Hims (HIMS): FY26 Q2 earnings call, Aug 10, 2026

Mon, Aug 10Earnings callSpeaker-labelled transcriptHims

On its Aug 10, 2026 earnings call (FY26 Q2), Hims said 16 of the 25 words Kalshi and Polymarket listed; Parrot’s count agreed with all 25 settlements. Quotes below are at most 25 words each.

Updated

Markets

25 words · 16 settled yes · our count agreed on 25 of 25

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
Quarter 20+ timesYes5252✓78%transcripts from the transcript model–
Platform 10+ timesYes4545✓86%transcripts from the transcript model–
Subscriber 15+ timesYes2222✓75%transcripts from the transcript model–
Peptide 5+ timesYes1717✓59%transcripts from the transcript model–
Peptide Yes1517✓91%n=3+tx from settlement history blended with transcripts–
Testosterone Yes1313✓92%n=3+tx from settlement history blended with transcripts–
Eucalyptus Yes1219✓77%transcripts from the transcript model–
FDA Yes78✓84%n=3+tx from settlement history blended with transcripts–
Longevity Yes55✓79%transcripts from the transcript model–
Lab Testing Yes44✓89%n=3+tx from settlement history blended with transcripts–
Canada Yes44✓84%n=3+tx from settlement history blended with transcripts–
Wearable Yes22✓70%transcripts from the transcript model–
Wegovy Yes22✓69%transcripts from the transcript model–
Collaboration Yes22✓65%n=3+tx from settlement history blended with transcripts–
Europe Yes22✓46%n=3+tx from settlement history blended with transcripts–
GLP-1 Yes11✓95%transcripts from the transcript model–
Fiscal 10+ timesNo22✓6%transcripts from the transcript model–
Zava No00✓88%n=3+tx from settlement history blended with transcripts–
YourBio No00✓61%transcripts from the transcript model–
Vitamin No00✓51%n=3+tx from settlement history blended with transcripts–
Cancer No00✓46%n=2+tx from settlement history blended with transcripts–
Tariff No00✓29%n=3+tx from settlement history blended with transcripts–
Amazon No00✓27%n=3+tx from settlement history blended with transcripts–
Microdose / Microdosing No00✓19%n=2+tx from settlement history blended with transcripts–
Regulation No00✓15%n=3+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 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

4 matches for “Lab Testing”; 4 quoted, at least 25 words apart.

Andrew Dudumcompanyprepared

…in higher complexity categories. Over 1 million square feet of pharmacy and lab testing facilities, deep expertise in sterile compounding, and a global reach. Our…

Yemi Okupecompanyprepared

…beyond weight. Cross-sell potential increases further as we extend the reach of lab testing on our platform, which can surface underlying needs for treatment within…

Andrew Dudumcompanyprepared

…360 person's health, whether that's wearable data, our own devices, external devices, lab testing data, our own labs, external labs, all the way to preventative…

Andrew Dudumcompanyqa

…and the clinical needs exist. Really core to this strategy was the lab testing infrastructure that we acquired and have rolled out in the last…

Where the listed words were said

Bill Newbycompany“Quarter (20+)” · prepared

Good afternoon, everyone, and welcome to the Hims & Hers Health second quarter 2026 earnings call. On the call with me today is Andrew Dudum,…

Andrew Dudumcompany“Platform (10+)” · prepared

…global reach, when paired with our technology and infrastructure, has created a platform that shows customers and industry leaders alike that access to high-quality care…

Andrew Dudumcompany“Subscriber (15+)” · prepared

…for customers everywhere. in the second quarter, we welcomed more than 300,000 subscribers, bringing our global subscriber base to nearly 3 million people. To put…

Andrew Dudumcompany“Peptide (5+)” · prepared

…and expand our offerings in categories like hormonal health, longevity medicine, and peptide therapy. His participation at the recent PCAC hearing demonstrated just how valuable…

Andrew Dudumcompany“Peptide” · prepared

…infrastructure, and ecosystem thrive. We are currently developing a best-in-class peptides experience, including U.S.-manufactured products, clinical-led guidance, and ongoing blood testing.…

Andrew Dudumcompany“Testosterone” · prepared

…proactive about more complex health challenges that often go unseen or ignored. Testosterone is a powerful example. Most men experiencing low testosterone don't know it,…

Andrew Dudumcompany“Eucalyptus” · prepared

…the leading global consumer health platform when we closed our acquisition of Eucalyptus. This was the largest acquisition in our company's history, and we now…

Andrew Dudumcompany“FDA” · prepared

…them to the market with a safe, verified supply chain if the FDA decides to allow them for compounding. In the meantime, we plan to…

Andrew Dudumcompany“Longevity” · prepared

…Hims side of the house, who is an expert across hormonal therapy, longevity, and peptide therapy. He's been building out the clinical protocols, the guardrails,…

Yemi Okupecompany“Canada” · prepared

…are each already generating more than $100 million in annualized revenue, with Canada also on track to join this group as well as we scale…

Bill Newbycompany“Wearable” · prepared

…& Hers customer experience can look like. He asked, "Between labs, potential wearable partnerships, and the treatment and outcome data you're collecting from millions of…

Andrew Dudumcompany“Wegovy” · qa

…in which we can broaden access to patients in the U.S. The Wegovy pill has had a staggering launch. I think we are the largest…

Agents: this page as TSV at /api/v1/appearances/hims:2026-08-10:earnings_call · words: /api/v1/brief?appearance=hims:2026-08-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP