Financial PerformanceOmada reached EBITDA profitability in Q3'25, five quarters ahead of initial estimates.
Growth OpportunitiesA large under-penetrated TAM, recent roll-out of an enhanced GLP-1 companion program, AI investments, and increasing cross-selling momentum provides significant runway for continued 20%+ revenue growth and expanding margins.
Market ExpansionOMDA currently has relationships with insurers covering ~10% of the commercial and Medicare Advantage markets, leaving a large opportunity to continue signing new payers.