TNDM Earnings Prediction
The chart below shows how TNDM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TNDM sees a +1.91% change in stock price 10 days leading up to the earnings, and a -4.69% change 10 days following the report. On the earnings day itself, the stock moves by -0.73%. This data can give you a slight idea of what to expect for the next quarter's release.
TNDM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
282.65M
43.62%
15.85%
Gross Margin
55.71%
17.51%
9.04%
Operating Margin
-0.21%
-98.82%
-98.04%
Net Margin
0.27%
101.77%
-102.83%
EPS
0.01
102.17%
-102.86%
No Data Available
TNDM Earnings Analysis
Tandem Diabetes Care Inc Corporation (TNDM.O) Earnings Conference Call
Positive
Worldwide Sales Surge: 2024 marked an impressive 18% increase in worldwide sales, setting new sales records both in the U.S. and internationally.
Tandem Mobi Pump Growth: The introduction of the Tandem Mobi pump platform contributed to continued growth throughout 2024, enhancing the company's product portfolio.
Sustained Profitability Strategies: Operational efficiencies were implemented, setting the stage for sustained profitability in 2025 and beyond.
Insulin Therapy Ecosystem Integration: Tandem now offers the most robust ecosystem in insulin therapy management, providing a seamless cloud-based experience and integration with multiple leading CGM sensors.
Automated Insulin Delivery Innovation: The launch of Control-IQ+, which has been recognized as the best automated insulin delivery algorithm, is expected to enhance glucose control and patient outcomes.
Market Expansion for Control-IQ+: Control-IQ+ has now been FDA cleared for individuals with type 2 diabetes aged 18 and up, significantly expanding the addressable market in the U.S.
Multichannel Payer Strategy: The company initiated a multichannel payer strategy, including the addition of the Pharmacy channel, to improve access and affordability for customers.
International Business Growth: Tandem's international business saw strong double-digit growth, driven by demand for the t:slim pump platform and improved commercial capabilities.
Record Fourth Quarter Sales: The company achieved record fourth quarter sales of $252 million, marking the largest in its history and reflecting strong pump shipment growth.
Customer Satisfaction Excellence: Tandem's customer satisfaction scores are industry-leading, with the company winning Seagrove's People Choice Award and achieving the highest Net Promoter Score among competitors.
Negative
Q4 Performance Disappointment: The fourth quarter in the U.S. did not come together as anticipated, experiencing muted seasonality in the last weeks of the year, which historically saw acceleration in December.
Shipping Delays Impact Revenue: Shipping delays by carriers impacted the timing of revenue reporting, affecting overall sales performance in the fourth quarter.
Negative EBITDA Margin: Despite achieving record sales, the adjusted EBITDA margin remained negative at -1%, indicating ongoing financial challenges.
Sales Force Realignment Impact: The company anticipates potential disruption in sales due to the recent realignment and expansion of the sales force, which may affect short-term performance.
International Sales Growth Outlook: Sales outside the U.S. are expected to grow only 2% to 4% in 2025, reflecting potential headwinds as the company prepares to transition to direct sales in select European countries.
TNDM FAQs
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TNDM Earning Call Sentiment
Tandem Diabetes Care, Inc. (TNDM) Q4 2024 Earnings Call Transcript
TNDM.O
5.45%Positive
Record sales, strong international growth, and increased sales guidance suggest a positive outlook. However, concerns about shipping delays, muted December trends, and unclear management responses may temper enthusiasm. The pharmacy channel transition and new product launches provide additional growth avenues. With a market cap of $2.6 billion, the stock is likely to see a positive movement of 2% to 8% over the next two weeks, driven by strong financial performance and optimistic guidance.
