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.
7 matches for “Wegovy”; 4 quoted, at least 25 words apart.
…products to our platform, we have fulfilled more than 125,000 shipments for Wegovy products. Our customers are excited about the Wegovy Pill in particular. We…
With the introduction of branded products, such as the Wegovy Pill and Wegovy Pen, we are already seeing our adjustable market expand significantly. Within weeks…
…our pharmacies to fulfill medication for our subscribers for products like the Wegovy Pill and Wegovy Pen, which may unlock efficiencies over time. We recognize…
…that's how frankly we're delivering, you know, north of 100,000+ new on the volume side for Wegovy. We think this was a incredibly valuable transition.
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