Dec 31, 2019

Insulet Q4 2019 Earnings Report

Insulet's Q4 2019 revenue increased by 27% year-over-year, exceeding guidance. The company is on track to meet its 2021 financial targets.

Key Takeaways

Insulet Corporation reported a strong Q4 2019 with revenue reaching $209.4 million, a 27% increase year-over-year, exceeding the company's guidance. The company's Omnipod products saw significant growth, particularly in the US. Insulet is progressing towards its 2021 financial goals.

Q4 2019 revenue reached $209.4 million, a 27% increase year-over-year.

Total Omnipod revenue increased by 30% to $192.5 million.

U.S. Omnipod revenue increased by 36% to $126.7 million.

Net income was $5.0 million, or $0.08 per diluted share.

Total Revenue
$209M
Previous year: $165M
+27.0%
EPS
$0.08
Previous year: $0.16
-50.0%
Gross Margin
64%
Gross Profit
$134M
Previous year: $110M
+21.6%
Cash and Equivalents
$376M
Previous year: $114M
+230.2%
Free Cash Flow
-$2.18M
Previous year: -$4.36M
-49.9%
Total Assets
$1.14B
Previous year: $929M
+23.1%

Insulet

Insulet

Insulet Revenue by Segment

Forward Guidance

For the quarter ending March 31, 2020, the Company expects revenue growth of 17% to 20%, including a negative foreign currency impact of approximately 1%. Revenue growth ranges by product line are: Total Omnipod of 23% to 26%, including a negative foreign currency impact of approximately 1% U.S. Omnipod of 27% to 29% International Omnipod of 17% to 20%, including a negative foreign currency impact of approximately 3% Drug Delivery decline of 28% to 34%

Revenue & Expenses

Visualization of income flow from segment revenue to net income