Hims & Hers Health Earnings Call Transcripts
Fiscal Year 2026
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Ambitious 2030 targets are set, driven by global expansion, specialty growth, and technology investments. Recent acquisitions and partnerships, especially with Eucalyptus and Novo Nordisk, accelerate international reach and deepen consumer engagement. AI and data are central to platform differentiation and operational efficiency.
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Q1 2026 saw 4% revenue growth to $608M and a strategic pivot to branded weight loss products, driving record new subscribers and high engagement. Despite a GAAP net loss from restructuring, guidance was raised for 2026, with strong international growth and continued investment in technology and global expansion.
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The platform has evolved from addressing stigmatized conditions to offering personalized, multi-condition treatments, leveraging technology and data to drive growth. Strategic investments in AI, diagnostics, and international expansion support ambitious revenue and margin targets, while marketing efficiency and brand strength continue to improve.
Fiscal Year 2025
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2025 revenue grew 59% to $2.35B with 2.5M+ subscribers, driven by new specialties and international expansion. Adjusted EBITDA rose 80% to $318M, and 2026 guidance targets up to $2.9B revenue. Majority of revenue and profit comes from non-GLP-1 offerings.
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Labs by Hims & Hers introduces a comprehensive, accessible platform for proactive health management, offering personalized diagnostics, action plans, and digital consultations. Future plans include expanding into advanced and affordable at-home testing and diagnostics.
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Q3 2025 saw 49% revenue growth and strong subscriber gains, driven by new personalized offerings and international expansion. Investments in technology, partnerships, and verticalization support long-term growth, with 2025 revenue expected to rise nearly 60% year-over-year.
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The platform is expanding its personalized healthcare offerings through technology, AI, and data-driven insights, with strong growth in weight loss, dermatology, and sexual health. International expansion and new treatments are expected to drive future growth.
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Q2 revenue grew 73% year-over-year to $545M, with over 2.4M subscribers and strong growth in dermatology, weight loss, and daily sexual health. Guidance raised for 2025, with continued investment in technology, AI, and international expansion.
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The meeting covered director elections, auditor ratification, and executive compensation approval, with all proposals passing by majority or plurality. Stockholders could submit questions online, with responses to follow after the meeting.
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Recent announcements include a major partnership, leadership changes, and a $1B capital raise. Personalization and data-driven care are central to growth, with ambitious 2030 targets and international expansion planned. New specialties and automation will drive future innovation.
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Q1 2025 saw revenue more than double and adjusted EBITDA nearly triple year-over-year, driven by strong subscriber growth and expansion in weight loss and dermatology. Strategic partnerships, new specialty launches, and investments in diagnostics and fulfillment support robust long-term growth targets.
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The platform leverages technology and data to remove barriers in healthcare, driving robust growth through personalization, transparent pricing, and vertical integration. Expansion into new categories and investments in AI, labs, and affiliated pharmacies support a scalable model targeting 20%+ EBITDA margins by 2030.
Fiscal Year 2024
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Record 2024 revenue of $1.5B (up 69%) and first full year of GAAP profitability were driven by strong subscriber growth, expansion in personalized treatments, and successful weight loss offerings. 2025 guidance projects up to $2.4B revenue and continued margin improvement.
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Q3 2024 saw 77% revenue growth to $401.6M, with over two million subscribers and strong expansion in personalized health solutions. Adjusted EBITDA reached $51.1M, and the company raised full-year guidance, driven by robust demand in weight loss and core offerings.
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The platform leverages technology and vertical integration to deliver personalized, affordable healthcare across multiple specialties, driving strong user growth and operational efficiencies. GLP-1 treatments have accelerated momentum, while marketing and financial discipline support scalable expansion.
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Q2 2024 saw 52% revenue growth to $315.6M, driven by rapid expansion in personalized and weight loss offerings. Subscriber base rose 43% year-over-year, and full-year guidance was raised, with continued investment in technology, marketing, and supply chain verticalization.
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The meeting confirmed quorum, conducted director elections, ratified the auditor, and approved executive compensation. Voting results will be filed with the SEC, and stockholders could submit questions for post-meeting responses.