{"schema_version":"secwatch.filing_event.v1","accession":"0001145197-23-000019","form_type":"8-K","ticker":"PODD","cik":"0001145197","company_name":"INSULET CORP","filed_at":"2023-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:43.983360+00:00","generated_at":"2026-06-19T01:32:24.666682+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Insulet FY2022 revenue $1.3B (+19% YoY); Q4 revenue $369.7M (+20%); beats guidance; adjusted EPS $1.28","bullets":["Full year 2022 revenue $1.3B, up 18.8% (22.2% constant currency), exceeding guidance of 18-19% constant currency.","Omnipod revenue $1.2B (+23.4%); U.S. Omnipod $884.8M (+35.8%); International $363.0M (+0.9% reported, +12.1% constant currency).","GAAP net income $4.6M ($0.07 diluted EPS); adjusted net income $91.1M ($1.28 diluted EPS) excluding $57.9M MDC charge, $25.2M legal costs, $3.4M CEO transition costs.","Gross margin 61.7% (down 670 bps); adjusted gross margin 66.2% excluding $57.9M charge for voluntary medical device correction notices for Omnipod DASH PDMs and Omnipod 5 Controllers.","Q4 2022 revenue $369.7M (+20.1% reported, +22.6% constant currency); U.S. Omnipod revenue $276.2M (+45.0%)."],"urls":{"canonical":"https://secwatch.observer/filing/0001145197-23-000019","json":"https://secwatch.observer/filing/0001145197-23-000019.json","markdown":"https://secwatch.observer/filing/0001145197-23-000019.md","text":"https://secwatch.observer/filing/0001145197-23-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000019/0001145197-23-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000019/podd-20230223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T01:32:24.666682+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"8b3c3754d0561b89ae10dc5535568524f4ee1cb6","claim":"INSULET CORP reported the full year ended December 31, 2022 results: revenue $1.3 billion, net income $4.6 million, EPS $0.07 per diluted share.","evidence_excerpt":"Full year 2022 revenue of $1.3 billion, up 18.8%, or 22.2% in constant currency, compared to $1.1 billion in the prior year, exceeds the guidance range of 18% to 19% in constant currency ◦ Total Omnipod revenue of $1.2 billion, an increase of 23.4%, or 27.0% in constant currency ◦ U.S. Omnipod revenue of $884.8 million, an increase of 35.8% ◦ International Omnipod revenue of $363.0 million, an increase of 0.9%, or 12.1% in constant currency ◦ Drug Delivery revenue of $57.5 million, a decrease of 34.2% • Gross margin of 61.7%, down 670 basis points. Adjusted gross margin 1 of 66.2% excludes a charge of $57.9 million associated with the voluntary medical device correction (MDC) notices issued to replace Omnipod DASH ® Personal Diabetes Managers (PDMs) and Omnipod ® 5 Automated Insulin Delivery system (Omnipod 5) Controllers • Operating income of $37.6 million, or 2.9% of revenue, compared to $126.0 million, or 11.5% of revenue, in the prior year. Adjusted operating income 1 of $124.1 mil","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000019/0001145197-23-000019-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year ended December 31, 2022"},{"label":"Revenue","value":"$1.3 billion"},{"label":"Net income","value":"$4.6 million"},{"label":"EPS","value":"$0.07 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"b71c0f26ecc17d964cd8d18042076c36488f234d","claim":"INSULET CORP reported the fourth quarter ended December 31, 2022 results: revenue $369.7 million.","evidence_excerpt":"Fourth quarter 2022 revenue of $369.7 million, up 20.1%, or 22.6% in constant currency, compared to $307.7 million in the prior year, exceeds the guidance range of 11% to 14% in constant currency","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000019/0001145197-23-000019-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2022"},{"label":"Revenue","value":"$369.7 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}