New analysis adds to existing evidence that Omada’s program paired with GLP-1 medications leads to greater weight loss and persistence than reported in real world evidenceSAN FRANCISCO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual-first, between-visit health care provider, today announced results from a 12-month real-world analysis of members in its GLP-1 companion program. By extending a previous six-month analysis, findings underscore the program’s role in helping employers m ...

SAN FRANCISCO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual-first, between-visit health care provider, today announced results from a 12-month real-world analysis of members in its GLP-1 companion program. By extending a previous six-month analysis, findings underscore the program’s role in helping employers manage the complexity of today’s weight loss medication market while delivering measurable, long-term value.1 The new analysis found that members who stayed in the program ...

SAN FRANCISCO, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual between-visit healthcare provider, today announced that members of senior management will participate in the 44th Annual J.P. Morgan Healthcare Conference, taking place in San Francisco, including a presentation on Wednesday, Jan. 14, at 9 a.m. PST. The webcast will be available online at https://investors.omadahealth.com/news-events/events. A replay will also be available at the same link following the event. About Om ...

SAN FRANCISCO, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual between-visit healthcare provider, today announced that members of senior management will participate in the 44th Annual J.P. Morgan Healthcare Conference, taking place in San Francisco, including a presentation on Wednesday, Jan. 14, at 9 a.m. PST. The webcast will be available online at https://investors.omadahealth.com/news-events/events. A replay will also be available at the same link following the event. About Om ...

Core Insights - The previous investment perspective on Omada Health (OMDA) was a buy rating due to positive trends in membership growth, adoption, and GLP-1 Care Track [1] Investment Approach - The investment strategy focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, aiming to find companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Omada Health FY Conference Summary Company Overview - **Company**: Omada Health (NasdaqGS:OMDA) - **Industry**: Health Care Services and Technology - **Recent Event**: IPO over the summer of 2025, indicating strong market interest and performance [2][3][5] Core Business Model - Omada Health operates as a "between-visit care provider," focusing on chronic disease management [5][9] - The business model involves charging self-insured employers, fully insured plans, and integrated systems a monthly membership fee for comprehensive services [9][10] - The mission is to improve health outcomes and reduce costs through persistent longitudinal care [5][9] New Service Offerings - Introduction of the **GLP-1 Care Track** aimed at supporting weight loss for members on therapy, showing a 28% increase in weight loss outcomes [18][19] - The service is designed to help members optimize medication use and reduce waste, addressing employer concerns about medication costs and effectiveness [19][20] Financial Insights - The monthly fee structure will increase if clients opt for the prescribing capability, which is expected to be accretive to revenue and margins [24][25] - Long-term targets include achieving over 20% operating margins while maintaining growth [31] Market Dynamics - Anticipated that the GLP-1 prescribing care track will contribute to the P&L primarily in 2027, with some potential deployments in 2026 [37] - The selling season for 2026 is characterized by strong interest from employers, with a mix of those willing to cover medications and those unable to afford them [39][42] AI Integration - Omada is leveraging AI technologies to enhance member engagement and operational efficiency, with tools like Omada Spark and Meal Map [49][50] - AI is seen as a means to improve care team efficiency and increase revenue per user (ARPU) while maintaining quality of care [53][54] Strategic Partnerships - Collaboration with telehealth partners for medication prescriptions to streamline operations and enhance member experience [32][36] - Positive feedback from channel partners like CVS, indicating a gradual build-up of trust and client acquisition [47] Future Outlook - Omada aims to maximize the benefits of new medications and technologies through integrated care solutions, positioning itself as a leader in the health tech space [57] - The company is focused on product innovation and expanding its service offerings to meet diverse employer needs [57][58]

Core Insights - Omada Health will participate in the 8th Annual Evercore Healthcare Conference on December 3, 2025, with a fireside chat scheduled for 1:20 pm ET [1] Company Overview - Omada Health is a virtual healthcare provider focusing on cardiometabolic conditions such as diabetes, hypertension, prediabetes, and obesity, as well as musculoskeletal issues [2] - The company employs a unique approach called Compassionate Intelligence, which integrates human-led care teams, connected devices, and AI technology to deliver personalized care at scale [2] Performance and Reach - With over a decade of experience, Omada Health has published 30 peer-reviewed studies demonstrating its clinical and economic outcomes [3] - The company has served over one million members and has partnered with more than 2,000 customers, including health plans, health systems, and employers from small businesses to Fortune 500 companies [3] - Omada's evidence-based approach has led to multiple healthcare accreditations and industry recognition [3] Value Proposition - As a trusted partner in the healthcare ecosystem, Omada Health aims to improve health outcomes while managing healthcare costs effectively [4]

