<p>Weave Communications, Inc. 最近的財報電話會議展示了積極的情緒，強調了強勁的收入增長、盈利能力以及在人工智能和支付解決方案方面的顯著進展。儘管取得了這些成就，公司承認在留存指標和醫療實踐人員配置方面面臨挑戰，他們正在通過產品創新積極應對這些問題。</p>
<h2>收入增長與盈利能力</h2>
<p>Weave Communications 報告了 2025 年第三季度令人印象深刻的財務業績，收入達到 6130 萬美元，同比增長 17.1%。這標誌着公司連續第 15 個季度超出收入指引的上限。此外，毛利率創下 73% 的歷史新高，Weave 產生了 500 萬美元的自由現金流，突顯了其強大的財務健康和運營效率。</p>
<h2>人工智能與產品進展</h2>
<p>公司在人工智能驅動的解決方案方面取得了重大進展，特別是在患者參與和自動化方面。AI 接待員和通話智能等創新正在通過提升患者體驗和簡化運營來徹底改變醫療實踐。</p>
<h2>在專業醫療和中型市場的擴展</h2>
<p>Weave 在專業醫療領域的擴展取得了創紀錄的成果，包括與一家擁有 600 多個地點的專業醫療集團簽署了重大合同。這些領域繼續作為公司的強勁增長引擎，為其整體成功做出了重要貢獻。</p>
<h2>支付增長</h2>
<p>支付收入表現突出，增長速度超過總收入增長的兩倍。這一激增得益於新功能，如附加費和批量支付選項，進一步鞏固了支付平台作為 Weave 關鍵增長驅動力的地位。</p>
<h2>留存指標的挑戰</h2>
<p>儘管財務表現積極，Weave 在淨收入留存方面面臨挑戰，受之前價格上漲影響的留存率下降。此外，由於新集成，專業醫療領域的流失率也有所上升。</p>
<h2>醫療領域的人員配置挑戰</h2>
<p>公司發現醫療實踐中存在人員配置挑戰，超過 70% 的中小型醫療實踐在招聘和留住前台員工方面面臨困難。這個問題影響了患者溝通和運營效率，促使 Weave 專注於創新解決方案以緩解這些挑戰。</p>
<h2>前瞻性指引</h2>
<p>展望未來，Weave 將全年的收入指引上調至 2.38 億至 2.39 億美元，並更新其非 GAAP 運營收入指引至 330 萬至 430 萬美元。公司對其增長軌跡保持樂觀，得益於強勁的財務指標、人工智能解決方案的進展以及在專業醫療領域的持續成功。</p>
<p>總之，Weave Communications 的財報電話會議反映了強勁的業績，顯著的收入增長和盈利能力，得益於人工智能和支付解決方案的進展。儘管注意到留存指標和醫療人員配置方面的挑戰，但公司正在通過創新積極應對這些問題。前瞻性指引表明 Weave 的未來增長和成功仍然充滿樂觀。</p>

WEAV

<p>Weave Communications 報告了強勁的 2025 年第三季度財報，收入為 6130 萬美元，同比增長 17.1%，創下 73% 的歷史最高毛利率。公司強調了在人工智能解決方案和支付增長方面的進展，特別是在專業醫療領域。然而，Retention 指標和醫療實踐中的人員配置問題也得到了認可。Weave 將全年收入指引上調至 2.38 億至 2.39 億美元，儘管面臨當前挑戰，但對未來增長持樂觀態度</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. 最近的財報電話會議展示了積極的情緒，強調了強勁的收入增長、盈利能力以及在人工智能和支付解決方案方面的顯著進展。儘管取得了這些成就，公司承認在留存指標和醫療實踐人員配置方面面臨挑戰，他們正在通過產品創新積極應對這些問題。</p>
</div><h2>Revenue Growth and Profitability</h2>
<div class="lb-trans"><h2>收入增長與盈利能力</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 報告了 2025 年第三季度令人印象深刻的財務業績，收入達到 6130 萬美元，同比增長 17.1%。這標誌着公司連續第 15 個季度超出收入指引的上限。此外，毛利率創下 73% 的歷史新高，Weave 產生了 500 萬美元的自由現金流，突顯了其強大的財務健康和運營效率。</p>
</div><h2>AI and Product Advancements</h2>
<div class="lb-trans"><h2>人工智能與產品進展</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>公司在人工智能驅動的解決方案方面取得了重大進展，特別是在患者參與和自動化方面。AI 接待員和通話智能等創新正在通過提升患者體驗和簡化運營來徹底改變醫療實踐。</p>
</div><h2>Expansion in Specialty Medical and Mid-Market</h2>
<div class="lb-trans"><h2>在專業醫療和中型市場的擴展</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 在專業醫療領域的擴展取得了創紀錄的成果，包括與一家擁有 600 多個地點的專業醫療集團簽署了重大合同。這些領域繼續作為公司的強勁增長引擎，為其整體成功做出了重要貢獻。</p>
</div><h2>Payments Growth</h2>
<div class="lb-trans"><h2>支付增長</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>支付收入表現突出，增長速度超過總收入增長的兩倍。這一激增得益於新功能，如附加費和批量支付選項，進一步鞏固了支付平台作為 Weave 關鍵增長驅動力的地位。</p>
</div><h2>Challenges in Retention Metrics</h2>
<div class="lb-trans"><h2>留存指標的挑戰</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>儘管財務表現積極，Weave 在淨收入留存方面面臨挑戰，受之前價格上漲影響的留存率下降。此外，由於新集成，專業醫療領域的流失率也有所上升。</p>
</div><h2>Staffing Challenges in Healthcare</h2>
<div class="lb-trans"><h2>醫療領域的人員配置挑戰</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>公司發現醫療實踐中存在人員配置挑戰，超過 70% 的中小型醫療實踐在招聘和留住前台員工方面面臨困難。這個問題影響了患者溝通和運營效率，促使 Weave 專注於創新解決方案以緩解這些挑戰。</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>展望未來，Weave 將全年的收入指引上調至 2.38 億至 2.39 億美元，並更新其非 GAAP 運營收入指引至 330 萬至 430 萬美元。公司對其增長軌跡保持樂觀，得益於強勁的財務指標、人工智能解決方案的進展以及在專業醫療領域的持續成功。</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>總之，Weave Communications 的財報電話會議反映了強勁的業績，顯著的收入增長和盈利能力，得益於人工智能和支付解決方案的進展。儘管注意到留存指標和醫療人員配置方面的挑戰，但公司正在通過創新積極應對這些問題。前瞻性指引表明 Weave 的未來增長和成功仍然充滿樂觀。</p>
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Weave Communications 2025 年第三季度財報電話會議亮點