Omada Health Inc 2025年季度报告

(Mark One) xQUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedJune30, 2025 OR oTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from toCommission file number:001-42679 (Exact name of registrant as specified in its charter)_________________________ (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days.Yeso Nox Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).Yesx Noo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and "emerging growth company" in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.o Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). The registrant had57,574,921shares of common stock, $0.001 par value per share, outstanding as of August 5, 2025. Table of Contents Cautionary Note Regarding Forward-Looking Statements This Quarterly Report on Form 10-Q, including, without limitation, statements under the heading “Management’s Discussion andAnalysis of Financial Condition and Results of Operations,” includes forward-looking statements within the meaning of Section 27Aof the Securities Act of 1933, as amended (the “Securities Act”), Section 21E of the Securities Exchange Act of 1934, as amended (the“Exchange Act”), and the Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by theuse of forward-looking terminology, including the words “believe,” “estimate,” “anticipate,” “expect,” “assume,” “imply,” “intend,”“plan,” “may,” “will,” “potential,” “project,” “predict,” “continue,” “could,” “confident,” “confidence,” or “should,” or, in each case,their plural, their negative or other variations, or comparable terminology. There can be no assurance that actual results will notmaterially differ from expectations. Such statements include, but are not limited to, any statements relating to our financial andbusiness performance, including with respect to the Omada Health platform, our marketing campaigns, investments in innovation, thesolutions accessible on our platform, and our infrastructure, and the underlying assumptions with respect to the foregoing; statementsrelating to events and trends relevant to us, including with respect to our regulatory environment, financial condition, results ofoperations, short- and long-term business operations, objectives, and financial needs; expectations regarding our mobile applications,market acceptance, user experience, customer retention, brand development, our ability to invest and generate a return on any suchinvestment, customer acquisition costs, operating efficiencies and leverage (including our fulfillment capabilities), the effect of anypricing decisions, changes in our product and offering mix, the timing and market acceptance of any new products or offerings, thetiming and anticipated effect of any pending or recently completed acquisitions, the success of our business model, our marketopportunity, our ability to scale our business and expand internationally, the growth of certain of our specialties, our ability to innovateon and expand the scope of our offerings and experiences, including through the use of data analytics and artificial intelligence, ourability to reinvest into the customer experience, our ability to comply with the extensive, complex, and evolving legal and regulatoryrequirements applicable to our business, including without limitation state and federal healthcare, privacy and consumer protectionlaws and regulations, and the effect or outcome of litigation or governmental actions in relation to any such legal and regulatoryrequirements. We caution you that the foregoing list does not contain all of the forward-looking statements made in this QuarterlyReport on Form 10-Q. The forward-lookin