Q3 2025 Omada Health Inc Earnings Call Transcript

Nov 6, 2025 / 09:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Omada Health Inc (OMDA) reported a 53% year-over-year increase in membership, reaching 831,000 members.
Revenue grew by 49% year-over-year to $68 million, demonstrating strong financial performance.
The company achieved a positive adjusted EBITDA of $2 million, marking its first quarter of positive adjusted EBITDA.
Omada Health Inc (OMDA) introduced innovative AI-driven tools like Omada Spark and MealMap, enhancing member engagement and experience.
The company announced a new prescribing capability for GLP-1 medications, addressing market needs and expanding its service offerings.

Negative

Despite improvements, Omada Health Inc (OMDA) still reported a GAAP net loss of $3 million for the quarter.
The company anticipates significant investments in 2026, which may impact short-term profitability.
There is uncertainty regarding the pricing and market acceptance of the new GLP-1 prescribing initiative.
Omada Health Inc (OMDA) faces competition in the rapidly evolving obesity therapeutics market, which could impact its market share.
The company's expansion into new markets, such as Medicare, is still in the early stages and may face regulatory and operational challenges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OMDA.OQ - Omada Health Inc
Q3 2025 Omada Health Inc Earnings Call
Nov 06, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Amada Health 3rd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised to withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Alan Kells, head of investor relations for Omada Health. Please go ahead.

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