Core Insights - QKS Group has recognized Omada as a Technology Leader and Emerging Innovator in the Q4 2025 SPARK Matrix for Identity Governance and Administration (IGA) [1][5] - The SPARK Matrix provides a comprehensive analysis of market dynamics, trends, vendor landscape, and competitive positioning in the IGA sector [1][5] Company Overview - Omada is a global leader in Identity Governance and Administration, offering a cloud-native IGA solution that enhances compliance, reduces risk, and maximizes operational efficiency [3] - Founded in 2000, Omada specializes in innovative identity management solutions tailored for complex hybrid environments [3] Technology and Innovation - Omada's platform integrates cloud-native architecture with near-real-time governance intelligence, utilizing an event-driven architecture and AI assistant Javi to improve compliance and decision-making [2] - The company's secure Cloud Application Gateway and BYOK (Bring Your Own Key) support enhance trust and make it a preferred choice for organizations seeking agility without sacrificing governance integrity [2] Market Positioning - Omada's recognition by QKS Group validates its vision of modern identity governance, which balances agility and control for enterprises navigating complex digital ecosystems [2] - The company aims to deliver IGA solutions that adapt to the rapid pace of change while ensuring compliance with regulatory requirements [2]

Financial Performance - Total revenue for Q3 2025 reached $68.03 million, a 49.5% increase from $45.52 million in Q3 2024[23] - Services revenue was $62.94 million in Q3 2025, up 49.5% from $42.10 million in Q3 2024[23] - Gross profit for Q3 2025 was $45.07 million, compared to $28.56 million in Q3 2024, reflecting a gross margin improvement[23] - The net loss for Q3 2025 was $3.18 million, significantly reduced from a loss of $9.23 million in Q3 2024[23] - Revenue for the nine months ended September 30, 2025, increased by 51% to $184.4 million from $121.8 million in 2024[125] - Total revenue increased by $22.5 million, or 49%, for the three months ended September 30, 2025, compared to the same period in 2024, and by $62.5 million, or 51%, for the nine months ended September 30, 2025[166] Cash and Liquidity - Cash and cash equivalents increased to $198.63 million as of September 30, 2025, up from $76.39 million at the end of 2024[19] - The company believes its current cash and cash equivalents will be sufficient to fund operations for at least the next 12 months[207] - As of September 30, 2025, the company had cash and cash equivalents of $198.6 million and working capital of $184.8 million[206] Assets and Liabilities - Total assets grew to $287.47 million as of September 30, 2025, compared to $150.89 million at the end of 2024[20] - Total liabilities decreased to $70.12 million as of September 30, 2025, down from $86.26 million at the end of 2024[20] - Stockholders' equity improved to $217.35 million as of September 30, 2025, compared to a deficit of $384.40 million at the end of 2024[20] Operating Expenses - Research and development expenses for Q3 2025 were $10.30 million, an increase from $8.85 million in Q3 2024[23] - General and administrative expenses increased to $14,340,000 for the three months ended September 30, 2025, from $10,659,000 in 2024[163] - Sales and marketing expenses increased by $15.5 million, or 31%, for the nine months ended September 30, 2025, compared to the same period in 2024[186] Debt and Financing - The company entered into a MidCap Credit Agreement for a senior secured term loan of up to $60.0 million, with $30.0 million available at initial closing and an additional $30.0 million contingent on achieving $120.0 million in trailing 12-month revenue[72] - The effective interest rate for the MidCap Term Facility was 40.6% for the three months ended September 30, 2025, compared to 14.5% for the same period in 2024[74] - The company completed its IPO on June 9, 2025, raising gross proceeds of $172.6 million from the sale of 9,085,000 shares at $19.00 per share[212] Member Enrollment and Programs - Total members enrolled in one or more programs reached over 831,000 as of September 30, 2025[120] - Omada has served over one million members since its inception, indicating significant growth potential in member enrollment[138] - The company launched its initial diabetes prevention program in 2012 and has since expanded to include multiple chronic conditions[119] Losses and Adjustments - The company incurred a net loss of $17.9 million for the nine months ended September 30, 2025, adjusted for $21.5 million in non-cash adjustments[216] - The company incurred a loss on debt extinguishment of $2,109,000 during the nine months ended September 30, 2025[34] - The accumulated deficit as of September 30, 2025, was $461.9 million[207] Share-Based Compensation - Total share-based compensation expense for the nine months ended September 30, 2025, was $9.21 million, up from $7.11 million in the same period of 2024, indicating a 29.6% increase[100] - The 2025 Equity Incentive Plan reserves 5,045,541 shares for stock-based compensation, with an annual increase starting in 2026 capped at 15,136,624 shares for incentive stock options[96]

For the quarter ended September 2025, Omada Health, Inc. (OMDA) reported revenue of $68.03 million, representing no change compared to the same period last year. EPS came in at $0.02, compared to $0 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $61.15 million, representing a surprise of +11.25%. The company delivered an EPS surprise of +120%, with the consensus EPS estimate being -$0.10.While investors closely watch year-over-year changes in headline numbers -- rev ...