Insulet (PODD) Investor presentation summary

Strategic vision and mission

• Aims to reduce the daily burden of diabetes globally through empathetic, science-driven innovation.

• Focuses on transforming lives by integrating advanced technology and user-centric design.

Market leadership and growth

• Holds the top position in automated insulin delivery (AID) systems in the U.S. and Europe, with over 600,000 active customers and presence in 26 global markets.

• Drove 66% of global AID market growth from 2020 to 2025, achieving nearly 50% global revenue share.

• Achieved $2.7B in 2025 revenue, with a 25% CAGR in total revenue and 55% CAGR in adjusted EPS from 2021 to 2025.

Innovation and product pipeline

• Omnipod 5 ecosystem enhancements include improved algorithms, full CGM integration, and streamlined onboarding.

• Omnipod 6, launching in 2027, will offer fully closed-loop AID for T2D, seamless connectivity, and a new digital experience.

• Future platforms aim for further automation and ease of use, with significant R&D investment planned.