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Omada Health, Inc. (OMDA)
NASDAQ:OMDA
Earnings Data
Report Date
May 14, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.13Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational momentum in 2025 with substantial top-line growth (53%), scale in membership (886k, +55%), record margin expansion, first GAAP profitable quarter and positive full-year adjusted EBITDA—backed by product innovation (GLP-1 prescribing/Flex Care, cholesterol), AI deployment and peer-reviewed outcomes. Management provided prudent 2026 guidance (midpoint ~22% growth) that deliberately excludes early contributions from new products, which moderates near-term upside but reflects conservative planning. Near-term headwinds include seasonality-driven Q1 costs, a one-time Q4 revenue true-up, and the early-stage nature of new offerings; however, the balance of evidence points to durable commercial traction, improving unit economics and continued investment in scalable AI/product capabilities.Company Guidance
Strong Revenue Growth and Scale
Full-year 2025 revenue of $260 million, up 53% year-over-year; Q4 2025 revenue of $76 million, up 58% year-over-year. Members reached 886,000 at year-end, up 55% YoY with 314,000 net new members added in 2025 (55,000 net adds in Q4).
Profitability and Cash Generation Milestones
First quarter of GAAP net income in Q4 2025 with GAAP net income of $5 million. Full-year adjusted EBITDA positive at $6 million (2% margin) and Q4 adjusted EBITDA $8 million (11% margin). Converted 40% of incremental revenue to adjusted EBITDA in 2025. Generated positive operating cash flow for the full year and ended 2025 with $222 million in cash and no debt.
Record Margin Expansion
Q4 adjusted gross margin reached an all-time high of 73% (up 320 basis points YoY). Full-year adjusted gross margin improved to 68% (up 450 basis points YoY). GAAP gross margin expanded to 71% in Q4 and 66% for the full year, reflecting operating leverage and care-team/AI efficiencies.
Commercial Traction and Addressable Reach
Estimated covered/eligible lives grew to over 25 million (more than 5 million incremental covered lives added). Strong channel performance including PBMs and a large new channel partner; closed significant new customer relationships and expanded multi-condition adoption.
GLP-1 Program Scale and Outcomes
Scaled GLP-1 Care Track to over 150,000 members (added >100,000 in 2025). Evidence showed members persisting on GLP-1s achieved average ~18% weight loss vs ~12% in real-world evidence without structured support; members who discontinued GLP-1s largely maintained weight at 1 year (average weight change 0.8% vs 11–12% regain reported in some trials).
Product and AI Innovation
Launched GLP-1 prescribing capability, GLP-1 Flex Care, new cholesterol program, OmadaSpark AI assistant and Meal Map nutritional tool. Embedded AI across operations (care summarization, AI-assisted coding) and leveraged a large proprietary dataset (tens of millions of care messages, billions of data points) to improve personalization and efficiency.
Program Performance and Research Validation
Published 30 peer-reviewed manuscripts (including MSK study showing reduced utilization/costs vs in-person PT). Program-level growth: weight health revenue grew >50%; diabetes and hypertension revenue each grew ~45%+ YoY. Member engagement remained strong: >55% of 12-month members engaged monthly and >50% of 24-month members engaged monthly.
Operating Leverage versus Expense Growth
Adjusted operating expenses grew 24% for the full year (to $170 million) while revenue grew 53%, demonstrating expense leverage. Q4 GAAP operating expenses rose 28% YoY while supporting scale and product investments.
OMDA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OMDA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $13.60 | $14.05 | +3.31% |
Nov 06, 2025 | $21.87 | $20.31 | -7.13% |
Aug 07, 2025 | $19.46 | $19.02 | -2.26% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Omada Health, Inc. (OMDA) report earnings?
Omada Health, Inc. (OMDA) is schdueled to report earning on May 14, 2026, After Close (Confirmed).
What is Omada Health, Inc. (OMDA) earnings time?
Omada Health, Inc. (OMDA) earnings time is at May 14, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OMDA EPS forecast?
OMDA EPS forecast for the fiscal quarter 2026 (Q1) is -0.08.