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.

18 matches for “Peptide”; 5 quoted, at least 25 words apart.

Andrew Dudumcompanyprepared

…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 Dudumcompanyprepared

…successful customer outcomes. That doesn't exist in today's gray market, where the only peptide options are unregulated, inconsistent in quality, and rarely include clinical support.

Andrew Dudumcompanyprepared

…domestic supply chain, which we strengthened by investing in our own U.S.-based peptide facility last year, means that our customers can trust us to bring…

Yemi Okupecompanyprepared

…are well-positioned to take advantage of opportunities for new offerings such as peptides as the regulatory landscape evolves. Trust remains the cornerstone of the Hims…

Bill Newbycompanyprepared

…that we received over the weekend were on the developing opportunity in peptides. This is a combination of questions from the Hims community as well…

Where the listed words were said

Andrew Dudumcompany“Peptide” · prepared

…each patient's needs. Second, as we mentioned in the prepared remarks, our peptide manufacturing facility, which we acquired last year, gives us a fully verticalized…

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