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Mar 31, 2021

DexCom Q1 2021 Earnings Report

Dexcom's first quarter results for 2021 showed revenue growth and strategic advancements.

Key Takeaways

Dexcom reported a strong start to 2021 with a 25% increase in revenue compared to the same quarter last year, reaching $505.0 million. The company saw growth in both U.S. and international markets and raised its full-year revenue guidance based on these results.

Revenue grew 25% year-over-year to $505.0 million.

U.S. revenue increased by 30%, while international revenue grew by 10%.

GAAP operating income was $45.9 million, representing 9.1% of revenue.

The company raised its 2021 revenue guidance based on the strength of the first quarter results.

Total Revenue
$505M
Previous year: $405M
+24.7%
EPS
$0.08
Previous year: $0.11
-27.3%
Gross margin
68.1%
Previous year: 63.3%
+7.6%
Operating margin
9.1%
Previous year: 8.3%
+9.6%
Gross Profit
$344M
Previous year: $257M
+34.1%
Cash and Equivalents
$734M
Previous year: $585M
+25.5%
Free Cash Flow
-$71.9M
Previous year: -$31.3M
+129.7%
Total Assets
$4.39B
Previous year: $2.45B
+79.3%

DexCom

DexCom

DexCom Revenue by Segment

DexCom Revenue by Geographic Location

Forward Guidance

Dexcom is increasing its guidance for fiscal year 2021 revenue, and reiterating prior guidance for gross margin, Non-GAAP operating margin, and Adjusted EBITDA margin.

Positive Outlook

  • Revenue of approximately $2.26 - 2.36 billion (17-22% growth)
  • Non-GAAP Gross Profit Margin of approximately 65%
  • Non-GAAP Operating Margin of approximately 13%
  • Adjusted EBITDA Margin of approximately 23%

Revenue & Expenses

Visualization of income flow from segment revenue to net income