Daily Brief United States: Omada Health, Serve Robotics, Shutterstock Inc and more

• Omada Health reported stronger than expected 3Q25 revenue of ~$68M (consensus: $61.2M) and management provided guidance for 2025 revenue of $251.5M-$254.5M, +49% y/y at midpoint.  
• The chronic disease management company introduced Meal Map, a new AI-powered nutrition tool integrated within the Omada Health’s cardiometabolic programs.
• I’m updating OMDA model estimates in my insight to reflect the company’s 3Q25 results, management guidance, and trends in the digital therapeutics space.

• Serve Robotics is a key player in the nascent autonomous sidewalk delivery market, with a strategic focus on last-mile food and grocery delivery.
• The company’s growth is underpinned by significant partnerships with major food delivery platforms, Uber Eats and DoorDash, providing immediate access to a large volume of orders.
• While experiencing rapid revenue growth, the company remains unprofitable with significant cash burn, highlighting the high-risk, high-reward nature of this emerging industry. The path to profitability hinges on successful fleet expansion, operational efficiency, and navigating regulatory landscapes.

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• Shutterstock is strategically pivoting towards generative AI and data services to counter the secular threats to its core stock content business, a move critical for future growth but with an uncertain payoff.
• While recent acquisitions like Envato are boosting subscriber numbers and revenue, organic growth in the core content segment is declining, and margins are under pressure from a shifting business mix and competitive intensity.
• The company’s strong dividend yield and high momentum score reflect shareholder returns and recent market cap growth, but these are juxtaposed against a challenging long-term decline in net income and cash flow, indicating a high-risk, high-reward transition period.

This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.