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Jun 30, 2022

DexCom Q2 2022 Earnings Report

Dexcom's revenue grew, driven by volume growth and new customer additions, with international growth outpacing US growth. The company advanced its CGM portfolio strategy with launches in the UK and Spain and received CE Mark for an updated sensor algorithm.

Key Takeaways

Dexcom reported a 17% increase in revenue to $696.2 million for Q2 2022, driven by volume growth and new customer additions. U.S. revenue grew by 11%, while international revenue increased by 39%. GAAP operating income was $77.0 million, and GAAP net income was $50.9 million, or $0.12 per diluted share.

Revenue grew 17% versus the same quarter of the prior year to $696.2 million.

U.S. revenue growth of 11% and international revenue growth of 39%.

GAAP operating income of $77.0 million or 11.1% of revenue.

Advanced CGM portfolio strategy, including the launches of Dexcom ONE in the UK and Spain.

Total Revenue
$692M
Previous year: $595M
+16.3%
EPS
$0.17
Previous year: $0.19
-10.5%
Gross margin
64.6%
Previous year: 70.1%
-7.8%
Operating margin
11.1%
Previous year: 17%
-34.7%
Gross Profit
$450M
Previous year: $417M
+7.8%
Cash and Equivalents
$735M
Previous year: $1.16B
-36.5%
Free Cash Flow
$81.3M
Previous year: -$39.6M
-305.3%
Total Assets
$5.22B
Previous year: $4.5B
+15.8%

DexCom

DexCom

DexCom Revenue by Segment

DexCom Revenue by Geographic Location

Forward Guidance

The company is updating fiscal year 2022 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 $2.86 - 2.91 billion (17-19% growth)
  • Non-GAAP Gross Profit Margin of approximately 65%
  • Non-GAAP Operating Margin of approximately 16%
  • Adjusted EBITDA Margin of approximately 25%

Revenue & Expenses

Visualization of income flow from segment revenue to net income