<p>Weave Communications, Inc. 最近的财报电话会议展示了积极的情绪，强调了强劲的收入增长、盈利能力以及在人工智能和支付解决方案方面的显著进展。尽管取得了这些成就，公司承认在留存指标和医疗实践人员配置方面面临挑战，他们正在通过产品创新积极应对这些问题。</p>
<h2>收入增长与盈利能力</h2>
<p>Weave Communications 报告了 2025 年第三季度令人印象深刻的财务业绩，收入达到 6130 万美元，同比增长 17.1%。这标志着公司连续第 15 个季度超出收入指引的上限。此外，毛利率创下 73% 的历史新高，Weave 产生了 500 万美元的自由现金流，突显了其强大的财务健康和运营效率。</p>
<h2>人工智能与产品进展</h2>
<p>公司在人工智能驱动的解决方案方面取得了重大进展，特别是在患者参与和自动化方面。AI 接待员和通话智能等创新正在通过提升患者体验和简化运营来彻底改变医疗实践。</p>
<h2>在专业医疗和中型市场的扩展</h2>
<p>Weave 在专业医疗领域的扩展取得了创纪录的成果，包括与一家拥有 600 多个地点的专业医疗集团签署了重大合同。这些领域继续作为公司的强劲增长引擎，为其整体成功做出了重要贡献。</p>
<h2>支付增长</h2>
<p>支付收入表现突出，增长速度超过总收入增长的两倍。这一激增得益于新功能，如附加费和批量支付选项，进一步巩固了支付平台作为 Weave 关键增长驱动力的地位。</p>
<h2>留存指标的挑战</h2>
<p>尽管财务表现积极，Weave 在净收入留存方面面临挑战，受之前价格上涨影响的留存率下降。此外，由于新集成，专业医疗领域的流失率也有所上升。</p>
<h2>医疗领域的人员配置挑战</h2>
<p>公司发现医疗实践中存在人员配置挑战，超过 70% 的中小型医疗实践在招聘和留住前台员工方面面临困难。这个问题影响了患者沟通和运营效率，促使 Weave 专注于创新解决方案以缓解这些挑战。</p>
<h2>前瞻性指引</h2>
<p>展望未来，Weave 将全年的收入指引上调至 2.38 亿至 2.39 亿美元，并更新其非 GAAP 运营收入指引至 330 万至 430 万美元。公司对其增长轨迹保持乐观，得益于强劲的财务指标、人工智能解决方案的进展以及在专业医疗领域的持续成功。</p>
<p>总之，Weave Communications 的财报电话会议反映了强劲的业绩，显著的收入增长和盈利能力，得益于人工智能和支付解决方案的进展。尽管注意到留存指标和医疗人员配置方面的挑战，但公司正在通过创新积极应对这些问题。前瞻性指引表明 Weave 的未来增长和成功仍然充满乐观。</p>

WEAV

<p>Weave Communications 报告了强劲的 2025 年第三季度财报，收入为 6130 万美元，同比增长 17.1%，创下 73% 的历史最高毛利率。公司强调了在人工智能解决方案和支付增长方面的进展，特别是在专业医疗领域。然而，Retention 指标和医疗实践中的人员配置问题也得到了认可。Weave 将全年收入指引上调至 2.38 亿至 2.39 亿美元，尽管面临当前挑战，但对未来增长持乐观态度</p>

