Omada Health Inc.

Omada Health posted record second-quarter revenue of $88m (+43% year‑over‑year), a gross margin of 74% and adjusted EBITDA of $10.8m. The company highlights that higher‑priced programs (diabetes, high blood pressure, GLP‑1) contributed to the margin increase, but notes high revenue concentration with The Cigna Group and Evernorth (>60%). Omada has 1.1m members, is expanding partnerships with CVS, Optum and Health Care Service Corporation, expects about 30% revenue growth for 2024 (midpoint) and reaffirms a long‑term target of over 20%. There was a leadership change: founder Sean becomes Executive Chairman and Wei Shao takes over as CEO. » Plus sur de.investing.com

Omada Health reported Q2 revenue of $88 million (+43% y/y) and adjusted earnings per share of $0.08 versus an expected loss of $0.02; GAAP net income was $5 million. Adjusted EBITDA was $11 million, gross margin rose to about 73–74%, and membership reached 1.1 million (total members served >2 million). The company raised its 2026 revenue guidance to $334–340 million and adjusted EBITDA to $21–27 million, but cited more moderate growth and slightly lower margins in H2. » Plus sur de.investing.com

Omada Health will be an independent program provider in Eli Lilly’s Employer Connect program and can offer its GLP-1 Care Track program directly to employers, including clinical assessment, prescribing and medication management. The integration creates transparent net costs for Zepbound and defined employer co-pay models, and complements existing distribution channels through pharmacy benefit managers and self-pay. After the announcement the stock rose; the company reported revenue growth of 53% to $260.21 million and analysts see operating earnings per share of $0.21 in 2026. An Omada survey shows strong demand for additional nutrition and exercise support among GLP-1 patients and significant cost burdens for many users. » Plus sur de.investing.com