The strong growth in revenue and members combined with improving profitability suggests Omada is gaining traction in the digital health space. The positive 2026 guidance indicates continued momentum. Traders should monitor the execution of the GLP-1 Flex Care launch and whether the company can maintain its growth rates and margin expansion.
Price Chart
Executive Summary
Omada Health reported strong fourth quarter and full-year 2025 results with revenue up 58% YoY to $76 million and 53% for the full year to $260 million. The company achieved positive net income of $5 million in Q4 and delivered positive adjusted EBITDA of $6 million for the full year. Member growth was 55% for the year, and the company launched new GLP-1 and cholesterol care programs. For 2026, Omada expects revenue of $312-322 million (22% midpoint growth) and adjusted EBITDA of $7-15 million.
Key Financial Metrics
Key Facts
- Revenue: $76M in Q4 (58% YoY growth), $260M for full year (53% YoY growth)
- Net income: $5M in Q4 (vs. $8M loss in Q4 2024), net loss narrowed to $13M for full year (vs. $47M in 2024)
- Adjusted EBITDA: $8M in Q4 (vs. $4M loss in Q4 2024), $6M for full year (vs. $29M loss in 2024)
- Total members: 886,000 at year end (55% YoY growth)
- Gross margin: 71% in Q4 (up from 67% in Q4 2024), 66% for full year (up from 61% in 2024)
- 2026 guidance: Revenue $312-322M (22% midpoint growth), adjusted EBITDA $7-15M
- Cash and cash equivalents: $222M
Financial Impact
Revenue grew 53% to $260M with significant improvement in profitability - achieved positive net income in Q4 and positive full-year adjusted EBITDA of $6M
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Services | $241.0M | +52.8% |
| Hardware | $19.2M | +59.5% |
Risk Factors
- The company has a history of net losses and may not sustain profitability
- Competition in the digital health and weight management space is intense
- Execution risk with new product launches like GLP-1 Flex Care
- Dependence on a limited number of customers and channel partners
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-015153 |
| Document: omda-20260305.htm | 0001628280-26-015153 |
| Document: 0001628280-26-015153-index-headers.html | 0001628280-26-015153 |
| Document: 0001628280-26-015153-index.html | 0001628280-26-015153 |
| Document: 0001628280-26-015153.txt | 0001628280-26-015153 |
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|---|---|---|---|---|---|
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US Market Status
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