Subtext

Insulet Corporation PODD

SectorHealth Care
Transcripts21
Date range2020-05-09 – 2025-05-08
Calls charted21

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-24-12+0+12+242020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: +7.22020 Q2 · Overall: +13.72020 Q3 · Overall: +10.82020 Q4 · Overall: +13.22021 Q1 · Overall: +13.82021 Q2 · Overall: +15.72021 Q3 · Overall: +15.12021 Q4 · Overall: +17.92022 Q1 · Overall: +19.22022 Q2 · Overall: +7.52022 Q3 · Overall: +12.62022 Q4 · Overall: +13.12023 Q1 · Overall: +14.02023 Q2 · Overall: +14.82023 Q3 · Overall: +13.52023 Q4 · Overall: +16.82024 Q1 · Overall: +3.92024 Q2 · Overall: +13.22024 Q3 · Overall: +15.92024 Q4 · Overall: +17.02025 Q1 · Overall: +21.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-44-22+0+22+442020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +16.72020 Q2 · CEO: +24.52020 Q3 · CEO: +19.32020 Q4 · CEO: +20.62021 Q1 · CEO: +22.42021 Q2 · CEO: +27.22021 Q3 · CEO: +23.62021 Q4 · CEO: +28.62022 Q1 · CEO: +33.62022 Q2 · CEO: +24.22022 Q3 · CEO: +26.12022 Q4 · CEO: +25.12023 Q1 · CEO: +22.82023 Q2 · CEO: +22.72023 Q3 · CEO: +17.92023 Q4 · CEO: +22.32024 Q1 · CEO: +11.22024 Q2 · CEO: +20.52024 Q3 · CEO: +21.22024 Q4 · CEO: +15.32025 Q1 · CEO: +38.42020 Q1 · CFO: +2.52020 Q2 · CFO: +13.12020 Q3 · CFO: +11.42020 Q4 · CFO: +13.32021 Q1 · CFO: +11.52021 Q2 · CFO: +9.32021 Q3 · CFO: +16.52021 Q4 · CFO: +17.92022 Q1 · CFO: +14.22022 Q2 · CFO: +3.12022 Q3 · CFO: +6.92022 Q4 · CFO: +12.22023 Q1 · CFO: +11.92023 Q2 · CFO: +14.82023 Q3 · CFO: +16.12023 Q4 · CFO: +22.02024 Q1 · CFO: +15.52024 Q2 · CFO: +19.92024 Q3 · CFO: +27.22024 Q4 · CFO: +32.72025 Q1 · CFO: +28.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-64-32+0+32+642020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +10.62020 Q2 · Prepared remarks: +25.02020 Q3 · Prepared remarks: +24.42020 Q4 · Prepared remarks: +21.62021 Q1 · Prepared remarks: +23.12021 Q2 · Prepared remarks: +23.82021 Q3 · Prepared remarks: +25.92021 Q4 · Prepared remarks: +28.42022 Q1 · Prepared remarks: +27.92022 Q2 · Prepared remarks: +14.42022 Q3 · Prepared remarks: +21.82022 Q4 · Prepared remarks: +21.62023 Q1 · Prepared remarks: +23.22023 Q2 · Prepared remarks: +21.62023 Q3 · Prepared remarks: +19.92023 Q4 · Prepared remarks: +25.72024 Q1 · Prepared remarks: +55.82024 Q2 · Prepared remarks: +26.42024 Q3 · Prepared remarks: +30.02024 Q4 · Prepared remarks: +26.52025 Q1 · Prepared remarks: +31.82020 Q1 · Q&A responses: +8.42020 Q2 · Q&A responses: +13.62020 Q3 · Q&A responses: +8.32020 Q4 · Q&A responses: +13.52021 Q1 · Q&A responses: +12.62021 Q2 · Q&A responses: +19.42021 Q3 · Q&A responses: +13.82021 Q4 · Q&A responses: +15.82022 Q1 · Q&A responses: +18.02022 Q2 · Q&A responses: +7.02022 Q3 · Q&A responses: +11.62022 Q4 · Q&A responses: +12.52023 Q1 · Q&A responses: +13.72023 Q2 · Q&A responses: +15.22023 Q3 · Q&A responses: +13.82023 Q4 · Q&A responses: +16.42024 Q1 · Q&A responses: +6.32024 Q2 · Q&A responses: +8.22024 Q3 · Q&A responses: +17.52024 Q4 · Q&A responses: +10.42025 Q1 · Q&A responses: +21.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.42$2.13$3.842020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $0.842020 Q2: $0.662020 Q3: $1.012020 Q4: $1.092021 Q1: $1.172021 Q2: $1.142021 Q3: $1.282021 Q4: $1.372022 Q1: $1.392022 Q2: $1.582022 Q3: $1.192022 Q4: $1.102023 Q1: $1.482023 Q2: $1.792023 Q3: $2.082023 Q4: $2.452024 Q1: $3.192024 Q2: $3.402024 Q3: $3.61

Forward P/E

35.89174.34312.782020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 154.312020 Q2: 293.682020 Q3: 219.772020 Q4: 218.622021 Q1: 221.682021 Q2: 246.252021 Q3: 228.132021 Q4: 196.352022 Q1: 171.382022 Q2: 129.302022 Q3: 221.052022 Q4: 283.502023 Q1: 208.032023 Q2: 157.992023 Q3: 85.092023 Q4: 83.602024 Q1: 54.992024 Q2: 57.682024 Q3: 65.45

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2020 Q2 tone ↑ +6.5 fwd EPS ↓ -0.18 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -2.9 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -11.7 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +5.1 fwd EPS ↓ -0.39 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -12.9 fwd EPS ↑ +0.74 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-08+21.0——View →
2024 Q42025-02-20+17.0——View →
2024 Q32024-11-07+15.9$3.6165.5View →
2024 Q22024-08-08+13.2$3.4057.7View →
2024 Q12024-05-09+3.9$3.1955.0View →
2023 Q42024-02-22+16.8$2.4583.6View →
2023 Q32023-11-02+13.5$2.0885.1View →
2023 Q22023-08-08+14.8$1.79158.0View →