Insulet (PODD) Investor presentation summary

Strategic vision and mission

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

• Focuses on transforming lives for people with diabetes by leveraging technology and ingenuity.

Market leadership and growth

• Holds the top position in the U.S. and Europe for automated insulin delivery (AID) systems, with over 600,000 active customers and presence in 25 global markets.

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

• Achieved $2.7B in 2025 revenue, with a 25% CAGR from 2021 to 2025 and significant margin and EPS expansion.

Innovation and product pipeline

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

• Omnipod 6, launching in 2027, aims to set a new standard in wearable AID with better connectivity, ease of use, and a fully closed-loop system for T2D by 2028.

• Ongoing R&D investment of $1B over three years supports future platforms and clinical evidence generation.