Weave Communications Matches Q4 EPS, Posts 17% Revenue Growth to $63.4M

WEAVWEAV

Weave Communications reported Q4 adjusted EPS of $0.03, matching consensus, and achieved $63.4 million in revenue, up 17% year-over-year and 0.5% above estimates. The shares have declined 24.6% year-to-date, while consensus for the coming quarter forecasts $0.02 EPS on $64.67 million in revenue.

1. Q4 Results

Weave Communications delivered adjusted EPS of $0.03 in Q4, matching the consensus estimate and equaling its performance a year ago. The company generated $63.4 million in revenue, surpassing the consensus by 0.5% and representing a 17% increase over Q4 2024.

2. EPS Trend

This quarter’s EPS surprise registered at -9.9%, a reversal from the prior quarter’s 100% upside surprise when the company reported $0.02 versus a $0.01 estimate. Over the last four quarters, Weave Communications has beaten EPS consensus in two periods, reflecting mixed execution against analyst expectations.

3. Stock Performance

Weave shares have fallen 24.6% since the start of the year, underperforming the S&P 500’s 0.5% gain. Investor sentiment appears cautious as the stock reacts to consistent estimate revisions and recent underperformance in the Internet - Software industry.

4. Outlook and Estimates

Analysts currently forecast next-quarter revenue of $64.67 million and EPS of $0.02, while full-year consensus stands at $274.83 million in revenue and $0.12 in EPS. Industry ranking places Internet - Software in the top 36% of peers, suggesting moderate sector strength.

Sources

FB