Hims (HIMS): FY25 Q1 earnings call, May 5, 2025

Mon, May 5Earnings callSpeaker-labelled transcriptHims

No Kalshi or Polymarket word markets were listed for Hims’s May 5, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “GLP-1”; 5 quoted, at least 25 words apart.

Yemi Okupecompanyprepared

…dynamics from the previously mentioned transition, year-over-year revenue growth outside of our GLP-1 offering remained robust at nearly 30% year-over-year. That's an important proof point.…

Yemi Okupecompanyprepared

…quarter-over-quarter to nearly 16%. Gross margins declined approximately three points quarter-over-quarter as GLP-1 revenue scaled. We expect improvement in the second quarter as we benefit…

Eric Percheranalystqa

…pretty clear that the manufacturers will be watching your positioning on personalized GLP-1s closely. So how do you approach the opportunity for growth in personal…

Andrew Dudumcompanyqa

…even the future, the next year into when you see on-brand oral GLP-1s coming to market, those expensive medicines are also going to compete with…

Yemi Okupecompanyqa

…The second is we do expect strength and growth outside of our GLP-1 offering, which historically has come at a different margin profile currently, to…

Agents: this page as TSV at /api/v1/appearances/hims:2025-05-05:earnings_call · words: /api/v1/brief?appearance=hims:2025-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP