Earnings summaries and quarterly performance for Weave Communications.
Executive leadership at Weave Communications.
Board of directors at Weave Communications.
Research analysts who have asked questions during Weave Communications earnings calls.
AS
Alexander Sklar
Raymond James Financial, Inc.
4 questions for WEAV
Also covers: AIOT, BL, DUOL +11 more
Brent Bracelin
Piper Sandler Companies
3 questions for WEAV
Also covers: ADBE, AMPL, ASAN +20 more
Hannah Rudoff
Piper Sandler Companies
3 questions for WEAV
Also covers: BASE, GLBE, MB +1 more
Mark Schappel
Loop Capital Markets
3 questions for WEAV
Also covers: ALTR, AZPN, DSGX +12 more
Matthew Kikkert
Stifel Financial
3 questions for WEAV
Also covers: BLKB, ENFN, GWRE +6 more
Parker Lane
Stifel Financial Corp.
3 questions for WEAV
Also covers: BLKB, BRZE, CXM +15 more
AS
Alex Sklar
Raymond James & Associates, Inc.
2 questions for WEAV
Also covers: ALKT, BL, GWRE +7 more
Kylie Towbin
Citigroup Inc.
2 questions for WEAV
Also covers: DOCU, NOW
MF
Michael Funk
Bank of America
2 questions for WEAV
Also covers: ADSK, AMT, ASAN +24 more
TG
Timothy Greaves
Loop Capital Markets LLC
2 questions for WEAV
Also covers: ARDT, PRCH
Henry Dane
Goldman Sachs
1 question for WEAV
Recent press releases and 8-K filings for WEAV.
Weave Communications Reports FY 2025 Financials and AI Product Strategy
WEAV
Revenue Acceleration/Inflection
Product Launch
Guidance Update
- Weave Communications reported $239 million in revenue for the year just finished, growing 17% year-over-year, and generated almost $13 million in free cash flow, up 24%.
- The company achieved a non-GAAP gross margin of 73.3%, demonstrating consistent improvement over 15 of the last 16 quarters since its IPO.
- Weave is expanding its market opportunity with the upcoming AI Receptionist product launch in Q2 2026 and continued growth in its payments solution, which is growing twice as fast as overall revenue.
- The total addressable market (TAM) in the U.S. for its vertical software and payments platform is estimated at $10 billion, with significant room for penetration, especially in the fast-growing specialty medical segment.
4 days ago
Weave Communications Discusses FY 2025 Performance and AI Product Launches
WEAV
Product Launch
New Projects/Investments
- Weave Communications reported $239 million in annual revenue, growing 17% year-over-year, and generated almost $13 million in free cash flow, up 24%.
- The company achieved a non-GAAP gross margin of 73.3%, marking sequential growth in 15 of the last 16 quarters, and anticipates continued gross margin scaling while moderating growth expectations for 2026 due to AI costs.
- Weave is launching an AI Receptionist and AI Omnichannel Receptionist in Q2 2026, which is expected to enhance customer value, drive upsell opportunities, and contribute to the company's growth in a $10 billion U.S. medical market where it is currently 10% penetrated.
- The payments segment is a key growth driver, expanding twice as fast as overall revenue by offering solutions that significantly improve collection rates for healthcare practices.
4 days ago
Weave Communications Discusses Financial Performance, AI Product Expansion, and Market Opportunity
WEAV
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Weave reported $239 million in revenue for the year, representing 17% year-over-year growth, and generated almost $13 million in free cash flow, a 24% increase.
- The company achieved a non-GAAP gross margin of 73.3%, having grown sequentially in 15 of the last 16 quarters, though 2026 growth expectations may moderate due to AI costs.
- Weave is expanding its total addressable market (TAM) into specialty medical, its fastest-growing segment, contributing to a U.S. medical TAM of approximately $10 billion with low current penetration.
- A significant product focus is the rollout of AI Receptionist functionality in Q2 2026, anticipated to enhance revenue, reduce operational costs, and create upsell opportunities.
- The payments segment is growing twice as fast as overall revenue, indicating a substantial under-penetrated opportunity focused on improving collections for healthcare practices.
4 days ago
Weave Communications Reports Strong Q4 2025 Results and Outlines 2026 AI Roadmap
WEAV
Earnings
Product Launch
New Projects/Investments
- Weave reported 17% year-over-year revenue growth for Q4 2025, reaching $63.4 million, and 17% revenue growth for the full year 2025. Gross margin expanded to a company record of 73.3% in Q4 2025, and operating income increased to $2.3 million. Free cash flow for the full year 2025 grew 24% to $12.9 million.
- The company's estimated total addressable market (TAM) expanded by approximately $7 billion to an estimated $22 billion due to growth in its product suite, including the acquisition of TrueLark. Weave is heavily investing in its AI-powered patient communications and engagement platform, with the omni-channel AI receptionist expected to reach general availability across all vertical markets in the first half of 2026.
- Weave announced a partnership agreement with CareCredit, the leading patient financing solution, aiming to give customers greater visibility into available patient credit and streamline the application process. The specialty medical vertical continued its strong momentum, becoming the second-largest vertical by location count in Q2 2025 and adding more locations in Q4 2025 than in any prior quarter.
- The net revenue retention rate in Q4 2025 was 93%, and the gross revenue retention rate was 89%. Weave expects gross revenue retention rates to trend back to historical ranges of 91%-93% over time due to customer experience initiatives implemented in 2025.
Feb 19, 2026, 9:30 PM
Weave Communications Announces Q4 and Full Year 2025 Results
WEAV
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Weave Communications reported FY 2025 total revenue of $239M, representing 17% year-over-year growth, with Q4 2025 total revenue reaching $63.4M, also up 17% year-over-year.
