Omada Health, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Omada Health reported Q2 2026 revenue of $88M (43% YoY growth) with net income of $5M vs. loss of $5M YoY; gross margin reached 73% (up from 66%). Total members grew 45% YoY. Co-founder Sean Duffy transitions to Executive Chair effective January 1, 2027, with President Wei-Li Shao becoming CEO. Company raised full-year 2026 guidance: revenue $334–$340M (midpoint 30% growth) and adjusted EBITDA $21–$27M (vs. prior guidance of $14–$20M).
Why this rating
Strong operational momentum (member growth 45%, revenue 43%, now profitable) and raised guidance offset leadership transition. For a $1.1B company, 43% revenue growth and EBITDA inflection are material. CEO transition to internal candidate is routine but adds execution risk.
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