Hims (HIMS): FY25 Q4 earnings call, Feb 23, 2026

Mon, Feb 23Earnings callSpeaker-labelled transcriptHims

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.

Updated

Markets

14 words · 9 settled yes · our count agreed on 14 of 14

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Testosterone Yes1010✓85%n=1+tx from settlement history blended with transcripts–
Zava Yes56✓80%n=1+tx from settlement history blended with transcripts–
Lab Testing Yes33✓88%n=1+tx from settlement history blended with transcripts–
Peptide Yes33✓85%n=1+tx from settlement history blended with transcripts–
Canada Yes33✓73%n=1+tx from settlement history blended with transcripts–
FDA Yes23✓76%n=1+tx from settlement history blended with transcripts–
Vitamin Yes11✓77%n=1+tx from settlement history blended with transcripts–
Cancer Yes11✓56%transcripts from the transcript model–
Europe Yes11✓56%n=1+tx from settlement history blended with transcripts–
Collaboration No00✓81%n=1+tx from settlement history blended with transcripts–
Amazon No00✓39%n=1+tx from settlement history blended with transcripts–
Regulation No00✓36%n=1+tx from settlement history blended with transcripts–
Tariff No00✓36%n=1+tx from settlement history blended with transcripts–
Microdose / Microdosing No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

3 matches for “Lab Testing”; 3 quoted, at least 25 words apart.

Andrew Dudumcompanyprepared

…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…

Andrew Dudumcompanyprepared

…expanding our footprint to over 1 million square feet across pharmacy operations, lab testing capabilities and R&D supporting innovations like peptide therapies. This foundation allows…

Yemi Okupecompanyprepared

…investment to scale the next wave of specialties, inclusive of weight loss, lab testing, low testosterone and menopausal support. Our consumer-centric approach has resulted in…

Where the listed words were said

Andrew Dudumcompany“Testosterone” · prepared

…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…

Andrew Dudumcompany“Zava” · prepared

…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,…

Yemi Okupecompany“Peptide” · prepared

…into new international markets as well as launch R&D efforts in the peptide space. We believe YourBio, which recently closed in 2026 for approximately $150…

Yemi Okupecompany“Canada” · prepared

…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…

Andrew Dudumcompany“FDA” · qa

…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…

Yemi Okupecompany“Vitamin” · prepared

…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…

Andrew Dudumcompany“Cancer” · qa

…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.…

Bill Newbycompany“Europe” · prepared

…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