App Downloads And GrowthOmada app downloads increased 81% Y/Y in Q3, the second highest in history, pointing to upside to net new member additions and highlighting a widening of Omada's lead over competitors.
Financial PerformanceThe company’s first earnings report showed significant proof of performance, with gross margin expanding significantly and the majority of revenue upside contributing to EBITDA.
GLP-1 Care TrackRecent GLP-1 Care Track disclosure indicates 100k members on the program, 2x the level of members disclosed earlier in the year, suggesting potential for significant member growth.