Omada Health, Inc. (OMDA) Q4 2025 Earnings Call Transcript

SA Transcripts158.84K FollowersFollow5ShareSaveCommentsQ4: 2026-03-05 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.16 beats by $0.13 | Revenue of $75.85M beats by $6.15M Omada Health, Inc. (OMDA) Q4 2025 Earnings Call March 5, 2026 4:30 PM EST Company Participants Allan Kells - Vice President of Investor RelationsSean Duffy - Co-Founder, CEO & DirectorWei-Li Shao - PresidentSteven Cook - Chief Financial Officer Conference Call Participants David Roman - Goldman Sachs Group, Inc., Research DivisionSean Dodge - BMO Capital Markets Equity ResearchCraig Hettenbach - Morgan Stanley, Research DivisionRyan MacDonald - Needham & Company, LLC, Research DivisionElizabeth Anderson - Evercore ISI Institutional Equities, Research DivisionStanislav Berenshteyn - Wells Fargo Securities, LLC, Research DivisionRichard Close - Canaccord Genuity Corp., Research DivisionCarly Buecker - Barclays Bank PLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Omada Health Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Allan Kells, Vice President, Investor Relations. Please go ahead. Allan KellsVice President of Investor Relations Thank you. Good afternoon. Welcome to Omada Health's Fourth Quarter and Full Year 2025 Earnings Call. Joining me today are Sean Duffy, our Co-Founder and CEO; Wei-Li Shao, President; and Steve Cook, our CFO. Before we begin, I'd like to note that we'll be discussing non-GAAP financial measures that we consider helpful in evaluating Omada's performance. You can find details on how these relate to our GAAP measures along with the reconciliations in the press release available on our website. We'll also be making forward-looking statements based on our current expectations and assumptions, which are subject to risks and uncertainties including factors listed in our press release and in the risk factors found in our filings with the SEC. Actual results could differ materially, and we assume no obligation to update these forward-looking statements. With that, I'll turn the call over