Insulet (PODD) Q2 FY26 earnings call

Insulet delivered strong Q2 FY26 results with robust revenue growth and significant margin expansion, driven by demand for Omnipod across markets. However, the company revised its full-year revenue outlook due to unexpected challenges in Type 2 customer utilization and retention, particularly in the first 90 days of therapy. Management is implementing decisive actions to address these execution challenges and remains confident in the long-term opportunity within the underpenetrated Type 2 market.