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DXCM 8-K filings in 2025
Every material Form 8-K Dexcom filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
DexCom's board appointed Jacob S. Leach, its President and Chief Operating Officer, as President and Chief Executive Officer and a director, effective January 1, 2026, when Kevin R. Sayer resigns. Leach has been interim principal executive officer since Sayer's medical leave, and the board expects Sayer to return around March 2026, with Mark Foletta remaining interim Chairman until then.
Leach's offer letter sets an annual base salary of $1,150,000 and a target bonus of 150% of base salary.
Leach is to receive restricted stock units with a fair value of $7,500,000, vesting annually over three years, plus performance stock units with a target fair value of $7,500,000.
The board expects Kevin Sayer to return on or about March 2026; Mark Foletta will serve as interim Chairman until then.
Dexcom reported third-quarter 2025 results on October 30, 2025. Revenue rose 22% year over year to $1.209 billion, and GAAP net income was $283.8 million, or $0.70 per diluted share, compared with $0.34 a year earlier. The company raised its full-year 2025 revenue guidance to $4.630-$4.650 billion and updated its margin guidance, which matters to shareholders because the company's headline revenue and profit measures improved.
Revenue of $1.209 billion, up 22% from $994.2 million in Q3 2024; organic revenue growth was 20%
GAAP net income of $283.8 million, or $0.70 per diluted share, versus $134.6 million, or $0.34, a year earlier
2025 revenue guidance raised to $4.630-$4.650 billion, approximately 15% growth
Cash, cash equivalents and marketable securities of $3.32 billion as of September 30, 2025; Jake Leach is president and interim CEO
Dexcom appointed Stanford Chair of Medicine Dr. Euan Ashley as a director effective October 24, 2025, and he joined the Nominating and Governance and Technology Committees. The Board also confirmed that the board will increase to eleven directors effective January 1, 2026, with Jacob S. Leach's appointment as a director also taking effect that day, provided he continues to serve the company.
Dr. Euan Ashley appointed director effective October 24, 2025, with a term running to the 2026 annual meeting
Initial equity grant of restricted stock units with a fair value of $500,000, vesting annually over three years
Annual director equity grant expected at the 2026 annual meeting with a fair value of $345,000
Kyle Malady steps down from the Nominating and Governance Committee but remains Technology Committee chair
Dexcom said CEO and Chairman Kevin R. Sayer is on a temporary medical leave effective September 14, 2025. The board named President and COO Jacob S. Leach as interim principal executive officer and Lead Independent Director Mark Foletta as interim chairman; neither will receive extra pay for the interim roles.
Kevin R. Sayer, CEO and Chairman, began a temporary medical leave effective September 14, 2025.
Jacob S. Leach, President and Chief Operating Officer, is interim principal executive officer in addition to his current duties.
Mark Foletta, Lead Independent Director, is interim chairman of the Board.
Leach and Foletta will not receive additional compensation for the interim appointments.
Dexcom reported second-quarter 2025 revenue of $1.157 billion, up 15% year over year, and GAAP net income of $179.8 million, or $0.45 per diluted share, versus $143.5 million, or $0.35, a year earlier. The company raised its 2025 revenue guidance to $4.600 to $4.625 billion, and CEO Kevin Sayer will retire effective January 1, 2026, with President and COO Jake Leach succeeding him.
Q2 2025 revenue: $1.157 billion, up 15% year over year; U.S. revenue up 15% and international revenue up 16%
GAAP diluted EPS $0.45 vs. $0.35 in Q2 2024; non-GAAP operating margin 19.2%, down 30 basis points from Q2 2024
2025 revenue guidance raised to $4.600 to $4.625 billion (14% to 15% growth); other margin guidance reiterated
Jake Leach to become CEO and a director effective January 1, 2026; Kevin Sayer to remain executive chairman
DexCom promoted Jacob S. Leach, its chief operating officer, to president and chief operating officer effective immediately, as of May 9, 2025. Chief Executive Officer Kevin Sayer remains CEO and Chairman, and Leach now reports to him. The filing does not describe a change to financial results or guidance.
Jacob S. Leach promoted to President and COO effective May 9, 2025; he reports to CEO Kevin Sayer
Annual base salary raised to $800,000, with a target annual cash bonus equal to 100% of base salary
In the president role, Leach also oversees corporate development and strategy, per the press release
At its May 8, 2025 annual meeting, Dexcom stockholders approved amendments that add 3,400,000 shares to the Amended and Restated 2015 Equity Incentive Plan and 8,000,000 shares to the Amended and Restated 2015 Employee Stock Purchase Plan, elected nine directors, and approved executive compensation on an advisory basis. The board also reduced its size to nine directors effective May 8, 2025. The share increases enlarge the pool available for employee equity awards.
Equity Incentive Plan share reserve increased by 3,400,000 shares; Employee Stock Purchase Plan share reserve increased by 8,000,000 shares
All nine director nominees were elected to serve until the 2026 annual meeting
Advisory say-on-pay vote: 290,471,904 votes for and 33,807,214 against
Board size reduced to nine directors effective May 8, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Dexcom filing is on SEC EDGAR ↗. 8-K briefs of other companies →