WEAV

Weave Communications' stock has been impacted by several events in the past six months. In Q4 2025, the company reported revenue of $63.4 million, a 17% year-over-year increase, but missed non-GAAP net income per share estimates, leading to a stock decline. In Q1 2026, Weave announced strong financial results with revenue growth accelerating to 17.4% year-over-year, reaching $65.5 million, and the most customer location additions in a single quarter, exceeding analyst expectations and leading to a stock price increase. Weave's dollar-based net revenue retention fell to 93% in 2025, and gross revenue retention fell to 89%, indicating some pressure on expansion and churn. Weave has been enhancing its AI-powered platform, with over 50% of customer locations using embedded AI tools. The acquisition of TrueLark in May 2025 has bolstered Weave's automation capabilities.