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 “Testosterone”; 5 quoted, at least 25 words apart.
…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…
…our consumer-centric approach to new specialties. We believe recent launches supporting low testosterone and menopause unlock significant long-term growth opportunities and increase our ability to…
…too hard. We're changing that. Millions of men experience symptoms of low testosterone but face stigma, confusion or limited access to effective care. Our recent…
…these dynamics in conjunction with the launch of new offerings such as testosterone will result in accelerating growth in the second half of 2026 within…
…verticalization to make higher complexity offerings, inclusive of our weight loss and testosterone solutions more affordable with minimal long-term margin sacrifices. Second, we plan to…
Where the listed words were said
…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…
…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…
…accelerate in the second half. So we the new specialties such as testosterone in the Hims brand or menopause and longevity in the Hers brand.…
…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