Omada: 3 Key Takeaways for Long-Term Investors

Third-quarter revenue grew 34% year over year to $91 million. Total membership reached 1.13 million, up 36% year over year.

TC Trade Conquest Newsroom November 8, 2026 ·1 min read

Key takeaways

Omada's cost to serve fell to an all-time low, and it has seemingly found a way to profit from GLP-1 drugs whether employers pay for them or not.
On its third-quarter 2026 earnings call, held on Nov. 5, 2026, Omada (OMDA) raised its full-year guidance for revenue and adjusted EBITDA, or earnings before interest, taxes, depreciation.
As members build lasting health habits, non-GAAP cost of revenue, which excludes stock compensation and measures care delivery expenses per member, fell to an all-time low of $81.

Third-quarter revenue grew 34% year over year to $91 million. Total membership reached 1.13 million, up 36% year over year.

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