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 Oct 24, 2026, 17:02 UTC

Markets

14 words · 7 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.

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)
Word	Result	Our count	All speakers	Agrees	Probability	Market
Peptide	Yes	16	18	✓	87%n=2+tx from settlement history blended with transcripts	–
Testosterone	Yes	13	15	✓	90%n=2+tx from settlement history blended with transcripts	–
Lab Testing	Yes	2	2	✓	89%n=2+tx from settlement history blended with transcripts	–
Canada	Yes	2	2	✓	80%n=2+tx from settlement history blended with transcripts	–
Zava	Yes	1	2	✓	86%n=2+tx from settlement history blended with transcripts	–
FDA	Yes	1	2	✓	80%n=2+tx from settlement history blended with transcripts	–
Collaboration	Yes	1	1	✓	67%n=2+tx from settlement history blended with transcripts	–
Vitamin	No	0	0	✓	76%n=2+tx from settlement history blended with transcripts	–
Cancer	No	0	0	✓	68%n=1+tx from settlement history blended with transcripts	–
Europe	No	0	0	✓	65%n=2+tx from settlement history blended with transcripts	–
Tariff	No	0	0	✓	34%n=2+tx from settlement history blended with transcripts	–
Amazon	No	0	0	✓	33%n=2+tx from settlement history blended with transcripts	–
Regulation	No	0	0	✓	30%n=2+tx from settlement history blended with transcripts	–
Microdose / Microdosing	No	0	0	✓	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.

1 match for “Collaboration”; 1 quoted, at least 25 words apart.

Andrew Dudumcompanyprepared

…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…

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…

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