Tandem Diabetes Care (TNDM) Q2 FY26 earnings call

Tandem Diabetes Care delivered a strong second quarter, marked by robust execution against strategic priorities including the Pay-as-You-Go (PAYGO) pharmacy model transition and modernization of its commercial organization. The company achieved significant financial improvements, notably in gross margin and adjusted EBITDA, while advancing its technology pipeline with the FDA submission for Mobi Tubeless and progress on the AIDANET algorithm. Despite initial headwinds from infusion set supply constraints and the PAYGO transition, management remains confident in its full-year guidance, anticipa