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.
6 matches for “Zava”; 5 quoted, at least 25 words apart.
…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,…
…value we bring from our approach transcends borders. In 2025, we welcome ZAVA and Livewell to the Hims & Hers family and now we're able…
…Hims & Hers family. Upon closing of the transaction, Eucalyptus will complement ZAVA and deepen our presence in the U.K. as well as unlock a…
…them handily over the next 12 to 24 months across acquisitions of ZAVA and Livewell and with the addition of Eucalyptus, I think we have…
…of the international business as we look out a year, both across ZAVA and Eucalyptus in terms of specialties or personalization. And then I know…
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…
…companies that we've already closed upon such as Livewell as well as ZAVA but also Eucalyptus potentially coming in the second half, we wanted to…
…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…
…expand and rapidly scale across international markets such as the U.K., Germany, Canada, Australia, Japan and others. Strong free cash flow and adjusted EBITDA from…
…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