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Waystar Holding Corp. (WAY)
NASDAQ:WAY
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.33Last Year’s EPS
0.04Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 5.60%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
Waystar demonstrated strong financial performance with significant revenue and EBITDA growth, driven by robust client retention and innovative AI solutions. While economic volatility presents challenges, the company remains confident in its recession-resistant business model and increased guidance for 2025.Company Guidance
During the Waystar First Quarter 2025 Earnings Conference Call, the company reported a strong start to the fiscal year with a 14% increase in revenue and a 16% rise in adjusted EBITDA year-over-year. This performance has led Waystar to raise its full-year guidance. Specifically, the company generated $256 million in revenue, achieving a 114% net revenue retention rate, and expanded its client base with 1,244 clients generating over $100,000 in trailing 12-month revenue. The company also highlighted the successful launch of its AI-powered platform, AltitudeAI, which has significantly improved client operational efficiency and reimbursement outcomes. Additionally, Waystar sustained its adjusted EBITDA margin at 42%, aligning with its long-term target of approximately 40%, and reported an unlevered free cash flow of $79 million, with a conversion ratio of 73%. The company's net leverage ratio stood at 2.5x at the end of Q1. Furthermore, Waystar increased its revenue guidance for 2025 to a range of $1.006 billion to $1.022 billion and adjusted EBITDA guidance to between $406 million and $414 million.Strong Revenue and EBITDA Growth
Waystar delivered Q1 revenue growth of 14% year-over-year, totaling $256 million, and adjusted EBITDA growth of 16% year-over-year to $108 million.
Net Revenue Retention Rate
Waystar achieved a net revenue retention rate of 114%, reflecting strong client retention and expansion.
Platform Innovation and AI Adoption
Launch of AltitudeAI, Waystar’s comprehensive suite of AI capabilities, with early adopters reporting significant operational improvements, including an 85% auto approval rate and a 70% reduction in time spent on authorizations.
Increased 2025 Guidance
Waystar raised its revenue guidance to a range of $1.006 billion to $1.022 billion and adjusted EBITDA guidance to a range of $406 million to $414 million.
Client and Market Recognition
Waystar received multiple number one rankings in industry reports and maintained a net promoter score that exceeds industry benchmarks.
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WAY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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WAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $37.17 | $39.46 | +6.16% |
Feb 18, 2025 | $45.35 | $45.11 | -0.53% |
Nov 06, 2024 | $29.44 | $31.69 | +7.64% |
Aug 07, 2024 | $21.58 | $23.84 | +10.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Waystar Holding Corp. (WAY) report earnings?
Waystar Holding Corp. (WAY) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Waystar Holding Corp. (WAY) earnings time?
Waystar Holding Corp. (WAY) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WAY EPS forecast?
WAY EPS forecast for the fiscal quarter 2025 (Q2) is 0.33.
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