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Weave Communications (WEAV) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 6, 2026 · Weave Communications (WEAV) Q2 2026 earnings results →

Q2 2026 Revenue up 16% year over year to $67.5M · 6¢ of every $1 of revenue lost · operating margin -6.5%

Weave Communications made $67.5M in Q2 2026 (+16% Y/Y): Subscription and payment processing $64.6M, Phone hardware $2.2M, Onboarding $782K. Operating margin -6.5%, net loss $4.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 6, 2026.

Revenue$67.5M
Year over year+16%
Operating margin-6.5%
Net earnings−$4.3M
Operating cash flow$10.2M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $67.5M in Q2 2026, up 16% year over year and up 3% from the previous quarter. Subscription and payment processing was the largest line at 96% of revenue. Subscription and payment processing added $8.6M year over year (up 15%), 95% of the total change. Onboarding declined 6%.

Gross margin was 72.0%, up 0.3 points from Q2 2025. Operating costs exceeded revenue by $4.4M, an operating margin of -6.5%. Operating expenses grew 2% against revenue growth of 16%. The quarter ended with a net loss of $4.3M, narrower than the previous quarter's $5.8M loss.

Operating cash flow was $10.2M (up 88% year over year). Non-cash charges added back $3.2M of depreciation and amortization and $7.0M of share-based compensation. Working capital and other items added $4.3M. After capitalized internal-use software costs ($906K) and purchases of property and equipment ($633K), free cash flow as the company reports it was $8.7M.

Quarterly history

Weave Communications revenue by quarterWeave Communications revenue by quarter$54.2MQ4 2024$55.8MQ1 2025$58.5MQ2 2025$61.3MQ3 2025$63.4MQ4 2025$65.5MQ1 2026$67.5MQ2 2026
Weave Communications net earnings by quarterWeave Communications net earnings by quarter−$6.7MQ4 2024−$8.8MQ1 2025−$8.7MQ2 2025−$8.7MQ3 2025−$1.8MQ4 2025−$5.8MQ1 2026−$4.3MQ2 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 6, 2026$67.5M+16%-6.5%−$4.3M$10.2M
Q1 202610-QMay 5, 2026$65.5M+17%-9.2%−$5.8M−$5.7M
Q4 202510-KMar 5, 2026$63.4M+17%-3.4%−$1.8M$6.2M
Q3 202510-QNov 6, 2025$61.3M+17%-14.6%−$8.7M$6.1M
Q2 202510-QAug 7, 2025$58.5M+16%-17.4%−$8.7M$5.4M
Q1 202510-QMay 9, 2025$55.8M+18%-16.7%−$8.8M−$219K
Q4 202410-KMar 13, 2025$54.2M+19%-13.6%−$6.7M$6.7M

Charts

Weave Communications: revenue growth, year over year and quarter over quarterWeave Communications: revenue growth, year over year and quarter over quarterY/YQ/Q+19%Q4 2024+18%+3%Q1 2025+16%+5%Q2 2025+17%+5%Q3 2025+17%+3%Q4 2025+17%+3%Q1 2026+16%+3%Q2 2026
Latest (Q2 2026): Y/Y +16%, Q/Q +3%.
Weave Communications: where the cash came from (+) and went (−), TTM to Q2 2026Weave Communications: where the cash came from (+) and went (−), TTM to Q2 2026Operating cash flow$16.9MNet borrowing (+) / repaid (−)−$7.2MTaxes on employees’ shares−$5.7MCash drawn (+) / kept (−)−$3.0MCapital spending−$2.6MOther financing$1.9MShares issued$666KAcquisitions−$537KOther investing−$428K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Weave Communications: profit against cash, quarter by quarterWeave Communications: profit against cash, quarter by quarterNet incomeOperating cash flow−$5.9M$4.5MQ3 2024−$6.7M$6.7MQ4 2024−$8.8M−$219KQ1 2025−$8.7M$5.4MQ2 2025−$8.7M$6.1MQ3 2025−$1.8M$6.2MQ4 2025−$5.8M−$5.7MQ1 2026−$4.3M$10.2MQ2 2026
Latest (Q2 2026): Net income −$4.3M, Operating cash flow $10.2M.
Weave Communications: diluted shares by fiscal year (split-adjusted)Weave Communications: diluted shares by fiscal year (split-adjusted)68MFY202062MFY202165MFY202268MFY202372MFY202476MFY2025
+12.0% since FY2020: more shares outstanding (issuance, stock pay); earlier years scaled for the 3-for-1 split before FY2022, 2-for-1 split before FY2021.
Weave Communications in its industry: growth against margin (192 companies, SIC 7372)Weave Communications in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERAMPLDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYWEAV (+16%, -6%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Weave Communications

Our mission is to elevate the patient experience through a unified platform that improves business operations so healthcare professionals can focus on patient care and realize their dreams. Weave is a leading AI-powered patient communications, engagement, and payments platform purpose-built for small and medium-sized (“SMB”) healthcare practices. We strive to elevate patient experiences through a unified platform that improves business operations, allowing healthcare professionals to focus on what matters most: patient care.

In its own words, from its 10-K, filed Mar 5, 2026.

Weave Communications against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +16% against the peers' median +16%. Operating margin: -6.5% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
WEAV Weave CommunicationsQ2 2026$67.5M+16%-6.5%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Weave Communications 10-Q on SEC EDGAR · CIK 1609151 · Services-Prepackaged Software

13F: who owns WEAV and who is buying

Largest holders of WEAV (13F)Largest holders of WEAV (13F)Vanguard Group$44.4MNewtyn Management, LLC$40.7MBlackRock$31.8MCrosslink Capital$25.6MPelion$23.4MDisciplined Growth Investors$18.0MVanguard Capital Management LLC$17.5MFirst Trust Capital Management L.…$17.0MVanguard Portfolio Management LLC$16.6MMarshall Wace, LLP$14.9M
Funds' net buying of WEAV by quarter (13F)Funds' net buying of WEAV by quarter (13F)$6.3M2024-09−$255M2024-12$65.3M2025-03−$2.2M2025-06−$9.3M2025-09−$32.5M2025-12$21.6M2026-03$35.9M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on WEAV

History

Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results

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