WEAV · Weave Communications, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Weave reported Q2 revenue of $67.5 million (+15.5% YoY) with record new location adds and a sharp operating margin expansion to 4.7%, but issued full-year 2026 revenue guidance of $273–$275 million reflecting go-to-market transition disruption, while simultaneously raising full-year non-GAAP operating income guidance to $12–$14 million.
- + Q2 total revenue grew 15.5% YoY to $67.5 million with payments growing at roughly twice that rate.
- + Added a record number of new locations in Q2, both gross and net, with dental posting its strongest adds in eight quarters.
- + Operating margin expanded to 4.7% from roughly break-even a year ago, exceeding the top end of guidance.
- + Sales and marketing expense improved 240 basis points sequentially as a percentage of revenue.
- + Full-year 2026 non-GAAP operating income guidance was raised to $12–$14 million.
- + Free cash flow was $8.7 million in Q2, up from $4.5 million a year ago.
- − Full-year 2026 revenue guidance was set to $273–$275 million, reflecting go-to-market transition disruption that caused May–July bookings to come in below expectations.
- − Q2 GAAP loss from operations was $4.4 million; the company continues to report a GAAP net loss.
- − Q3 revenue guidance of $68.6–$69.6 million reflects only modest sequential growth as booking disruption flows through.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Health Information Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WEAV
this stock
Weave Communications, Inc.
|
$586.79M | -4.0% | +17.0% | — | 6.6% |
|
VEEV
Veeva Systems Inc
|
$43.69B | +16.6% | +28.1% | 44.2 | 3.0% |
|
TEM
Tempus AI, Inc.
|
$14.05B | +31.8% | +83.4% | — | 16.3% |
|
PMDIY
Pro Medicus Ltd./ADR
|
$12.33B | -28.9% | — | — | 0.0% |
|
BTSG
BrightSpring Health Services, Inc.
|
$11.73B | +51.6% | +28.2% | 35.9 | 5.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WEAV | -0.3% | +0.0% | +66.8% | -0.3% | -4.0% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | +0.1% | +0.1% | +46.7% | +0.4% | -15.7% |