Hims (HIMS): FY25 Q3 earnings call, Nov 3, 2025

Mon, Nov 3Earnings callSpeaker-labelled transcriptHims

On its Nov 3, 2025 earnings call (FY25 Q3), Hims said 9 of the 13 words Kalshi and Polymarket listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 9 settled yes · our count agreed on 13 of 13

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Lab Testing Yes911✓78%transcripts from the transcript model–
Peptide Yes88✓72%transcripts from the transcript model–
Testosterone Yes88✓72%transcripts from the transcript model–
Zava Yes56✓66%transcripts from the transcript model–
FDA Yes55✓60%transcripts from the transcript model–
Canada Yes44✓54%transcripts from the transcript model–
Collaboration Yes33✓70%transcripts from the transcript model–
Europe Yes22✓33%transcripts from the transcript model–
Vitamin Yes11✓67%transcripts from the transcript model–
Amazon No00✓54%transcripts from the transcript model–
Tariff No00✓51%transcripts from the transcript model–
Regulation No00✓43%transcripts from the transcript model–
Shutdown / Shut Down No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

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

11 matches for “Lab Testing”; 5 quoted, at least 25 words apart.

Andrew Dudumcompanyprepared

…these issues with access to personalized provider-guided treatment plans supported by at-home lab testing. While still early, the response to this launch has already indicated…

Andrew Dudumcompanyprepared

…customers, proactive health and diagnostics. We plan to launch comprehensive whole body lab testing before year-end, which will represent a significant step forward in this…

Andrew Dudumcompanyprepared

…our platform is uniquely positioned to make this possible. We have the lab testing capabilities to give customers and providers deeper health insights. We have…

Yemi Okupecompanyprepared

…launched solutions for perimenopause and menopause support and plan to launch comprehensive lab testing diagnostics, both of which we believe will be meaningful accelerants to…

Bill Newbycompanyprepared

…weekend. We received a number of questions on the upcoming launches of lab testing in our longevity offering. This one comes from [ Nick G…

Where the listed words were said

Andrew Dudumcompany“Lab Testing” · prepared

…shared in the prepared remarks, we will be launching the whole body lab testing on the platform very soon before the year-end. I think this…

Andrew Dudumcompany“Peptide” · prepared

…into tailored action for millions of people. These capabilities alongside our California-based peptide manufacturing facility, which is actively onshoring R&D for core peptide applications form…

Andrew Dudumcompany“Testosterone” · prepared

…will allow our customers to access one of the few FDA-approved oral testosterone treatments in 2026. We expect these solutions, combined with consistent provider support…

Andrew Dudumcompany“Zava” · prepared

…scale a leading consumer health platform globally. In Europe, our acquisition of Zava Global gives us the infrastructure to serve customers across the U.K., Germany,…

Andrew Dudumcompany“FDA” · prepared

…this means all active pharmaceutical ingredients in compounded treatments are sourced from FDA-registered facilities. And in cases such as semaglutide, for which the FDA recently…

Andrew Dudumcompany“Canada” · prepared

…validate how naturally our model translates. Next, we're preparing to launch in Canada in the near future, notably expanding our North America presence. With 2/3…

Andrew Dudumcompany“Collaboration” · prepared

…access to care that's personal, proactive and connected, we expect that broader collaboration will become key. Whether that's through partnerships, investments or joint innovation, we…

Yemi Okupecompany“Europe” · prepared

…proven consumer-centric playbook to capture the significant market opportunities we see across Europe. Lastly, we expect the continued moderation in our on-demand sexual health business…

Andrew Dudumcompany“Vitamin” · prepared

…envision these capabilities empowering consumers to proactively address health concerns such as vitamin deficiencies, unoptimized hormonal levels and genetic risk factors while also identifying…

Agents: this page as TSV at /api/v1/appearances/hims:2025-11-03:earnings_call · words: /api/v1/brief?appearance=hims:2025-11-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP