HNGE
Hinge Health, Inc.48.41
-0.09-0.19%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms moats, competitive wins
Q&A reinforced the script's strength, with management crisply defending moats against AI fears via 100 million proprietary sessions, distribution depth, hardware, and clinical validation. They shrugged off competitor consolidation like Kaya, citing all-time-high win rates including a 200,000-life enterprise drawn to Hinge Select's unified care. Yield holds flat in 2026 guidance despite a roadmap of product-led growth and 160% YoY targeted enrollment gains using claims data. New cohorts hit 3.3% first-year yield, up sharply. Hinge Select scales patiently, no revenue baked in yet. Win rates soar. Bullish tone persists; watch yield durability.
Key Stats
Market Cap
3.81BP/E (TTM)
-Basic EPS (TTM)
-5.45Dividend Yield
0%Recent Filings
8-K
Sloat joins Hinge Health board
Hinge Health appointed Tyler Sloat, COO of Freshworks and ex-CFO of Zuora, as Class I director effective March 16, 2026, naming him Compensation Committee Chair and Audit Committee member. He receives $400,000 initial RSUs vesting over three years, plus pro-rated cash fees of $65,000 annualized as RSUs. Board gains fintech expertise. No related transactions disclosed.
10-K
FY2025 results
Hinge Health posted FY2025 revenue of $587.9M, up 51% y/y, fueled by 782k members (47% y/y growth) across 2,830 clients (25% y/y increase) and ~25M contracted lives. Q4 momentum accelerated with LTM calculated billings hitting $671M (44% y/y), while gross margin expanded to 80% on AI efficiencies slashing care team hours 97%. Yet net loss ballooned to $528M from $571M IPO-triggered stock comp. Cash flow? Strong $180M free cash (31% margin). Balance sheet shines with $477M liquidity; $250M buyback underway ($65M deployed). Partners drove 82% revenue. Regulatory shifts in telehealth licensure loom large.
8-K
Q4 revenue up 46%, margins expand
Hinge Health crushed Q4 2025 with revenue up 46% to $170.7M and non-GAAP operating income soaring 124% to $48M. Full-year revenue jumped 51% to $587.9M, members grew 47% to 783K, while Rule 40 hit 81. Cash flow rocketed; $65M shares repurchased. Q1 2026 revenue guide: $171-173M. Stock comp drove GAAP swings.
8-K
$250M share buyback authorized
Hinge Health's board approved a $250 million repurchase of Class A shares on November 10, 2025, funded by cash and operations. Strong cash generation—$108 million from operations, $118 million free cash flow in first nine months—backs the move while eyeing growth and M&A. Program is flexible. Repurchases may not occur as planned.
10-Q
Q3 FY2025 results
Hinge Health crushed Q3 with revenue jumping 53% y/y to $154.2M, gross profit soaring 59% to $126.2M at 82% margin—up from 79%—while narrowing operating loss to $6.1M from $3.8M. Cash from operations hit $82.4M; free cash flow $81.3M (derived). Post-IPO stock comp spike faded, but YTD net loss widened to $560.4M from massive RSU vesting. Balance sheet shines: $261.3M cash, $233.8M marketable securities, no debt. Acquired assets for $4.0M in Feb 2025, adding $2.5M goodwill, $1.6M intangibles. Clients grew 25% to 2,560. Partner concentration risks loom large.
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