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Jun 30, 2023

DexCom Q2 2023 Earnings Report

Reported a 25% revenue increase and raised 2023 revenue and margin guidance.

Key Takeaways

DexCom reported strong second-quarter results with a 25% increase in revenue to $871.3 million. The company also raised its full-year 2023 revenue and margin guidance, reflecting confidence in its growth trajectory and market opportunity.

Revenue grew 25% versus the same quarter of the prior year to $871.3 million.

U.S. revenue growth of 21% and international revenue growth of 38%.

GAAP operating income of $128.1 million or 14.7% of revenue.

Completed a $1.25 billion senior convertible notes offering.

Total Revenue
$871M
Previous year: $692M
+25.9%
EPS
$0.34
Previous year: $0.17
+100.0%
Gross margin
62.7%
Previous year: 64.6%
-2.9%
Operating margin
14.7%
Previous year: 11.1%
+32.4%
Gross Profit
$546M
Previous year: $450M
+21.6%
Cash and Equivalents
$1.19B
Previous year: $735M
+62.5%
Free Cash Flow
$131M
Previous year: $81.3M
+61.5%
Total Assets
$6.82B
Previous year: $5.22B
+30.7%

DexCom

DexCom

DexCom Revenue by Segment

DexCom Revenue by Geographic Location

Forward Guidance

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

Positive Outlook

  • Revenue of approximately $3.500 - 3.550 billion (20-22% growth)
  • Non-GAAP Gross Profit Margin of approximately 63%
  • Non-GAAP Operating Margin of approximately 17%
  • Adjusted EBITDA Margin of approximately 26.5%

Revenue & Expenses

Visualization of income flow from segment revenue to net income