Weave Communications (WEAV) Earnings Date & Reports

Key Takeaways

• Weave Communications (WEAV) is expected to report third-quarter 2026 results in early November 2026, estimated around November 4, after the U.S. market close.
• Wall Street consensus calls for non-GAAP earnings of $0.04 per share on revenue of roughly $69.2 million, up from $61.3 million in the prior-year quarter.
• Management's own outlook points to Q3 revenue of $68.6 million to $69.6 million, while full-year 2026 revenue guidance was recently trimmed to $273 million to $275 million.
• Investors will watch payments momentum, adoption of AI-driven products, and dollar-based net revenue retention, which stood at 92% in Q1 2026.
• The company is progressing toward profitability, having posted a non-GAAP operating margin of 4.7% in Q2 2026.
• For more detail, explore Weave's Major News, Today's Price Move, Price Targets, and Forecast.
• Discover fresh market ideas with Tickeron's Trending AI Robots.

Earnings Context and Why It Matters

Weave Communications is a vertical Software-as-a-Service (SaaS) platform that provides an AI-powered patient communications, engagement, and payments suite for small and medium-sized healthcare practices. Its third-quarter 2026 report matters because it will show whether the company can sustain double-digit revenue growth and expanding margins while working through an internal sales-team reorganization. In Q2 2026, revenue grew 15.5% year over year to $67.5 million, payments revenue grew at roughly twice that pace, and non-GAAP operating income reached $3.2 million. Yet management lowered its full-year revenue outlook, citing a go-to-market transition. This quarter will test whether demand and execution have rebounded.

Earnings Expectations

Analysts expect Weave to report non-GAAP earnings of approximately $0.04 per share on revenue of about $69.2 million for the quarter ended September 30, 2026. That compares with revenue of $61.3 million and non-GAAP earnings of $0.02 per share in the same period a year earlier, implying growth of roughly 13%. The company's own guidance calls for third-quarter revenue of $68.6 million to $69.6 million.

Beyond the headline figures, investors will focus on several operating metrics: the growth rate of the payments business, the pace of new customer-location additions, and dollar-based net revenue retention (NRR), a measure of how much revenue existing customers generate over time. Weave reported NRR of 92% in Q1 2026, and management has indicated that monthly retention trends began to improve. Commentary on the AI Receptionist product, built on the TrueLark acquisition, will also be closely watched given its role in the company's long-term growth strategy.

AI Screener

Tickeron's AI Screener is an AI-powered stock and exchange-traded fund (ETF) discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener is designed to help identify trade ideas, trending stocks, and breakout candidates more efficiently than manual screening. For investors tracking names like Weave Communications, it offers a structured way to surface opportunities across the healthcare software landscape.

Market Reaction and Investor Sentiment

Sentiment heading into the third-quarter print is cautiously optimistic but mixed. Weave has a strong track record of meeting or exceeding revenue expectations, and its move toward non-GAAP profitability has resonated with investors. At the same time, the company's lowered full-year guidance and the ongoing sales-team restructuring have introduced some uncertainty about near-term growth. The market will likely react most sharply to revenue growth relative to the low end of guidance, any update to the full-year outlook, and signals on whether the sales transition is resolving. A clear beat-and-raise would likely reinforce the bullish case, while any further guidance reduction could weigh on the stock.

Forward Outlook and Key Factors to Monitor

Looking beyond the third-quarter report, investors should track several factors that will shape Weave's trajectory. The first is the pace of the payments business, which has consistently grown at roughly double the rate of total revenue and carries higher margins. Continued payments penetration remains central to the company's path toward its long-term gross margin target of 75% to 80%.

The second is the integration and monetization of AI products. The AI Receptionist and Call Intelligence tools are being rolled out to both mid-market and single-location customers, and management has signaled plans to introduce voice capabilities. Adoption and usage trends here will be a key indicator of future revenue per location.

Third, retention metrics deserve close attention. Reported NRR has been below 100%, which means existing customers are generating slightly less revenue over time. An inflection in this metric would be a meaningful sign that churn pressures are easing.

Finally, watch for any updates to full-year 2026 guidance and commentary on operating expenses. If the sales reorganization stabilizes, Weave could return to faster execution while continuing to expand operating leverage toward sustainable profitability.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations