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Insulet10-Q: Customer concentration

Top three distributors now account for 38% of Insulet's total revenue

Read at SEC EDGAR

What happened

Revenue is concentrated with three distributors representing 14%, 13%, and 11% of total revenue respectively in Q1 2026. This dependency creates risk and may drive initiatives to diversify sales channels or invest in tools to better manage and analyze key distributor relationships.

Source

SEC EDGARMay 6, 2026

Quarterly report (Form 10-Q)

Insulet 10-Q

Filing excerpt

For the three months ended March 31, 2026, three distributors accounted for 14%, 13% and 11% of our total revenue, respectively.

sec.gov/Archives/edgar/data/1145197/000114519726000102/podd-20260331.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 6, 2026

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The full record

From the Signal API record

Numbers

Percent
38% (Portion of total revenue from top three distributors (14% + 13% + 11%))

Details

CIK
1145197
Accession number
0001145197-26-000102
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Diversification strategy
Signal category
Market

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
customerConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/8f4351d7-04bb-42d5-83c3-123f79c9ce24 returns this record as JSON. POST /v1/companies/enrich returns every signal for insulet.com.

{
  "signal_id": "8f4351d7-04bb-42d5-83c3-123f79c9ce24",
  "signal_type": "sec-10q",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-05-12T09:24:56.308+00:00",
  "company": {
    "name": "Insulet",
    "domain": "insulet.com"
  },
  "data": {
    "detail": "Revenue is concentrated with three distributors representing 14%, 13%, and 11% of total revenue respectively in Q1 2026. This dependency creates risk and may drive initiatives to diversify sales channels or invest in tools to better manage and analyze key distributor relationships.",
    "metrics": {
      "pct": 0.38,
      "timeframe": "current_quarter",
      "pct_context": "Portion of total revenue from top three distributors (14% + 13% + 11%)"
    },
    "summary": "Top three distributors now account for 38% of Insulet's total revenue",
    "excerpts": "For the three months ended March 31, 2026, three distributors accounted for 14%, 13% and 11% of our total revenue, respectively.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1145197/000114519726000102/podd-20260331.htm",
    "filing_date": "2026-05-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market"
  }
}

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