Omada Health remains a 'Buy' as Q3 results validated strong growth, with revenue up 50% y/y to $68 million and membership reaching 831,000. OMDA's new GLP-1 prescribing capability deepens client integration, enhances ROI, and strengthens competitive positioning in a complex medication landscape. Multi-condition adoption accelerated, with ~75% of new customers using multiple programs, driving operating leverage and reducing client churn risk for OMDA.
Omada Health, Inc. ( OMDA ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Allan Kells - Vice President of Investor Relations Sean Duffy - Co-Founder, CEO & Director Wei-Li Shao - President Steven Cook - Chief Financial Officer Conference Call Participants Lisa Gill - JPMorgan Chase & Co, Research Division Craig Hettenbach - Morgan Stanley, Research Division Richard Close - Canaccord Genuity Corp., Research Division Elizabeth Anderson - Evercore ISI Institutional Equities, Research Division Saket Kalia - Barclays Bank PLC, Research Division Ryan MacDonald - Needham & Company, LLC, Research Division David Roman - Goldman Sachs Group, Inc., Research Division Gene Mannheimer Presentation Operator Good day, and thank you for standing by. Welcome to the Omada Health Third Quarter 2025 Earnings Conference Call.
The headline numbers for Omada Health, Inc. (OMDA) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.