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    Simran Kaur • Wells Fargo & Company

    Simran Kaur's questions to Rxsight Inc (RXST) leadership

    Simran Kaur's questions to Rxsight Inc (RXST) leadership • Q2 2025

    Question

    Simran Kaur of Wells Fargo inquired about business trends exiting Q2 and into Q3 2025, referencing prior commentary on a lack of volume acceleration in June, and asked if analyst models for Q3 are now properly calibrated.

    Answer

    CFO Shelley Thunen stated that while it is still early in Q3, the company is mindful of the trends from Q2 and typical third-quarter seasonality. Thunen confirmed that consensus estimates are currently in the middle of the full-year revenue guidance of $120 million to $130 million and reiterated that H2 revenue is expected to be significantly lower than H1.

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    Simran Kaur's questions to Insulet Corp (PODD) leadership

    Simran Kaur's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Simran Kaur, on for Larry Biegelsen, asked for clarity on the implied Q4 U.S. growth range, questioning what factors would lead to the high versus low end, and sought perspective on whether 20% is a sustainable growth rate for the U.S. business into 2026.

    Answer

    EVP & CFO Ana Maria Chadwick clarified that underlying business trends remain very stable. She explained that after normalizing for prior-year stocking and current-quarter rebate timing, the U.S. business grew 24% in the first half. She stated the back-half guidance is strong in that context and that the company's momentum is expected to continue.

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    Simran Kaur's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Simran Kaur from Wells Fargo questioned the wide implied Q4 growth range for the U.S. business and asked whether 20% growth remains a reasonable expectation for the U.S. segment going forward.

    Answer

    EVP & CFO Ana Maria Chadwick clarified that underlying business trends are very stable. She explained that after normalizing for prior-year stocking and current-year rebate timing, the U.S. business grew 24% in the first half. In this context, she described the back-half guidance as very strong and expressed confidence in continued momentum, deferring comments on 2026.

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