DXCM 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-04-30

• (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 was offse…

• The increase in gross profit and gross profit margin percentage in the first quarter of 2026 compared to the first quarter of 2025 was primarily driven by increased sales volume, improved manufacturing efficiencies, higher production volumes, and a more favorable manufacturing mix, which resulted in…

• Research and development expense was relatively flat 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.

相对上期删除的文字 · 来源:10-Q · 2025-10-30

• 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 500,000 - 600,000 net customers, excluding Stelo customers, to our worldwide customer base in 2024. The increase in revenue…

• Disposable sensor and other revenue comprised approximately 97% of total revenue and Reusable Hardware revenue comprised approximately 3% of total revenue for the three months ended September 30, 2025. Disposable sensor and other revenue comprised approximately 96% of total revenue and Reusable Hard…

• Cost of sales and gross profit increased primarily due to an increase in sales volume driven by the addition of approximately 500,000 - 600,000 net customers, excluding Stelo customers, to our worldwide customer base in 2024.

• The increase in gross profit margin percentage in the third quarter of 2025 compared to the third quarter of 2024 was primarily driven by higher manufacturing volumes which improved fixed cost absorption. This benefit was partially offset by inefficiencies associated with ensuring supply availabilit…

• Research and development expense increased primarily due to $16.4 million in higher compensation and related costs.

相对上期新增的文字 · 来源:10-Q · 2026-04-30

• On March 24, 2026, Dexcom’s board members and certain of its current and former executives were named as defendants in a complaint filed as a stockholder derivative action in the Southern District of California (captioned Bud & Sue Frashier Family Trust U/A Dated 5/5/98 v. Jacob S. Leach, et al., Ca…

• 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.

相对上期新增的文字 · 来源:10-Q · 2026-04-30

• NameTitleActionAction DateAggregate Number of Shares to be Sold

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