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Weave Communications (WEAV)
NYSE:WEAV
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong, repeatable top-line growth (17% YoY), record gross margins, improving profitability and free cash flow, meaningful customer and product momentum (TrueLark acquisition, unified inbox, payments acceleration and a CareCredit partnership). At the same time, management acknowledged retention and churn headwinds tied to new vertical integrations, a high near-term sales & marketing cost base (40% of revenue), and that much of the AI-driven upside is phased into the back half of 2026. Overall, the positives around margin expansion, cash generation, product differentiation and a clear AI roadmap outweigh the manageable operational and timing challenges.Company Guidance
Consistent Revenue Growth
Q4 revenue of $63.4M, representing 17% year-over-year growth; full year 2025 revenue of $239M, also up 17% year-over-year.
Record Gross Margin Expansion
Q4 gross margin reached a company record of 73.3% (up ~70 basis points YoY) and full year gross margin expanded to 72.7% (up 80 basis points YoY), with sequential margin improvement in 15 of the last 16 quarters.
Improving Profitability and Operating Income
Q4 operating income of $2.3M (operating margin 3.6%), the highest level in dollars and as a percentage of revenue; operating income improved by over $0.5M vs Q4 2024. Full year operating income was $4.1M (1.7% margin) vs 0.4% prior year.
Strong Free Cash Flow and Liquidity
Full year free cash flow of $12.9M, up 24% year-over-year; Q4 free cash flow $4.4M. Cash and short-term investments ended Q4 at $81.7M (up $1.4M sequentially).
Customer Base and Location Growth
Ended 2025 with 39,625 active customer locations, an increase of 4,628 locations year-over-year, and sustained customer additions especially in specialty medical.
Payments Momentum and Partnerships
Payments revenue grew at more than twice the rate of total company revenue in 2025 with early adoption of features like automated reminders, bulk collections and surcharging; announced integration partnership with CareCredit to expand patient financing and increase payment volumes and treatment acceptance.
Strategic AI and Product Advances (TrueLark & Unified Inbox)
Acquisition of TrueLark expanded estimated TAM by roughly $7B to ~$22B; launched unified inbox in Q4 consolidating AI agent and staff interactions; omnichannel AI Receptionist (text + voice) expected GA in H1 2026 with expanded autonomous intake and payments planned for H2 2026. Notable customer anecdote: one customer books >1,200 appointments/month with AI Receptionist.
Operational Efficiency in G&A and R&D
G&A improved to $9.6M (15% of revenue) from 17% in Q4 2024 (over 200 bps improvement). R&D improved to 14% of revenue from 15% a year ago.
Forward Guidance Reflects Continued Growth and Profitability Improvements
Q1 2026 revenue guidance of $64.2M–$64.8M and operating income expected $1M–$2M; full year 2026 revenue guidance $273M–$276M and non-GAAP operating income guidance $8M–$12M, indicating continued top-line growth and margin expansion.
WEAV 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
WEAV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $5.70 | $5.42 | -4.91% |
Oct 30, 2025 | $6.53 | $7.41 | +13.48% |
Jul 31, 2025 | $7.30 | $6.83 | -6.44% |
May 05, 2025 | $10.70 | $9.45 | -11.68% |
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.
FAQ
When does Weave Communications (WEAV) report earnings?
Weave Communications (WEAV) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Weave Communications (WEAV) earnings time?
Weave Communications (WEAV) earnings time is at May 06, 2026, After Close (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 WEAV EPS forecast?
WEAV EPS forecast for the fiscal quarter 2026 (Q1) is 0.02.