Weave Communications, Inc. Q4 2025 Earnings Call Summary

Moby Intelligence

Fri, February 20, 2026 astatine 7:30 AM CST 3 min read

• Achieved 17% year-over-year gross maturation successful Q4, marking the 16th consecutive 4th of gathering oregon exceeding the precocious extremity of gross guidance.

• Performance was driven by beardown adoption of payments and caller determination additions, peculiarly successful the specialty aesculapian vertical which saw grounds maturation successful Q4.

• Management attributes their competitory vantage to a 'data moat' built connected billions of diligent interactions and authorized integrations with signifier absorption systems that horizontal AI providers cannot replicate.

• The level is evolving from a connection instrumentality into an 'orchestration layer' that treats diligent interactions arsenic azygous persistent threads crossed voice, text, and AI agents.

• Strategic positioning focuses connected capturing the practice's labour fund by automating administrative tasks similar scheduling and billing, which are the largest components of SMB outgo structures.

• Gross borderline reached a grounds 73.3%, driven by unreality infrastructure efficiencies and the amortization of older telephone hardware and outgo terminals.

• The specialty aesculapian vertical, presently astatine astir 1% marketplace penetration, is positioned arsenic the superior maturation motor owed to its ample addressable marketplace and expanding integration depth.

• Full-year 2026 gross is projected betwixt $273 cardinal and $276 million, with maturation expected to accelerate successful the 2nd fractional arsenic caller AI products scope wide availability.

• General availability of omnichannel AI Receptionists crossed each vertical markets is slated for the archetypal fractional of 2026, enabling 24/7 automated diligent interaction.

• The 2nd fractional of 2026 volition absorption connected extending AI capabilities into autonomous intake and payments, including automated outgo requests aft claims adjudication.

• Management expects gross gross retention to inclination backmost toward humanities ranges of 91% to 93% arsenic newer vertical cohorts mature and integration extent increases.

• Operating income guidance of $8 cardinal to $12 cardinal for 2026 reflects a strategy to travel an accrued percent of incremental gross into profitability portion maintaining maturation investments.

• The acquisition of TrueLark expanded the full addressable marketplace by astir $7 cardinal to an estimated $22 cardinal by adding agentic front-office automation.

• Net gross retention (NRR) of 93% successful Q4 reflects the lapping of a 2024 terms summation that antecedently provided a 250 ground constituent uplift.

• Management highlighted a displacement successful the go-to-market exemplary from a full-service Account Executive (AE) attack to a much businesslike SDR/AE exemplary to thrust income productivity.

• A caller concern with CareCredit was announced to integrate diligent financing straight into the Weave platform, aimed astatine improving attraction acceptance rates and outgo volumes.