DXCM Earnings Prediction
The chart below shows how DXCM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DXCM sees a -0.70% change in stock price 10 days leading up to the earnings, and a -3.24% change 10 days following the report. On the earnings day itself, the stock moves by -0.93%. This data can give you a slight idea of what to expect for the next quarter's release.
DXCM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.11B
7.64%
12.00%
Gross Margin
63.70%
-1.68%
6.65%
Operating Margin
21.77%
-3.54%
42.38%
Net Margin
13.62%
-45.04%
0.59%
EPS
0.37
-39.34%
12.12%
No Data Available
DXCM Earnings Analysis
Dexcom Inc Corporation (DXCM.O) Earnings Conference Call
Positive
Quarterly Organic Revenue Growth: Fourth quarter organic revenue growth of 8% compared to Q4 2023, leading to a full-year organic revenue growth of 12%.
Customer Growth Milestone: Over 2.8 million customers globally on G series and D series products, a 25% increase from 2023.
Prescriber Base Expansion: US prescriber base grew by more than 50,000 over the past year, indicating strong market penetration.
New Customer Acquisition Success: Record new customer starts achieved, reflecting strong demand and effective sales strategies.
CGM Reimbursement Expansion: Significant expansion in CGM reimbursement, with coverage for over five million people with type 2 diabetes who are not on insulin by the end of 2025.
OTC Product Launch Success: Launch of over-the-counter product Stella, with over 140,000 users in the first four months, expanding access to various populations.
International Revenue Growth: International revenue grew 17% in Q4, with notable coverage wins in France and New Zealand driving demand.
Financial Flexibility and Strength: Strong financial position with approximately $2.6 billion in cash and cash equivalents, providing flexibility for growth opportunities.
2025 Revenue Guidance Growth: 2025 revenue guidance of $4.6 billion, representing 14% growth, supported by strong category growth and new product advancements.
Negative
Earnings Miss Reported: DexCom, Inc. missed earnings expectations with reported EPS of $0.45, below the expected $0.4792.
Slower US Revenue Growth: US revenue growth was only 4% in Q4 2024 compared to Q4 2023, indicating slower growth in a key market.
Gross Profit Margin Decline: Gross profit margin decreased to 59.4% in Q4 2024 from 64.2% in Q4 2023, reflecting a significant drop in profitability.
Inventory Management Issues: A $21 million non-cash charge negatively impacted gross margin due to mishandled inventory and lower production yield.
Rising Operating Expenses: Operating expenses increased to $451.7 million in Q4 2024 from $421.1 million in Q4 2023, indicating rising costs.
Declining Operating Income Efficiency: Operating income fell to $209.5 million or 18.8% of revenue in Q4 2024, down from 23.5% in the same quarter of 2023, showing declining operational efficiency.
Adjusted EBITDA Decline: Adjusted EBITDA decreased to $300.1 million or 27.0% of revenue in Q4 2024, down from 31.1% in Q4 2023, indicating reduced earnings capacity.
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DXCM Earning Call Sentiment
DexCom, Inc. (NASDAQ:DXCM) Q4 2024 Earnings Call Transcript
DXCM.O
-2.34%Positive
The earnings call highlighted several challenges, including supply chain issues, production yield problems, and missed earnings expectations, which negatively impact financial health. Despite positive developments in sales force productivity and international growth, the lack of shareholder return initiatives and unclear management responses in the Q&A session contribute to uncertainty. The negative impact on margins and the absence of new guidance adjustments further weigh down sentiment, leading to an expected stock price movement in the negative range over the next two weeks.
