DEXCOM WKN: A0D9T1 ISIN: US2521311074 Kürzel: DXCM Forum: Aktien Thema: Hauptdiskussion

$DXCM | Dexcom Q3'24 Earnings Highlights 🔹 Revenue: $994.2M (Est. $990.71M) 🟢; UP +2% YoY 🔹 Adj EPS: $0.45 (Est. $0.43) 🟢 🔹 Adjusted Operating Income: $212.0M; DOWN -11% YoY 🔹 GAAP Operating Income: $152.0M; DOWN -26% YoY Segment Performance: 🔹 Hardware Revenue: $42.4M; DOWN -58% YoY (Est. $64.6M) 🔴 🔹 Sensor and Other Revenue: $951.8M; UP +8.9% YoY (Est. $924.8M) 🟢 Geographic Breakdown: 🔹 U.S. Revenue: $701.9M; DOWN -1.6% YoY (Est. $726.9M) 🔴 🔹 International Revenue: $292.3M; UP +12% YoY (Est. $261.4M) 🟢 2024 Guidance (Reaffirmed): 🔹 Revenue: $4.0B-$4.05B (11-13% organic growth) 🔹 Non-GAAP Gross Margin: ~63% 🔹 Non-GAAP Operating Margin: ~20% 🔹 Adjusted EBITDA Margin: ~29% Strategic Highlights: 🔸 Launched Stelo, a new over-the-counter biosensor targeting prediabetes and type 2 diabetes patients not on insulin therapy. 🔸 Expanded international product portfolio with Dexcom G7 in Australia and Dexcom ONE+ in France. 🔸 Executed a $750M share repurchase program, maintaining alignment with prior strategic plans. 🔸 Submitted Dexcom G7 15-day CGM system to the FDA for review, extending product innovation pipeline. CEO Commentary: 🔸 "Dexcom's third quarter results were in line with expectations as our team quickly adapted to evolving business dynamics. We made significant strides in improving execution, setting us up for a strong fourth quarter and momentum into 2025." — Kevin Sayer, Chairman, President, and CEO