Weave Communications (WEAV) reported strong Q4 and full-year 2025 results, demonstrating consistent revenue growth, record gross margin expansion, and improving profitability, driven by its expanding AI products and payment solutions. Despite challenges like customer churn in new verticals and high sales and marketing spending, the company is strategically investing in AI and payments, positioning itself for enhanced profitability and sustained growth, especially in the healthcare sector. Management provided an optimistic outlook for 2026, anticipating accelerated growth and improved operating income through the scaling of AI and payment offerings.
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Weave Communications Earnings Call Highlights AI-Led Shift
Weave Communications (WEAV) reported strong Q4 and full-year 2025 results, demonstrating consistent revenue growth, record gross margin expansion, and improving profitability, driven by its expanding AI products and payment solutions. Despite challenges like customer churn in new verticals and high sales and marketing spending, the company is strategically investing in AI and payments, positioning itself for enhanced profitability and sustained growth, especially in the healthcare sector. Management provided an optimistic outlook for 2026, anticipating accelerated growth and improved operating income through the scaling of AI and payment offerings.