Insulet (PODD) Q1 FY26 earnings call

Insulet delivered a strong Q1 FY26, surpassing revenue expectations and raising full-year guidance, driven by robust international growth and continued Omnipod 5 adoption. Despite seasonal headwinds impacting U.S. new customer starts and a medical device correction affecting gross margin, the company demonstrated significant operating leverage and remains confident in its long-term growth algorithm, underpinned by ongoing innovation and strategic market development.