Omada Health Earnings Call Transcripts
Fiscal Year 2026
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The company has evolved from a single-product focus to a broad cardiometabolic suite, achieving record revenue and margin expansion through channel partnerships and operational efficiencies. Its activity-based revenue model and flexible GLP-1 offerings drive growth and cross-selling opportunities.
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Record Q2 results featured 43% revenue growth, 73% GAAP gross margin, and $5M net income, prompting raised full-year guidance. Diabetes and Hypertension programs led growth, while new offerings like cholesterol and GLP-1 prescribing expanded the addressable market.
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The meeting covered board introductions, voting on director elections, and auditor ratification. Both proposals passed, with preliminary results to be filed on Form 8-K. Quorum was achieved with 70% of shares represented.
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Surpassing IPO targets, the company achieved 43% Q1 revenue growth and record margins, driven by a durable, tech-enabled care model and expanding clinical offerings. Strategic PBM partnerships and rapid product innovation, especially in GLP-1 care, position it for continued growth.
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Q1 2026 saw 42% revenue growth, positive adjusted EBITDA, and over 1 million members, driven by strong GLP-1 and cardiometabolic program adoption, expanded PBM partnerships, and AI-powered operational gains. Full-year guidance was raised for both revenue and EBITDA.
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The event highlighted strong financial growth, with 52% revenue increase and 886,000 active members, driven by a multi-product strategy and expansion into GLP-1 prescribing. AI-powered care and bundled offerings are expected to enhance engagement, margins, and future growth.
Fiscal Year 2025
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Achieved 53% revenue growth and first GAAP profitability in Q4 2025, driven by strong multi-condition adoption, GLP-1 program expansion, and improved margins. 2026 guidance projects 22% revenue growth, with new programs expected to drive future upside.
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A new GLP-1 prescribing track was launched to optimize weight loss outcomes and cost efficiency, with the capability designed to be accretive to revenue and margins. AI-driven tools are enhancing engagement and operational efficiency, while partnerships and multi-condition offerings are expanding market reach.
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Membership and revenue surged 53% and 49% year-over-year, respectively, with first positive adjusted EBITDA and narrowed net loss. New GLP-1 prescribing, AI-driven tools, and multi-condition adoption drove growth, while 2025 guidance was raised.
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The conference highlighted strong revenue growth, expanding multi-condition care, and innovative AI-driven solutions. GLP-1 cost pressures are driving customer engagement, while operational leverage and a scalable platform support long-term margin targets.
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Q2 2025 delivered 52% member and 49% revenue growth, with gross margin expanding to 66% and net loss narrowing to $5 million. Strong multi-condition and GLP-1 program adoption, new AI features, and major PBM partnerships support a positive outlook for 2025.