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    Aaron Kessler • Seaport Research Partners

    Aaron Kessler's questions to Hims & Hers Health Inc (HIMS) leadership

    Aaron Kessler's questions to Hims & Hers Health Inc (HIMS) leadership • Q1 2025

    Question

    Aaron Kessler asked about the gross margin outlook for the remainder of the year and the company's strategic thinking on future opportunities like longevity, sleep, and preventative care.

    Answer

    CFO Yemi Okupe projected that gross margins would increase sequentially, driven by economies of scale and growth in more tenured, higher-margin specialties. CEO Andrew Dudum described preventative care as a major future opportunity, expecting it to become a mass-market category in 2-5 years. He positioned Hims & Hers to be a leader in curating affordable, consumer-friendly offerings in this space.

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    Aaron Kessler's questions to Hims & Hers Health Inc (HIMS) leadership • Q4 2024

    Question

    Aaron Kessler inquired about the timing for launching new offerings like menopause and low testosterone support, enabled by the recent lab testing acquisition, and its expected impact on growth versus revenue per subscriber.

    Answer

    CEO Andrew Dudum anticipates bringing the whole-body testing capabilities to market in the first half of the year or early in the second half, which will be the key to unlocking these new clinical categories. CFO Yemi Okupe added that they expect continued expansion in revenue per subscriber, driven by the introduction of premium, multi-condition treatments and new offerings like liraglutide.

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    Aaron Kessler's questions to Hims & Hers Health Inc (HIMS) leadership • Q3 2024

    Question

    Aaron Kessler asked about potential new sub-verticals within the Hers business following the hiring of Dr. Jessica Shepherd, and requested a performance update on the company's traditional categories like sexual health and dermatology.

    Answer

    CEO Andrew Dudum highlighted that the Hers business is the fastest-growing part of the company. He connected the hiring of Dr. Shepherd, an OB/GYN, and the acquisition of a 503(b) pharmacy capable of sterile injectables to future expansion into areas like menopause and hormonal therapy. He reaffirmed that the core business remains robust, citing the 40%+ year-over-year subscriber growth excluding GLP-1s, driven by strong demand for personalized solutions.

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    Aaron Kessler's questions to Duolingo Inc (DUOL) leadership

    Aaron Kessler's questions to Duolingo Inc (DUOL) leadership • Q4 2024

    Question

    Aaron Kessler asked for details on AI investments, questioning if they are primarily for Duolingo Max and voice calls, and inquired about the pricing strategy for Max in less developed regions.

    Answer

    CEO Luis von Ahn detailed that AI investments serve two purposes: internal automation to decrease costs and accelerate content creation, and feature development like 'Video Call' which adds real-time query expenses. He noted the company is prioritizing feature development over cost optimization for now. Regarding pricing, he stated that while Max is priced too high for some poorer countries like India to ensure profitability, the company expects to lower these prices over time as AI costs decrease.

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    Aaron Kessler's questions to Duolingo Inc (DUOL) leadership • Q3 2024

    Question

    Aaron Kessler asked for details on the marketing strategy to promote intermediate English content and requested an update on international growth, particularly in markets with newly appointed country managers.

    Answer

    CEO Luis von Ahn Arellano explained that the marketing for advanced English content will focus on influencers and efficacy-driven stories rather than their typical 'unhinged' social media. However, he reiterated that word-of-mouth will be the primary growth driver. On international growth, he reported strong, broad-based DAU growth and confirmed the success of the country manager model in markets like Japan and Korea, with plans to expand into Italy and Turkey.

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    Aaron Kessler's questions to GoDaddy Inc (GDDY) leadership

    Aaron Kessler's questions to GoDaddy Inc (GDDY) leadership • Q4 22024

    Question

    Aaron Kessler asked about the incremental uplift from Airo, given its significant contribution to web presence bookings, and inquired about internal efficiencies being gained from AI.

    Answer

    CEO Aman Bhutani described Airo's impact as 'green shoots,' noting it has demonstrated higher conversion, attach, and early signs of better renewal rates. CFO Mark McCaffrey added that higher average order size is a positive indicator. Bhutani also mentioned ongoing AI investments for internal efficiency, such as GABI and conversational bots, with more to come.

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