Earnings summaries and quarterly performance for TANDEM DIABETES CARE.
Executive leadership at TANDEM DIABETES CARE.
John Sheridan
Detailed
President and Chief Executive Officer
CEO
Elizabeth Gasser
Detailed
Executive Vice President and Chief Strategy and Product Officer
Jean-Claude Kyrillos
Detailed
Executive Vice President and Chief Operating Officer
Leigh Vosseller
Detailed
Executive Vice President, Chief Financial Officer and Treasurer
Mark Novara
Detailed
Executive Vice President and Chief Commercial Officer
Rick Carpenter
Detailed
Chief Technical Officer
Shannon Hansen
Detailed
Executive Vice President, Chief Legal, Privacy & Compliance Officer and Secretary
Susan Morrison
Detailed
Executive Vice President and Chief Administrative Officer
Board of directors at TANDEM DIABETES CARE.
Research analysts who have asked questions during TANDEM DIABETES CARE earnings calls.
Danielle Antalffy
UBS Group AG
4 questions for TNDM
Also covers: ABT, ATRC, BAX +15 more
Jayson Bedford
Raymond James
4 questions for TNDM
Also covers: AXGN, DXCM, IART +7 more
Shagun Singh Chadha
RBC Capital Markets
4 questions for TNDM
Also covers: AXNX, DXCM, GMED +11 more
Christopher Pasquale
Nephron Research
3 questions for TNDM
Also covers: ALC, AXGN, BSX +12 more
David Roman
Goldman Sachs Group Inc.
3 questions for TNDM
Also covers: ABT, BAX, BDX +18 more
Jeffrey Johnson
Robert W. Baird & Co. Inc.
3 questions for TNDM
Also covers: ALC, ALGN, BBNX +11 more
Joanne Wuensch
Citigroup Inc.
3 questions for TNDM
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Joshua Jennings
TD Cowen
3 questions for TNDM
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Larry Biegelsen
Wells Fargo & Company
3 questions for TNDM
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Mathew Blackman
Stifel
3 questions for TNDM
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Matthew Miksic
Barclays PLC
3 questions for TNDM
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Matthew O'Brien
Piper Sandler & Co.
3 questions for TNDM
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Matthew Taylor
Jefferies
3 questions for TNDM
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Michael Kratky
Leerink Partners
3 questions for TNDM
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Michael Polark
Wolfe Research
3 questions for TNDM
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Steven Lichtman
Oppenheimer & Co. Inc.
3 questions for TNDM
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Travis Steed
Bank of America
3 questions for TNDM
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William Plovanic
Canaccord Genuity
3 questions for TNDM
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Anthony Petrone
Mizuho Group
2 questions for TNDM
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Brooks O'Neil
Lake Street Capital Markets
2 questions for TNDM
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Issie Kirby
Redburn Atlantic
2 questions for TNDM
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Aaron Wukmir
Lake Street Capital Markets
1 question for TNDM
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Bill Plovanic
Canaccord Genuity
1 question for TNDM
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Bill Plovanic
Canaccord Genuity - Global Capital Markets
1 question for TNDM
Brett Gasaway
Leerink Partners
1 question for TNDM
Also covers: AXGN
Brian
TD Cowen
1 question for TNDM
Also covers: JBL
Carol Wong
Nephron Research LLC
1 question for TNDM
Also covers: PODD
Felipe Lamar
Truist Securities
1 question for TNDM
Also covers: BBNX, SIBN, TMCI +1 more
Lawrence Biegelsen
Wells Fargo
1 question for TNDM
Also covers: ABT, ALC, BAX +16 more
Matt Miksic
Barclays Investment Bank
1 question for TNDM
Also covers: ABT, ATEC, BAX +14 more
Matt Taylor
Jefferies & Company Inc.
1 question for TNDM
Also covers: BAX, BIO, DXCM +10 more
Patrick Wood
Morgan Stanley
1 question for TNDM
Also covers: ALC, BDX, BLCO +17 more
Philip Coover
Goldman Sachs
1 question for TNDM
Also covers: BBNX
Stephanie Piazzola
Bank of America
1 question for TNDM
Also covers: BBNX, CBLL, KMTS +1 more
Recent press releases and 8-K filings for TNDM.
Tandem Diabetes Care Discusses Q3 Revenue Growth, Margin Expansion, and Future Product Pipeline
TNDM
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Tandem Diabetes Care (TNDM) reported 5% revenue growth in Q3 from pricing benefits, primarily through pharmacy channels, which is expected to be a multi-year tailwind.