<p>The recent earnings call for Weave Communications, Inc. showcased a positive sentiment, highlighting strong revenue growth, profitability, and notable advancements in AI and payment solutions. Despite these achievements, the company acknowledged challenges in retention metrics and staffing within healthcare practices, which they are actively addressing through product innovation.</p>
<div class="lb-trans"><p>Weave Communications, Inc. 最近的财报电话会议展示了积极的情绪，强调了强劲的收入增长、盈利能力以及在人工智能和支付解决方案方面的显著进展。尽管取得了这些成就，公司承认在留存指标和医疗实践人员配置方面面临挑战，他们正在通过产品创新积极应对这些问题。</p>
</div><h2>Revenue Growth and Profitability</h2>
<div class="lb-trans"><h2>收入增长与盈利能力</h2>
</div><p>Weave Communications reported impressive financial results for Q3 2025, with revenue reaching $61.3 million, representing a 17.1% year-over-year growth. This marks the 15th consecutive quarter where the company has exceeded the top end of its revenue guidance. Additionally, the gross margin hit a record high of 73%, and Weave generated $5 million in free cash flow, underscoring its strong financial health and operational efficiency.</p>
<div class="lb-trans"><p>Weave Communications 报告了 2025 年第三季度令人印象深刻的财务业绩，收入达到 6130 万美元，同比增长 17.1%。这标志着公司连续第 15 个季度超出收入指引的上限。此外，毛利率创下 73% 的历史新高，Weave 产生了 500 万美元的自由现金流，突显了其强大的财务健康和运营效率。</p>
</div><h2>AI and Product Advancements</h2>
<div class="lb-trans"><h2>人工智能与产品进展</h2>
</div><p>The company has made significant strides in AI-powered solutions, particularly in patient engagement and automation. Innovations such as the AI receptionist and Call Intelligence features are revolutionizing healthcare practices by enhancing patient experiences and streamlining operations.</p>
<div class="lb-trans"><p>公司在人工智能驱动的解决方案方面取得了重大进展，特别是在患者参与和自动化方面。AI 接待员和通话智能等创新正在通过提升患者体验和简化运营来彻底改变医疗实践。</p>
</div><h2>Expansion in Specialty Medical and Mid-Market</h2>
<div class="lb-trans"><h2>在专业医疗和中型市场的扩展</h2>
</div><p>Weave’s expansion into specialty medical verticals has yielded record results, including a major contract with a 600+ location specialty medical group. These sectors continue to serve as robust growth engines for the company, contributing significantly to its overall success.</p>
<div class="lb-trans"><p>Weave 在专业医疗领域的扩展取得了创纪录的成果，包括与一家拥有 600 多个地点的专业医疗集团签署了重大合同。这些领域继续作为公司的强劲增长引擎，为其整体成功做出了重要贡献。</p>
</div><h2>Payments Growth</h2>
<div class="lb-trans"><h2>支付增长</h2>
</div><p>Payments revenue has been a standout performer, growing at more than double the rate of total revenue growth. This surge is driven by new features like surcharging and bulk payment options, reinforcing the payments platform as a key growth driver for Weave.</p>
<div class="lb-trans"><p>支付收入表现突出，增长速度超过总收入增长的两倍。这一激增得益于新功能，如附加费和批量支付选项，进一步巩固了支付平台作为 Weave 关键增长驱动力的地位。</p>
</div><h2>Challenges in Retention Metrics</h2>
<div class="lb-trans"><h2>留存指标的挑战</h2>
</div><p>Despite the positive financial performance, Weave faced challenges with net revenue retention, which declined after the effects of a previous price increase diminished. Additionally, higher churn rates were observed in specialty medical verticals due to newer integrations.</p>
<div class="lb-trans"><p>尽管财务表现积极，Weave 在净收入留存方面面临挑战，受之前价格上涨影响的留存率下降。此外，由于新集成，专业医疗领域的流失率也有所上升。</p>
</div><h2>Staffing Challenges in Healthcare</h2>
<div class="lb-trans"><h2>医疗领域的人员配置挑战</h2>
</div><p>The company identified staffing challenges within healthcare practices, with over 70% of SMB healthcare practices struggling to hire and retain front desk staff. This issue impacts patient communication and operational efficiency, prompting Weave to focus on innovative solutions to mitigate these challenges.</p>
<div class="lb-trans"><p>公司发现医疗实践中存在人员配置挑战，超过 70% 的中小型医疗实践在招聘和留住前台员工方面面临困难。这个问题影响了患者沟通和运营效率，促使 Weave 专注于创新解决方案以缓解这些挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>Looking ahead, Weave has raised its full-year revenue guidance to $238-$239 million and updated its non-GAAP operating income guidance to $3.3-$4.3 million. The company remains optimistic about its growth trajectory, driven by robust financial metrics, advancements in AI solutions, and continued success in specialty medical verticals.</p>
<div class="lb-trans"><p>展望未来，Weave 将全年的收入指引上调至 2.38 亿至 2.39 亿美元，并更新其非 GAAP 运营收入指引至 330 万至 430 万美元。公司对其增长轨迹保持乐观，得益于强劲的财务指标、人工智能解决方案的进展以及在专业医疗领域的持续成功。</p>
</div><p>In conclusion, Weave Communications’ earnings call reflected a strong performance with significant revenue growth and profitability, driven by advancements in AI and payment solutions. While challenges in retention metrics and healthcare staffing were noted, the company is proactively addressing these issues through innovation. The forward-looking guidance suggests continued optimism for Weave’s future growth and success.</p>
<div class="lb-trans"><p>总之，Weave Communications 的财报电话会议反映了强劲的业绩，显著的收入增长和盈利能力，得益于人工智能和支付解决方案的进展。尽管注意到留存指标和医疗人员配置方面的挑战，但公司正在通过创新积极应对这些问题。前瞻性指引表明 Weave 的未来增长和成功仍然充满乐观。</p>
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Weave Communications 2025 年第三季度财报电话会议亮点