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Dexcom
Dexcom (DXCM) investor relations material
Dexcom Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 2025 revenue reached $1.26 billion, up 13% year-over-year, driven by strong new customer demand and the G7 15-Day product launch.
CEO outlined strategic priorities: premier glucose sensing, customer experience leadership, and international expansion.
Operational improvements in manufacturing, logistics, and supply chain led to higher inventory and reduced sensor issues.
Stelo contributed $130 million in 2025 revenue, with new app features planned for 2026.
FDA clearance for Smart Basal and launch of G7 15-Day CGM in the U.S.
Financial highlights
Q4 2025 worldwide revenue: $1.26 billion; U.S. revenue: $892 million (+11%), international revenue: $368 million (+18%).
Q4 non-GAAP gross profit: $799.8 million (63.5% margin), up from 59.4% in Q4 2024.
Q4 non-GAAP operating income: $331.5 million (26.3% margin), up from $209.5 million (18.8%) in Q4 2024.
Adjusted EBITDA: $422.2 million (33.5% margin), up from $300.1 million (27.0%) in Q4 2024.
Q4 GAAP net income: $267.3 million ($0.68 per share), up from $151.7 million ($0.38) in Q4 2024.
Outlook and guidance
2026 revenue guidance: $5.16–$5.25 billion, representing 11–13% growth, with incremental contributions from Stelo and new products.
Full-year 2026 non-GAAP gross margin expected at 63–64%, operating margin at 22–23%, and adjusted EBITDA margin at 30–31%.
Margin expansion expected from lower freight costs, manufacturing efficiencies, and G7 15-Day contributions.
Investments planned for sales, innovation, and Ireland manufacturing facility launch in late 2026.
What market share gains are expected from Smart Basal?
Detail drivers of 2025 operating margin expansion.
How will $2B cash fund new market opportunities?
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Next Dexcom earnings date
Q1 202630 Apr, 2026
Dexcom
Next Dexcom earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Dexcom, Inc., focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally. The company's products include Dexcom G4 PLATINUM System, Dexcom G5 Mobile CGM System, and its interoperable systems, as well as other clinical diagnostic products. It offers its products to hospitals; physicians' offices specializing in diabetes treatment; ambulatory surgical centers; clinical practice settings; corporate wellness programs; and individual patients. The company markets its products directly to physicians and their specialties, including endocrinologists; general practitioners; obstetricians/gynecologists; pediatricians; family physicians; doctors practicing in health care clinics or managed facilities; diabetologists; and internists. The company was incorporated in 1999.
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