Insulet Corporation · NASDAQ:PODD
Insulet — Baird 2025 Global Healthcare Conference
14 slides from Insulet's conference presentation, Sep 9, 2025
Slide 1: Insulet Corporation – Baird 2025 Global Healthcare Conference
Insulet Corporation Baird 2025 Global Healthcare Conference September 9, 2025 Chloe The Pod has an IP28 rating for up to 25 feet for 60 minutes. The PDM and Controller are not waterproof.
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements regarding, among other things, future operating and financial performance, product success and efficacy, the outcome of studies and trials, and the approval of products by regulatory bodies. These forward-looking statements
Slide 3: The Global Leader in Diabetes Management
The Global Leader in Diabetes Management The first AID system #1 U.S. requested and prescribed AID system1,2 FDA-cleared for both #1 U.S. new customer starts since 20233 type 1 and type 2 in the U.S. #1 AID amongst new users in EU4 $2.1B 500K 365K 25 2024 Revenue Active Customers5 Using Omnipod 55 G
Slide 4: Q2 Updates and Strategic Highlights
Q2 Updates and Strategic Highlights Q2’25 Financial Highlights1 • Announced Omnipod 5 app for iPhone compatible with • Revenue: $649.1M, up 31.3% Dexcom’s G7 CGM sensor in the U.S. • Gross Margin: 69.7%, up 190 bps • Integrated Omnipod 5 with Dexcom’s G7 CGM sensor in • Adjusted Operating Margin: 17
Slide 5: Omnipod 5 Addresses the Unmet Needs of People Living with Type 1 and Type 2 Diabetes
Omnipod 5 Addresses the Unmet Needs of People Living with Type 1 and Type 21 Diabetes First and only tubeless, waterproof2 AID in the U.S. World-class algorithm built into the Pod Choice of sensor integration Phone control3 with Android or iOS Significant improvements in glycemic results & quality o
Slide 6: Scale and Differentiated Platform to Drive Strong, Profitable Growth
Scale and Differentiated Platform to Drive Strong, Profitable Growth Unique Widespread, Pioneer in Rich Data Form Factor Affordable Advanced Ecosystem Access Automation Tubeless, discreet, Available in more than $1B+ investment over Cloud connectivity wearable AID protected 47,000 U.S. pharmacies la
Slide 7: Durable Growth Company in a Large, Underpenetrated Market
Durable Growth Company in a Large, Underpenetrated Market ~3.5M 3.0M+ ~3.5M ~14M ~2.5M Total Addressable ~1.7M Market1 of Patients We are well-positioned to improve the lives of ~40% ~20% millions of people with ~5% diabetes globally U.S. T1D Int'l T1D U.S. T2D U.S. T2D Int'l T2D Basal-Bolus Basal-O
Slide 8: Track Record of Delivering Results
Track Record of Delivering Results 2025 marks 10th consecutive year Leading Rapidly Expanding of 20% or more revenue growth1 Gross Margin Adjusted Operating Margin ~24% ~660 bps ~1,000 bps CAGR Expansion Expansion 17% - 17.5% 1 1 2 1 1. Reflects midpoint of full year 2025 revenue guidance range of 2
Slide 9: Thank You
Thank You
Slide 10: Appendix
Appendix Insulet
Slide 11: Insulet Common Abbreviations and Acronyms
Insulet Common Abbreviations and Acronyms A1c Blood test measures average blood glucose levels over the last 3 months iOS iPhone Operating System AID Automated Insulin Delivery LEED Leadership in Energy and Environmental Design bps Basis Points MDI Multiple Daily Injections CAGR Compounded Annual Gr
Slide 12: FY 2025 Guidance
FY 2025 Guidance1 Revenue Guidance2 Margin Guidance Assumptions & Drivers Q3 2025 FY 2025 FY 2025 FY 2025 Continued strong Omnipod 5 Revenue Revenue Gross Margin Adjusted Operating adoption globally Raise Margin3 Raise U.S. & International annual NCS growth YoY 22% - 25% 24% - 27% ~71% 17% - 17.5% M
Slide 13: Non-GAAP Reconciliation — Revenue Guidance
Non-GAAP Reconciliation — Revenue Guidance Year Ending December 31, 2025 Revenue Growth GAAP Currency Impact Constant Currency U.S. Omnipod 22% to 25% —% 22% to 25% International Omnipod 37% to 40% 3% 34% to 37% Total Omnipod 26% to 29% 1% 25% to 28% Drug Delivery (30)% to (25)% —% (30)% to (25)% To
Slide 14: Reconciliation of Historical Non-GAAP Measures
Reconciliation of Historical Non-GAAP Measures Q2'2025 Q2'2024 YTD 2025 YTD 2024 FY 2024 FY 2023 FY 2022 FY 2021 FY 2020 Total Revenue GAAP Growth Rate 32.9 % 23.2% 30.9 % 23.3 % 22.1 % 30.0% 18.8 % 21.5 % 22.5 % Less: Currency Impact 1.6% (0.2)% 0.4% 0.2% 0.2% 0.4% (3.7)% 1.8% 0.6% Constant Currenc