PODD · 10-Q · 2026Q2 · Full report

Distribution Channels

INSULET CORP · 2026-08-05 · Importance 16 · Surprise 6

Insulet sells its U.S. products through the pharmacy channel, which improves access and affordability by avoiding an upfront investment. The company is also increasing awareness through direct-to-consumer advertising programs. Its pay-as-you-go pricing model reduces risk for third-party payors and supports recurring revenue from disposable Pods replaced approximately every three days.

Key facts

• Revenue from Omnipod products in the U.S. for the six months ended June 30, 2026 included $327.1 million of sales to a related party in the six months ended June 30, 2025 (and $178.6 million in the three months ended June 30, 2025). source
• During a portion of 2025, a member of the Board was married to an executive officer of one of the Company's distributors; as of October 1, 2025, the Company’s transactions with that distributor were no longer considered related party transactions. source
• Total capitalized contract acquisition costs, net at June 30, 2026: $83.8 million (Prepaid expenses and other current assets $27.2; Other assets $56.6). source
• The increases in selling, general and administrative expenses were primarily attributable to year-over-year headcount additions across our commercial, regulatory and quality assurance, and customer experience teams, as well as increased investments in market development initiatives. source
• The increase in accounts receivable was primarily driven by the timing of distributor orders in the United States. source
• The Company recognized amortization of capitalized contract acquisition costs of $6.6 million and $12.9 million during the three and six months ended June 30, 2026, respectively. source
• The Company sells Omnipod products in the U.S. primarily through the pharmacy channel and conducts direct-to-consumer advertising programs. source