Hims (HIMS): FY26 Q3 earnings call, Nov 9, 2026

Mon, Nov 9Earnings callSpeaker-labelled transcriptHims

On its Nov 9, 2026 earnings call (FY26 Q3), Hims said 11 of the 19 words Kalshi listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.

Updated Nov 12, 2026, 02:17 UTC

Markets

19 words · 11 settled yes · our count agreed on 19 of 19

Kalshi: company speakers + operator Kalshi

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
Word	Result	Our count	All speakers	Agrees	Probability	Market
Peptide	Yes	12	15	✓	95%n=4+tx from settlement history blended with transcripts	–
Testosterone	Yes	9	9	✓	95%n=4+tx from settlement history blended with transcripts	–
Wearable	Yes	7	7	✓	78%n=1+tx from settlement history blended with transcripts	–
Australia	Yes	7	7	✓	74%transcripts from the transcript model	–
Eucalyptus	Yes	4	4	✓	88%n=1+tx from settlement history blended with transcripts	–
Wegovy	Yes	4	4	✓	79%n=1+tx from settlement history blended with transcripts	–
Canada / Canadian	Yes	4	4	✓	78%transcripts from the transcript model	–
Collaboration	Yes	3	3	✓	71%n=4+tx from settlement history blended with transcripts	–
Perimenopause / Menopause	Yes	2	2	✓	90%transcripts from the transcript model	–
FDA	Yes	2	2	✓	89%n=4+tx from settlement history blended with transcripts	–
Lab Testing	Yes	1	1	✓	90%n=4+tx from settlement history blended with transcripts	–
Longevity	No	0	0	✓	87%n=1+tx from settlement history blended with transcripts	–
Zava	No	0	0	✓	66%n=4+tx from settlement history blended with transcripts	–
Europe	No	0	0	✓	64%n=4+tx from settlement history blended with transcripts	–
Cancer	No	0	0	✓	40%n=3+tx from settlement history blended with transcripts	–
Microdose / Microdosing	No	0	0	✓	18%n=3+tx from settlement history blended with transcripts	–
Galen	No	0	0	✓	17%transcripts from the transcript model	–
Amazon	No	0	0	✓	16%n=4+tx from settlement history blended with transcripts	–
Regulation	No	0	0	✓	15%n=4+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 Nov 9, 2026 02:04 UTC.

Transcript

quotes of at most 25 words

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

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

Andrew Dudumcompanyprepared

…on expanding assortment and pricing options while preparing for the launch of CagriSema once it becomes available. It means developing innovative multi-month subscriptions that make…

Andrew Dudumcompanyprepared

…stick with their treatment. We are also preparing for the launch of CagriSema once available. Through our recently announced agreement, we will expand access to…

Yemi Okupecompanyprepared

…offering both the Wegovy pen and pill today, with plans to add CagriSema once available. Second, we expect to continue scaling the capabilities and reach…

Yemi Okupecompanyqa

…assortment with the new Lilly partnership to include Foundayo, Zepbound, and then CagriSema once available, that just gives us a broader assortment and an overall…

Andrew Dudumcompanyqa

…with their therapies, preparation for new therapies coming down the line like CagriSema, and then also introducing technical capabilities in this new category with multi-month…

Where the listed words were said

Yemi Okupecompany“Peptide” · prepared

…Later this month, we expect to launch the first phase of our peptide offering that includes sermorelin, glutathione, and NAD+. We plan to add BPC-157…

Andrew Dudumcompany“Testosterone” · prepared

…clock, that infrastructure positions us to launch treatments of increasing complexity, including testosterone replacement therapy this quarter and our Peptides+ offering later this month. Our…

Andrew Dudumcompany“Wearable” · prepared

…bring together the best clinical expertise, diagnostics, prescription medications, daily insights from wearables, supplements, and other tools that support how someone lives every day. What…

Andrew Dudumcompany“Australia” · prepared

…is why we are directing more investment toward the U.K., Germany, and Australia. We believe these markets carry substantial revenue potential, and we intend to…

Andrew Dudumcompany“Eucalyptus” · prepared

Since closing Eucalyptus in June, we've moved quickly. Hers now live in the U.K. and Australia, serving customers in hair, menopause, and weight loss, and…

Yemi Okupecompany“Wegovy” · prepared

…at higher price points than our historical offerings. The introduction of the Wegovy pill from our partnership with Novo has brought an immense amount of…

Yemi Okupecompany“Canada / Canadian” · prepared

…early signs of the same dynamic in our weight loss specialty in Canada, where generic options became available earlier this year. Average monthly orders have…

Yemi Okupecompany“Perimenopause / Menopause” · prepared

…$1 billion of revenue this year, as specialties such as dermatology and menopause continue to scale alongside weight loss. Testosterone continues to progress towards achieving…

Andrew Dudumcompany“FDA” · qa

…terminology, but essentially right now, we're in a comment period where the FDA has put out the proposed ruling from HHS, and we expect in…

Andrew Dudumcompany“Lab Testing” · prepared

…The team has been actively building the guardrails, the clinical standards, the lab testing for this as well, led by Dr. Anant, our Hims Chief…

Agents: this page as TSV at /api/v1/appearances/hims:2026-11-09:earnings_call · words: /api/v1/brief?appearance=hims:2026-11-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP