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Omada Health10-K: Supplier concentration

Omada depends on limited third-party suppliers for connected devices and cellular connectivity

What happened

The company's reliance on a few suppliers for critical components like medical devices and IoT connectivity creates supply chain risk. This makes them open to evaluating alternative or backup suppliers to ensure business continuity and potentially lower costs.

Source

SEC EDGARMar 6, 2026

Annual report (Form 10-K)

Omada Health 10-K for FY2025

Filing excerpt

We depend on a limited number of third-party suppliers for certain devices and other supplies that we deliver to members in connection with our programs, for cellular device connectivity, and for certain complementary healthcare services provided by external partners, such as prescriptions or physician referrals, and the loss of any of these suppliers or partners, or their inability to support our required volume, could materially and adversely affect our business, financial condition, results of operations, and prospects.

sec.gov/Archives/edgar/data/1611115/000162828026015637/omda-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Mar 6, 2026

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The full record

From the Signal API record

Details

CIK
1611115
Accession number
0001628280-26-015637
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • cellular-connected

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Mar 10, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/4bf70d5f-3001-49a0-af1f-875349aefe77 returns this record as JSON. POST /v1/companies/enrich returns every signal for omadahealth.com.

{
  "signal_id": "4bf70d5f-3001-49a0-af1f-875349aefe77",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-03-10T06:52:52.225+00:00",
  "company": {
    "name": "Omada Health",
    "domain": "omadahealth.com"
  },
  "data": {
    "detail": "The company's reliance on a few suppliers for critical components like medical devices and IoT connectivity creates supply chain risk. This makes them open to evaluating alternative or backup suppliers to ensure business continuity and potentially lower costs.",
    "summary": "Omada depends on limited third-party suppliers for connected devices and cellular connectivity",
    "excerpts": "We depend on a limited number of third-party suppliers for certain devices and other supplies that we deliver to members in connection with our programs, for cellular device connectivity, and for certain complementary healthcare services provided by external partners, such as prescriptions or physician referrals, and the loss of any of these suppliers or partners, or their inability to support our required volume, could materially and adversely affect our business, financial condition, results of operations, and prospects.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1611115/000162828026015637/omda-20251231.htm",
    "filing_date": "2026-03-06",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "cellular-connected"
    ]
  }
}

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