Weave Communications Inc (NYSE:WEAV)

Q4 2025 Weave Communications Inc Earnings Call Transcript

Feb 19, 2026 / 09:30 PM GMT

Release Date Price: $5.7 (-0.35%)

Transcript 10-K8-K

Key Points

Positve

Weave Communications Inc (WEAV) reported a 17% year-over-year revenue growth for Q4 2025, marking the 16th consecutive quarter of meeting or exceeding the high end of their revenue guidance range.
The company's gross margin expanded to a record 73.3%, demonstrating improved operational efficiency.
Operating income increased to $2.3 million, the highest level both in dollars and as a percentage of revenue.
Weave Communications Inc (WEAV) continues to expand its total addressable market, with the acquisition of TrueArk adding approximately $7 billion, bringing the total to an estimated $22 billion.
The company announced a partnership with CareCredit, enhancing its payment solutions and potentially increasing customer engagement and revenue.

Negative

The net revenue retention rate in Q4 was 93%, indicating some challenges in retaining revenue from existing customers.
Gross revenue retention rate was 89%, which, while strong, suggests room for improvement in customer retention.
The company faces higher churn rates in new verticals like specialty medical, which may impact overall growth.
There is a potential risk of disruption in software revenue models due to AI advancements, although Weave Communications Inc (WEAV) licenses per location and based on consumption.
Seasonal factors such as payroll tax limits and benefit renewals are expected to increase expenses in Q1 2026, potentially impacting short-term profitability.

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

WEAV.N - Weave Communications Inc
Q4 2025 Weave Communications Inc Earnings Call
Feb 19, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to Weave's 4th quarter and full year 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 Mariah Chilton, Investor relations.

Thank you. You may begin.

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Unidentified_2 [2]
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