DXCM
Medical Devices · Healthcare
Analyst
Jefferies
Equibles does not estimate personal net worth.
Matt Taylor is recorded as Analyst at Jefferies. Matt Taylor has spoken on 36 earnings calls and 3 other investor events across 19 companies, most recently for Boston Scientific Corp on October 28, 2026. Those appearances were for Dexcom Inc (DXCM), Boston Scientific Corp (BSX), Insulet Corp (PODD), Abbott Laboratories (ABT), Globus Medical Inc (GMED) and 14 other companies. The companies whose calls Matt Taylor spoke on are classified in the Healthcare sector.
“I wanted to follow up on the number, not on the timing, but could you talk about the kind of growth that you expect from that platform? And before, you had said in the first year it could be $0.06 to $0.08 dilutive, but some of the math there has changed.”
“I was hoping we could spend a minute or two on on diagnostics and focus on cancer diagnostics and the trends there. It looks like you did a little bit better this quarter, but I know you're hoping for a step up into the mid-teens.”
“So I had kind of two, I'll just put them up front. So, number one, if I take your guidance for top line quite literally, then the squeeze math would imply Q4 goes back to about 2.5% growth versus the 4.4 you just did.”
“The first question I want to ask was just whether you could put a finer point on revenue guidance because the range for the second half implies something like two to five percent growth bottom to top.”
“So, Yvonne, I won't ask you about others since you don't like that, but let me ask another technology-based question. I'll have an update on Rosa's shoulder, how that's going.”
Jefferies
Analyst
Source not stated
DXCM
Medical Devices · Healthcare
PODD
Medical Devices · Healthcare
GMED
Medical Devices · Healthcare
Medical Instruments & Supplies · Healthcare
Drug Manufacturers - Specialty & Generic · Healthcare
TFX
Medical Instruments & Supplies · Healthcare
Medical Instruments & Supplies · Healthcare
SYK
Medical Devices · Healthcare
INMD
Medical Devices · Healthcare
RMD
Medical Instruments & Supplies · Healthcare