Omada Health Inc（OMDA）資訊與事件OMDAOmada Health Inc

Omada Health Presents Long-Term Financial Targets at Investor Day

Omada Health will present its long-term financial targets at the company's inaugural investor day, being held at the Four Seasons Hotel in New York, New York. Omada is announcing the following long-term financial targets: continued annual revenue growth of at least 20%; non-GAAP gross margin of 80% and adjusted EBITDA margin of 30%.The company said, "The updated targets are based on continued progress within Omada's operating framework consisting of Covered Lives, Enrollment, Engagement, and Efficiency. From fiscal 2023 through the second quarter of fiscal 2026 on a trailing twelve-month basis, Omada nearly tripled its total member base and revenue, growing members from approximately 0.3 million to 1.09 million and revenue from approximately $123 million to $310 million. During the same time period, Omada expanded gross margin from 57% to 68% and non-GAAP gross margin from 60% to 70%. Omada expects continued growth in covered lives through the ramp of national partners, including Optum Rx and Health Care Service Corporation, while Omada's investments in enrollment, engagement, and AI are designed to convert more of these eligible lives into members."

Omada Reports Q2 Revenue of $88M, Exceeds Expectations

Reports Q2 revenue $88M, consensus $80.06M. Reports Q2 total members increased 45% year-over-year, reflecting continued demand across the company's integrated cardiometabolic care platform. "Our outstanding second quarter reflects the strength of our strategy, the momentum we've built across the business, and the exceptional team driving Omada forward," said CEO Sean Duffy.

Company Raises FY26 EBITDA Outlook to $21M-$27M

Consensus $327.97M. Raises FY26 adjusted EBITDA view to $21M-$27M from $14M-$20M. "At the midpoint, our raised full-year outlook represents approximately 30% year-over-year revenue growth and a fourfold increase in adjusted EBITDA, reflecting our extraordinary second-quarter performance and our path of sustainable profitability," said CFO Steve Cook.