EarningsOmada's momentum continued with a strong across-the-board 3Q beat compared to CG/consensus estimates, in addition to posting its first quarter with positive adj-EBITDA.
Market PenetrationOmada Health's ~3,000 employer clients representing ~18mn lives as of October 2025 indicates significant market penetration and potential for further growth.
Revenue GrowthA 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.