Weave Communications Inc (NYSE:WEAV)

Q3 2025 Weave Communications Inc Earnings Call Transcript

Oct 30, 2025 / 08:30 PM GMT

Release Date Price: $6.53 (-0.76%)

Transcript 10-Q8-K

Key Points

Positve

Weave Communications Inc (WEAV) reported a revenue of $61.3 million, marking a 17.1% year-over-year growth and exceeding the top end of their revenue guidance for the 15th consecutive quarter.
The company achieved a record high gross margin of 73%, which is more than 15 percentage points higher than at the time of their IPO.
Weave Communications Inc (WEAV) generated $5 million in free cash flow, reflecting disciplined execution and scalability.
The company is making significant advancements in AI-powered patient engagement and payment solutions, enhancing automation and efficiency for healthcare practices.
Weave Communications Inc (WEAV) is expanding its presence in the specialty medical vertical, which is more than triple the size of their dental, optometry, and veterinary segments combined.

Negative

Net revenue retention decreased after the effects of a previous price increase lapsed, indicating potential challenges in maintaining customer retention.
The company faces higher churn and lower average sales prices in new verticals, particularly in the early phases of expansion.
Despite strong growth in payments, the base is still relatively small, and significant efforts are needed to accelerate adoption.
Weave Communications Inc (WEAV) is still less than 1% penetrated in the specialty medical vertical, indicating a long road ahead for market capture.
The company is making targeted investments in go-to-market and engineering, which may impact short-term profitability as they focus on long-term growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WEAV.N - Weave Communications Inc
Q3 2025 Weave Communications Inc Earnings Call
Oct 30, 2025 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to Weave's third quarter 2025 financial results and conference call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. As a reminder, this conference is being recorded. If you would like to ask a question, please raise your hand. If you have dialed in today's call, please press 9 to raise your hand and 6 to unmute. I would now like to turn the conference over to your host, Mr. Mark McReynolds, head of investor relations.

Thank you. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.