- The company projects significant gross margin improvement, aiming to exit 2026 at a 60% rate and potentially reaching 70% for the supplies business.
- TNDM returned to EBITDA positive in Q3 and targets $50 million in EBITDA as early as next year (2026).
- Strategic product launches include a tubeless patch pump (Mobi) in 2026, anticipated to be a market-expanding opportunity, and the initiation of a pivotal trial for a fully closed-loop system in 2026.
- Market expansion efforts also include leveraging the recent type 2 diabetes indication and Android integration for the Mobi pump.
4 days ago
Tandem Diabetes Care Highlights Pricing Tailwinds, Margin Expansion, and Product Innovation
TNDM
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Tandem Diabetes Care (TNDM) reported that 5% of its Q3 revenue growth was driven by pricing, primarily from the pharmacy channel, which accounted for approximately two-thirds of the pricing benefit. The company currently has 40% of U.S. lives covered for MobiPump and supplies through pharmacy.
- The company anticipates a multi-year tailwind from pricing through the pharmacy channel, which is expected to drive top-line growth and improve gross and bottom-line margins. TNDM expects its gross margin to be 53%-54% for the current year and aims to exit 2026 at a 60% gross margin rate.
- TNDM is expanding its market reach by focusing on Type 1 MDI patients and the newly indicated Type 2 patient population. Key product developments include the Control-IQ Plus algorithm for easier use and the launch of its first patch pump (Mobi) in 2026, featuring a 7-day wear base and detachability.
- The company returned to EBITDA positive in Q3 and aims to remain positive annually, targeting a return to $50 million in EBITDA as early as next year.
4 days ago
Tandem Diabetes Care Discusses Growth Drivers and Financial Outlook
TNDM
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Tandem Diabetes Care emphasizes its pharmacy channel strategy as a significant growth driver, contributing 5% domestic revenue growth in Q3, primarily from the launch of t:slim and Mobi Pump supplies into this channel.
- The company anticipates substantial gross margin improvement, targeting an exit rate of 60% by the end of 2026, up from 53%-54% for the current year, largely driven by pricing benefits from the pharmacy channel.
- Tandem returned to positive EBITDA in Q3 and aims for sustained annual positive EBITDA, with a goal to reach $50 million in EBITDA as early as 2026.
- Key product innovations include the planned launch of a tubeless Mobi pump in 2026 and the Control-IQ Plus algorithm, designed to simplify use and expand market reach, particularly for type 2 patients.
4 days ago
Tandem Diabetes Care Discusses Q3 2025 Performance and 2026 Outlook
TNDM
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Tandem Diabetes Care reported a solid Q3 2025 with outperformance driven by improved pricing and the pharmacy channel, notably the early launch of t:slim supplies in September.
- The company anticipates new pump growth in 2026 to be back-half weighted, supported by upcoming product launches like tubeless Mobi (expected 2026 approval) and the Type 2 indication.
- Tandem projects significant financial improvements for 2026, including an exit gross margin of 60% by Q4 2026 and OPEX leverage, partly due to the transition to a direct international model expected to yield at least a 30% ASP premium.
- The company is expanding its focus on the insulin-intensive Type 2 market, which currently has only 5% pump penetration but is projected to reach 25-30% penetration over the next few years, significantly expanding Tandem's addressable market.
Nov 11, 2025, 3:40 PM
Tandem Diabetes Care Secures FDA Approval for Android Mobi App
TNDM
Product Launch
Revenue Acceleration/Inflection
- Tandem Diabetes Care received FDA approval for the Android version of its Mobi insulin pump app, expanding accessibility to users of devices like Google Pixel and Samsung Galaxy.
- The Mobi system, powered by Control-IQ+ technology, optimizes insulin delivery and provides automatic correction boluses, achieving 79% time in range and 90% overnight time in range.
- This development is expected to increase market share, with a limited app release planned for December 2025 and full commercial availability in early 2026.
- Following the news, Tandem's stock surged nearly 20%, reflecting strong investor confidence.
- The company reported Q3 2025 worldwide sales of $249.3 million, an increase from Q3 2024 sales of $244 million.
Nov 10, 2025, 2:18 PM
Tandem Diabetes Care Reports Record Q3 2025 Sales and Reaffirms Full-Year Guidance
TNDM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tandem Diabetes Care achieved record Q3 2025 sales of $249 million, with US sales at $176 million and international sales at $74 million. The company also reported a 54% gross margin and returned to positive adjusted EBITDA and free cash flow.
