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Dec 31, 2021
Insulet Q4 2021 Earnings Report
Insulet reported a Q4 2021 revenue increase of 25% year-over-year.
Key Takeaways
Insulet Corporation reported a strong fourth quarter in 2021, with revenue reaching $307.7 million, a 25% increase compared to the previous year. The company's success was driven by significant growth in U.S. Omnipod and Drug Delivery revenue, contributing to an operating income of $49.7 million and a net income of $29.2 million.
Revenue increased by 25% to $307.7 million, exceeding the guidance range.
U.S. Omnipod revenue increased by 27.7%.
Drug Delivery revenue increased by 112.7%.
The company received U.S. FDA clearance for the Omnipod® 5 automated insulin delivery system.
Revenue by Segment
Forward Guidance
Insulet expects revenue growth for the year ending December 31, 2022, to be in the range of 12% to 16%. For the quarter ending March 31, 2022, the Company expects revenue growth of 13% to 16%.
Positive Outlook
- Total Omnipod revenue is expected to grow by 15% to 20%.
- U.S. Omnipod revenue is expected to grow by 18% to 23%.
- International Omnipod revenue is expected to grow by 9% to 14%.
- Drug Delivery revenue is expected to decline by 35% to 30%.
- Operating margin growth of approximately 100 basis points is expected.
Challenges Ahead
- Drug Delivery revenue is expected to decline by 35% to 30%.
- International Omnipod revenue is expected to grow by 9% to 14%.
- Total Omnipod of 13% to 16%
- U.S. Omnipod of 17% to 20%
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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