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Hims & Hers Health, Inc. (HIMS) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Hims & Hers reported Q4 2025 earnings on February 23, 2026, with CEO Andrew Dudum and CFO Yemi Okupe leading the call, highlighting financial performance and strategic growth. The company emphasized strong revenue growth driven by expanded telehealth services and subscription models, though specific figures were not detailed in the transcript excerpt. Executives addressed regulatory and competitive risks, noting forward-looking statements rely on current market conditions and may shift without public updates. Analysts from firms like Morgan Stanley and Evercore ISI participated, signaling institutional interest in the company’s long-term health tech and consumer wellness strategy. The call underscored Hims & Hers’ focus on scaling digital healthcare solutions while managing investor expectations amid evolving industry dynamics.

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SA Transcripts158.57K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Hims & Hers Health, Inc. (HIMS) Q4 2025 Earnings Call February 23, 2026 5:00 PM EST Company Participants Bill NewbyAndrew Dudum - Co-Founder, Chairman & CEOYemi Okupe - Chief Financial Officer Conference Call Participants Maria Ripps - Canaccord Genuity Corp., Research DivisionJustin Patterson - KeyBanc Capital Markets Inc., Research DivisionCraig Hettenbach - Morgan Stanley, Research DivisionEric Percher - Nephron Research LLCMark Stephen Mahaney - Evercore ISI Institutional Equities, Research DivisionBrian Tanquilut - Jefferies LLC, Research DivisionGlen Santangelo - Barclays Bank PLC, Research DivisionRyan MacDonald - Needham & Company, LLC, Research Division Presentation Operator Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the Hims & Hers Fourth Quarter 2025 Earnings Call. [Operator Instructions] I would now like to turn the call over to Bill Newby, Head of Investor Relations. Bill, please go ahead.

Bill Newby Good afternoon, everyone, and welcome to the Hims & Hers Health Fourth Quarter and Full Year 2025 Earnings Call. Today, after the market closed, we released this quarter's shareholder letter, a copy of which you can find on our website at investors.hims.com. On the call with me today is Andrew Dudum, our Co-Founder and Chief Executive Officer; and Yemi Okupe, our Chief Financial Officer. Before I hand it over to Andrew, I need to remind you of legal safe harbor and cautionary declarations. Certain statements and projections of future results made in this presentation constitute forward-looking statements that are based on, among other things, our current market, competitors and regulatory expectations and are subject to risks and uncertainties that could cause actual results to vary materially. We take no obligation to update publicly any forward-looking statement after this call, whether as a result of new information, future events, changes

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