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    Carol Wong • Nephron Research LLC

    Carol Wong's questions to Insulet Corp (PODD) leadership

    Carol Wong's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Carol Wong, on for Chris Pasquale, questioned the reiterated full-year gross margin guidance of ~71%, noting that H1 performance excluding inventory charges was stronger and the tariff outlook has improved.

    Answer

    EVP & CFO Ana Maria Chadwick acknowledged the positive factors but also pointed to an approximate 30 basis point headwind from foreign exchange. She stated that the underlying operational performance is very strong and that the company is in a very good position to deliver the full-year guidance, which represents 120 basis points of year-over-year expansion.

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    Carol Wong's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Carol Wong of Nephron Research LLC questioned the reiterated full-year gross margin guidance, noting that first-half performance was strong and the outlook on tariffs had improved, which seemed to imply potential upside.

    Answer

    EVP & CFO Ana Maria Chadwick acknowledged the strong underlying performance and favorable tariff update. However, she pointed to an offsetting headwind from foreign exchange rates of approximately 30 basis points. She expressed confidence in achieving the full-year guidance of approximately 71%, which represents 120 basis points of year-over-year expansion.

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    Carol Wong's questions to Tandem Diabetes Care Inc (TNDM) leadership

    Carol Wong's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q2 2025

    Question

    Carol Wong of Nephron Research LLC, on for Chris Pasquale, asked for more commentary on the raised guidance for outside-the-U.S. (OUS) markets and the reasons for the improved outlook.

    Answer

    EVP, CFO & Treasurer Leigh Vosseller explained that the OUS business has performed very well, with strong results in the first half of the year. She noted that the anticipated headwind from distributor destocking ahead of the transition to direct sales is now expected to be smaller ($10M vs. $15-20M). Additionally, they are seeing early traction in international renewal opportunities, which provides a reliable recurring revenue stream.

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