DXCM — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-07-30

• Selling, general and administrative expense increased primarily due to $12.1 million in incremental investments in advertising and marketing costs, $6.7 million in higher compensation and related costs, and $6.3 million in higher facilities-related costs.

• The income tax expense recorded for the three months ended June 30, 2026 and June 30, 2025 was primarily attributable to income tax expense from normal, recurring operations.

• Six Months Ended June 30, 2026 Compared to Six Months Ended June 30, 2025

• (1) The sum of the individual percentages may not equal the total due to rounding.

• Six Months Ended June 30, 2026 Compared to Six Months Ended June 30, 2025

Text removed vs the prior filing · source: 10-Q · 2026-04-30

• Selling, general and administrative expense increased primarily due to $15.9 million in higher compensation and related costs and $15.1 million in incremental investments in advertising and marketing costs.

• The income tax expense recorded for the three months ended March 31, 2026 and March 31, 2025 was primarily attributable to income tax expense from normal, recurring operations increased by discrete impact of shortfalls recognized for share-based compensation for employees, net of nondeductible execu…

• $33.7 million increase in net non-cash adjustments primarily due to depreciation and amortization and share-based compensation

• $214.0 million increase in net changes in operating assets and liabilities primarily due to the timing of sales and customer collections in accounts receivables, partially offset by the increase in inventory and accrued payroll

• $408.1 million decrease in net proceeds from marketable securities due to the management of our liquidity

Text added vs the prior filing · source: 10-Q · 2026-07-30

• On April 28, 2026, certain current and former members of Dexcom’s board of directors and executives were named as defendants in a complaint filed as a stockholder derivative action in the Southern District of New York (captioned Jerome Malone v. Kevin R. Sayer et al., Case No. 1:26-cv-03527). The Co…

• Between September 29, 2025, and January 8, 2026, various plaintiffs, purported users of G6 or G7 devices, filed six overlapping putative class action complaints against us. Five of the complaints, which originally were filed as individual actions in federal court (Levens, et al. v. Dexcom, Inc., No.…

• Plaintiffs in all six actions allege they overpaid for G6 and/or G7 devices or components that were worth less than the purchase price because, among other reasons, G6 and/or G7 devices or components they purchased allegedly were adulterated or misbranded under federal law; G6 and/or G7 devices or c…

• On May 15, 2026, the Court consolidated the five cases in the United States District Court for the Southern District of California. On May 29, 2026, various groups of plaintiffs’ counsel filed competing motions to appoint interim class counsel. The motions are fully briefed and remain pending. It is…

• The putative class action pending in Los Angeles County Superior Court remains stayed in favor of the federal class actions. The parties must submit a joint status report on the status of the consolidated federal litigation no later than August 19, 2026.

Text removed vs the prior filing · source: 10-Q · 2026-04-30

• Between September 29, 2025, and January 8, 2026, various plaintiffs, purported users of G6 or G7 devices, filed six overlapping putative class action complaints against us. Four of the complaints originally were filed and are pending in the United States District Court for the Southern District of C…

• The five cases in the United States District Court for the Southern District of California have been deemed related cases and have been assigned to a single judge. On December 30, 2025, and January 5, 2026, plaintiffs filed motions to consolidate the federal court cases, to appoint interim class cou…

• The putative class action pending in Los Angeles County Superior Court has been stayed in favor of the federal class actions. The parties must submit a joint status report on the status of the federal class actions no later than August 19, 2026.

Text added vs the prior filing · source: 10-Q · 2026-07-30

• We cannot guarantee that the 2026 Share Repurchase Program will be fully consummated or that such program will enhance the long-term value of our share price.

• In May 2026, our Board of Directors authorized and approved the 2026 Share Repurchase Program, which provides for the repurchase of up to $1.00 billion of our outstanding common stock, with a repurchase period ending no later than June 30, 2027. In connection with the approval of the Share Repurchas…

• The 2026 Share Repurchase Program could affect the price of our common stock and increase the volatility thereof. Price volatility may cause the average price at which we repurchase our common stock in a given period to exceed the stock’s price at a given point in time. There can be no assurance tha…

Text removed vs the prior filing · source: 10-Q · 2026-04-30

• (2) Adopted on behalf of a trust for which Mr. Foletta serves as a trustee.