Abbott Laboratories (ABT) appears twice in Insulet Corporation’s (PODD) disclosed relationship map: as a supplier and as a sensor partner. That gives the company’s ecosystem a neat bit of symmetry. The same name shows up on two sides of the product chain.
Insulet’s filing describes the supplier relationship through market launches, not a parts invoice. It says the company integrated its Omnipod 5 system with Abbott’s sensor in several European markets and Australia.
"Further, we integrated Omnipod 5 with Dexcom’s G7 CGM sensor in Germany, Sweden, Denmark, Finland and Italy, and with Abbott’s FreeStyle Libre 2 Plus sensor in Australia."
Insulet / SEC filing / Nov. 6, 2025
In plain English, Abbott’s disclosed role is tied to the sensor that works with Omnipod 5 in Australia, while DexCom (DXCM) is the named G7 connection across the listed European markets. The filing also describes both companies as current integration partners.
"The Pod currently integrates with Dexcom, Inc.’s G6 and G7 CGMs and with Abbott Diabetes Care, Inc.’s (“Abbott”) FreeStyle Libre 2 Plus sensor (“Libre 2 Plus”) in various markets."
Insulet / SEC filing / May 6, 2026
That is the partner layer: Insulet’s Pod is designed to work with sensors from both Abbott and DexCom, with the specific products and markets varying. Abbott, meanwhile, is also listed in the supplier relationship set. Two hats, one counterparty.
The most explicitly concentrated customer relationship sits elsewhere. Insulet says substantially all of its Drug Delivery revenue consists of pods sold to Amgen (AMGN) for a specific delivery system.
"Table of Contents Drug Delivery Substantially all of our Drug Delivery revenue consists of sales of pods to Amgen for use in the Neulasta ® Onpro ® kit, a delivery system for Amgen’s Neulasta to help reduce the risk of infection after intense chemotherapy."
Insulet / SEC filing / May 6, 2026
This is not a statement about all of Insulet’s revenue. It is narrower and more precise: within Drug Delivery, the filing identifies Amgen as the customer for substantially all sales, and identifies the Neulasta Onpro kit as the use case. The filing places the Amgen-linked Drug Delivery business in a different relationship bucket from the sensor-related partnerships described above.
On the competitive side, Insulet names Medtronic (MDT), Tandem Diabetes Care (TNDM), and Beta Bionics (BBNX). The company describes Medtronic’s diabetes division as being spun out into a new independent public company, alongside Tandem and emerging competitors.
"We compete with established companies that produce insulin pumps, such as Medtronic Diabetes, a division of Medtronic plc (which division is being spun out into a new, independent publicly traded company), Tandem Diabetes Care Inc., as well as emerging…"
Insulet / SEC filing / Feb. 18, 2026
The map is not one-sided. Tandem and Beta Bionics also name Insulet as a competitor in their own filings. So Insulet is simultaneously connected to sensor makers as an integration partner, tied to Abbott in the supplier relationship set, linked to Amgen through Drug Delivery sales, and placed in a three-name insulin-pump contest.
That is the disclosed web: Abbott on two relationship lists, DexCom as a second sensor partner, Amgen as the named Drug Delivery customer, and Medtronic, Tandem, and Beta Bionics across the competitive perimeter. The filing does not turn the map into a forecast. It simply shows who is in the room, and which doors they use.