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Sep 30, 2024

DexCom Q3 2024 Earnings Report

Dexcom's third quarter results were in line with expectations, driven by improved execution and strategic product launches.

Key Takeaways

Dexcom's Q3 2024 revenue grew by 2% year-over-year to $994.2 million. The company launched Stelo, a new biosensor for adults with prediabetes and type 2 diabetes, and advanced its international product portfolio with Dexcom G7 and Dexcom ONE+ launches. The company is reiterating its fiscal year 2024 revenue guidance of approximately $4.00 - 4.05 billion.

Revenue grew 2% year-over-year to $994.2 million.

U.S. revenue declined 2%, while international revenue grew 12%.

Launched Stelo, the first over-the-counter glucose biosensor in the U.S.

Advanced international product portfolio with launches of Dexcom G7 in Australia and Dexcom ONE+ in France.

Total Revenue
$994M
Previous year: $975M
+2.0%
EPS
$0.45
Previous year: $0.5
-10.0%
Gross margin
59.7%
Previous year: 63.9%
-6.6%
Operating margin
15.3%
Previous year: 21.1%
-27.5%
Gross Profit
$594M
Previous year: $623M
-4.7%
Cash and Equivalents
$621M
Previous year: $644M
-3.5%
Free Cash Flow
$88.3M
Previous year: $219M
-59.6%
Total Assets
$6.35B
Previous year: $6.6B
-3.7%

DexCom

DexCom

DexCom Revenue by Segment

DexCom Revenue by Geographic Location

Forward Guidance

Dexcom is reiterating fiscal year 2024 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 $4.00 - 4.05 billion (11 - 13% organic growth)
  • Non-GAAP Gross Profit Margin of approximately 63%
  • Non-GAAP Operating Margin of approximately 20%
  • Adjusted EBITDA Margin of approximately 29%

Revenue & Expenses

Visualization of income flow from segment revenue to net income