Investor ConcernsSofter U.S. performance raises concerns about a slowing market, making it challenging to ease investor fears in the near term.
Market CompetitionDexcom lost additional market share in the DME channel, contributing to a year-over-year revenue decline, highlighting competitive pressures.
Revenue PerformanceDXCM's 2% U.S. revenue decline was significantly worse than expected, with price and mix challenges creating a substantial revenue headwind.