Omada Health Earnings Call Transcripts
Fiscal Year 2026
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Omada Health reported 52% revenue growth to $257 million and 886,000 active members, driven by multi-product offerings, strong customer demand, and expansion into GLP-1 prescribing. AI and technology investments are set to further improve margins and engagement in 2026.
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.