Sean Duffy

@OmadaHealth just reported a milestone Q1 2026 💪 Very proud of the team for: 💡 1M+ Total Members, a first in our history 💡 Revenue +42% YoY to $78M 💡 GAAP net loss narrowed to $3M; positive Adjusted EBITDA (non-GAAP) in our highest-cost quarter 💡 Margins expanded; full-year guidance raised Our business runs on four growth levers: expanding reach, increasing enrollment, deepening engagement, and operational efficiency. We delivered against each in Q1. We believe our new offerings with Optum Rx and Lilly's Employer Connect will help catalyze our mission. Grateful, proud, and more motivated than ever to keep bending the curve of chronic disease. $OMDA tinyurl.com/yc38ck3v

We announced @OmadaHealth’s GLP‑1 Care Track will be available alongside @LillyPad’s Employer Connect program, adding another way for employers to pair GLP-1 access with coordinated, virtual lifestyle support before, during, and after medication. Learn more: tinyurl.com/6m37m96b

GLP‑1s are changing lives. Coverage realities have not caught up. GLP‑1 Flex Care at @OmadaHealth gives employers a way to pair cash‑pay GLP‑1 access with clinical evaluation, medical oversight, and behavior change on one platform — so support does not disappear just because meds are not fully covered. buff.ly/UVTSDhe

@tjparker I'm with you. And economic and financial pressures are sufficiently high that it FORCES change.

Optimistic take: US healthcare is actually set up very well for the AI era. GP shortage. Best therapies and proceduralists in the world for actual interventions. And a ton of admin bloat / bad incentives that create surface area to arbitrage.

A milestone for @OmadaHealth: we're now available through @OptumRx's Weight Engage — and with it, employers can purchase Omada through all 3 of the nation's largest PBMs, reaching the majority of commercially insured lives in the U.S. Expanding reach has been a deliberate, 15-year build. Each new channel extends what we can do for members. And we’re especially excited that this is our first major channel with Omada’s GLP-1 prescribing capability. Grateful to the teams on both sides for the work. More to come. Learn more: tinyurl.com/eua3jecx

We're in the middle of a GLP-1 revolution, but most of the conversation is stuck on one number: pounds lost. That's not enough. Up to 40% of rapid weight loss (including GLP-1-induced) can be lean mass — muscle you need for optimizing long-term metabolic health. Our new study shows, on average, @OmadaHealth GLP-1 Care Track members lost 1.8x more weight and 2x more body fat *while* preserving muscle, compared to a control group. This is what responsible GLP-1 care looks like — not just prescribing and hoping, but actually maximizing the value of these medications. buff.ly/HbKqzkA

Too many GLP-1 patients get only a script, and not a strategy. @OmadaHealth is changing that by pairing GLP-1 prescribing with continuous, between-visit support from day one through discontinuation. Learn more: omadahealth.com/resource-cente…

Ignoring physical interventions, care delivery in an AI era bifurcates into two primary modalities: Provider sitting in a queue approving an exponentially growing volume of AI-recommended orders. Whether AI technically “writes” the order is largely irrelevant. This is far more likely than any meaningful regulatory shift (see pharmacy PV1 workflows for what this looks like). Actual consultative care where the provider is truly helping people navigate and understand the tricky stuff. As AI continues to improve, volume will continue to shift to the first bucket. Customers shouldn’t have to understand the distinction, so the winners will need to be able to deliver across this continuum over the next few years and make it feel seamless.

Omada is between-visit care for real life. Now that care includes cholesterol management. More than 86 million Americans are living with high cholesterol. Our new program, Omada for Cholesterol, includes health coaching, peer support, and guidance from a clinical specialist trained to support people living with high cholesterol. buff.ly/19tcd4F

@jordantcarlisle @chrissyfarr Agreed. We’re using it in full force for our delivery model at Omada. But all of next gen health care is still a tiny drop in the bucket. Gotta keep swinging big!!

@seanduffy @chrissyfarr It has already changed the delivery model. It's just not evenly distributed or accounted for in institutional healthcare.

AI is providing both immense utility to clinicians, but will also drive up costs if the incentives in our current system stay the same. This may be correct billing, but it's also still MORE billing. x.com/HealthcareAIGu…

AI is changing how software gets built, but it isn't changing who's liable when it breaks. @seanduffy (CEO of @omadahealth) & Stephanie Davis on the Lifers podcast this week.

