Hims (HIMS): FY25 Q3 earnings call, Nov 3, 2025
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.
UpdatedMarkets
13 words · 9 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Lab Testing | Yes | 9 | 11 | ✓ | 78%transcripts from the transcript model | – |
| Peptide | Yes | 8 | 8 | ✓ | 72%transcripts from the transcript model | – |
| Testosterone | Yes | 8 | 8 | ✓ | 72%transcripts from the transcript model | – |
| Zava | Yes | 5 | 6 | ✓ | 66%transcripts from the transcript model | – |
| FDA | Yes | 5 | 5 | ✓ | 60%transcripts from the transcript model | – |
| Canada | Yes | 4 | 4 | ✓ | 54%transcripts from the transcript model | – |
| Collaboration | Yes | 3 | 3 | ✓ | 70%transcripts from the transcript model | – |
| Europe | Yes | 2 | 2 | ✓ | 33%transcripts from the transcript model | – |
| Vitamin | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | – |
| Amazon | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| Regulation | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Peptide”; 5 quoted, at least 25 words apart.
…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…
…to our new testing options. Over time, we expect these will include peptides, coenzymes, GLP and GIP treatments designed to improve performance, recovery and cardiometabolic…
…subscription service that includes at-home testing and additional products and services like peptides and a broader longevity offering? What are the biggest hurdles for this…
…2026, and will include a really wide range of treatments from on-market peptides, coenzymes, GLP, GIP treatments, all that will be designed and blended with…
…the current administration can help further expand access to more of these peptides. I think there's a growing list of them from BPC-157 and TB-500…
Where the listed words were said
…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…
…an exciting one is, as you all remember, we acquired the California-based peptide manufacturing plant, and that facility is up and running and operating and…
…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…
…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,…
…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…
…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…
…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…
…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…
…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