Hims (HIMS): FY25 Q4 earnings call, Feb 23, 2026
On its Feb 23, 2026 earnings call (FY25 Q4), Hims said 9 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 9 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Testosterone | Yes | 10 | 10 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Zava | Yes | 5 | 6 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Lab Testing | Yes | 3 | 3 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Peptide | Yes | 3 | 3 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Canada | Yes | 3 | 3 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| FDA | Yes | 2 | 3 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Vitamin | Yes | 1 | 1 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Cancer | Yes | 1 | 1 | ✓ | 56%transcripts from the transcript model | – |
| Europe | Yes | 1 | 1 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| Collaboration | No | 0 | 0 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Regulation | No | 0 | 0 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – |
| Microdose / Microdosing | No | 0 | 0 | ✓ | 35%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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
16 matches for “Eucalyptus”; 5 quoted, at least 25 words apart.
…And just last week, we announced, we signed an agreement to acquire Eucalyptus, a leading global health innovator. Upon closing of the transaction, we will…
…2026 and the coming years. We recently signed a deal to welcome Eucalyptus to the Hims & Hers family. Upon closing of the transaction, Eucalyptus…
…international business will break even within 12 to 18 months, inclusive of Eucalyptus. Eucalyptus deploys a rigorous capital allocation framework similar to our own. They…
…considered dilution. However, we are prepared to fund the majority of the Eucalyptus transaction, with the strength of our existing balance sheet and cash flow…
…from international markets. This includes any additional contributions from our acquisition of Eucalyptus, which is expected to close in the second half of this year.…
Where the listed words were said
…new Labs offering as well as hormone therapies with support for low testosterone, menopause and perimenopause. In just 90 days, we created 3 distinct new…
…and to more places around the world. Last year, our acquisition of ZAVA's deepened our presence in the U.K. and enabled our entry into Germany,…
…with the acquisition of YourBio, we plan to make targeted and condition-specific lab testing, more convenient and approachable with technology that can be used in…
…feet across pharmacy operations, lab testing capabilities and R&D supporting innovations like peptide therapies. This foundation allows us to combine quality with broader access and…
…able to serve consumers in Germany, the U.K., Ireland, Spain, France and Canada. International revenue grew almost 400% year-over-year to $134 million. We expect our…
…prioritize them in those conversations and so decided to pull it. Regarding FDA and DOJ, I don't think we can share too much on anything…
…address health concerns such as low testosterone, heart health, hair loss and vitamin deficiencies. Nearly 0.5 million subscribers on our platform are benefiting from these…
…can do a swab on the inside of your mouth, whether it's cancer testing or it's full gene sequencing, I mean it's just really incredible.…
…international expansion into Australia, Japan and building a deeper presence in Western Europe, can you share more about the company's long-term vision and key priorities…
Agents: this page as TSV at /api/v1/appearances/hims:2026-02-23:earnings_call · words: /api/v1/brief?appearance=hims:2026-02-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP