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.
6 matches for “Zava”; 5 quoted, at least 25 words apart.
…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,…
…shipping cadences. G&A costs were also pressured as a result of the Zava integration as well as additional expenses related to the hiring of new…
…catalyst in our expansion into Germany, France, Ireland and Spain through the Zava acquisition, and soon, we will add Canada to that list. The strength…
…we continue to expect at least $50 million of incremental revenue from Zava in the second half of the year. Since closing the acquisition in…
Andrew, I want to start on international dynamics. You've got Zava obviously, under your belt now for about a quarter. I'm just curious, as you've…
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…
…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…
…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…
Yes. Thanks, Ryan. It's a great question. I think Zava has been a wonderful first bite into the international space, immediately accretive acquisition, just great…
…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…
…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