Weave Posts 17% Q4 Growth, 73.3% Margin and $2.3M Operating Income
Weave Communications delivered 17% year-over-year revenue growth in Q4 2025 and achieved a record 73.3% gross margin alongside $2.3 million operating income. The company expanded its total addressable market by $7 billion through TrueArk acquisition and launched a CareCredit partnership to boost payment solutions.
1. Record Q4 Financial Performance
Weave Communications reported 17% year-over-year revenue growth for Q4 2025, marking its 16th consecutive quarter at or above the high end of guidance. Gross margin rose to 73.3% and operating income climbed to $2.3 million, both record highs reflecting improved efficiency and scale.
2. TAM Expansion via TrueArk Acquisition
The acquisition of TrueArk added approximately $7 billion to Weave’s total addressable market, bringing it to an estimated $22 billion. This move broadens the company’s opportunity in existing and new verticals, positioning it for accelerated long-term growth.
3. Partnership with CareCredit and Retention Challenges
A new partnership with CareCredit integrates patient financing solutions into Weave’s platform to increase payment volumes and customer stickiness. However, net revenue retention slipped to 93% and gross retention to 89%, with higher churn in specialty medical and seasonal expense headwinds expected in Q1 2026.