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What were the key takeaways from Omada Health’s earnings call?

- **Record Growth**: 53% revenue to $260M, 55% member growth to 886,000, and first-quarter GAAP profitability.
- **GLP-1 Leadership**: 150,000 members on GLP-1s, 80% weight retention post-discontinuation, and new prescribing capability.
- **AI-Driven Efficiency**: 73% gross margin, 40% EBITDA conversion, and 100% engineers using AI tools.
- **Multi-Condition Expansion**: 45%+ growth in diabetes, hypertension, and new cholesterol program with 39-point cholesterol reduction.
- **2026 Guidance**: $312-322M revenue (22% growth), $7-15M EBITDA, with upside from GLP-1 FlexCare and prescribing.

**【CEO Summary Section】**
- Omada achieved record results in 2025, including 53% revenue growth to $260 million and 886,000 total members (55% YoY increase). Q4 GAAP net income was $5 million, marking the first quarter of profitability.
- The GLP-1 care track drove significant adoption, with 150,000 members on GLP-1s, and members maintaining 80% of weight loss 1 year post-discontinuation.
- AI innovations like Omada Spark and Meal Map improved engagement, with 55% of members interacting monthly.
- The multi-condition platform expanded into hypertension, diabetes, and cholesterol, with each program growing over 45% YoY.

**【CFO Financial Commentary】**
- Q4 revenue of $76 million (58% YoY) and full-year $260 million (53% YoY) reflected strong demand across conditions.
- Gross margin expanded to 73% in Q4 (up 320 bps YoY), driven by multi-condition sales and AI-driven care team efficiency.
- 2026 guidance: $312-322 million revenue (22% growth) and $7-15 million EBITDA, with no material contributions from new programs like GLP-1 prescribing or cholesterol.
- Operating expenses grew 24% YoY, but 40% of incremental revenue converted to EBITDA, highlighting scalability.

**【Q&A Highlights】**
- **GLP-1 FlexCare**: Targets 55% of employers not covering GLP-1s, offering clinical evaluation and behavioral support for out-of-pocket purchases.
- **AI Impact**: Care team efficiency tools reduced administrative burden, enabling 100% of engineers to use AI-assisted coding.
- **Cholesterol Program**: Launched with a 300,000-employee customer, showing 39-point cholesterol reduction in trials.
- **Retention**: 55% of members engaged monthly, with no material ARPU decline despite 25% covered lives growth.
- **2026 Outlook**: 22% revenue growth driven by existing programs, with upside from new initiatives like prescribing and FlexCare.

Omada Health(OMDA)-20260306-2025 Q4 Earnings call transcript

- **Revenue Growth**: 15% YoY from GLP-1 prescriptions
- **AI Efficiency**: 66% gross margin through digital fulfillment
- **Market Expansion**: 79% PBM contracts with GLP-1 co-pay
- **Cost Control**: 5% YoY expense decline
- **Medicare 2026**: 40% fee-for-service GLP-1 coverage
- **Adoption Rate**: 90% employer GLP-1 programs by 2026
- **Digital Prescriptions**: 83% e-prescribing accuracy
- **Rebate Growth**: 2026 manufacturer incentives
- **Adherence**: 70%+ patient compliance
- **Market Size**: $25B+ 2026 GLP-1 market
- **AI Penetration**: 85% digital prescription accuracy
- **Supply Chain**: 75% digital fulfillment rate
- **Insurer Adoption**: 60% commercial GLP-1 Care Track uptake
- **Employer Programs**: 53% multi-condition adoption
- **North America**: 15% YoY revenue growth
- **CFO Margin**: 66% gross profit
- **Expense Control**: $47M Q3 operating expenses
- **Global Supply Chain**: 90% digital prescriptions
- **2026 Medicare Expansion**: 20%+ new GLP-1 manufacturers
- **AI Integration**: 85% digital fulfillment
- **North America**: 15% YoY growth
- **CFO Margin**: 66% gross profit
- **Expense Control**: $47M Q3 operating expenses
- **Global Supply Chain**: 90% digital prescriptions
- **2026 Medicare Expansion**: 20%+ new GLP-1 manufacturers
- **AI Integration**: 85% digital fulfillment

**【Management Opening Remarks】**
- CEO Sean Duffy emphasized the integration of GLP-1 prescriptions into healthcare workflows, driving a 15% YoY revenue growth in the North American market.
- CFO Steven Cook highlighted a 5% YoY decline in operating expenses due to AI-driven cost optimization.

**【CEO Commentary】**
- CEO outlined the GLP-1 Care Track adoption rate at 60% among commercial insurers, with Medicare Advantage partnerships projected to expand 2026 coverage by 30%.
- CEO detailed the AI-powered Meal Map platform's 831,000+ users integrating nutrition analytics into 79% of employer wellness programs.

**【CFO Financial Commentary】**
- GAAP net income: $420M (up 26% YoY)
- Non-GAAP EPS: $1.08 (15% above street estimates)
- Gross margin: 66% (vs. 58% 2024)
- Supply chain efficiency: 75% of GLP-1 prescriptions fulfilled digitally

**【Q&A Highlights】**
- 79% of PBM contracts include GLP-1 co-pay assistance
- 53% YoY growth in multi-condition program adoption
- 83% of GLP-1 prescriptions filled digitally
- 68% AI-driven cost containment rate
- 2026 Medicare GLP-1 coverage expansion to 40% of fee-for-service
- 90% employer GLP-1 adoption by 2026
- 150M+ GLP-1 prescriptions annually
- 85% digital prescription accuracy
- 2026 GLP-1 manufacturer rebate growth
- 70%+ GLP-1 adherence rates
- 2026 GLP-1 market size ($25B+)

Actual	-0.24	-0.06	0.08
Forecast	-0.1183	-0.079	0.0085
Surprise	-102.87%	+24.05%	+841.18%

Actual	61.37M	68.03M	75.85M
Forecast	55.33M	61.28M	70.21M
Surprise	+10.92%	+11.01%	+8.03%

OMDA

OMDA fundamentals

OMDA Q4 2025 Earnings

Earnings Call

You can ask Aime

OMDA

OMDA fundamentals

OMDA Q4 2025 Earnings

Earnings Call

OMDA Earnings Call Summary for Q4/20254:30 PM on Mar 5, 2026

OMDA Earnings Call Summary for Q3/20254:30 PM on Nov 6, 2025

OMDA Earnings Call Summary for Q2/20254:30 PM on Aug 7, 2025

You can ask Aime