Pharma
Deployment record
In the tracker →- Organisation
- Hims & Hers
- System
- AI-native experience
- Stage
- Live
- Function
- weight-loss care
- 01Hims & Hers' AI-native experience has reached 70% of its weight-loss subscribers as of Q3 2026, with expectations to cover nearly all by year-end.
- 02The AI platform has increased customer engagement, with users sending four times as many messages and receiving faster responses to non-clinical questions.
- 03The AI tools assist providers by generating drafts of patient responses and pre-written notes within the electronic medical record system, while clinicians retain decision-making authority.
Show all 5Show less
- 04Hims & Hers reported Q3 2026 revenue of $890.4 million, a 49% increase year over year, with U.S. revenue rising 21% and international revenue quadrupling.
- 05The company lowered its full-year adjusted EBITDA outlook to $257 million to $277 million, anticipating fourth-quarter revenue between $875 million and $895 million.
Hims & Hers
Follow Deployed on Google
Hims & Hers is putting AI at the center of how it delivers care to weight-loss patients. On the company's Q3 2026 earnings call, CFO Yemi Okupe said its new AI-native experience "reached 70% of weight loss subscribers as of quarter end," and that the company expects it to reach nearly all of them by the end of the year.
"We are not building an AI feature and attaching it to a healthcare business," CTO Mo Elshenawy said. "We are building a platform with AI at the foundation, designed to handle clinical complexity."
CEO Andrew Dudum described AI as the layer that ties the business together. "We own the AI technology that connects all of it into a single continuous thread," he said.
More Messages, Faster Responses
Elshenawy said the AI experience is now available to the large majority of weight-loss customers across both the Hims and Hers brands.
Customers with access are sending four times as many messages on the platform, and the average response time for non-clinical questions is now measured in minutes rather than hours.
In response to a question from KeyBanc Capital Markets, Dudum said the Hers 2.0 app, which places an AI coach at the center of the conversation, has more than four times the engagement with patients.
The AI also works on the provider side. Elshenawy said the company's tools generate first drafts of patient responses based on each patient's chart, and Dudum said providers are receiving pre-written notes within the company's electronic medical record system. Elshenawy said clinicians make every clinical decision.
AI tools also help customers complete and update their medical charts. Elshenawy said the company is starting to introduce the same AI capabilities earlier in the patient journey, before a prescription is written.
In the Q&A, Dudum also said the company aims to be universal in allowing the integration of customers' wearable devices into the platform.
The week's drug discovery, trials and health-system deployments. Wednesdays.
What It Means for Costs
Hims & Hers tied the AI rollout to its spending. Okupe said marketing as a percentage of revenue improved seven points from the previous quarter to 28%, which he linked partly to the scaling of the AI-native experience.
Operations and support costs improved one point to 12% of revenue, which he linked to automation. Investment in technology talent and the platform accounted for 8% of revenue in the quarter.
Elshenawy said it was the largest hiring quarter in the history of the company's engineering organization, and that teams are now shipping platform updates in under a day.
Okupe said the company sees an opportunity for its technology teams to build tools that further automate its fulfillment facilities. "We have strong early signals from AI initiatives," he said.
The Quarter
Hims & Hers reported Q3 2026 revenue of $890.4 million, up 49% year over year. U.S. revenue rose 21% to $657 million, and international revenue more than quadrupled to $233 million.
Subscribers reached 2.8 million, up 13% year over year but down about 100,000 from the second quarter. Gross margin was 57%, down about seven points from the previous quarter.
Adjusted EBITDA was $82 million, a 9% margin, and the company reported a GAAP net loss of $33 million. Adjusted EPS was a loss of $0.14, compared with analysts' expectations of a $0.06 profit, according to Investing.com.
The company expects fourth-quarter revenue of $875 million to $895 million and adjusted EBITDA of $70 million to $90 million.
It lowered its full-year adjusted EBITDA outlook to $257 million to $277 million, and expects full-year revenue of $3.13 billion to $3.15 billion. Shares closed down about 12% after the results.
Last updated
