NASDAQ$TNDM

Tandem Diabetes Care Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Tandem Diabetes' financial performance was driven by strong demand for new technology, particularly Tandem Mobi, resulting in increased sales and market expansion.

Tandem Diabetes Care announced its Q2 2024 financial results, reporting a 13% increase in worldwide GAAP sales to $221.9 million. The company also launched Tandem Mobi with Dexcom G7 integration and completed enrollment for a Control-IQ study. Sales guidance for the full year 2024 has been increased.

  • Worldwide GAAP sales increased 13% to $221.9 million compared to Q2 2023.
  • More than 20,000 pumps were shipped in the United States, a sequential increase of 33% compared to Q1 2024.
  • Tandem Mobi with Dexcom G7 CGM sensor integration was launched in the United States.
  • Enrollment was completed for the Control-IQ pivotal study to support an expanded indication for people with type 2 diabetes.

Headline financials

Total Revenue

$222M

Previous: $196M+13.3%
EPS

-$0.47

Previous: -$0.30-56.7%
Adjusted EBITDA

-$1.9M

Previous: $5.27M-136.0%
Adjusted EBITDA Margin

-1.0%

No prior period
GAAP Gross Margin

51.0%

Previous: 52.0%-1.9%
Non-GAAP Gross Margin

51.0%

No prior period
GAAP Operating Margin

-14.0%

No prior period
Non-GAAP Operating Margin

-14.0%

No prior period
Capital Expenditures

-$10.9M

Previous: -$16.2M+32.6%
Free Cash Flow

-$41.7M

Previous: -$52M+19.7%
Net Income

-$30.8M

Previous: -$35.8M+13.9%
Operating Income

-$30.8M

Previous: -$38.8M+20.7%
Gross Profit

$113M

Previous: $102M+10.9%
Cash & Equivalents

$47.7M

Previous: $131M-63.5%
Total Assets

$938M

Previous: $947M-1.0%
R&D Expense

$49.3M

No prior period
Stock-Based Comp

$24.9M

Previous: $23.4M+6.4%

Revenue & EPS history

Tandem Diabetes · Revenue · Quarterly

$222M

Q2 2024+13.3%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Tandem Diabetes · $80.7M total across 1 segment · Q3 2022

  • Pump Sales
    $80.7M

Forward guidance

Tandem Diabetes Care updated its 2024 financial guidance, estimating non-GAAP sales of approximately $885 million to $892 million for the full year. Non-GAAP gross margin is estimated to be approximately 51 percent, and adjusted EBITDA margin is expected to be breakeven.

Tailwinds

  • Non-GAAP sales are estimated to be approximately $885 million to $892 million for the full year.
  • Sales in the United States are projected to be $640 million to $645 million for the full year.
  • Sales outside the United States are expected to be approximately $245 million to $247 million for the full year.
  • Non-GAAP gross margin is estimated to be approximately 51 percent for the full year.
  • Adjusted EBITDA margin is estimated to be breakeven as a percent of sales for the full year.

Headwinds

  • The most directly comparable GAAP financial measures are not accessible on a forward-looking basis.
  • There is substantial uncertainty associated with predicting any future adjustments that may be made to the Company’s GAAP financial measures.
  • The accounting treatment for Tandem Choice has a high degree of complexity.
  • Non-cash charges included in cost of goods sold and operating expenses are estimated to be approximately $120 million.
  • Approximately $100 million of the non-cash charges are related to stock-based compensation expense.

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 2024

Historical avgQ2 2024

-0.4%

Avg return

Earnings day

-2.2%

Avg return

5 days after

+3.5%

Avg return

30 days after

55%

27 / 49 earnings

Positive

+32.8%

Q4 2025

Best reaction

-63.6%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.6%-23.6%+5.0%
Q4 2025+32.8%+40.4%+34.0%
Q3 2025+22.0%+35.5%+56.9%
Q1 2025+18.6%+26.5%+17.6%
Q4 2024-35.2%-42.0%-42.6%
Q3 2024+0.6%-5.3%-9.1%
Q2 2024+12.7%+17.3%+17.6%
Q1 2024+23.5%+21.5%+41.5%
Q4 2023+6.1%+22.5%+28.4%
Q3 2023-12.1%-11.5%+22.5%
Q2 2023+2.8%-13.4%-14.3%
Q1 2023-2.9%-13.4%-35.9%
Q4 2022-2.1%-8.0%+8.0%
Q3 2022-34.3%-31.5%-23.7%
Q2 2022-14.0%-11.8%-34.3%
Q1 2022-16.4%-27.6%-33.8%
Q4 2021-0.3%+7.6%+7.6%
Q3 2021-4.9%-2.6%-4.3%
Q2 2021+4.7%+2.6%+8.8%
Q1 2021-5.6%-11.9%-5.8%
Q4 2020+3.5%+4.4%-10.0%
Q3 2020+1.5%-11.4%-17.9%
Q2 2020+1.8%+3.0%+10.1%
Q1 2020+7.6%+13.7%+11.5%
Q4 2019-11.4%-15.2%-34.7%
Q3 2019-6.5%-8.0%+2.2%
Q2 2019+2.9%-1.5%+14.2%
Q1 2019-5.8%+6.3%+9.2%
Q4 2018+27.9%+43.2%+31.8%
Q3 2018+6.3%-2.2%-2.1%
Q2 2018+7.7%+29.0%+59.9%
Q1 2018+7.9%+7.7%+96.4%
Q4 2017+23.1%+25.0%+57.0%
Q3 2017-3.4%-6.4%+2.7%
Q2 2017-17.3%-39.4%+8.7%
Q1 2017-11.8%-10.5%-22.4%
Q4 2016-19.1%-10.6%-51.1%
Q3 2016-63.6%-66.9%-63.2%
Q2 2016-13.9%-18.8%-8.4%
Q1 2016+7.1%
Q4 2015+11.9%
Q3 2015+20.6%
Q2 2015+8.9%
Q1 2015+1.7%
Q4 2014-3.1%
Q3 2014-11.0%
Q2 2014+11.4%
Q1 2014-11.7%
Q4 2013+4.0%
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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