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- **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.

Hinge Health, Inc. (HNGE) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

HNGE

HNGE fundamentals

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