Short answer
Omada Health, Inc. (OMDA) filed its Q1 2026 10-Q quarterly report on May 8, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $78M with net income of −$3M.
Q1 2026 key financials · XBRL
- Revenue
- $78M
- Net income
- −$3M
- Operating margin
- -6.1%
- Gross margin
- 62.4%
- EPS (diluted)
- −$0.05
Source: XBRL data from the Omada Health, Inc. (OMDA) Q1 2026 10-Q on SEC EDGAR. USD.
Omada Health, Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $78.0M, up 42% YoY from $55.0M; services $69.6M, hardware $8.5M
- Gross margin 62.4% vs 58.0% YoY; operating loss $4.8M vs $8.4M
- Services strongest line, up 41%; hardware up 55% to $8.5M
- Cash $211.8M; operating cash outflow $11.8M vs $16.1M; software investment $1.5M
- Outlook: cash sufficient for at least 12 months; tariff and shipping-cost headwinds cited
Risk Factors
- New regulatory risk triggered by Trump’s December 2025 AI executive order and March 2026 framework, creating uncertainty over state AI-law preemption
- Most materially updated AI compliance risk, with California, Colorado, and Utah imposing new automated-decision, discrimination, disclosure, and accountability requirements
- Regulatory exposure from GLP-1 prescribing, including potential restrictions on rebates and adverse events such as pancreatitis and acute kidney injury
- Competitive pressure from AI-native healthcare companies offering lower-cost care and faster innovation
- Customer concentration risk, with top-five health-plan and PBM partners representing 78% of Q1 2026 revenue
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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