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$HIMS 的 quarter numbers on the guidance the company gave itself are a beat-and-raise on both fronts: revenue was $753.2 million, up 38% year over year, above its guidance of $680.0 million to $700.0 million; adjusted EBITDA was $60.30 million, above guidance of $35.0 million to $55.0 million. Subscribers were 2.891 million, up 19%. Average monthly revenue per subscriber was $92, up 21%. The price moved by 31.35, -2.15%.
What got penalized was the profit margin guidance. Full-year revenue guidance was raised from $2.8–$3.0 billion to $3.1–$3.3 billion, with the midpoint increasing by $300 million. In the same period, full-year adjusted EBITDA guidance was lowered from $2.75–$3.50 billion to $2.75–$3.25 billion, with the midpoint decreasing by $125 million. With this additional $300 million of revenue, the incremental EBITDA profit margin is not higher than zero.