Insulet Corporation (PODD) Analyst/Investor Day Transcript

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Insulet Corporation (PODD) Analyst/Investor Day November 20, 2025 9:00 AM EST

Company Participants

Clare Trachtman – Vice President of Investor Relations
Ashley McEvoy – CEO, President & Director
Eric Benjamin – Executive VP & COO
Trang Ly – Senior VP & Chief Medical Officer
Manoj Raghunandanan – Senior VP & Chief Growth Officer
Carolyn Sleeth – Senior Vice President of Global Commercial Capabilities & U.S. General Manager
Flavia Pease – Executive VP & CFO

Conference Call Participants

Michael Conway
Matthew O’Brien – Piper Sandler & Co., Research Division
Robert Marcus – JPMorgan Chase & Co, Research Division
Travis Steed – BofA Securities, Research Division
David Roman – Goldman Sachs Group, Inc., Research Division
Larry Biegelsen – Wells Fargo Securities, LLC, Research Division
Jeffrey Johnson – Robert W. Baird & Co. Incorporated, Research Division
Joanne Wuensch – Citigroup Inc., Research Division
Danielle Antalffy – UBS Investment Bank, Research Division
Michael Polark – Wolfe Research, LLC
Christopher Pasquale – Nephron Research LLC
Issie Kirby – Rothschild & Co Redburn, Research Division
Joshua Jennings – TD Cowen, Research Division

Presentation

Clare Trachtman
Vice President of Investor Relations

Good morning, everyone, and welcome to Insulet’s 2025 Investor Day. I’m Clare Trachtman, Vice President of Investor Relations. And on behalf of the entire team, I’d like to thank you all for joining us this morning, both in the room and online.

We have an exciting program for you today. The leadership team will share our long-term strategy and innovation road map, along with our financial outlook for 2025 through 2028. Before we dive in, we do have a few housekeeping items. Let me start by reminding everyone that certain statements, including comments regarding our financial outlook, the anticipated impact of our strategic actions the potential impact of various regulatory and operational matters and the macroeconomic environment on our results of operations contain forward-looking statements that involve risks and uncertainties.

As a result, our

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