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Thesis: Omada Health: the setup is constructive — Net member enrollment growth and retention rates - quarterly active member counts and cohort retention curves drive…
Watch on earnings: Monthly active member enrollment and quarterly net adds, Revenue retention rate (net dollar retention) from existing customers, Customer acquisition cost (CAC) and lifetime value (LTV) ratios.
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $327M to $393M as net member enrollment growth and retention rates - quarterly active member counts and cohort retention curves drive.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.