“Silicon Valley Bank Credit Facility In August 2021, we established a revolving line of credit with SVB, a division of First-Citizens Bank & Trust Company (“SVB”), allowing for total borrowing capacity up to $50.0 million, subject to reduction 36 Table of Cont…”10-Q · May 5, 2026 ↗
Weave Communications, Inc.
WEAV
Market read
Weave Communications, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- WEAV's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if WEAV's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- WEAV's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +17.0% year over year.
- Operating margin changed +2.6 percentage points in the latest annual period.
- Net margin changed +2.1 percentage points in the latest annual period.
- Product pipeline and R&D has repeated favorable evidence across 4 filings.
- Diluted shares increased 6.5% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- EV/sales is 47% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
7.31Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Research and Development Three Months Ended March 31, Change 2026 2025 Amount Percentage (dollars in thousands) Research and development $ 10,814 $ 11,153 $ (339) (3) % The decrease in research and development expenses was primarily due to an increase in capi…”10-Q · May 5, 2026 ↗
“In addition, demand generation expenses increased by $2.4 million driven by our influencer marketing efforts and partnerships.”10-Q · Aug 7, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.3× · EV/sales 2.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for WEAV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for WEAV. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind WEAV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BANDBandwidth Inc.partnerMar 5, 2026 ▾
“Additionally, Bandwidth and Telnyx power the text messaging functionality of our platform.”
GLPFiling-linked namepartnerMar 5, 2026 ▾
“Global economic and business activities continue to face widespread macroeconomic uncertainties, which may continue for an extended period, and which could result in decreased spending by our existing and prospective customers and business partners, reduced d…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
WEAV is currently a Follower in the organic co-movement group AI-Powered Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for WEAV; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.