Alright folks, buckle up, because Hims & Hers just dropped their Q3 2025 report, and I’m seeing something HUGE brewing. We're talking nearly $600 million in revenue, a 49% jump year-over-year, and almost 2.5 million subscribers. But it's not just the numbers, it's the pattern I'm spotting—the potential for a seismic shift in how we access and manage our health.
Think about Amazon. What started as a humble online bookstore morphed into a global marketplace for, well, everything. Now, imagine that model applied to healthcare. That's the trajectory I see Hims & Hers on, and their Q3 results are a major milestone. They're not just selling products; they're building a comprehensive, personalized health platform.
Consider this: revenue is skyrocketing, subscriber numbers are healthy, and they're confidently narrowing their full-year revenue guidance upwards. This isn't just growth; it's sustainable growth. And here’s a detail that really caught my eye: Monthly Online Revenue per Average Subscriber jumped to $80, up from $67 last year. People aren't just signing up; they're engaging more deeply, spending more, and trusting the platform with more of their health needs.
Hims & Hers isn’t just about quick fixes; it's about building a long-term relationship with its users. They’re launching new specialties at an increasing pace, partnering with healthcare leaders, and even making headway in establishing themselves as a global brand. What does this mean? It means that Hims & Hers is on its way to becoming a household name for all things health and wellness.
And speaking of growth, they're making some seriously smart moves. They acquired Zava, a European peer, earlier this year, and they are planning to expand to Canada in 2026. That's not just expansion; it's strategic positioning for global domination, or at least, a significant global presence.
I saw one headline that read "Hims rises on revenue beat, discloses it’s again in partnership talks with Novo," and it got me thinking. The talks with Novo Nordisk to potentially offer Wegovy and other weight-loss drugs on their platform—it’s like watching two titans of different industries exploring a collaboration that could redefine access to crucial medications. Sure, there was a hiccup before, but the fact that they're back at the table? That tells me both sides see the immense potential. Hims rises on revenue beat, discloses it’s again in partnership talks with Novo
The company also plans to launch "comprehensive lab testing capabilities in the near future," which will support their upcoming "longevity" specialty and injectable testosterone offerings. This is where it gets really interesting. Hims & Hers is moving beyond treating symptoms and into proactive, preventative care. Imagine getting personalized insights into your health risks and receiving tailored recommendations, all from the comfort of your home. The speed of this is just staggering—it means the gap between today and tomorrow is closing faster than we can even comprehend.
This reminds me of the early days of the printing press. Before Gutenberg, knowledge was hoarded by the elite. The printing press democratized information, making it accessible to the masses. Hims & Hers has the potential to do the same for healthcare. What this means for us is... but more importantly, what could it mean for you?
Of course, with great power comes great responsibility. As Hims & Hers aggregates more and more health data, the ethical considerations around privacy and security become paramount. We need to ensure that these platforms are held to the highest standards of data protection and transparency.
Remember that Adjusted EBITDA was $78.4 million for the third quarter of 2025 compared to $51.1 million for the third quarter of 2024. Adjusted EBITDA, or Earnings Before Interest, Taxes, Depreciation, and Amortization—in simpler terms, it's a way to gauge a company's profitability without getting bogged down in accounting technicalities.
Hims & Hers isn’t just selling products; they’re selling access, convenience, and personalization. This is the kind of breakthrough that reminds me why I got into this field in the first place.
When I first saw the demo, I honestly just sat back in my chair, speechless.
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