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.

0 matches for “Microdose / Microdosing”.

Where the listed words were said

Andrew Dudumcompany“Lab Testing” · prepared

…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 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