Insulet (PODD) Investor presentation summary

Strategic vision and mission

• Aspires to make diabetes management less burdensome globally, transforming lives through empathy, ingenuity, and science.

• Focuses on continuous innovation to integrate diabetes care seamlessly into daily life.

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 AID market growth from 2020-2025, now approaching 50% global revenue share.

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

Innovation and product pipeline

• Omnipod 5 ecosystem enhancements include improved algorithms, full CGM integration, and actionable insights for users and healthcare providers.

• Omnipod 6, launching in 2027, aims for better outcomes, ease of use, and seamless connectivity.

• Developing a fully closed-loop system for type 2 diabetes, targeting a 2028 launch.