Amidst the SaaS bloodbath fears, is health tech actually safer than people think? I sat down with @SeanDuffy (CEO of @OmadaHealth) and Stephanie Davis (Healthcare Industry Analyst) to dig into what's really happening in the markets and what it means for operators and investors in the space. Timestamps: (00:00) Preview (00:24) Intro (00:29) Analyzing the SaaS market bloodbath and healthcare's unique position (01:51) Omada Health's evolution from vendor to regulated care provider (04:03) Challenging the pandemic-era trend of valuing services like software (05:51) Evaluating end-market resilience for doctors versus white-collar workers (07:59) Shifting revenue models from seat licenses to value-based outcomes (10:54) Navigating the psychological shift from growth multiples to cash flow (13:33) Perception versus reality in a nascent and misunderstood industry (15:35) Bridging the gap between technology and healthcare venture capital (17:50) Sponsor: Granola (18:31) The Talkspace acquisition as a bellwether for incumbent interest (21:24) Managing clinical and regulatory governance in the age of AI (24:45) Using LLMs to navigate complex employer benefit ecosystems (28:17) Balancing the science of models with the art of medicine (29:26) Future-proofing careers by leveraging AI tools for creative creation (34:28) Wrap

The GLP-1 era demands smart decisions on access, cost, and outcomes—now. At Omada, we're simplifying cardiometabolic care for a new era with over a decade of between-visit care innovation guiding us. Learn more: tinyurl.com/3sbejhcy

We’ve just reported Q425 and FY2025. It was a defining period for @OmadaHealth: We grew to 886K members (+55% YoY), delivered 53% revenue growth to $260M, and achieved our first quarter of GAAP profitability in Q4. A few highlights: 💡Positive adjusted EBITDA with significantly narrowed net loss in 2025 💡Q4 revenue of $76M, up 58% YOY 💡GAAP gross margin expanded to 66% for the year (71% in Q4), with non-GAAP gross margin reaching 68% for the year (73% in Q4) 💡More than 150,000 members supported on GLP-1s to date, alongside strong growth across our broader cardiometabolic suite. In many ways, I view 2025 as our launchpad – we’ve officially begun to see the benefit of many of our longstanding investments, all oriented to best serving our most important voices: our customers and our members in their pursuit of better health. Just so happens that I'm posting this on employee appreciation day. While the world sees the numbers, I see the thousands of hard working moments and the workforce behind them. This talented team fills me with pride, inspiration, and motivation every day. Grateful to every Omadan that got us here. What an exciting time for Omada. Now we get back to work bending the curve of chronic disease. Read more about our Q4 and end-of-year performance, including a reconciliation of GAAP to non-GAAP measures: bit.ly/40gcxnD $OMDA

When it comes to GLP‑1s, many employers feel stuck between “do nothing” and “all‑in coverage.” That’s not a great set of choices, especially when they want to find a way to say yes. I’m excited that @OmadaHealth is adding a new, flexible choice for our employer customers with GLP-1 Flex Care, a new option employers can offer directly to their workforce. With this launch, employers can: ✅ Add support in identifying GLP‑1 options even when pharmacy benefits are limited or closed ✅ Support GLP‑1 evaluation, lab ordering, prescribing, and virtual care for eligible members ✅ Keep medication purchases in established cash‑pay channels that arent charged to health plan spend It’s one more step toward giving organizations the flexibility they’ve been asking for as GLP‑1 demand and indications grow. In this dynamic market, we feel flexibility and adaptability matter enormously, and we love growing alongside our partners as their strategies evolve. Learn more: bit.ly/4rRacLQ

News! We’re adding Omada for Cholesterol to @OmadaHealth’s integrated platform. The launch is in partnership with a big, longstanding customer – our preferred way to innovation. And Omada’s flexible infrastructure lets us stand up new capabilities quickly. This brings focused cholesterol care into the same between‑visit model that already supports obesity, diabetes, hypertension, and GLP‑1 support. Grateful to our teams and customers for the collaboration that got us here. buff.ly/qITp9P8

The recent White House announcement on GLP-1 pricing marks a pivotal shift in obesity care - and it’s exciting to see these medications become more accessible I believe that true success will depend on ensuring the right support for lasting outcomes, and I'm proud to share @OmadaHealth's new prescribing offering for anti-obesity medications, including GLP-1s. It combines sophisticated clinical protocols, motivational readiness, and behavioral data to support prescribing decisions and medication management for members’ weight health journey. This new capability is an important tool to achieve our mission: Bend the Curve. Learn more: tinyurl.com/mr2djtf6

Another milestone quarter for $OMDA. 📈 Revenue up 49% YoY to $68M 👥 831K members, up 53% YoY 📊 GAAP Net Loss narrowed to $3M 💫 First quarter of positive Adjusted EBITDA ($2M) Today we also announced significant steps forward in both AI capabilities and GLP-1 care options, including medication prescribing. These innovations reflect our commitment to delivering outcomes for members and cost-savings for customers on our mission to Bend the Curve. This year and next is truly the "year of the G's" - GLPs and GPTs - as we continue building the future of between-visit care. Read more about our Q3 performance, including a reconciliation of GAAP to Non-GAAP measures: tinyurl.com/ycx3kc2s

Today marks $OMDA's first earnings as a public company. 📈 Revenue up 49% YoY to $61M 👥 Members up 52% YoY to 752K 💪 Strong margin improvements and progress toward profitability What started as a sketch on a whiteboard has grown into a Between-Visit Care model now scaling to 752K active members (up 52% YoY). With expanding GLP-1care track capabilities, new artificial intelligence capabilities, and growing partnerships, @OmadaHealth’s Q2 results show strong momentum in a large addressable market. Thank you to our members, customers, and Omadans. We're just getting started on our mission to bend the curve of chronic disease. tinyurl.com/macrewt7