Hims (HIMS): FY26 Q1 earnings call, May 11, 2026

Mon, May 11Earnings callSpeaker-labelled transcriptHims

On its May 11, 2026 earnings call (FY26 Q1), Hims said 7 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 · 7 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
Peptide Yes1618✓87%n=2+tx from settlement history blended with transcripts–
Testosterone Yes1315✓90%n=2+tx from settlement history blended with transcripts–
Lab Testing Yes22✓89%n=2+tx from settlement history blended with transcripts–
Canada Yes22✓80%n=2+tx from settlement history blended with transcripts–
Zava Yes12✓86%n=2+tx from settlement history blended with transcripts–
FDA Yes12✓80%n=2+tx from settlement history blended with transcripts–
Collaboration Yes11✓67%n=2+tx from settlement history blended with transcripts–
Vitamin No00✓76%n=2+tx from settlement history blended with transcripts–
Cancer No00✓68%n=1+tx from settlement history blended with transcripts–
Europe No00✓65%n=2+tx from settlement history blended with transcripts–
Tariff No00✓34%n=2+tx from settlement history blended with transcripts–
Amazon No00✓33%n=2+tx from settlement history blended with transcripts–
Regulation No00✓30%n=2+tx from settlement history blended with transcripts–
Microdose / Microdosing No00✓21%n=1+tx from settlement history blended with transcripts–

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.

Where the listed words were said

Andrew Dudumcompany“Peptide” · prepared

…believe it will also underpin our ability to enter emerging categories like peptides with a clinically rigorous, information-rich intake process that is designed to keep…

Andrew Dudumcompany“Testosterone” · prepared

…stay with us over time. We see momentum in newer specialties like testosterone, menopause, and labs, and our expanding selection of branded GLP-1 solutions is…

Andrew Dudumcompany“Lab Testing” · prepared

…circumstance. Then I think when you add on top of that the lab testing work that we've been doing, and the verticalization of that facilities,…

Andrew Dudumcompany“Canada” · prepared

…This will extend our leadership position in consumer health across Australia, the U.K., Germany, Japan, and Canada by leveraging local expertise and existing industry relationships.

Yemi Okupecompany“Zava” · prepared

…first quarter of last year. International growth driven by our acquisitions of ZAVA and Livewell remained strong as revenue increased nearly tenfold from the first…

Andrew Dudumcompany“Collaboration” · prepared

…to reach more people with innovative treatments and services. For example, our collaboration with Novo Nordisk shows what's possible when health innovators work together to…

Agents: this page as TSV at /api/v1/appearances/hims:2026-05-11:earnings_call · words: /api/v1/brief?appearance=hims:2026-05-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP