PODD · 10-Q · 2026Q2 · Full report

Products and Technology

INSULET CORP · 2026-08-05 · Importance 31 · Surprise 42

Omnipod 5 is Insulet’s current-generation tubeless automated insulin delivery system, integrating with Dexcom G6 and G7 continuous glucose monitors and Abbott’s FreeStyle Libre 2 Plus sensor in various markets. In June 2026, the company expanded U.S. compatibility to Abbott’s FreeStyle Libre 3 Plus and began rolling out algorithm enhancements, including a lower 100mg/dL target glucose set point. Insulet is developing Omnipod 6, broader smartphone and CGM integration, digital product and data capabilities, and a fully closed-loop type 2 diabetes system supported by the EVOLVE pivotal study.

Key facts

• Capitalized costs to implement cloud computing arrangements (gross) at June 30, 2026: $242.0 million; accumulated amortization $118.8 million; capitalized implementation costs, net: $123.3 million. Amortization expense was $12.8 million and $24.3 million for the three and six months ended June 30, 2026, respectively. source
• During the three months ended June 30, 2026, amortization expense related to capitalized cloud computing implementation costs was $12.8 million. source
• Goodwill carrying amount at June 30, 2026: $51.6 million (unchanged from December 31, 2025). source
• The Company operates under one reportable segment and the CEO is the CODM. source