Weave Communications, Inc. completed its merger on October 26, 2026, becoming a wholly owned subsidiary of Willow Parent, LLC; shareholders received $7.40 per share, totaling approximately $597.46 million.
WEAV · Weave Communications, Inc.
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On October 22, 2026, Weave Communications, Inc. stockholders approved the Agreement and Plan of Merger with Willow Parent, LLC and Willow Merger Sub, Inc., with 58,845,446 votes for, 2,324,059 against, and 42,770 abstaining.
Weave Communications, Inc. issued supplemental merger disclosures after two stockholder complaints and 13 demand letters, while denying liability and stating merger consideration and special meeting timing are unchanged; the board continues to recommend voting for the merger.
Weave Communications, Inc. supplemented merger disclosures after two stockholder complaints and 13 demand letters; the disclosures do not change merger consideration or the October 22, 2026, 10:00 a.m. Eastern Time special meeting, and the board continues to recommend voting “FOR” adoption.
Weave Communications agreed to be acquired by Francisco Partners affiliates for $7.40 in cash per share. Stockholders will vote on the merger on October 22, 2026, and the board unanimously recommends approval.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
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
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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
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 8.29M | Six Months Ended June 30, 2026 | — |
| Free cash flow | 1.58M | Six Months Ended June 30, 2026 | — |
| Free cash flow margin non-GAAP | 13% | Three Months Ended June 30, 2026 filing | — |
| Net cash provided by operating activities as a percentage of revenue non-GAAP | 15% | Three Months Ended June 30, 2026 filing | — |
| Non-GAAP general and administrative non-GAAP | 20.3M | Six Months Ended June 30, 2026 | — |
| Non-GAAP gross margin non-GAAP | 72.9% | Six Months Ended June 30, 2026 | — |
| Non-GAAP gross profit non-GAAP | 96.96M | Six Months Ended June 30, 2026 | — |
| Non-GAAP income from operations non-GAAP | 5.72M | Six Months Ended June 30, 2026 | — |
| Non-GAAP income from operations margin non-GAAP | 4.3% | Six Months Ended June 30, 2026 | — |
| Non-GAAP net income non-GAAP | 6.1M | Six Months Ended June 30, 2026 | — |
| Non-GAAP net income margin non-GAAP | 4.6% | Six Months Ended June 30, 2026 | — |
| Non-GAAP net income per share - diluted non-GAAP | $0.08 | Six Months Ended June 30, 2026 | — |
| Non-GAAP research and development non-GAAP | 18.53M | Six Months Ended June 30, 2026 | — |
| Non-GAAP sales and marketing non-GAAP | 52.42M | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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.
|
$591.99M | -2.5% | +17.0% | — | 4.7% |
|
VEEV
Veeva Systems Inc
|
$49.09B | +35.8% | +28.1% | 49.6 | 2.6% |
|
TEM
Tempus AI, Inc.
|
$14.53B | +31.8% | +83.4% | — | 13.9% |
|
PMDIY
Pro Medicus Ltd.
|
$14.38B | -17.1% | — | — | 0.1% |
|
BTSG
BrightSpring Health Services, Inc.
|
$13.90B | +86.5% | +28.2% | 38.0 | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 26, 2026
- This year
- 29
Weave Communications, Inc. completed its merger on October 26, 2026, becoming a wholly owned subsidiary of Willow Parent, LLC; shareholders received $7.40 per share, totaling approximately $597.46 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WEAV | +0.0% | +0.7% | +21.5% | +0.3% | -2.5% |
| SPY | -0.4% | -1.5% | +5.8% | -0.4% | +11.5% |
| vs SPY | +0.4% | +2.2% | +15.7% | +0.6% | -14.0% |