Core Insights - Hims & Hers Health, Inc. (HIMS) operates on a subscription-based model that emphasizes recurring customer engagement, with 2.5 million subscribers as of Q3 2025, highlighting the significance of this model for revenue generation [1][7] Group 1: Business Model and Customer Engagement - The majority of HIMS' online revenue comes from automatic, recurring billing rather than one-time purchases, allowing for continuous interaction with subscribers [1][7] - Recent product launches, including menopause care and lab testing, are designed to enhance long-term customer engagement across various life stages [2][7] - International expansion and investments in personalized care aim to broaden the range of services offered, increasing customer retention and lifetime value [3][7] Group 2: Competitive Landscape - American Well Corporation (AMWL) also emphasizes recurring customer engagement through subscription-based services, generating significant revenue from long-term contracts [4] - Medifast, Inc. (MED) focuses on long-term client relationships through coach-guided programs, reinforcing continuous engagement rather than short-term solutions [5] Group 3: Financial Performance and Valuation - HIMS shares have increased by 24.5% over the past year, outperforming the industry, which saw a decline of 0.5% [6] - The Zacks Consensus Estimate predicts a 77.8% improvement in HIMS' earnings per share from 2024 to 2025 [8] - HIMS' forward 12-month price-to-sales ratio is 2.9X, lower than the industry average of 4.7X but higher than its three-year median of 2.6X [9]

Core Insights - Unisys Corporation (UIS) is focusing on Device Subscriptions Service (DSS) as a growth driver within its Digital Workplace Solutions (DWS) segment, aligning innovations with client needs such as cost optimization and security [1][9] - The company has established a solid pipeline of DSS opportunities, leading to new client investments, including contracts for 380,000 devices with a global tech company and 21,000 devices with a biotech client [2][9] - Unisys has added technology partners Easy Vista and Freshworks to enhance its DWS ecosystem, expecting an increase in DSS signings in the latter half of the year [3][9] Competitive Landscape - Unisys is competing in the device-as-a-service (DaaS) market against major players like HP Inc. and Dell Technologies, both of which have established subscription-based hardware platforms [4] - HP's DaaS model offers bundled solutions with analytics-driven fleet management, targeting large enterprises for operational efficiency [5] - Dell's APEX and ProSupport services provide robust endpoint security and automation, emphasizing flexibility and integration similar to Unisys' approach [6][7] Financial Performance - Unisys shares have increased by 22.4% over the past three months, outperforming the industry growth of 5% [8] - The company's current valuation is attractive, with a forward 12-month price-to-earnings (P/E) ratio of 5.23X, indicating a discount compared to industry peers [11] - The Zacks Consensus Estimate predicts a year-over-year earnings increase of 28.9% for 2025 and 120.7% for 2026, with stable earnings estimates over the past month [13]