilities; diabetologists; and internists. The company was incorporated in 1999.
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