Weave Communications Q2 Earnings Call Highlights

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Sun, August 9, 2026 astatine 11:03 AM CDT 7 min read

Key Points

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Weave reported coagulated Q2 fiscal results: Revenue accrued 15.5% twelvemonth implicit twelvemonth to $67.5 million, portion non-GAAP operating income improved to $3.2 cardinal from breakeven. The institution besides generated $8.7 cardinal successful escaped currency travel and ended the 4th with $78.5 cardinal successful currency and short-term investments.
Sales-organization changes created a impermanent bookings shortfall: A modulation to verticalized inbound income and an SDR-based outbound exemplary affected bookings from May done July, with the interaction expected to measurement connected second-half revenue. Weave lowered its full-year gross outlook to $273 million-$275 cardinal but raised its operating-income forecast to $12 million-$14 million.
AI, payments and healthcare integrations stay maturation priorities: AI interactions surged, including a 165% summation successful customized AI usage, portion a deeper athenahealth integration expanded Weave's scope to much than 160,000 specialty aesculapian providers. Management said request remains strong, with imaginable benefits to retention, pricing and payment-processing growth.

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Weave Communications (NYSE:WEAV) reported second-quarter gross maturation and improved profitability, portion absorption said a modulation successful its income enactment created a impermanent bookings shortfall that prompted a revision to its full-year gross outlook.

Total gross roseate 15.5% twelvemonth implicit twelvemonth to $67.5 cardinal successful the 2nd quarter, CEO Brett White said. Payments gross grew astatine astir doubly the gait of full revenue, portion the institution added a grounds fig of caller locations connected some a gross and nett basis. Dental, Weave's largest vertical, added much locations connected a gross and nett ground than successful immoderate of the preceding 8 quarters.

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Weave's non-GAAP operating income reached $3.2 million, compared with breakeven successful the prior-year quarter, and operating borderline improved to 4.7%. CFO Jason Christiansen said the institution converted 34% of its year-over-year gross maturation into incremental operating income during the period.

Profitability Improves arsenic Sales Efficiency Rises

Gross nett accrued 16% twelvemonth implicit twelvemonth to $49 million, producing a gross borderline of 72.6%, up 30 ground points from a twelvemonth earlier. Subscription and payment-processing gross borderline was 77.9%.

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Christiansen said customer-support costs declined arsenic a percent of revenue, aided by exertion and AI adoption, merchandise enhancements and self-service capabilities. Those improvements were partially offset by higher messaging usage fees, adjustments to definite vendor invoices and elevated credit-card fees associated with a larger radical of customers paying annually successful advance.

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