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Segment and Geographic Data
9 Months Ended
Sep. 30, 2025
Segment Reporting [Abstract]  
Segment and Geographic Data Segment and Geographic Data
The Company’s product offering primarily consists of the Omnipod platform and drug delivery device based on the Omnipod platform. Operating segments are defined as components of an enterprise for which separate financial information is available that is evaluated on a regular basis by the chief operating decision-maker (“CODM”) in deciding how to allocate resources to an individual segment and in assessing performance of the segment. The Company has concluded that its Chief Executive Officer (“CEO”) is the CODM as the CEO is the ultimate decision maker for key operating decisions, determining the allocation of resources and assessing the financial performance of the Company. The Company operates under one reportable segment. While decisions, allocations, and assessments are performed by the CODM using consolidated operating income, net income is also provided to the CODM.
Geographic information about revenue, based on customer location, is as follows:
Three Months Ended September 30,Nine Months Ended September 30,
(in millions)2025202420252024
U.S.$504.2 $406.0 $1,384.1 $1,092.8 
International202.1 137.9 540.2 381.4 
Total revenue$706.3 $543.9 $1,924.3 $1,474.1 
There were no significant segment expenses that are regularly provided to the CODM other than those reported in the Company’s condensed consolidated statements of income for the three and nine months ended September 30, 2025 and 2024.
Geographic information about long-lived assets, net, excluding goodwill and other intangible assets is as follows:
(in millions)September 30, 2025December 31, 2024
U.S.$461.9 $475.9 
Malaysia164.2 159.1 
China74.8 78.5 
Other23.2 9.7 
Total long-lived assets, net$724.1 $723.1