Weave Communications

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $67.5M slightly missed the $67.9M estimate, while GAAP EPS of -$0.05 beat the -$0.08 consensus due to disciplined OpEx. Subscription and payment processing revenue grew 15% YoY, though Net Revenue Retention (NRR) moderated to 92%. Adjusted EBITDA of $4.6M significantly outperformed expectations, driven by a 9% YoY reduction in G&A expenses and improved operational scale.