Investor ConcernsSofter U.S. performance in the recent quarter heightens investor concerns about a slowing market, making it difficult to ease fears in the near-term.
Market Share LossDXCM lost additional market share in the DME channel compared to the previous quarter, contributing to a year-over-year revenue decline in the U.S.
Revenue DeclineDXCM's 2% U.S. revenue decline was significantly worse than expected, with price and mix challenges reaching an all-time high, suggesting it may take several quarters for growth to rebound.