Hims (HIMS): FY26 Q1 earnings call, May 11, 2026
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.
UpdatedMarkets
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.
| 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
21 matches for “Subscriber”; 5 quoted, at least 25 words apart.
…this launch, we are on track to add north of 100,000 new subscribers per month within our weight loss specialty. Early signs point toward a…
…to elevate the tools and services we are able to provide to subscribers and providers. Our aspiration is to become the default health and wellness…
Subscribers grew 9% year-over-year to nearly 2.6 million, and adjusted EBITDA was $44 million, representing a 7% adjusted EBITDA margin. Revenue and adjusted EBITDA within…
…and engineering talent positions us to unlock even more value for our subscribers as we better leverage insights from throughout the consumer journey. What their…
…in a way that not only does not sacrifice service quality for subscribers but enhances it. We expect technology investments to be financially accretive in…
Where the listed words were said
…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…
…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…
…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,…
…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.
…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…
…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