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Sep 30, 2022

DexCom Q3 2022 Earnings Report

Dexcom's revenue grew, G7 was launched in five countries and access to real-time CGM was expanded.

Key Takeaways

Dexcom's third-quarter revenue grew by 18% year-over-year to $769.6 million. The company launched G7 in five countries and expanded access to real-time CGM.

Revenue grew 18% versus the same quarter of the prior year to $769.6 million.

U.S. revenue growth of 17% and international revenue growth of 22%.

GAAP operating income of $147.5 million or 19.2% of revenue.

Initiated the international roll-out of Dexcom G7 with launches in the United Kingdom, Ireland, Germany, Austria, and Hong Kong.

Total Revenue
$770M
Previous year: $650M
+18.4%
EPS
$0.28
Previous year: $0.22
+27.3%
Gross margin
64.2%
Previous year: 68.7%
-6.6%
Operating margin
19.2%
Previous year: 18.2%
+5.5%
Gross Profit
$494M
Previous year: $447M
+10.6%
Cash and Equivalents
$698M
Previous year: $1.44B
-51.7%
Free Cash Flow
$185M
Previous year: $139M
+32.9%
Total Assets
$4.9B
Previous year: $4.78B
+2.6%

DexCom

DexCom

DexCom Revenue by Segment

DexCom Revenue by Geographic Location

Forward Guidance

The company is updating fiscal 2022 revenue and Non-GAAP Gross Profit Margin guidance, and reiterating guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin at the following levels:

Positive Outlook

  • Revenue of approximately $2.88 - 2.91 billion (18-19% reported growth)
  • Non-GAAP Gross Profit Margin of approximately 64%
  • 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