Hinge Health Earnings Call Transcripts
Fiscal Year 2026
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Q3 revenue grew 52% YoY to $235M, with 33% operating margin and $120M adjusted free cash flow. FY 2026 guidance rose as stronger yield and eligible lives supported growth; MSK remains core while Migraine and GI expand the platform.
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Q2 2026 saw 53% revenue growth, margin expansion, and strong free cash flow, driven by robust enterprise and SMB performance, new product launches in migraine and GI, and the acquisition of Cylinder Health. Guidance for 2026 was raised, with continued focus on multi-product expansion and capital returns.
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The company is scaling a unified digital and in-person care platform for MSK and adjacent conditions, leveraging AI and proprietary data to drive engagement, efficiency, and outcomes. Financial guidance was raised, with new products like migraine and HingeSelect expected to fuel significant incremental growth and margin expansion over the next several years.
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The meeting confirmed a quorum, elected two Class I directors, and ratified Deloitte as auditor. No shareholder questions were received, and all proposals passed as recommended by the board.
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Q1 2026 saw revenue and profitability far exceed expectations, driven by strong demand, AI-enabled efficiency, and rapid adoption of new offerings like Migraine Care. Guidance for 2026 was raised significantly, reflecting robust pipeline growth and expanding client base.
Fiscal Year 2025
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Delivered record 2025 results with 51% revenue growth, 31% free cash flow margin, and strong client expansion. Guidance for 2026 projects 25% revenue growth and continued profitability, supported by AI-driven efficiency and new product launches.
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Q3 revenue grew 53% year-over-year to $154M, with gross margin at 83% and operating margin at 20%. Strong client growth, robust free cash flow, and AI-driven efficiency led to raised full-year guidance and continued investment in R&D and new products.
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Q2 2025 saw 55% year-over-year revenue growth to $139M, with strong operating and free cash flow margins. Guidance for 2025 was raised, driven by higher eligible lives, improved yields, and product innovation, including the launch of Hinge Select.