
Omada Health, Inc. (OMDA) Analyst/Investor Day Transcript
Omada Health, Inc. provides a range of virtual care programs in the United States. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $309.76M |
| Gross Profit (TTM) | $211.21M |
| EBITDA | $5.43M |
| Operating Margin | 4.04% |
| Return on Equity | 1.84% |
| Return on Assets | -0.09% |
| Revenue/Share (TTM) | $5.27 |
| Book Value | $4.17 |
| Price-to-Book | 5.01 |
| Price-to-Sales (TTM) | 3.88 |
| EV/Revenue | 3.464 |
| EV/EBITDA | 101.25 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 43.10% |
| Shares Outstanding | $61.22M |
| Float | $50.86M |
| % Insiders | 2.14% |
| % Institutions | 86.85% |
Volatility is currently contracting

Omada Health, Inc. (OMDA) Analyst/Investor Day Transcript

SAN FRANCISCO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual-first, between-visit healthcare provider, will present its long-term financial targets at the company's inaugural Investor Day, being held today at the Four Seasons Hotel in New York, New York.

SAN FRANCISCO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual-first, between-visit healthcare provider, announced a new, independent cost savings model that examined the measurable clinical and economic value of Omada's GLP-1 program.1 GlobalData , a data analytics and consulting company, recently published a report estimating greater disease reduction and higher cumulative cost savings with Omada's GLP-1 solutions compared to standard care.

Omada Health (OMDA) delivered strong Q2 results, with 43% revenue growth, margin expansion, and positive adj. EBITDA, reinforcing my buy rating. OMDA's product expansion, especially in diabetes and hypertension, is driving higher revenue per member and improving customer-lifetime-value through multi-program adoption. Channel partnerships with PBMs and health plans are lowering CAC, supporting scalable growth and better unit economics, while AI initiatives further enhance operational leverage.

Omada Health NASDAQ: OMDA highlighted record second-quarter revenue and margin performance at the Canaccord Genuity Growth Conference, while outlining its strategy to expand across cardiometabolic conditions, deepen channel partnerships and use GLP-1-related demand to broaden customer relationships.

Omada Health, Inc. (OMDA) Q2 2026 Earnings Call Transcript

Omada Health NASDAQ: OMDA reported record second-quarter results for 2026, citing broad-based growth across its cardiometabolic programs, expanding channel partnerships and lower costs to serve members. The company also announced that President Wei-Li Shao will succeed Co-founder and Chief Executive Officer Sean Duffy as CEO on Jan. 1, 2027.

Revenue Grew 43% and Total Members Increased 45% Year over Year, with Gross Margin Reaching a New Quarterly Record Company Announces Sean Duffy to Become Executive Chair and Wei-Li Shao to Become Chief Executive Officer on January 1, 2027 SAN FRANCISCO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Omada Health, Inc. (Nasdaq: OMDA), the virtual between-visit healthcare provider, today reported financial results for the second quarter ended June 30, 2026. Omada Health also announced co-founder and CEO Sean Duffy will transition to Founder and Executive Chair effective January 1, 2027, with President Wei-Li Shao assuming the role of CEO.

SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual between-visit healthcare provider, today announced that it will release its second quarter 2026 results on Thursday, August 6, 2026, after market close, and host a conference call to review the results at 4:30 pm ET the same day. Conference Call Details A live audio webcast of the call will be available online at https://investors.omadahealth.com.

SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual between-visit healthcare provider, today announced that it will release its second quarter 2026 results on Thursday, August 6, 2026, after market close, and host a conference call to review the results at 4:30 pm ET the same day. Conference Call Details A live audio webcast of the call will be available online at https://investors.omadahealth.com.
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