- The company reaffirmed its 2025 full-year guidance, expecting $1 billion in worldwide sales and a gross margin in the range of 53%-54% of sales. Adjusted EBITDA is anticipated to be negative 5% of sales.
- Strategic advancements include increasing pharmacy benefit coverage for Tandem Mobi to over 40% of US lives and beginning direct operations in the UK, Switzerland, and Austria in early 2026.
- For 2026, Tandem anticipates a return to new pump growth in the US, with over 70% of US sales from recurring revenue, and aims for a gross margin of at least 60% in Q4 2026.
Nov 6, 2025, 9:30 PM
Tandem Diabetes Care Announces Q3 2025 Financial Results
TNDM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tandem Diabetes Care achieved record third quarter sales in both the U.S. and internationally, with worldwide sales increasing to $249.3 million for Q3 2025, compared to $244.0 million in Q3 2024.
- The company demonstrated year-over-year and sequential gross margin improvement, reporting a GAAP gross profit of $134.3 million and a 54% GAAP gross margin in Q3 2025, up from 51% in Q3 2024.
- GAAP net loss for Q3 2025 was $21.2 million, an improvement from a net loss of $23.3 million in Q3 2024.
- Tandem Diabetes Care reaffirmed its full year 2025 financial guidance, estimating total sales of approximately $1.0 billion and a gross margin of approximately 53% to 54%.
Nov 6, 2025, 9:09 PM
Tandem Diabetes Care Announces Third Quarter 2025 Financial Results
TNDM
Earnings
Guidance Update
Product Launch
- Tandem Diabetes Care reported record third quarter 2025 worldwide sales of $249.3 million, an increase from $244.0 million in Q3 2024, and improved its GAAP gross margin to 54% from 51% in the prior year period.
- The company's GAAP net loss for Q3 2025 was $21.2 million, compared to a net loss of $23.3 million in Q3 2024, with Adjusted EBITDA at $2.8 million.
- Tandem reaffirmed its full-year 2025 financial guidance, projecting total sales of approximately $1.0 billion and a gross margin of approximately 53% to 54%.
- Strategic advancements include increasing pharmacy benefit coverage for Tandem Mobi to over 40% of U.S. lives, receiving FDA 510(k) clearance for the SteadiSet Infusion Set, and initiating the global commercial rollout of t:slim X2 pump integration with the FreeStyle Libre 3 Plus CGM sensor.
Nov 6, 2025, 9:05 PM
Tandem Diabetes Care Launches t:slim X2 Insulin Pump Integration with FreeStyle Libre 3 Plus Sensor
TNDM
Product Launch
New Projects/Investments
- Tandem Diabetes Care has launched the t:slim X2™ Insulin Pump with integrated Abbott’s FreeStyle Libre® 3 Plus continuous glucose monitoring (CGM) sensor in the United States.
- This U.S. launch is the first step in a global commercial rollout, with international early-access programs planned before the end of the year and scaling commercial availability to follow in 2026.
- The integration combines the t:slim X2 pump's Control-IQ+ automated insulin delivery technology with the FreeStyle Libre 3 Plus sensor, which is the world's smallest CGM, providing automatic minute-by-minute glucose readings and an extended 15-day wear time.
- The updated software is preloaded on all new t:slim X2 pump shipments and is also available to eligible existing t:slim X2 pump users through a free remote software update.
Oct 29, 2025, 12:30 PM
Senseonics to Assume Eversense 365 Commercialization and Appoint New CCO
TNDM
New Projects/Investments
Management Change
Guidance Update
- Senseonics Holdings, Inc. announced a Memorandum of Understanding to transition all commercialization and distribution of Eversense 365 and future products from Ascensia Diabetes Care to Senseonics, effective January 1, 2026. This move is expected to increase topline revenue and expand margins by eliminating Ascensia revenue sharing.
- Brian Hansen, currently President of CGM at Ascensia, is slated to join Senseonics as Chief Commercial Officer on January 1, 2026.
- The company has expanded its non-dilutive debt facility with Hercules Capital, Inc. up to $100 million to fund the new commercial organization.
- For full-year 2025, Senseonics expects global net revenue to be approximately $34-38 million, with gross margins between 32.5% and 37.5%.
- Senseonics anticipates gross margin expansion to 50% in 2026 and more than 70% at scale by bringing commercial operations in-house.
Sep 3, 2025, 9:17 PM
Quarterly earnings call transcripts for TANDEM DIABETES CARE.
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