What is Insulet's capitalized contract costs, net?

Insulet (PODD) reported capitalized contract costs, net of $77.1M in Q1 2026.

How has Insulet's capitalized contract costs, net changed year-over-year?

Insulet's capitalized contract costs, net increased by 18.4% year-over-year, from $65.1M to $77.1M.

What is the long-term trend for Insulet's capitalized contract costs, net?

Over 5 years (2020 to 2025), Insulet's capitalized contract costs, net has grown at a 19.0% compound annual growth rate (CAGR), from $32.9M to $78.4M.

Insulet PODD Capitalized Contract Costs, Net

Capitalized Contract Costs, Net at other companies

Ally FinancialALLY

$1.8B0.0%

F5, Inc.FFIV

$13.74M+65.4%

SamsaraIOT

$18.23M+206%

SnowflakeSNOW

$36.8M+18.3%

SamsaraIOT

$147.9M+19.9%

SamsaraIOT

$310.5M+26.8%

Other financials

Income statement

See full

Revenue$761.7M+33.9%

Gross profit$529.0M+29.3%

Operating income$122.1M+37.5%

Net income$91.1M+157%

EPS (diluted)$1.30+160%

Balance sheet

See full

Cash & equivalents$480.4M-62.6%

Total debt$969.7M-45.5%

Total equity$1.3B-2.1%

Total assets$3.0B-15.1%

Cash flow

See full

Operating cash flow$113.8M+78.4%

CapEx$24.3M+97.6%

Free cash flow$89.5M+73.8%

Valuation

See full

Market cap$10.1B-19.9%

Enterprise value$10.59B-19.4%

P/E33.3×+2.0×

P/S3.5×-2.3×

Profitability

See full

Gross margin71%+0.6pp

Operating margin17.5%+2.0pp

Net margin10.4%-7.9pp

FCF margin14.3%+1.1pp

Returns & leverage

See full

Return on equity23%-14.9pp

Debt / equity0.7×-0.6×

Current ratio2.5×-2.0×

Where this comes from

Reported directly by Insulet in its filing.

Tagged under the XBRL concept us-gaap:CapitalizedContractCostNet.

The official record: Insulet’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

Ask your AI about Insulet's capitalized contract costs, net.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Insulet's capitalized contract costs, net?: Insulet (PODD) reported capitalized contract costs, net of $77.1M in Q1 2026.
How has Insulet's capitalized contract costs, net changed year-over-year?: Insulet's capitalized contract costs, net increased by 18.4% year-over-year, from $65.1M to $77.1M.
What is the long-term trend for Insulet's capitalized contract costs, net?: Over 5 years (2020 to 2025), Insulet's capitalized contract costs, net has grown at a 19.0% compound annual growth rate (CAGR), from $32.9M to $78.4M.