$HIMS Hims & Hers' Weight Loss Strategy Shakes Up Balance Sheet Metrics! 📉 Telehealth platform Hims & Hers surprised investors by missing Wall Street expectations for the first time, despite a 73% year-over-year increase in revenue to $544.8 million in the second quarter. This led to a 13% post-session drop in the stock. The primary reason behind this unexpected decline in figures is forced changes to the company's GLP-1 (weight loss) drug strategy. With the FDA's end of the semaglutide shortage, Hims was forced to change its sales model for more affordable generic GLP-1 drugs. This led to a decline in online GLP-1 revenue from $230 million in the first quarter to $190 million in the second quarter, and a decrease in average revenue per subscriber from $84 to $74. While the company achieved 31% year-over-year subscriber growth, reaching 2.4 million subscribers, uncertainties surrounding its GLP-1 strategy and developments such as the termination of its partnership with Novo Nordisk cast doubt on its growth narrative. Negative free cash flow is another concern. Hims & Hers will now attempt to navigate this challenging period by focusing on personalized GLP-1 therapies.

📊 $LLY | Eli Lilly Q2'25 Financial Results Strong Growth, Deepening Pipeline 🔹 Revenue: $15.56B (+38% YoY) 🟢 🔹 Adjusted EPS: $6.31 (+61% YoY) 🟢 🔹 Zepbound: $3.38B (+172%) 🔹 Mounjaro: $5.20B (+68%) 💡 Zepbound and Mounjaro solidify Eli Lilly's leadership in the metabolic diseases segment, with this quarter's results demonstrating momentum for both prescription penetration and patient acceptance of these products. 📌 FY25 guidance revised upward: ▫️ Revenue: $60–62B ▫️ Adj. EPS: $21.75–$23.00 🔬 Positive developments in the pipeline (Orforglipron, Jaypirca, Kisunla) present very strong catalysts that will support growth in the medium to long term. 💼 It also appears to be continuing its focus on innovation with the acquisitions of SiteOne and Verve Therapeutics and the Purdue collaboration. 📈 Comment: Eli Lilly is demonstrating not only strong sales growth but also a structural transformation. Supported by its leadership in the GLP-1 class, cardiometabolic protection data, and R&D investments, the pipeline offers a defensive and growth combination for long-term investors. #LLY #EliLilly #Balance Sheet #GLP1 #Zepbound #Mounjaro #HealthcareSector #StockAnalysis

📊 $CELH | Celsius Holdings Q2 25 Earnings 🔥 🚀 Revenue: $739.3M (Considered: $654.3M) 🟢 +84% YoY 💵 EPS (Adjusted): $0.47 (Considered: $0.24) 🟢 +68% YoY 📦 EBITDA: $210.3M ➕ +109% YoY 📈 US Ready-to-Energy Drink Market Share: 17.3% (+180bps) ▫️ CELSIUS: 11% (-130bps) ▫️ Alani Nu: 6.3% (+310bps) 🛒 Retail Sales Growth (YoY): ▫️ CELSIUS: +3% ▫️ Alani Nu: +129% ▫️ Total Portfolio: +29% 🌎 Revenue Breakdown: ▫️ North America: $714.5M (+87%) ▫️ International: $24.8M (+27%) 🎯 CEO: We're shaping the category with Celsius and Alani Nu. Sugar-free, functional energy is our responsibility! #CELH #Earnings #Celsius #AlaniNu #EnergyDrink #BalanceSheet #FinancialData #Investment

🎮 $U | Unity Q2 2025 Earnings Summary 🔹 Revenue: $440.9M (expected $426.7M) ✅ → However, -2% YoY contraction 🔹 Adj. EPS: $0.18 (expected -$0.28) ✅ 📊 Q2 Segment Details: 🔸 Create Solutions: $154M (+2% YoY) 🔸 Grow Solutions: $287M (-4% YoY) 🔸 Unity Ad Network: +15% QoQ → 49% of the Grow segment 📈 Q3 Guidance: 🔹 Revenue: $440M–$450M (expected $445.1M) ➖ 🔹 Adj. EBITDA: $90M–$95M 🔹 "Grow" segment: Mid-single-digit quarterly growth expected 🔹 "Create" segment: Slight contraction expected 💰 Operational Data: 🔹 Adj. EBITDA: $90M (21% margin) 🔹 Free Cash Flow: $127M (previously $80M) 🔹 Net Operating Cash: $133M (previously $88M) 🔹 Cash & Cash Equivalents: $1.70B ($1.53B in December 2024) 🗣️ CEO Matt Bromberg: This quarter is a turning point for Unity. Our Unity Vector strategy is reshaping our growth potential. We surpassed the upper bounds in both revenue and EBITDA. 📌 Comment: Unity delivered a strong positive surprise in EPS and EBITDA, but annual revenue remains negative. The growth side is declining, but the ad network's recovery is positive. The create side is experiencing stable but limited growth. There is a significant improvement in cash flow, and the balance sheet is becoming more resilient. 🔸 The "Unity Vector" strategy may herald a transformation. 🔸 Limited growth in the short term, with a more aggressive recovery possible in the medium term. 🔸 Margins are strong, and operational efficiency is improving. Unity is still in transition, but signs of a bottoming out are becoming clear. #Unity #U #Earnings #GameDev #AdTech #Q22025 #TechStocks #TradersPub #Investment #BalanceSheetAnalysis