Tandem Diabetes Care, Inc. (NASDAQ:TNDM) Q1 2025 Earnings Conference Call April 30, 2025 4:30 PM ET Company Participants Susan Morrison - EVP & Chief Administrative Officer John Sheridan - President & CEO Leigh Vosseller - EVP & CFO Conference Call Participants Matt Miksic - Barclays Mat Blackman - Stifel Steve Lichtman - Oppenheimer & Company Matthew O'Brien - Piper Sandler David Roman - Goldman Sachs Matthew Taylor - Jeffries Chris Pasquale - Nephron Research Anthony Petrone - Mizuho Financial Groups Josh ...

Core Insights - Tandem Diabetes Care, Inc. reported $234.42 million in revenue for Q1 2025, a year-over-year increase of 22.3% [1] - The EPS for the same period was -$0.67, compared to -$0.63 a year ago, indicating a decline [1] - The revenue exceeded the Zacks Consensus Estimate of $220.24 million by 6.44%, while the EPS fell short of the consensus estimate of -$0.60 by 11.67% [1] Financial Performance Metrics - The company’s stock has returned -10.5% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.2% [3] - Tandem Diabetes Care has a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3] Pump Shipments and Sales - U.S. pump shipments totaled 17,000, slightly above the average estimate of 16,952 [4] - Total worldwide pump shipments were 28,000, below the average estimate of 29,200 [4] - Outside the U.S., pump shipments were 11,000, compared to the average estimate of 12,248 [4] Geographic Sales Performance - Geographic sales outside the U.S. reached $83.79 million, exceeding the average estimate of $74.74 million, representing a year-over-year change of +35.4% [4] - U.S. pump sales were $72.14 million, slightly above the average estimate of $71.94 million, with a year-over-year increase of +16.9% [4] - Sales of supplies and other products in the U.S. amounted to $78.49 million, surpassing the average estimate of $74.32 million, reflecting a year-over-year change of +13.5% [4] - Outside the U.S., pump sales were $29.95 million, below the average estimate of $31.46 million, with a year-over-year change of +17.1% [4] - Sales of supplies and other products outside the U.S. reached $53.84 million, exceeding the average estimate of $43.03 million, representing a year-over-year change of +48.1% [4] - Total geographic revenues in the U.S. were $150.63 million, above the average estimate of $146.17 million, with a year-over-year change of +16.1% [4] - Non-GAAP geographic revenues in the U.S. were $150.63 million, compared to the average estimate of $146.45 million [4] - Revenue from supplies and other products was $132.33 million, exceeding the average estimate of $118.22 million [4] - Pump revenue was $102.09 million, slightly below the average estimate of $102.82 million [4]

Tandem Diabetes Care, Inc. (TNDM) came out with a quarterly loss of $0.67 per share versus the Zacks Consensus Estimate of a loss of $0.60. This compares to loss of $0.63 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -11.67%. A quarter ago, it was expected that this company would post a loss of $0.25 per share when it actually produced a loss of $0.44, delivering a surprise of -76%.Over the last four quarters, the company ha ...

Tandem Diabetes Care (TNDM) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Tandem Diabetes Care First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. Please be advised that today's conference is being recorded. I would n ...

OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number 001-36189 _____________________________________________________________________________________________ Tandem Diabetes Care, Inc. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________ FORM 10-Q _______________________________________________________ ...

Exhibit 99.1 Media Contact: 858-366-6900 media@tandemdiabetes.com Investor Contact: 858-366-6900 IR@tandemdiabetes.com FOR IMMEDIATE RELEASE Tandem Diabetes Care Announces First Quarter 2025 Financial Results • Gross profit: GAAP gross profit was $118.4 million, compared to $94.7 million. GAAP gross margin was 51%, compared to 49%. Non-GAAP gross profit for the first quarter of 2024 was $95.8 million and non-GAAP gross margin was 50%. (1) (1) San Diego, April 30, 2025 - Tandem Diabetes Care, Inc. (Nasdaq: T ...

Tandem Diabetes Care, Inc. (TNDM) shares soared 7.6% in the last trading session to close at $17.61. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 8.5% loss over the past four weeks.Tandem Diabetes scored a strong price increase on investors’ optimism surrounding its impending first quarter 2025 financial results, slated to release on Apr. 30, after the closing bell. In the fourth quarter, the company’s reported sales grew by a ...

Tandem Diabetes Care, Inc. (TNDM) recently commercially launched Control-IQ+ technology - the latest generation of its advanced hybrid closed-loop algorithm in the United States. Control-IQ+ is compatible with both the t:slim X2 insulin pump and Tandem Mobi System. It is available for people with type 1 diabetes (ages 2 years and older) and adults with type 2 diabetes.TNDM Stock’s Likely Trend Following the NewsSince the announcement, TNDM’s shares edged up 1.1% at the after-market trading yesterday.Tandem ...

Core Viewpoint - Tandem Diabetes Care, Inc. (TNDM) has shown strong performance in Q4 2024, driven by innovative product offerings, but faces challenges from competition and macroeconomic factors [1][8]. Company Performance - TNDM's shares have decreased by 38.5% over the past year, contrasting with an 8.2% decline in the industry and a 10.6% rise in the S&P 500 [1]. - The company has a market capitalization of $1.21 billion and projects a 38.7% growth rate for 2025 earnings, compared to 29.5% for the S&P 500 [2]. Key Tailwinds - Product Innovation: TNDM's t:slim X2 insulin pump software is now compatible with Dexcom G7 and G6 CGM systems, enhancing its product offerings [3]. - New Product Launch: The Tandem Mobi, a new insulin therapy device, launched in the U.S. in February 2024, has received positive feedback from early users [4]. - Strategic Collaborations: TNDM signed a multi-year collaboration with the University of Virginia Center for Diabetes Technology to advance automated insulin delivery systems [6]. Strategic Developments - The company is focusing on operational cost savings through lean activities and manufacturing efficiencies [7]. - TNDM is also developing its Steadi-Set infusion technology, currently under FDA review, and accelerating the development of its Sigi patch pumps [5]. Key Headwinds - Macroeconomic Challenges: The company faces uncertainties due to global economic conditions, which could negatively impact profitability. In Q4, the cost of sales rose by 21% year-over-year [8]. - Competitive Pressure: TNDM operates in a highly competitive market with significant pressure from both large corporations and startups, limiting pricing strategy flexibility [9][10]. Estimate Trend - The Zacks Consensus Estimate for TNDM's 2024 loss per share has decreased by 2.5% to $1.17 in the last 30 days. The 2025 revenue estimate is projected at $1.00 billion, indicating a 10.1% increase from the previous year [11].

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