{"schema_version":"secwatch.filing_event.v1","accession":"0001145197-23-000073","form_type":"8-K","ticker":"PODD","cik":"0001145197","company_name":"INSULET CORP","filed_at":"2023-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.345676+00:00","generated_at":"2026-06-08T23:25:41.160320+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 Q3 2023 revenue $432.7M (+27% YoY); raises FY revenue guidance to 26-27% growth","bullets":["Revenue $432.7M (+27% YoY); U.S. Omnipod $320.6M (+34.6%), International $101.4M (+15.2%).","GAAP diluted EPS $0.74 (vs -$0.08 YoY); adjusted diluted EPS $0.71 (vs $0.45 YoY).","Gross margin 67.8% (up 1250 bps); adjusted gross margin 67.3% (up 120 bps).","Raised FY2023 revenue guidance to 26-27% growth; total Omnipod growth 29-30%.","FDA cleared Omnipod 5 iOS App; limited market release early 2024; Omnipod 5 with G7 also early 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001145197-23-000073","json":"https://secwatch.observer/filing/0001145197-23-000073.json","markdown":"https://secwatch.observer/filing/0001145197-23-000073.md","text":"https://secwatch.observer/filing/0001145197-23-000073.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000073/0001145197-23-000073-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000073/podd-20231102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T23:25:41.160320+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":"a74e24aebf7933efa0949f3534f703b49544d277","claim":"INSULET CORP reported the three months ended September 30, 2023 results: revenue $432.7 million, net income $51.9 million, EPS $0.74 per diluted share. Guidance raised.","evidence_excerpt":"Omnipod ® brand of products, today announced financial results for the three months ended September 30, 2023. Third Quarter Financial Highlights: • Third quarter 2023 revenue of $432.7 million, up 27.0%, or 25.1% in constant currency 1 , compared to $340.8 million in the prior year ◦ Total Omnipod revenue of $422.0 million, an increase of 29.4%, or 27.5% in constant","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1145197/000114519723000073/0001145197-23-000073-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended September 30, 2023"},{"label":"Revenue","value":"$432.7 million"},{"label":"Net income","value":"$51.9 million"},{"label":"EPS","value":"$0.74 per diluted share"},{"label":"Guidance","value":"raised"},{"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"}