Omada Health 2025 Q3 Earnings Revenue Surges 49.5%, Net Loss Narrows 65.6%

Omada Health (OMDA) reported Q3 2025 results, with revenue rising 49.5% to $68.03 million and net losses narrowing by 65.6%. The company raised full-year revenue guidance to $251.5–$254.5 million, reflecting strong membership growth and improved profitability.

Revenue

Omada’s total revenue surged to $68.03 million in Q3 2025, a 49.5% increase from $45.52 million in the prior-year period. This outperformed the Zacks Consensus Estimate of $61.15 million by 11.25%, driven by robust demand for its cardiometabolic and GLP-1 care programs.

Earnings/Net Income

The company narrowed its net loss to $3.18 million, or $0.06 per share, compared to a $9.23 million loss in Q3 2024. This 65.6% reduction in losses marked a significant improvement, with the EPS exceeding expectations by $0.06. The earnings surprise underscores Omada’s progress in scaling operations while managing costs.

Post-Earnings Price Action Review

The strategy of buying Omada Health, Inc. (OMDA) when its revenue beats expectations and holding for 30 days has shown positive results. Recent Performance: Omada’s Q3 2025 revenue of $68.03 million beat estimates by 11.25%, while the prior quarter’s revenue also exceeded expectations by 11.23%. Despite these beats, the stock declined -2.8% over the past month, underperforming the S&P 500’s +1.3%. Forward Outlook: Revenue estimates for 2025 and 2026 have increased by 16.9% and 7.5%, respectively, indicating strong growth potential. Analyst Ratings: The average brokerage recommendation of 2.1 (Outperform) suggests optimism about the company’s long-term trajectory. However, market reactions highlight the importance of managing expectations and volatility.

CEO Commentary

CEO Sean Duffy emphasized Omada’s strategic focus on GLP-1 care and AI innovation. “We’re preparing for the next era of obesity care,” he stated, citing the White House’s pricing announcements as validation of their direction. The tone was optimistic, with Duffy highlighting the company’s ability to integrate prescribing, behavior change, and AI to address market needs.

Guidance

For fiscal 2025, Omada raised revenue guidance to $251.5–$254.5 million, up from $235–$241 million. The company expects to narrow losses further, with adjusted EBITDA breakeven to a $2 million loss. This guidance reflects confidence in scaling GLP-1 programs and AI-driven solutions.

Additional News

1. GLP-1 Prescribing Expansion: Omada announced it will begin prescribing GLP-1 medications in 2026, offering integrated care with AI and human coaching. This follows the White House’s $50–$350/month pricing deals for weight-loss drugs.

2. AI Innovation: The company launched Meal Map, an AI-powered nutrition tool, and plans to expand generative AI use across programs and internal workflows.

3. Membership Growth: Total members reached 831,000, up 53% YoY, driven by multi-condition solutions and employer partnerships.

Key Takeaways

Omada’s Q3 results highlight its operational inflection, with revenue growth and cost discipline driving improved margins. The launch of GLP-1 prescribing and AI tools positions the company to capitalize on the expanding obesity care market. However, investors must weigh near-term volatility against long-term growth potential.