Omada Health (NASDAQ: OMDA) reported preliminary, unaudited revenue of $72 million to $74 million for the fourth quarter of fiscal 2025, a 50% to 54% increase from the $45 million to $47 million earned in Q4 2024. The company’s full‑year 2025 revenue guidance of $256 million to $258 million represents a 51% to 52% year‑over‑year rise from the $169.8 million recorded in 2024.
Member enrollment reached approximately 886,000 at year‑end 2025, up 55% from 2024. The surge is driven by expanded enrollment in the company’s GLP‑1 medication management program and the rollout of an AI‑powered coaching platform that has accelerated member acquisition and retention. The growth in the GLP‑1 segment, which has become a high‑margin revenue driver, offsets the slower expansion in the core chronic‑care program, keeping the overall member mix favorable.
Omada’s gross margin for Q4 2025 is expected to be 66%, matching the 66% margin reported in Q3 2025 and indicating that the company is maintaining pricing power while scaling. Net income remains negative, reflecting ongoing investments in technology and market expansion, but the company has achieved positive adjusted EBITDA in Q3 2025, signaling a path toward profitability as scale and AI efficiencies take hold.
CEO Sean Duffy highlighted that the company’s “between‑visit care model” is gaining traction as payers and employers seek cost‑effective chronic‑care solutions. He noted that the company has “enhanced our GLP‑1 care offerings and advanced the use of AI across our platform” to drive sustainable member outcomes and cost savings for customers. These strategic moves are expected to reinforce Omada’s competitive position against rivals such as Livongo, Noom, and Teladoc.
Management maintained its 2026 guidance, indicating confidence in continued revenue growth and margin expansion. The company’s focus on AI integration and GLP‑1 services is expected to sustain the current growth trajectory, while the company remains mindful of competitive pressures and the need for disciplined cost management as it scales its platform.
Omada operates in a crowded digital‑health market, but its differentiated focus on behavior‑change‑driven chronic‑care, coupled with the high‑margin GLP‑1 program and AI‑enhanced member engagement, positions it to capture a larger share of the $30 billion chronic‑care market. The company’s ability to maintain high gross margins while expanding its member base suggests a solid execution engine that could attract further investment and support a future IPO or strategic partnership.
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