The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Mathew Justin Blackman - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: I wanted to ask about the G6 rollout in Japan. Just any commentary on early trends there. Could you also just remind us the sizing
of the incremental opportunity in Japan? And how meaningful a contributor do you think it could be to either worldwide growth
or OUS growth, how would you want to frame it as we move into 2022?
Question: Travis Lee Steed - Barclays Bank PLC, Research Division - Analyst
: Jereme, just a follow-up on the distributor. It sounds like the revenue impact this quarter was $13 million, all in the OUS line. And
just kind of curious how to model that going forward, is that about $13 million a quarter for 3 more quarters and then it gets into
the base and how to think about, like, is there a pricing benefit here without the distributor margin? Just a little more color on the
distributor acquisition, if you will.
Question: Ravi Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So I guess I'll use my one question on the New Zealand, Australian distributor. Just curious, how quickly can you basically get through
this, I guess, inorganic revenue in terms of the impact to guidance? Like is there still kind of non-CGM revenue that we assume in
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OCTOBER 28, 2021 / 8:30PM, DXCM.OQ - Q3 2021 Dexcom Inc Earnings Call
quarter 4? And maybe help us think about, I guess, what the market size that you think you're able to kind of go after with this
acquisition? Or do you need to do more in this arena, this country or continent space to really get access to the population?
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