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Dec 31, 2025
Omada Health Inc Q4 2025 Earnings Report
Omada Health Inc reported record fourth quarter 2025 results with 58% revenue growth and achieved positive net income.
Key Takeaways
Omada Health delivered a strong fourth quarter, achieving its first period of positive GAAP net income and positive Adjusted EBITDA. Revenue grew 58% year-over-year driven by significant member growth and expansion in GLP-1 companion support services. The company also improved its gross margin to 71% and ended the year with a robust cash position following its IPO.
Revenue increased 58% year-over-year to $75.8 million for the fourth quarter.
Achieved positive GAAP net income of $5.2 million for Q4 compared to a net loss in the prior year.
Total membership reached 886,000 at year-end, representing 55% year-over-year growth.
Expanded the GLP-1 Care Track to over 150,000 members and announced new prescribing offerings for 2026.
Revenue by Segment
Forward Guidance
For the full year 2026, Omada Health expects continued growth and sustained positive Adjusted EBITDA.
Positive Outlook
- Full year 2026 revenue expected between $312 million and $322 million.
- Expected 22% year-over-year revenue growth at the midpoint.
- Adjusted EBITDA guidance of $7 million to $15 million.
- Launch of Omada for Cholesterol to expand multi-condition platform.
- Introduction of GLP-1 Flex Care for employer flexibility.
Challenges Ahead
- Revenue growth rate expected to decelerate from 53% in 2025 to 22% in 2026.
- Potential variability in GAAP net loss due to non-cash items.
- Dependence on a limited number of third-party suppliers.
- Impact of seasonality on financial results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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