DXCM · News · 20260807N

Competition and Market Share

DEXCOM INC · 2026-08-07 · Importance 51 · Surprise 64

Senseonics reported approximately 120% year-over-year revenue growth to $14.5 million in the second quarter, driven primarily by U.S. expansion and increased adoption of its Eversense continuous glucose monitoring system. The result indicates accelerating demand for an alternative CGM platform in the U.S. market. Senseonics is also advancing its Gemini product, with a 510(k) submission targeted for the first quarter of 2027, potentially adding future competitive pressure in CGM.

Key facts

• DexCom shares rose 2.08% to $84.75 on Friday, marking its second consecutive day of gains while the S&P 500 rose 0.62% and the Dow rose 0.28% that day. source