- The company achieved a Non-GAAP Gross Margin of 73.3% in Q4 2025, an improvement of 70 basis points year-over-year, and Non-GAAP Operating Income of $2.3M, marking a $500K year-over-year increase.
- FY 2025 Free Cash Flow was $12.9M, an improvement of $2.5M year-over-year, while Q4 2025 Free Cash Flow was $4.4M, a $1.7M year-over-year decrease.
- Weave operates as a leading vertical platform, providing AI-powered patient engagement and payment solutions to over 39,000 small and medium-sized healthcare practices, and is expanding through specialty medical verticals, payments, and AI innovations.
Feb 19, 2026, 9:30 PM
Weave Communications Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
WEAV
Earnings
Guidance Update
Product Launch
- Weave Communications delivered strong Q4 2025 results, with 17% year-over-year revenue growth and a record 73.3% gross margin, marking its 16th consecutive quarter of meeting or exceeding revenue guidance. For the full year 2025, total revenue grew 17% to $239 million, and free cash flow increased 24% to $12.9 million.
- The company provided Q1 2026 revenue guidance of $64.2 million-$64.8 million and operating income guidance of $1 million-$2 million. For the full year 2026, Weave expects total revenue between $273 million-$276 million and non-GAAP operating income between $8 million-$12 million.
- Weave ended 2025 with 39,625 active customer locations, an increase of 4,628 year-over-year, and reported a Q4 net revenue retention rate of 93%.
- Strategic initiatives include the continued rollout of its AI-powered patient communications platform, with a unified inbox launched in Q4 2025 and general availability of its omni-channel AI receptionist expected in the first half of 2026. Weave also announced a partnership with CareCredit and saw its Payments segment grow at more than twice the rate of total revenue in 2025.
Feb 19, 2026, 9:30 PM
Weave Communications Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
WEAV
Earnings
Guidance Update
New Projects/Investments
- Weave Communications reported strong financial performance for Q4 and full-year 2025, with 17% year-over-year revenue growth for both periods, reaching $239 million for the full year, and a record 73.3% gross margin in Q4.
- The company achieved $12.9 million in free cash flow for the full year, a 24% year-over-year increase, and full-year operating income of $4.1 million.
- Q4 2025 saw a net revenue retention rate of 93% and a gross revenue retention rate of 89%, with expectations for gross revenue retention to improve to 91%-93% over time.
- For 2026, Weave projects full-year revenue between $273 million and $276 million and non-GAAP operating income between $8 million and $12 million.
- Key strategic developments include the anticipated general availability of the omnichannel AI Receptionist in the first half of 2026, continued strong growth in the specialty medical vertical, and a new partnership with CareCredit.
Feb 19, 2026, 9:30 PM
Weave Announces Fourth Quarter and Full Year 2025 Financial Results
WEAV
Earnings
Guidance Update
- Weave reported total revenue of $63.4 million for Q4 2025, an increase of 17.0% year over year, and full year 2025 total revenue of $239.0 million, also up 17.0% year over year.
- For Q4 2025, the company achieved a Non-GAAP net income of $2.6 million or $0.03 per share, and for the full year 2025, Non-GAAP net income was $6.6 million or $0.09 per share.
- Full year 2025 net cash provided by operating activities was $17.5 million and free cash flow was $12.9 million.
- The company provided a Q1 2026 revenue outlook of $64.2 million to $64.8 million and a full year 2026 revenue outlook of $273.0 million to $276.0 million.
Feb 19, 2026, 9:05 PM
Weave Communications, Inc. Announces Fourth Quarter and Full Year 2025 Financial Results
WEAV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Weave Communications, Inc. reported total revenue of $239.0 million for the full year 2025, an increase of 17.0% year over year, with Q4 2025 revenue reaching $63.4 million, also up 17.0% year over year.
- For the full year 2025, the company achieved Non-GAAP net income of $6.6 million, or $0.09 per share, and a Non-GAAP income from operations of $4.1 million. GAAP net loss for the full year was $28.1 million, or $0.37 per share.
- Net cash provided by operating activities was $17.5 million for the full year 2025, and free cash flow was $12.9 million.
- The company ended 2025 with a Dollar-Based Net Retention Rate (NRR) of 93% and 39,625 customer locations, having added 4,628 net new customer locations during the year.
- For the full year 2026, Weave expects total revenue between $273.0 million and $276.0 million, and Non-GAAP income from operations between $8.0 million and $12.0 million.
Feb 19, 2026, 9:01 PM
WEAV Reports Strong Q3 2025 Financial Results with Continued Growth in Revenue and Free Cash Flow
WEAV
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- WEAV reported Q3 2025 Total Revenue of $61.3 million, a 17% year-over-year increase, with Software & Payments Revenue reaching $58.8 million, also up 17% year-over-year.
- For Q3 2025, the company achieved a Non-GAAP Gross Margin of 73.0% (a 50 bps YoY improvement) and generated $5.0 million in Free Cash Flow (a $1.5 million YoY increase), alongside $1.7 million in Non-GAAP Operating Income.
- Trailing Twelve Month (TTM) Q3 2025 figures show Total Revenue of $230 million and Subscription & Payment Processing Revenue of $220 million, both growing 17% year-over-year, with TTM Free Cash Flow at $14.6 million, an improvement of $7.4 million year-over-year.
- WEAV serves over 35,000 small and medium-sized healthcare practices, maintaining a 90% Gross Revenue Retention Rate in Q3 2025, and continues to expand its AI-powered patient engagement and payment solutions across healthcare verticals.
Oct 30, 2025, 8:30 PM
Quarterly earnings call transcripts for Weave Communications.
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