Hims (HIMS): FY26 Q2 earnings call, Aug 10, 2026
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.
UpdatedMarkets
25 words · 16 settled yes · our count agreed on 25 of 25- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Quarter 20+ times | Yes | 52 | 52 | ✓ | 78%transcripts from the transcript model | – |
| Platform 10+ times | Yes | 45 | 45 | ✓ | 86%transcripts from the transcript model | – |
| Subscriber 15+ times | Yes | 22 | 22 | ✓ | 75%transcripts from the transcript model | – |
| Peptide 5+ times | Yes | 17 | 17 | ✓ | 59%transcripts from the transcript model | – |
| Peptide | Yes | 15 | 17 | ✓ | 91%n=3+tx from settlement history blended with transcripts | – |
| Testosterone | Yes | 13 | 13 | ✓ | 92%n=3+tx from settlement history blended with transcripts | – |
| Eucalyptus | Yes | 12 | 19 | ✓ | 77%transcripts from the transcript model | – |
| FDA | Yes | 7 | 8 | ✓ | 84%n=3+tx from settlement history blended with transcripts | – |
| Longevity | Yes | 5 | 5 | ✓ | 79%transcripts from the transcript model | – |
| Lab Testing | Yes | 4 | 4 | ✓ | 89%n=3+tx from settlement history blended with transcripts | – |
| Canada | Yes | 4 | 4 | ✓ | 84%n=3+tx from settlement history blended with transcripts | – |
| Wearable | Yes | 2 | 2 | ✓ | 70%transcripts from the transcript model | – |
| Wegovy | Yes | 2 | 2 | ✓ | 69%transcripts from the transcript model | – |
| Collaboration | Yes | 2 | 2 | ✓ | 65%n=3+tx from settlement history blended with transcripts | – |
| Europe | Yes | 2 | 2 | ✓ | 46%n=3+tx from settlement history blended with transcripts | – |
| GLP-1 | Yes | 1 | 1 | ✓ | 95%transcripts from the transcript model | – |
| Fiscal 10+ times | No | 2 | 2 | ✓ | 6%transcripts from the transcript model | – |
| Zava | No | 0 | 0 | ✓ | 88%n=3+tx from settlement history blended with transcripts | – |
| YourBio | No | 0 | 0 | ✓ | 61%transcripts from the transcript model | – |
| Vitamin | No | 0 | 0 | ✓ | 51%n=3+tx from settlement history blended with transcripts | – |
| Cancer | No | 0 | 0 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 29%n=3+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 27%n=3+tx from settlement history blended with transcripts | – |
| Microdose / Microdosing | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – |
| Regulation | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Subscriber”; 5 quoted, at least 25 words apart.
…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…
…markets, and elevated consumer experience allowed us to add 300,000 net new subscribers and end the quarter with nearly 3 million subscribers on our platform.…
…key driver of the re-accelerating growth in the second quarter as more subscriber additions offset revenue recognition headwinds from the shift to a monthly cadence…
…underlying needs for treatment within specialties like low testosterone and cardiovascular health that subscribers may not know they have and would not otherwise act upon.
…to rapidly deepen the structured data set across our platform. The more subscribers we serve, the richer our data set becomes. This allows us to…
Where the listed words were said
Good afternoon, everyone, and welcome to the Hims & Hers Health second quarter 2026 earnings call. On the call with me today is Andrew Dudum,…
…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…
…our infrastructure is built to continuously capture economies of scale. As our subscriber base grows, we realize efficiencies across our supply chain, including our provider…
…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…
…Our verticalization efforts are focused on delivering a better, higher quality experience at a price no one else can match. Which brings me to peptides.
…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,…
…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…
…clinical-led guidance, and ongoing blood testing. While we wait to hear the FDA's decision on the six peptides recommended at the last month's PCAC hearing,…
…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,…
…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…
…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…
…& 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…
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