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6Material company update
Apr 30, 2026·SEC
Material company update
Mar 30, 2026·SEC
Material company update
Feb 19, 2026·SEC
Weave Communications, Inc.(WEAV)Earnings, Financials & Key Ratios
WEAV•NYSE
$6.81
Price updated Jul 7, 2026
AboutWeave Communications, Inc. provides a customer communications and engagement software platform in the United States and Canada. Its platform enables small and medium-sized businesses to maximize the value of their customer interactions and minimize the time and effort spent on manual or mundane tasks. The company's products include Customized Phone System, a smarter phone system to identify whether incoming calls are from new or current customers, provide information at every call, and manages heavy call times; Weave Text Messaging to communicate with customers; Weave Missed Call Text to take action in real time upon notification of a missed call; Weave Team, a group messaging solution that helps businesses and their team members communicate with each other from their work stations; and Weave Mobile App to text customers, request payments, and receive and make calls. It also offers Weave Reviews to request, collect, monitor, and respond to reviews; Weave Email Marketing, an email system; Web Assistant Appointment Requests and Text Connect to interact with their existing and potential customers online directly through their websites; Weave Payments, a payment processing solution; Customer Insights to collect payments faster, improve personalized engagement with each customer, and recommend follow-up items; and Analytics to identify unscheduled treatments, canceled appointments, unpaid invoices, and other needs. In addition, the company provides Digital Forms to fill out critical information; and Scheduling to send automatic scheduling reminders through text message or email reminders. It serves customers in dental, optometry, veterinary, physical therapy, home services, audiology, medical specialty services, and podiatry industries. The company was formerly known as Recall Solutions, LLC and changed its name to Weave Communications, Inc. in October 2015. Weave Communications, Inc. was founded in 2008 and is headquartered in Lehi, Utah.Show more
- Revenue$239M+17.0%
- EBITDA-$12M+22.1%
- Net Income-$28M+1.0%
- EPS (Diluted)-0.37+7.5%
- Gross Margin72.09%+1.0%
- EBITDA Margin-5.19%+33.4%
- Operating Margin-12.1%+21.3%
- Net Margin-11.74%+15.4%
- ROE-37.56%+3.3%
WEAV Price & Volume
Weave Communications, Inc. (WEAV) stock price & volume — 10-year historical chart
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Operating Leverage Gains Offset By Revenue Deceleration
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Decelerating
Profitability:Negative
Financial:Adequate
Cash Flow:Improving
Primary Risk:Customer acquisition cost efficiency
Key Thesis Takeaways
- Weave Communications demonstrates early signs of operational discipline as operating margins improved from -17.5% in 2023Q4 to -9.2% in 2026Q1, yet the company faces significant headwinds from decelerating revenue growth, which slowed to 17.4% in the most recent quarter.
- The reliance on stock-based compensation, totaling $7.1 million in 2026Q1, continues to obscure the path to GAAP profitability and masks the underlying cash-burn rate.
- Investors should remain cautious regarding the company's ability to maintain pricing power amidst increasing industry consolidation, which threatens the long-term sustainability of its independent practice market model.
Verdict Logic
while operating margins have improved to -9.2% in 2026Q1, the company's $51.3 million debt load and reliance on $7.1 million in quarterly stock-based compensation warrant a cautious approach until consistent GAAP profitability is demonstrated.
WEAV Growth Metrics
Weave Communications, Inc. (WEAV) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years24.5%
3 Years18.92%
TTM16.79%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM16.59%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM25.07%
Return on Capital
10 Years-39.05%
5 Years-33.78%
3 Years-25.56%
Last Year-24.54%
WEAV Recent Earnings
Weave Communications, Inc. (WEAV) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.03+50.0%
$0.02
Rev
$66M+1.4%
$65M
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$0.03+0.0%
$0.03
Rev
$63M+0.5%
$63M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.02+100.0%
$0.01
Rev
$61M-2.9%
$63M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.02+66.7%
$0.01
Rev
$58M-3.7%
$61M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.03vs $0.02+50.0% | $66Mvs $65M+1.4% |
| Q1 2026 | Feb 19, 2026 | $0.03vs $0.03+0.0% | $63Mvs $63M+0.5% |
| Q4 2025 | Oct 30, 2025 | $0.02vs $0.01+100.0% | $61Mvs $63M-2.9% |
| Q3 2025 | Jul 31, 2025 | $0.02vs $0.01+66.7% | $58Mvs $61M-3.7% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Weave Communications, Inc. (WEAV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $6.81 | $535.6M | -18.41 | 16.99% | -11.74% | -37.56% | — | |
| $101.93 | $177.27B | 21.87 | 6.45% | 33.26% | 19.08% | — | |
| $71.12 | $2.46B | 14.60 | 37.13% | 27.04% | 41.92% | — | |
| $237.59 | $166.46B | 170.93 | 35.82% | 12.31% | 3.49% | — | |
| $10.95 | $676.84M | 292.00 | 14.48% | 1.85% | 2.79% | — | |
| $22.74 | $4.25B | 23.20 | 13.05% | 30.4% | 19.36% | — |
Compare WEAV vs Peers
Weave Communications, Inc. (WEAV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
WEAV SEC Filings & Documents
Weave Communications, Inc. (WEAV) SEC filings — annual & quarterly reports (10-K, 10-Q)
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WEAV Frequently Asked Questions
Weave Communications, Inc. (WEAV) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Weave Communications, Inc.'s revenue?
Weave Communications, Inc. (WEAV) reported $248.7M in revenue for fiscal year 2025. This represents a 444% increase from $45.7M in 2019.
How fast is Weave Communications, Inc. growing?
Weave Communications, Inc. (WEAV) grew revenue by 17.0% over the past year. This is strong growth.
Is WEAV profitable?
Weave Communications, Inc. (WEAV) reported a net loss of $25.0M for fiscal year 2025.
Dividend & Returns
What is WEAV's return on equity?
Weave Communications, Inc. (WEAV) has a return on equity (ROE) of -37.6%. Negative ROE indicates the company is unprofitable.
What is Weave Communications, Inc.'s free cash flow?
Weave Communications, Inc. (WEAV) generated $9.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.