| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 30, 2026 | 6/12 | 4 medium, 4 low flags | 1 | 2 | Call sheet → |
| Q1'26 | April 30, 2026 | 8/12 | 1 medium, 5 low flags | 3 | 0 | Call sheet → |
| Q4'25 | February 12, 2026 | 10/12 | 8 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | Continue to bring G7 15-day to rest of international markets Health Canada approval achieved, but only one market so far |
| Q2'26 | Missed | Smart Basal broader launch throughout the year Still in pilot with KOLs, no broader launch mentioned |
| Q2'26 | Pending | We'll start with a smaller number [of countries for Stello] and then continue to expand No countries announced yet despite Q2 being half over |
| Q2'26 | Pending | Launch Stello internationally in 2026 Still saying 'second half of 2026' with no specific countries named |
| Q2'26 | Missed | Global record new patient quarter this quarter Q2 was 'in line with' Q1 record, not a new record despite 15-day and expanded coverage |
| Q2'26 | Pending | Nearly 50% will be converted by the end of the year over to this new 15-day product Tracking to plan per management but no actual percentage disclosed this quarter |
| Q1'26 | Pending | International expansion and new product launches Stelo international launch planned for 2026, new CGM system mentioned but no details |
| Q1'26 | Pending | Stelo app redesign and enhanced features Complete redesign launching 'in coming weeks' with AI insights |
| Q1'26 | Delivered | MyDexcom enhanced digital support system Launched and 'significantly streamlining customer support experience' |
| Q1'26 | Pending | Smart Basal early access launch in February Still in pilot phase with KOLs, broader launch pushed to 'throughout the year' |
| Q1'26 | Delivered | Improved sensor survivability and customer experience New patch technology cleared and reaching market, NPS scores improved |
| Q1'26 | Delivered | G7 15-day broad rollout across all US channels Completed in early January 2026 as promised |
| Q4'25 | Pending | Stelo international extensions in short order Still vague timing, no specific countries or dates provided |
| Q4'25 | Exceeded | RCT readout early next year for type 2 non-insulin Timeline moved up to 'towards the middle of this year' - faster than promised |
| Q4'25 | Delivered | Address deployment challenges identified earlier in year Management claims issues resolved with complaint rates improving |
| Q4'25 | Delivered | Taper back investment in expedited shipping by end of Q3 Reestablished ocean freight in Q4 as planned |
| Q4'25 | Delivered | Continue to improve scrap rates in the coming months Confirmed continued improvement with sequential gross margin recovery |
| Q4'25 | Delivered | Broader G7 15-day rollout in the coming weeks Available across all US channels as of early January - delivered on schedule |
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