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Comments (2)
Interesting question about headcount. I haven't seen any official rumors, but it's definitely something to watch. Given the competitive landscape and the constant need for innovation in the CGM space, I'd lean towards them investing more in R&D and sales rather than cutting. Perhaps some strategic shifts in certain departments, but a broad reduction seems unlikely if they're aiming for continued market leadership.
I've been following Dexcom closely, and my gut feeling is they'll likely maintain or even increase their workforce. The demand for continuous glucose monitoring is only growing, and Dexcom is a major player. Any strategic pivots would more likely involve reallocating resources and talent to emerging opportunities rather than outright cuts, especially if they want to stay ahead of competitors and capture new market segments.