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Insulet (PODD) investor relations material
Insulet Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary20 Nov, 2025
Strategic vision and market opportunity
Aims to make automated insulin delivery (AID) the standard of care for both type 1 and type 2 diabetes, targeting significant market expansion in the U.S. and internationally, with a user base growing from 600,000 to over 1 million by 2028.
Sees a $30 billion total addressable market, with significant runway in both type 1 and type 2 diabetes, and plans to double type 2 AID penetration in the U.S. by 2028.
Holds #1 position in AID market share, new customer starts, and prescriber engagement in the U.S. and Europe, with high brand loyalty and customer engagement.
Focuses on disciplined market entry, leveraging a proven playbook for local execution, global scalability, and durable, profitable growth.
Preparing to enter Asia, with Japan as the likely first market, and to unlock the international type 2 market post-2028, while expanding into new geographies including the Middle East.
Innovation and product pipeline
Omnipod 5 enhancements in 2026 will include improved algorithms, lower glucose targets, full CGM integration (including Libre 3+), and new digital tools such as the Discover data platform.
Omnipod 6, launching in 2027, will offer a fully closed-loop system for type 2 diabetes, improved connectivity, a unified pod for all CGMs, and a new app experience.
Post-2028 pipeline includes higher insulin capacity, longer wear, next-gen hardware, and fully closed-loop systems for both type 1 and type 2 diabetes.
Over $1 billion to be invested in R&D over the next three years, with ongoing investment in clinical evidence and a strong IP portfolio of 889 active patents and 711 applications filed.
Ongoing studies (STRIVE, EVOLUTION-2/3) and real-world data support future product launches and guideline changes.
Financial guidance and growth algorithm
Projects 29–30% total revenue growth in 2025, with a 20%+ revenue CAGR and 100 basis points annual adjusted operating margin expansion through 2028.
Adjusted EPS expected to grow at 25%+ CAGR, outpacing revenue, supported by strong free cash flow generation and disciplined capital allocation.
U.S. type 1 penetration projected to rise from 40% to 50–55% by 2028; international type 1 from 25% to 30–35%.
Investments in automation and global manufacturing, including new facilities in Malaysia and Costa Rica, to support scalable growth.
SG&A as a percent of sales expected to decline, with operational leverage and targeted commercial investments driving profitability.
PCP channel: How do you measure success metrics?
OUS Type 2 market: What are key unlock steps?
Inorganic opportunities: What categories are in scope?
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Q4 202526 Feb, 2026
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Frequently asked questions
Insulet Corporation is a medical device company that develops and manufactures tubeless insulin pump systems for people with diabetes. Its flagship product is a wearable device that delivers continuous subcutaneous insulin infusion. The company markets its technology directly and through partnerships with healthcare providers. Insulet Corporation is headquartered in Acton, Massachusetts, and its shares are listed on the NASDAQ.
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