DXCM · 10-Q · 2026Q3 · Full report
Product Launch and Transition
DEXCOM INC · 2026-10-29 · Importance 34 · Surprise 42
Dexcom launched its G7 Continuous Glucose Monitoring System in 2023 and G7 15 Day in late 2025. Stelo, launched in the U.S. in August 2024, was the first over-the-counter glucose biosensor in the country and is designed for adults with prediabetes and Type 2 diabetes who do not use insulin. In June 2026, FDA clearance expanded Stelo’s indication to children ages 2 and older who do not use insulin; Dexcom also cited G7 15 Day benefits and planned discontinuation of G6 manufacturing.
Key facts
- Dexcom launched Stelo in August 2024 as the first over-the-counter glucose biosensor in the U.S., designed for adults with prediabetes and Type 2 diabetes who do not use insulin. source
- Third-quarter 2026 gross-profit benefits were partially offset by higher inventory reserve charges, primarily associated with the planned discontinuation of G6 manufacturing. source
- Nine-month 2026 gross-margin benefits were partly offset by higher inventory reserve charges associated primarily with the planned discontinuation of G6 manufacturing and higher enhanced product replacement program costs. source
- Dexcom launched G7 in 2023 and G7 15 Day in late 2025. source