HIMS Earnings Prediction
The chart below shows how HIMS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, HIMS sees a +4.71% change in stock price 10 days leading up to the earnings, and a +10.18% change 10 days following the report. On the earnings day itself, the stock moves by +0.73%. This data can give you a slight idea of what to expect for the next quarter's release.
HIMS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
401.56M
77.13%
27.22%
Gross Margin
79.16%
-4.19%
-2.63%
Operating Margin
5.79%
280.37%
56.91%
Net Margin
18.82%
663.47%
347.03%
EPS
0.32
900.00%
433.33%
No Data Available
HIMS Earnings Analysis
Hims & Hers Health, Inc. Corporation (HIMS.N) Earnings Conference Call
Positive
Significant Revenue Surge: Revenue increased 77% year-over-year to $401.6 million, driven by strong online channel performance.
Online Revenue Surge: Online revenue was $392.6 million, up 79% from the third quarter of last year.
Subscriber Base Expansion: The subscriber base grew at a record level pace with over 180,000 net subscribers added in the third quarter.
Subscriber Growth Surge: We ended the quarter with over two million subscribers, representing a 44% increase from the third quarter of last year.
EBITDA Growth Surge: Adjusted EBITDA was $51.1 million, increasing four times relative to last year.
Negative
Online Revenue Surge: Revenue increased 77% year-over-year to $401.6 million, with ongoing strength coming out of our online channel.
Gross Margin Decline: Gross margin declined two points quarter-over-quarter and was 79% in the third quarter.
Subscriber Growth Surge: We ended the quarter with over two million subscribers, representing a 44% increase from the third quarter of last year.
Brand Awareness Investment: We are seeing a significant portion of this increased spend will be to build general awareness for our brands as we continue to educate Americans on the evolving dynamics and solutions in the weight management space.
Gross Margin Degradation Expected: We expect continued gross margin degradation in the fourth quarter as our weight loss specialty continues to gain traction.
HIMS FAQs
How does HIMS typically perform around its earnings report dates?
Is Hims & Hers Health, Inc. (HIMS) Q3 2024 Earnings Call Summary positive or negative?
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HIMS Earning Call Sentiment
Hims & Hers Health, Inc. (HIMS) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
HIMS.N
1.19%Positive
Basic Financial Performance: 5, due to record high revenue and strong EBITDA growth. Product Development: 4, with new FDA facility and GLP-1 expansion. Market Strategy: 4, organic growth and cross-selling strategy. Expenses and Financial Health: 4, due to improved margins and cash flow. Shareholder Return: 4, due to share repurchase program. Despite some competitive pressures and lack of specific GLP-1 figures, overall guidance and financial health are strong, suggesting a positive stock movement. Market cap suggests moderate reaction, predicting a 2% to 8% increase.
