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

Omada Health, a digital healthcare platform for chronic conditions, reported 53% revenue growth in 2025, its app surpassed 40,000 monthly global downloads, and customer metrics show high retention and engagement. The company’s margins improved from -16% to 6% in Q4, and it trades at roughly three times sales with an $800 million market capitalisation. The report highlights clinical outcomes gains tied to its programs and presents the stock as a high-upside growth opportunity while noting typical IPO risks. » Plus sur finance.yahoo.com

Omada Health is introducing GLP-1 Flex Care, a program that gives employees access to obesity medications as self-pay patients while capping direct costs for employers. The offering includes clinical assessment, prescribing, ongoing monitoring, dose titration, side-effect management, and nutrition and exercise counseling; the service will be available to employers in 2026. Omada reported $232 million in revenue over the last twelve months with a 64% gross margin, but remains unprofitable with EPS of -1.09. » Plus sur de.investing.com