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.
21 matches for “GLP-1”; 5 quoted, at least 25 words apart.
…and customers don't need to settle for a one-size-fits-all approach. We believe GLP-1s are a case study in how medicines are coming to market differently.…
…unit economics that allow us to fund the next opportunities for growth. GLP-1s are an example of one such opportunity and have provided a meaningful…
…longer-term relationships. With only a small minority of subscribers utilizing a compounded GLP-1 treatment, it is clear to us the impact of what we are…
…than 7 months after launch and that excludes any contributions from compounded GLP-1s. Within a span of 3 months in 2025, we launched our new…
…loss treatments. Consumers have experienced success with both oral solutions and injectable GLP-1s available through our platform with a typical consumer reporting average weight loss…
Where the listed words were said
…placement of our Super Bowl commercial gives us confidence that each of testosterone, menopause and Labs can eclipse $100 million in annual revenue in the…
…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