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- **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+)

Omada Health, Inc. (OMDA) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

OMDA

OMDA fundamentals

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