Omada Health (OMDA) Company Report

Omada Health, a "between-visit care provider" for chronic diseases, has introduced a GLP-1 Care Track and is adding prescribing capabilities for GLP-1s, which will be an add-on to their monthly membership fee, aiming to be accretive to revenue and margin.
The company is partnering with a telehealth provider for prescribing to ensure a seamless member experience and rapid scalability across all 50 states, with the actual drug cost not flowing through Omada's revenue.
While some deployments may occur in 2026, the GLP-1 prescribing care track is primarily anticipated to be a 2027 contributor to the P&L.
Omada is making significant AI investments to boost member engagement and operational efficiency, and remains committed to achieving 20% plus operating margins long-term.

1 day ago

Omada Health Discusses New GLP-1 Care Track and 2026 Investment Plans

OMDA

Product Launch

New Projects/Investments

Guidance Update

Omada Health operates as a between-visit care provider for chronic diseases, charging a monthly membership fee to self-insured employers, fully insured plans, and integrated systems.
The company recently announced a GLP-1 Care Track, designed to support individuals on GLP-1 therapy for optimized weight loss outcomes and aid in medication discontinuation. This new capability is a "buy up" to existing services, priced to be accretive to revenue and margin, with Omada supporting script writing but not handling drug costs.
The GLP-1 prescribing capability is anticipated to be a significant contributor to the P&L in 2027, though some select accounts may deploy it in 2026.
Omada views 2026 as an investment year to support new developments, while remaining committed to long-term targets of 20% plus operating margins.
The company is leveraging AI investments, such as Omada Spark and Meal Map, to enhance member engagement, which is expected to increase ARPU and revenue, and to improve care team efficiencies.

1 day ago

OMDA Reports Strong Q3 2025 Financial and Member Growth

OMDA

Earnings

Revenue Acceleration/Inflection

OMDA reported strong financial performance in Q3 2025, with revenue increasing by 49% year-over-year to $68.0 million, and LTM 3Q25 revenue reaching $232 million.
Profitability showed significant improvement, with Net Loss narrowing to $(3.2) million in Q3 2025 from $(9.2) million in Q3 2024, and Adjusted EBITDA improving to ($0.2) million in Q3 2025 from $(5.1) million in Q3 2024, with LTM 3Q25 Adjusted EBITDA reaching $2.4 million.
Member growth continued, with total members exceeding 831,000 as of September 30, 2025, up from 543,000 in Q3 2024.
The company demonstrated strong operational efficiency with a Non-GAAP Gross Profit of $46.4 million and a 68.2% margin in Q3 2025, alongside a 128% Net Dollar Retention rate for FY24.

Nov 6, 2025, 9:30 PM

Omada Reports Strong Q3 2025 Results, Announces GLP-1 Prescribing Option, and Raises 2025 Guidance

OMDA

Earnings

Guidance Update

Product Launch

Omada reported strong Q3 2025 results with revenue growing 49% year-over-year to $68 million and total members increasing 53% to 831,000, marking its first quarter with positive adjusted EBIT of $2 million.
The company raised its full-year 2025 revenue guidance to $251.5 million-$254.5 million and adjusted EBITDA guidance to negative $2 million to break even.
Omada announced the introduction of prescribing for anti-obesity medications within its GLP-1 CareTrack, alongside continued investment in AI-driven experiences like Meal Map.
The company demonstrated strong operating leverage, with revenue and membership growth of 51% and 53% respectively through the first nine months of 2025, while operating expenses rose only 24%.

Nov 6, 2025, 9:30 PM

Omada Health Reports Strong Q3 2025 Results and Raises Full-Year Outlook

OMDA

Earnings

Guidance Update

Product Launch

Omada Health reported Q3 2025 revenue of $68 million, a 49% increase compared to the third quarter of 2024, with total members growing 53% to 831,000.
The company achieved its first quarter of positive Adjusted EBITDA at $2 million in Q3 2025, a significant improvement from an Adjusted EBITDA loss of $5 million in Q3 2024, and reduced its net loss to $3 million from $9 million in the prior year period.
Omada Health announced plans to launch a new GLP-1 prescribing offering for anti-obesity medications and introduced Omada Meal Map, an AI-powered nutrition experience.
For the full year 2025, Omada updated its financial outlook, expecting revenue in the range of $251.5 million to $254.5 million and Adjusted EBITDA in a range of a $2 million loss to breakeven, both revised upwards from previous guidance.

Nov 6, 2025, 9:07 PM

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