Key Takeaways from Hims & Hers Health Q4 Earnings Call: What You Need to Know!

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Key Takeaways from Hims & Hers Health Q4 Earnings Call: What You Need to Know!

Hims & Hers Health has been making waves in the telehealth sector, reaching impressive milestones at the end of 2025. They reported a stunning $2.35 billion in revenue, marking a 59% increase from the previous year. The company’s strategy is clear: they aim to broaden their reach and improve profitability. They also boasted over 2.5 million subscribers, each contributing an average of $83 monthly.

Co-founder and CEO Andrew Dudum emphasized their mission to make healthcare more accessible. He pointed out a significant drop in U.S. prices for injectable GLP-1 medications, which fell by over 80% in the past year and a half, showcasing a shift toward better patient access and pricing in healthcare.

The company is ambitious about expanding into international markets. Dudum highlighted their acquisition of Zava, which opens doors in the U.K., Germany, France, Ireland, and Spain. They also acquired Livewell for an expanded presence in Canada and are planning to acquire Eucalyptus to enter markets like Australia and Japan. Their goal? To achieve $1 billion in international revenue in just three years.

In terms of new offerings, Hims & Hers launched weight loss treatments that hit a $100 million revenue run rate in under seven months. This is a big shift from their older products, which took years to achieve similar success. More than 70% of their lab customers might qualify for treatment plans available through Hims & Hers.

Financially, they reported strong fourth-quarter performance with a revenue of $618 million, a 28% increase year-over-year. Their adjusted EBITDA for the full year reached $318 million, showcasing operational efficiency and scalability.

However, they do face challenges. Changes in shipping processes could impact revenue by around $65 million in early 2026, alongside pressures from Super Bowl advertising costs.

Hims & Hers stands out by focusing on consumer needs, utilizing tech and AI to enhance user experience. Their strategy reflects a growing trend in healthcare: personalization and accessibility.

Overall, Hims & Hers is reshaping how we think about health and wellness, making care more reachable and tailored to individual needs. For more insights, you can check the original article on MarketBeat here.



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Hims, Andrew Dudum, international revenue, million subscribers, weight loss, regulatory scrutiny, Hims & Hers Health, Yemi Okupe