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Omada Health (OMDA) guidance and outlook
Omada Health (OMDA) raised its guidance on Nov 5, 2026: Revenue $344M–$346M for the year ending Dec 31, 2026; Revenue +33% for the year ending Dec 31, 2026; EBITDA $32.0M–$34.0M for the year ending Dec 31, 2026. Omada Health's 10-Q filed Nov 6, 2026 makes 11 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | the year ending Dec 31, 2026 | $344M–$346M | raised |
| Revenue | the year ending Dec 31, 2026 | +33% | raised |
| EBITDA | the year ending Dec 31, 2026 | $32.0M–$34.0M | raised |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- We have invested and plan to continue to invest across our data, analytics, operations, and customer success capabilities to build the infrastructure that supports our go-to-market approach.
- Most of our customers pay fees to us based on member enrollment and/or engagement with our programs, and our contracts generally may provide that we are obligated to repay a portion of our fees if our programs fail to deliver certain member engagement targets, clinical outcomes, or cost savings.
- We expect to continue to focus on long-term growth of our core business, while selectively investing in areas that enhance our platform, programs, or operations.
- Most of the devices delivered in connection with our programs are manufactured in the Dominican Republic and China and may be manufactured in other international markets in the future, and we expect that the prices of these devices may increase as a result of recent tariffs and any new or increased tariffs in the future.
- We expect to make continued investments in our virtual care platform in connection with our future growth.
- We expect general and administrative expenses to increase in absolute dollars as we grow our operations and incur additional expenses associated with operating as a public company.
- We maintain a full valuation allowance on our federal and state deferred tax assets as we have concluded that it is not more likely than not that the deferred tax assets will be realized.
- We intend to elect to recover these costs ratably over 2025 and 2026 and recognize a deduction of approximately $36.1 million in 2025 to such expenditures.
- The ultimate tax treatment of these items will be finalized upon the filing of our income tax returns.
- The purchase obligation amounts do not represent the entire anticipated purchases in the future but represent only those items for which we are contractually obligated.
- For this reason, these amounts do not provide an indication of our expected future cash outflows related to purchases.
Omada Health's latest quarter
Omada Health, Q3 2026: revenue $91.3M (+34% year over year), operating margin 5.3%, net earnings $6.6M, operating cash flow $15.1M. The chart follows the revenue to costs, profit and cash.
Questions
Did Omada Health raise or lower its guidance?
Omada Health (OMDA) raised its guidance on Nov 5, 2026: Revenue $344M–$346M for the year ending Dec 31, 2026; Revenue +33% for the year ending Dec 31, 2026; EBITDA $32.0M–$34.0M for the year ending Dec 31, 2026.
What does Omada Health expect?
We have invested and plan to continue to invest across our data, analytics, operations, and customer success capabilities to build the infrastructure that supports our go-to-market approach. Most of our customers pay fees to us based on member enrollment and/or engagement with our programs, and our contracts generally may provide that we are obligated to repay a portion of our fees if our programs fail to deliver certain member engagement targets, clinical outcomes, or cost savings. We expect to continue to focus on long-term growth of our core business, while selectively investing in areas th
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.