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Mar 31, 2023

DexCom Q1 2023 Earnings Report

Dexcom's financial performance in Q1 2023 showed revenue growth and strategic advancements.

Key Takeaways

Dexcom's first quarter 2023 results showed strong revenue growth of 18% year-over-year, driven by volume growth and new customer additions. The company launched Dexcom G7 in the United States and finalized coverage with the US Centers for Medicare & Medicaid Services. The company raised its 2023 revenue guidance.

Revenue grew 18% versus the same quarter of the prior year to $741.5 million.

U.S. revenue growth of 17% and international revenue growth of 21%.

GAAP operating income of $47.2 million or 6.4% of revenue.

Initiated the launch of Dexcom G7 in the United States.

Total Revenue
$742M
Previous year: $629M
+17.9%
EPS
$0.17
Previous year: $0.08
+112.5%
Gross margin
62.4%
Previous year: 63.3%
-1.4%
Gross Profit
$463M
Previous year: $398M
+16.2%
Cash and Equivalents
$623M
Previous year: $716M
-13.0%
Free Cash Flow
$80.7M
Previous year: -$30.6M
-363.7%
Total Assets
$5.52B
Previous year: $5.06B
+9.1%

DexCom

DexCom

DexCom Revenue by Segment

DexCom Revenue by Geographic Location

Forward Guidance

The company is updating fiscal year 2023 revenue guidance, and reiterating guidance for Non-GAAP Gross Profit Margin, Non-GAAP Operating Margin and Adjusted EBITDA Margin at the following levels:

Positive Outlook

  • Revenue of approximately $3.400 - 3.515 billion (17-21% growth)
  • Non-GAAP Gross Profit Margin of 62-63%
  • Non-GAAP Operating Margin of approximately 16.5%
  • Adjusted EBITDA Margin of approximately 26%

Revenue & Expenses

Visualization of income flow from segment revenue to net income