{"schema_version":"secwatch.filing_event.v1","accession":"0001145197-23-000037","form_type":"8-K","ticker":"PODD","cik":"0001145197","company_name":"INSULET CORP","filed_at":"2023-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.063707+00:00","generated_at":"2026-06-15T19:59:01.554315+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Insulet Q1 revenue $358.1M (+21% YoY); U.S. Omnipod revenue up 49%","bullets":["Net income $23.8M ($0.34 diluted EPS) vs $27.8M ($0.40) prior year.","Total Omnipod revenue $357.6M (+32.7% YoY); U.S. segment $259.0M (+48.8%).","Adjusted EBITDA $48.8M (13.6% of revenue) vs $63.0M (21.3%) prior year.","FDA cleared Omnipod GO basal-only pod; Omnipod 5 UK launch on track mid-year.","Gross margin 67.2% down 380 bps; adjusted gross margin 64.9% excluding MDC charges."],"urls":{"canonical":"https://secwatch.observer/filing/0001145197-23-000037","json":"https://secwatch.observer/filing/0001145197-23-000037.json","markdown":"https://secwatch.observer/filing/0001145197-23-000037.md","text":"https://secwatch.observer/filing/0001145197-23-000037.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000037/0001145197-23-000037-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000037/podd-20230504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T19:59:01.554315+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":"23f78354c1d10bf6c43a2542195f795ae38b2e4d","claim":"INSULET CORP reported first quarter ended March 31, 2023 results: revenue $358.1 million, net income $23.8 million, EPS $0.34 per diluted share.","evidence_excerpt":"First Quarter Financial Highlights: • First quarter 2023 revenue of $358.1 million, up 21.2%, or 23.3% in constant currency 1 , compared to $295.4 million in the prior year ◦ Total Omnipod revenue of $357.6 million, an increase of 32.7%, or 34.9% in constant currency ◦ U.S. Omnipod revenue of $259.0 million, an increase of 48.8% ◦ International Omnipod revenue of $98.6 million, an increase of 3.4%, or an increase of 9.6% in constant currency ◦ Drug Delivery revenue of $0.5 million, a decrease of 98.1% • Gross margin of 67.2%, down 380 basis points. Adjusted gross margin 1 of 64.9% excludes income of $8.0 million associated with the voluntary medical device correction (MDC) notices issued in 2022 • Operating income of $27.7 million, or 7.7% of revenue, compared to $37.9 million, or 12.8% of revenue, in the prior year. Adjusted operating income 1 of $19.7 million, or 5.5%, excludes income of $8.0 million noted above • Net income of $23.8 million, or $0.34 per diluted share, compared to $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000037/0001145197-23-000037-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$358.1 million"},{"label":"Net income","value":"$23.8 million"},{"label":"EPS","value":"$0.34 per diluted share"},{"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"}