Earnings summaries and quarterly performance for Omada Health.
Research analysts who have asked questions during Omada Health earnings calls.
CH
Craig Hettenbach
Morgan Stanley
1 question for OMDA
Also covers: ACCD, AMWL, ARDT +10 more
DR
David Roman
Goldman Sachs Group Inc.
1 question for OMDA
Also covers: ABT, BAX, BDX +18 more
Elizabeth Anderson
Evercore ISI
1 question for OMDA
Also covers: AGL, ALGN, CAH +23 more
Richard Close
Canaccord Genuity Group
1 question for OMDA
Also covers: ACCD, AHCO, CLOV +15 more
Ryan MacDonald
Needham & Company
1 question for OMDA
Also covers: ACCD, AMWL, BNED +17 more
Saket Kalia
Barclays Capital
1 question for OMDA
Also covers: ADBE, ADSK, ALRM +24 more
Recent press releases and 8-K filings for OMDA.
Omada Health Highlights Growth and Strategic Investments at J.P. Morgan Healthcare Conference
OMDA
Product Launch
New Projects/Investments
Guidance Update
- Omada Health made its first public company presentation, announcing 52% revenue growth and 886,000 members.
- The company is strategically expanding its GLP-1 Care Track by starting to prescribe GLP-1s as of Q3 2025, driven by customer demand and the evolving therapeutic landscape.
- As of the end of 2024, Omada Health covered 13.1 million self-insured lives and 5.3 million fully insured lives, with 40%-50% of new deals in 2025 being multi-program sales.
- 2026 is designated an investment year for AI and prescribing capabilities, with a commitment to achieving a 70% gross margin target and 20% plus adjusted EBITDA margin target in subsequent years.
1 day ago
Omada Health Reports Strong 2025 Preliminary Results and Strategic Expansion into GLP-1 Prescribing
OMDA
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Omada Health reported preliminary and unaudited 2025 results, with $257 million in revenue, marking 52% year-over-year growth, and serving 886,000 members.
- The company achieved its first adjusted EBITDA positive quarter in Q3 2025, totaling $2.4 million, and improved its adjusted gross margin to the upper 60% range for the LTM 3Q 2025.
- Omada Health announced its decision to begin prescribing GLP-1s, a move driven by customer demand and the complex therapeutic landscape, which is expected to be priced at a premium.
- Looking ahead, Omada Health plans to leverage AI for efficiencies and cost savings in 2026 and 2027, and continues to see strong momentum in multi-product sales, with 40%-50% of new deals including multiple programs.
1 day ago
Omada Health Reports Strong 2025 Preliminary Financial Results and Outlines 2026 Investment Plans
OMDA
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Omada Health reported preliminary unaudited results for 2025, including $257 million in revenue, representing 52% year-over-year growth, and achieved its first adjusted EBITDA positive quarter in Q3 2025 with $2.4 million.
- The company significantly improved its profitability, with adjusted gross margin reaching the upper 60s % for LTM 3Q 2025 (up from 50s % in 2022) and adjusted EBITDA margin improving to -2.4% for LTM 3Q 2025 (from nearly -70% in 2022).
- Omada is expanding its offerings, including the launch of a GLP-1 Care Track and the decision to start prescribing GLP-1s to maximize value for customers, and plans significant investments in AI initiatives and prescribing capabilities in 2026.
- As of the end of 2024, Omada serves 13.1 million self-insured lives and 5.3 million fully insured lives, and in Q3 2025, closed multiple clients representing 180,000 eligible lives with double-digit year-over-year growth in deal volume.
1 day ago
Omada Health Announces Preliminary Q4 and Full Year 2025 Revenue
OMDA
Guidance Update
Revenue Acceleration/Inflection
Earnings
- Omada Health expects preliminary, unaudited revenue for the fourth quarter of 2025 to be between $72 million and $74 million, representing a 50% to 54% increase over the fourth quarter of 2024.
- For the full year 2025, preliminary revenue is projected to be between $256 million and $258 million, indicating 51% to 52% growth compared to 2024.
- Total members reached approximately 886,000 as of December 31, 2025, an increase of 55% year-over-year.
- These results are preliminary and unaudited, with the company expecting to report audited results on March 5, 2026.
4 days ago
Omada Health Announces Preliminary Q4 and Full Year 2025 Revenue
OMDA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Omada Health reported preliminary, unaudited revenue for Q4 2025 to be between $72 million and $74 million, representing an increase of 50% to 54% over the fourth quarter of 2024.
- For the full year 2025, preliminary revenue is expected to be between $256 million and $258 million, reflecting 51% to 52% growth compared to 2024.
- Total members reached approximately 886,000 as of December 31, 2025, marking a 55% year-over-year increase.
- These preliminary results are unaudited and subject to final closing procedures and an independent audit, with audited results anticipated on March 5, 2026.
4 days ago
Omada Health Discusses New GLP-1 Prescribing Track and AI Investments
OMDA
Product Launch
New Projects/Investments
- Omada Health, a "between-visit care provider" for chronic diseases, recently announced a GLP-1 Care Track with prescribing capabilities, which is an add-on to their existing services for self-insured employers, fully insured plans, and integrated systems.
- This new GLP-1 prescribing capability is designed to be accretive to both revenue and margins, with clients paying an increased fee for the service, though the actual drug cost will not go through Omada's revenue line.
- The company anticipates the GLP-1 prescribing Care Track will primarily be a 2027 contributor to the P&L, following typical sales cycles, but some accounts may deploy it in 2026.
- Omada is also heavily investing in AI development (e.g., OmadaSpark, Meal Map) to improve member engagement and retention, which is expected to drive higher average revenue per user (ARPU) and create cost efficiencies, while remaining committed to its long-term target of 20%+ operating margins.
Dec 3, 2025, 6:20 PM
Omada Health Discusses GLP-1 Care Track, Prescribing Capabilities, and AI Investments
OMDA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- 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.
Dec 3, 2025, 6:20 PM
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.
Dec 3, 2025, 6:20 PM
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
Quarterly earnings call transcripts for Omada Health.
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