Omada Health Swings to Profitability on 58% Revenue Surge
Event summary
- Omada Health reported $76 million in Q4 2025 revenue, up 58% YoY, with full-year revenue reaching $260 million, a 53% increase.
- The company achieved positive net income of $5 million in Q4 2025, narrowing its full-year net loss to $13 million from $47 million in 2024.
- Member growth surged 55% YoY to 886,000, with over 150,000 members supported on GLP-1s.
- Omada launched new AI-powered tools OmadaSpark and Meal Map, and introduced Omada for Cholesterol in February 2026.
- The company announced GLP-1 Flex Care, a new option for employers to connect employees with clinical evaluation and prescribing for GLP-1s.
The big picture
Omada Health's pivot to profitability marks a significant milestone in the virtual care industry, highlighting the growing demand for between-visit healthcare solutions. The company's focus on GLP-1 support and AI-powered tools positions it to capitalize on the trend toward personalized, scalable care for chronic conditions. With a strong financial foundation and innovative product pipeline, Omada Health is well-positioned to navigate the competitive landscape and drive long-term growth.
What we're watching
- Revenue Growth
- Whether Omada Health can sustain its 22% projected revenue growth for 2026 amid increasing competition in the virtual care space.
- Profitability
- How the company's shift to profitability will impact its strategic investments in AI and new product offerings.
- Member Retention
- The pace at which Omada Health can maintain and grow its member base, particularly with its new GLP-1 Flex Care offering.
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