DXCM — what changed in the latest 10-Q
A section-by-section comparison of DXCM's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-29 vs the prior 10-Q · 2026-07-30
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +23 | −23 | ~25 | 30 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 0 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 2 |
| Legal proceedings | Text added/removed | 0 | 0 | ~8 | 5 |
| Risk factors | Some risk factors updated | 0 | 0 | ~3 | 2 |
| Other information | Text added/removed | 0 | 0 | ~2 | 3 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-29
(In millions)United StatesInternationalTotalUnited StatesInternationalTotal
The revenue increase was primarily driven by increased sales volume of our disposable sensors due to the continued growth of our worldwide customer base. We added approximately 600,000 to 700,000 net customers, excluding Stelo customers, to our worldwide customer base in 2025.
The increase in gross profit and gross profit margin percentage in the third quarter of 2026 compared to the third quarter of 2025 was primarily driven by increased sales volume, G7 15 Day benefits, improved manufacturing efficiencies, higher production volumes, and a more favorable manufacturing mi…
Research and development expense was relatively consistent due to the timing of project spend.
We continue to believe that focused investments in research and development are critical to our future growth and competitive position in the marketplace, and to the development of new and enhanced products and services that are central to our core business strategy.
Text removed vs the prior filing · source: 10-Q · 2026-07-30
We continue to believe that focused investments in research and development are critical to our future growth and competitive position in the marketplace, and to the development of new and enhanced products and services that are central to our core business strategy.
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.
Other income (expense), net, decreased primarily due to $11.1 million in lower interest and dividend income, $10.3 million in net foreign currency losses, and $9.6 million in net losses on equity investments. The decrease in interest income was driven by a decrease in the average invested balances a…
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.
The decrease in our effective tax rate for the three months ended June 30, 2026 compared to the same period in 2025 is primarily attributable to the commencement of our Malaysia tax holiday and higher pretax income in the current period.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice