William Dougherty

Assume you are compromised and act accordingly - My opinions are expressly disavowed by my employer, wife, and anyone who knows me.

[Omada Health @omadahealth]

Today at our Investor Day, we are introducing updated long-term financial targets: 80% non-GAAP gross margin, 30% adjusted EBITDA margin, and continued annual revenue growth of at least 20%.

The webcast begins at 1pm ET. Learn more here: https://t.co/0678wvjyo3

$OMDA

[Sean Duffy @seanduffy]

Today, @omadahealth holds its first Investor Day as a public company.

Join our webcast here: https://t.co/69XmHH9uJH

$OMDA

[Sean Duffy @seanduffy]

New ROI data on @omadahealth's GLP-1 care track.

An independent five-year economic model of our program estimates five-figure per-member savings over five years, plus a 49% cut in new-onset type 2 diabetes and 28% cut in new-onset hypertension vs standard care.

Medication changes biology. Omada helps change the trajectory.

Learn more: https://t.co/bLBcV4TrZ2

[Omada Health @omadahealth]

A new independent model from @globaldataplc estimates up to $11,142 in cumulative per-member savings for Omada's GLP-1 program at five years, driven by medication persistence, engagement, and disease-risk reduction.

Read more: https://t.co/7r4tPoU154

[Sean Duffy @seanduffy]

@omadahealth just reported Q2 2026. It was the strongest, most profitable quarter in our company’s history.

Proud of this team for delivering:
✔️Increased Total Members by 45% YoY
✔️Revenue increased 43% to $88M
✔️Gross margin of 73%, up from 66% in Q2 2025
✔️Non-GAAP gross margin of 74%, up from 68% in Q2 2025

We saw continued demand for our integrated care platform and expanded our reach through partnerships. Together, these milestones reinforce the strength of our strategy and the growing need for personalized, between-visit care.

I’m grateful for this team, and the work they put in as we continue to overachieve on our commitments as a public company.

Read more in our Q2 2026 earnings release, including a reconciliation of GAAP to non‑GAAP measures: https://t.co/5noDkfI9RD

$OMDA

[Omada Health @omadahealth]

$OMDA Q1 2026:
📈 Revenue +42% YoY to $78M
👥 1M+ Total Members (+51% YoY)
📉 GAAP net loss narrowed to $3M; positive Adjusted EBITDA (non-GAAP) in our highest-cost quarter

Reach, enrollment, engagement, efficiency each delivered for a milestone quarter. https://t.co/ifsFHpdY88

[WEI-LI SHAO @weilishao]

@OmadaHealth's Q1 2026 was a milestone quarter — 1M+ Total Members (+51% YoY), revenue +42% YoY to $78M, narrowed GAAP net loss, and positive Adjusted EBITDA (non-GAAP) in our highest-cost quarter.

Beyond the numbers, our growth levers showed up clearly this quarter:

🔁 Reach: broadened relationships with PBMs, health plans, and employers
📣 Enrollment: passed 1M Total Members with growth across our full cardiometabolic suite
💡 Engagement: Continued advancements in OmadaSpark and Meal Map.
🔼 Raised full-year guidance for revenue and AEBITDA

Omada is becoming the connective tissue between how employers buy, how members engage, and how outcomes are delivered across the cardiometabolic landscape.

Learn more about our Q1 results, including a reconciliation of GAAP to non-GAAP measures: https://t.co/GxchZgmNUF

$OMDA

[WEI-LI SHAO @weilishao]

Employer approaches to GLP-1s vary widely — some cover broadly, others are more targeted, some not at all. Our job is to meet them across that spectrum with flexible, evidence-based programs that balance access, affordability, and outcomes.

Today that gets easier: @OmadaHealth is now live on @OptumRx's Weight Engage — making Omada accessible through all 3 largest PBMs. Different employers, different designs, one integrated platform.

Learn more: https://t.co/EFx9NX5Ea3

[Sean Duffy @seanduffy]

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: https://t.co/EKm1n8vlIE

$OMDA

[Omada Health @omadahealth]

$OMDA's Q2 results:
📈 Revenue up 49% YoY to $61M
👥 Member growth of 52% YoY
💪 Significant progress toward profitability

Our Between-Visit Care model continues to drive strong momentum. More details: https://t.co/pfIHcFi5b4

[William Dougherty @bdognet]

@SawyerMerritt Math

[Omada Health @omadahealth]

All the way from Times Square 🏙️ at @NasdaqExchange — here's to making lasting health change possible for many more. $OMDA #CelebrateOMDA

[Latest News from Business Wire @NewsFromBW]

Omada Health Announces Launch of Initial Public Offering https://t.co/GePRGRD6uw

[Omada Health @omadahealth]

Announcing...⭐Nutritional Intelligence⭐

Our AI-driven tool, OmadaSpark, offers real-time support & nutrition education to transform relationships with food and help members identify their practical and emotional barriers to healthy eating.

Learn more: https://t.co/edthw2qYI5

[Shaun Maguire @shaunmmaguire]

The greatest ad for DOGE you’ll ever see

[Seán Murray @financeguy74]

WHY JACK DORSEY IS SATOSHI NAKAMOTO

Jack Dorsey was:

1 of ~1,300 confirmed cypherpunks in 1996 (his UMR email)

Wore an Adam Back t-shirt in the UMR yearbook

UMR students were called Miners

Was a CompSci & Math major with an interest in crypto

Member of ACM in 1997 to at least 1999

Created academic research paper submission & review software for Mira Digital Publishing

Known to use: OpenBSD, Windows, Mac, Linux

Confirmed to code in: C, Python, Java, Perl, PHP, OCaml, JoCaml, Lisp, ObjC and more

Still on the cypherpunk mailing list in 2000 under his dnet .com email

Wrote a manifesto about making a mark without leaving a trace in 2001

Subscriber to cryptome .org in 2001

Made a blog post where he jokingly says he is working on a network for drug traffickers

Posted a bio in 2003 that says he is into crypto, pseudonyms, 4am hacks, and more

Posted in 2003 that he is ending his dependence on the US dollar and creating a barter network

Referred to himself as Jak instead of Jack. Jak was his pseudonym.

Jack, who was a sailor, tweeted on 8/17/08: Around the horn and home again, for that's the sailor's way". Bitcoin .org was registered the next day.

Jack's twitter profile from Sept '07 - Jan '09 said he was a sailor.

The original Bitcoin source code included an old sailor's adage. "Never go to sea with two chronometers; take one or three"

The original Bitcoin source code documents are all timestamped as being created at exactly 4AM, just like Jack's bio

The original Bitcoin source code documents contain a brute forced example vanity bitcoin address that starts with NS17 (Nakamoto Satoshi 1/7 ). The documents were created 1/7/09.

Satoshi accidentally logged into IRC on 1/10/09 using a real IP, revealing he was in California (where Jack was)

The first bitcoin transaction took place on Jack's mom's birthday (1/11/09)

Satoshi joined the bitcoin forum on Jack's birthday (11/19)

Satoshi's last mined block was on Jack's dad's birthday (5/3/10)

Satoshi told Hal in an email about vanity bitcoin addresses and showed him a SECOND one beginning with NS.

Jack sends bitcoin to 4 addresses after Hal, including one that has jD2m in the middle.

Jack lived at 2 Mint Plaza in San Francisco. Jack Dorsey 2 Mint (jD2m).

Satoshi tells Martti Malmi that he is really busy with work. Jack was busy launching his next startup, Square (now Block)

Satoshi tells people on the forum not to donate Bitcoins to Wikileaks on 12/5/10

Twitter is hit with a secret court order with a gag requirement to turn over everything it has about Wikileaks on 12/14/10

Satoshi stopped logging into the forum on 12/13/10 and never returned

Jack is made Executive Chairman of Twitter while remaining CEO of Square on 3/28/11 and he tweets that he is very busy with both

Satoshi sends his last email on 4/23/11

Twitter's tech lead suggests that Twitter might integrate bitcoin payments on 5/23/11

Jack Dorsey calls Bitcoin an Amazing Movement in September 2012 and said that Square would accept it if it became huge and accepted.

Jack's best friend Alyssa Milano writes a novel (Hacktivist) in the Summer of 2013 about Jack, in which she places him as living a double life behind a famous pseudonym

Square announces Bitcoin acceptance on 3/31/14.

Satoshi's gmx email is hacked on 9/8/14 and the hacker attempts to extort Satoshi by sharing that he knows about his connection to St. Louis, Missouri. Jack is from St. Louis.

Alyssa Milano writes a 2nd novel about Jack (Hacktivist). In this one, Jack's famous pseudonym is hijacked and his software developed in a way that was not intended. The hijacker has a logo that looks almost exactly like Gavin Andresen's Bitcoin Faucet logo. It was released in installments with the first one going out on 7/29/15.

