NASDAQ:DXCM

Dexcom Report Highlights Large Untapped CGM Opportunity in Type 2 Diabetes

Dexcom released its 2026 State of Type 2 Report at the EASD meeting, highlighting what the company sees as a significant gap between the clinical value of continuous glucose monitoring and its current adoption among people with Type 2 diabetes.

The report surveyed more than 800 healthcare professionals and 2,500 people with Type 2 diabetes across eight countries. Dexcom identified three main barriers to broader CGM use: health literacy, technology literacy and access.

Healthcare professionals expressed strong support for CGM. According to the survey, 89% said CGM helps them assess treatment adherence between appointments. Among current users, more than half said they followed their treatment plan more closely after adopting CGM.

Access remains a major constraint. About 55% of people with Type 2 diabetes reported limited knowledge of CGM, while reimbursement and coverage challenges were cited by 90% of U.S. healthcare professionals and 53% of those in the other surveyed countries.

The report also pointed to a growing link between GLP-1 therapies and CGM use. Among Type 2 patients using GLP-1 drugs, 58% also used CGM, compared with just 27% of non-insulin users overall. Dexcom said this suggests further room for adoption as GLP-1 use expands.

Separately, Dexcom announced a partnership with Team Novo Nordisk to become the professional cycling team’s official continuous glucose monitoring partner, supporting research, education and awareness in Type 1 diabetes.
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WS Investor 09-29-26
DexCom, Inc. (NASDAQ:DXCM) plans to release its first quarter 2026 financial results after market close on Thursday, April 30, 2026.
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Global Finance News 04-03-26
DexCom announced new clinical data at the Advanced Technologies and Treatments for Diabetes (ATTD) 2026 conference showing that long-term use of its Dexcom G7 continuous glucose monitoring (CGM) system can improve A1C levels and support weight management in people with Type 2 diabetes who are not using insulin.

The company also presented evidence linking Dexcom CGM use with reduced hospitalizations and emergency visits related to diabetic ketoacidosis in patients with Type 1 diabetes.

Dexcom said the findings reinforce the potential for CGM technology to become a broader standard of care across diabetes populations, while the company also outlined upcoming product features and its future product roadmap during the conference.

Business Wire
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The Investor 03-11-26
DexCom reported strong fourth quarter and full-year 2025 results, driven by double-digit revenue growth and margin expansion.

In Q4 2025, revenue rose 13% year over year to $1.26 billion (12% organic). U.S. revenue increased 11%, while international revenue grew 18%. GAAP operating income reached $323.0 million (25.6% margin), up 860 basis points from the prior year. GAAP net income was $267.3 million, or $0.68 per diluted share.

For full-year 2025, revenue grew 16% to $4.66 billion (15% organic). GAAP operating income totaled $911.8 million (19.6% margin), and non-GAAP operating income reached $969.3 million (20.8% margin).

Strategically, Dexcom launched the G7 15 Day CGM system in the U.S., received FDA clearance for Smart Basal, and expanded CGM coverage in Québec.

For 2026, Dexcom reaffirmed guidance of $5.16–$5.25 billion in revenue (11–13% growth), non-GAAP operating margin of 22–23%, and adjusted EBITDA margin of 30–31%. The company ended the year with $2.0 billion in cash and no borrowings under its credit facility.

Business Wire
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WS Investor 02-13-26
Dexcom announced it will roll out advanced AI-enabled enhancements to its Stelo app in the coming weeks, strengthening how users track meals and understand daily glucose patterns. The updated Smart Food Logging feature now integrates a comprehensive nutrition database with over one million food options, providing detailed breakdowns of calories, carbohydrates, protein, fats, fiber and other nutrients. Meals can be logged via text search, barcode scanning or photos, reducing friction in daily tracking and helping users better understand how specific foods and macronutrients affect glucose levels.

In addition, Stelo will introduce a redesigned Daily Insights experience with a personalized, card-based interface. Users will receive tailored recommendations based on prior-day glucose data, nutrition, activity and sleep, alongside AI-driven behavioral insights designed to support reflection and healthier decision-making over time. Dexcom said these features are part of its broader effort to transform personal glucose management and support long-term metabolic health, ahead of a fully reimagined Stelo app experience planned for later in 2026.
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European Investor 02-05-26
Dexcom Schedules Fourth Quarter and Fiscal Year 2025 Earnings Release and Conference Call for February 12, 2026 at 4:30 p.m. Eastern Time.
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WS Investor 01-27-26
DexCom, Inc. reported preliminary, unaudited results for the fourth quarter and full year 2025, delivering solid revenue growth and providing an initial outlook for 2026. Fourth-quarter revenue reached approximately $1.26 billion, up 13% year over year, supported by U.S. revenue of about $892 million and international revenue of roughly $368 million.

For full-year 2025, Dexcom said revenue totaled approximately $4.66 billion, representing 16% growth compared with 2024, while reiterating its non-GAAP gross margin guidance of around 61% and operating margin guidance of 20–21%. Chief Executive Officer Jake Leach said the company closed 2025 above the high end of its guidance, highlighting the initial launch of the G7 15 Day sensor and continued momentum in the continuous glucose monitoring market.

Looking ahead, Dexcom expects 2026 revenue of $5.16 billion to $5.25 billion, implying growth of about 11–13%, driven by increasing CGM adoption, international expansion, and new product initiatives. The company also forecasts non-GAAP gross margins of 63–64% and operating margins of 22–23% in 2026, and plans to release its audited fourth-quarter and full-year 2025 results on February 12, 2026.

Source: Business Wire
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The Investor 01-12-26
Dexcom to launch G7 15 Day continuous glucose monitoring system in the U.S. on December 1

DexCom announced that its new Dexcom G7 15 Day CGM system will launch in the United States on December 1, offering real-time glucose tracking for an extended 15.5-day wear period. The system will initially be available through durable medical equipment providers and will be covered for Medicare beneficiaries, meeting CMS requirements for therapeutic CGM devices.

The updated sensor provides longer wear, reduced waste, and maintains Dexcom’s accuracy with an overall MARD of 8.0%. Users keep all G7 features, including Apple Watch direct-to-watch connectivity, automated activity and meal logging, Clarity data integration, and remote sharing with caregivers. At launch, the 15 Day model will integrate with iLet Bionic Pancreas and Omnipod 5, with Tandem compatibility expected soon.

Dexcom said the extended-wear version responds to user demand for fewer sensor changes while preserving reliability and performance.
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WS Investor 11-20-25
Dexcom Smart Basal cleared by FDA as first CGM-integrated basal insulin dosing optimizer

Dexcom announced FDA clearance for Dexcom Smart Basal, making it the first and only CGM-integrated basal insulin dosing optimizer for adults with Type 2 diabetes using glargine U-100 long-acting insulin. The system uses Dexcom G7 15-Day sensor data plus logged insulin doses to generate personalized daily dose recommendations, aiming to simplify and accelerate basal insulin initiation. The tool continuously analyzes all CGM readings rather than relying on a single fasting measurement and automatically adjusts recommendations when low-glucose events occur. Smart Basal will be incorporated into the Dexcom G7 15-Day app shortly after its U.S. launch, with international expansion planned.
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Global Finance News 11-19-25
DexCom, Inc. (NASDAQ:DXCM) today announced that it plans to release its third quarter 2025 financial results after market close on Thursday, October 30, 2025. Management will hold a conference call to review the company's third quarter 2025 performance starting at 4:30 p.m. (Eastern Time) on the same day.
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WS Investor 10-02-25