NASDAQ$DXCM

DexCom Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Dexcom's revenue grew, driven by volume growth and new customer additions, with international growth outpacing US growth. The company advanced its CGM portfolio strategy with launches in the UK and Spain and received CE Mark for an updated sensor algorithm.

Dexcom reported a 17% increase in revenue to $696.2 million for Q2 2022, driven by volume growth and new customer additions. U.S. revenue grew by 11%, while international revenue increased by 39%. GAAP operating income was $77.0 million, and GAAP net income was $50.9 million, or $0.12 per diluted share.

  • Revenue grew 17% versus the same quarter of the prior year to $696.2 million.
  • U.S. revenue growth of 11% and international revenue growth of 39%.
  • GAAP operating income of $77.0 million or 11.1% of revenue.
  • Advanced CGM portfolio strategy, including the launches of Dexcom ONE in the UK and Spain.

Headline financials

Total Revenue

$696M

Previous: $595M+17.0%
EPS (adj)

$0.17

Previous: $0.19-10.5%
GAAP Operating Margin

11.1%

Previous: 17.0%-34.7%
Capital Expenditures

-$193M

Previous: -$201M+3.9%
Free Cash Flow

-$142M

Previous: -$138M-3.0%
Net Income

$50.9M

Previous: $62.9M-19.1%
Operating Income

$77M

Previous: $101M-23.8%
Gross Profit

$450M

Previous: $417M+7.8%
Cash & Equivalents

$735M

Previous: $1.16B-36.5%
Total Assets

$5.22B

Previous: $4.5B+15.8%
Stock-Based Comp

$32.6M

Previous: $31.6M+3.2%

Revenue & EPS history

DexCom · Revenue · Quarterly

$696M

Q2 2022+17%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The company is updating fiscal year 2022 revenue guidance, and reiterating guidance for Non-GAAP Gross Profit Margin, Non-GAAP Operating Margin, and Adjusted EBITDA Margin at the following levels:

Tailwinds

  • Revenue of approximately $2.86 - 2.91 billion (17-19% growth)
  • Non-GAAP Gross Profit Margin of approximately 65%
  • Non-GAAP Operating Margin of approximately 16%
  • Adjusted EBITDA Margin of approximately 25%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+1.6%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+1.8%

Avg return

30 days after

56%

36 / 64 earnings

Positive

+31.1%

Q2 2018

Best reaction

-42.8%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.8%+1.4%+23.8%
Q4 2025+7.6%+11.9%-1.3%
Q3 2025+1.6%-13.1%-6.9%
Q1 2025+16.0%+18.6%+22.1%
Q4 2024+5.9%+6.6%-15.9%
Q3 2024+1.3%-0.3%+0.5%
Q2 2024-42.8%-37.7%-33.8%
Q1 2024-9.8%-7.6%-7.6%
Q4 2023-4.8%-7.6%+6.8%
Q3 2023+5.9%+5.3%+33.9%
Q2 2023+1.3%-6.6%-22.9%
Q1 2023-2.9%-5.5%-7.9%
Q4 2022+7.3%+7.9%-1.9%
Q3 2022+17.8%+16.0%+9.2%
Q2 2022-4.3%+2.9%-1.5%
Q1 2022-1.1%-4.3%-30.0%
Q4 2021-6.1%-6.8%-12.9%
Q3 2021+11.6%+14.5%+6.0%
Q2 2021+12.1%+13.3%+13.2%
Q1 2021-9.3%-12.8%-13.2%
Q4 2020+3.3%+1.2%-10.4%
Q3 2020-16.5%-23.5%-25.2%
Q2 2020+0.9%+2.9%+1.0%
Q1 2020+3.1%+1.9%+8.0%
Q4 2019+15.4%+20.3%-0.8%
Q3 2019+26.8%+33.9%+46.4%
Q2 2019-5.2%-9.1%+9.7%
Q1 2019-0.6%+0.9%+0.2%
Q4 2018-5.9%-4.1%-11.3%
Q3 2018+10.5%+14.2%-1.0%
Q2 2018+31.1%+28.1%+51.8%
Q1 2018+14.2%+16.6%+25.6%
Q4 2017-1.4%+6.6%+3.0%
Q3 2017+6.1%+11.1%+29.0%
Q2 2017+7.1%+6.8%+12.0%
Q1 2017-7.1%-4.3%-16.0%
Q4 2016+2.9%+1.6%+7.3%
Q3 2016-19.6%-20.9%-19.0%
Q2 2016-1.9%-1.5%-1.0%
Q1 2016-5.5%
Q4 2015+1.4%
Q3 2015-3.0%
Q2 2015+9.9%
Q1 2015-0.7%
Q4 2014+0.6%
Q3 2014+15.7%
Q2 2014+10.9%
Q1 2014-1.8%
Q4 2013-3.1%
Q3 2013+16.4%
Q2 2013+18.7%
Q1 2013+10.0%
Q4 2012+9.2%
Q3 2012-1.5%
Q2 2012+2.4%
Q1 2012+2.0%
Q4 2011-3.6%
Q3 2011-16.2%
Q2 2011-17.7%
Q1 2011-1.7%
Q4 2010+5.3%
Q3 2010-22.1%
Q2 2010+5.5%
Q1 2010-9.2%

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