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Did Hinge Health beat or miss consensus estimates last quarter?

What guidance did Hinge Health's management provide for the next earnings period?

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What is the revenue and EPS growth rate for Hinge Health year over year?

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What does Hinge Health do and what are its main business segments?

What is Hinge Health's gross profit margin?

- **Revenue Growth**: $154M Q3 (53% YoY), LTM billings $624M (50% YoY). 
- **Profitability**: 83% gross margin, $81M free cash flow (53% margin). 
- **AI Innovation**: Robin AI assistant, movement analysis, 120% code output growth. 
- **Network Expansion**: 3,300+ HingeSelect providers, 86% member coverage. 
- **Guidance Update**: 2025 revenue $572-574M, operating margin 19%.

**【CEO Summary Section】**
- Q3 2025 revenue reached $154 million, up 53% year-over-year, with LTM billings of $624 million (50% YoY growth). 
- Gross margin improved to 83% (vs. 79% Q3 2024), driven by AI-enabled care team efficiency. 
- Introduced AI care assistant 'Robin' for 24/7 member support and movement analysis using Computer Vision. 
- Free cash flow hit $81 million (53% margin), up from $28 million in Q3 2024. 
- Reached 1.5 million lifetime members, with 86% of lives covered by HingeSelect network.

**【CFO Financial Commentary】**
- Revenue guidance raised to $572-574 million (47% YoY growth), up from $548-552 million. 
- Non-GAAP operating income guidance increased to $106-108 million (19% margin). 
- Q4 2025 revenue expected $155-157 million, with operating margin ~22%. 
- Strong collections and AI-driven cost savings led to $118 million YTD free cash flow. 
- Ended Q3 with $497 million cash, up from $415 million in Q2.

**【Q&A Highlights】**
- **AI Adoption**: 100% engineers using AI tools, code output +120%, developer satisfaction +32%. 
- **Sales Momentum**: 2,560 clients (25% YoY), ahead of Q3 2024 pace. 
- **HingeSelect**: 3,300+ provider locations, 86% network coverage, with clients representing millions of lives in pipeline. 
- **Federal Business**: Best year ever, no impact from government shutdown. 
- **Operating Efficiency**: Care team FTEs expected flat to down in 2026, reinvesting gross margin gains in R&D.

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