Two weeks later on 8/15/15, Satoshi reappears on the bitcoin mailing list to address the bitcoin block size debates. People are shocked about Satoshi's return and some doubt it is really him but could not disprove it.

On 10/15/15, Jack is made permanent CEO of Twitter, officially making him CEO of two companies.

The last installment of Milano's novel about Jack is published, in which its ends by him returning as head to his social network.

Square publishes a children's book in January 2018 to explain the "Legend of Satoshi Nakamoto" in which it makes its Satoshi character look like Jack.

On 4/20/20 Lex Fridman asks Jack if he is Satoshi, to which Jack tells him that he wouldn't admit it to him if he was. This is in contrast to Nick Szabo, Adam Back, and Hal Finney all saying explicitly that they were not Satoshi.

On 5/25/20 - 145 very old bitcoin addresses signed a message stating that Craig Wright was not Satoshi and that he was a liar and a fraud. The oldest bitcoin address that signed the message started with 1jak (Jack's old pseudonym) and the oldest that signed it contained HiSQ in the middle. SQ is the ticker for his company Square.

In February of 2022 Jack starts wearing a Satoshi shirt, first on a Michael Saylor podcast and then at the Super Bowl.

On 10/27/23, Jack said at a conference that "Bitcoin and Satoshi in 2009 was a combination of my childhood and my curiosity and everything that I aspired to be and everything I loved."

Craig Wright's attorneys argue in early 2024 that if Craig Wright was not Satoshi "then the real Satoshi would have been expected to come forward to counter the claim." It did not dawn on them that the person countering the claim was Jack Dorsey, who was the basis for the COPA v Wright legal challenge to begin with. Jack Dorsey came forward to counter the claim.

On 7/21/24 Jack wrote on Nostr, "I frequently imagine Satoshi sitting back somewhere and laughing at it all."

On 8/28/24 Jack went on Nostr and thanked Hal Finney (now deceased) for his help.

Jack parades himself around in a Satoshi shirt.

----------
The belief that Satoshi never wanted to be found is something that other people invented about Satoshi. Satoshi chose pseudonymity, not anonymity, as Jack so pointed out in a podcast with Lex Fridman. The reason why Jack would do all of the above, while not directly admitting it, is because Satoshi and bitcoin are his art. And it's a masterpiece. @jack

[@jason @Jason]

WRONG @SenSanders!

You’re a millionaire many times over and you’ve forgotten how AMAZING capitalism is

1. school vouchers will allow poor and middle class people to CHOOSE where to send their kids and tax dollars — to the turn of 10-20k EACH

2. This will create COMPETITION for students

3. That competition woll increase performance

4. I hope the bottom 25% of homes band together with 15 student/ and take their 150k-300k in vouchers and hire two teachers, and provide micro schools to their children and communities

Public schools are broken beyond repair — certainly they can’t be fixed by politicians

[BlackRoomSec @blackroomsec]

State Dept and Treasury were recently hacked and no one screamed. There is a report out that pretty much every single one of our telecommunications providers have been infiltrated by China and again no one is screaming.

They are doing an audit of all of the federal systems to find out the facts. And they have to do this because it hasn't been done for many decades.

Anyone in the cybersecurity industry that is upset that the federal government (who write the very compliance frameworks your organizations supposedly have to comply with🙄) is doing an audit is not only acting irresponsibly but are being very foolish.

We all do this for a living.

We are all supposed to gather facts, be objective and based on your experience and skills and the compliance frameworks you are complying with, present your findings.

Every time a manager in our orgs complains that they have to comply with a framework all of us get annoyed because we are doing our jobs.

When we gather facts are we modifying any data? No.

In fact there are multiple security controls that talk about immutability and tamper-proof auditing.

Every single one of you reading this has configured these systems and knows what read only access means.

Your feelings on what is going on in the federal government do not change the material facts of the matter.

Audits our long overdue.
There are a lot of suspicious payments going out via channels that they normally would not go out from.
Millions of federal workers have not shown up to their physical offices to work and as a result have placed each operation at risk of various compromises.
An audit is being conducted in every agency.

You do not have to like that this is going on but it is going to happen and lawsuits which are temporary in nature will be overturned because there is nothing illegal going on by way of the actual audit.

Please stop believing the hysterics.

[William Dougherty @bdognet]

@BillAckman https://t.co/MsdMgQGART

H.1 Which organization(s) did you receive grants from?

Open Society Foundation
European Union USAID

[I Meme Therefore I Am 🇺🇸 @ImMeme0]

FLASHBACK: Milton Friedman effortlessly laying out the blueprint for DOGE.