WEAV — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-08-06

• We continue to add new products and functionality to our platform, broadening our use cases and applicability for different customers. In 2026, we introduced our omnichannel AI Receptionist built on Google Cloud's Gemini Enterprise Agent Platform, enabling practices to preserve conversation context …

• Revenue increased by $9.1 million, or 16%, compared to the three months ended June 30, 2025. Approximately $7.5 million of our revenue growth was attributable to revenue generated from new customer locations acquired during the 12 months subsequent to June 30, 2025. Approximately $1.5 million of the…

• The increase in cost of revenue was primarily due to an increase of $2.2 million in direct costs to support customer usage and growth of our customer base, including $0.8 million in fees and revenue shares to application providers, $0.8 million in connectivity costs, $0.4 million in payment processi…

• The increase in sales and marketing expenses was attributable to a $1.5 million increase in spend on demand generation driven by online display advertising and partner-sponsored demand generation programs and a $0.7 million increase in personnel-related expenses driven by salary and commissions.

• Research and development expenses remained relatively flat with an increase in capitalized software development costs of $0.6 million, offset by an increase of $0.5 million in software and subscription costs and $0.2 million in professional fees.

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• (1) Cost of revenue related to phone hardware represents depreciation of phone hardware over a 3-year useful life

• We continue to add new products and functionality to our platform, broadening our use cases and applicability for different customers. In 2025, among other new products, we introduced our AI receptionist, powered by TrueLark, which automatically follows up missed calls with a fully interactive, AI-p…

• Comparison of the Three Months Ended March 31, 2026 and 2025

• Revenue increased by $9.7 million, or 17%, compared to the three months ended March 31, 2025. Approximately $8.7 million of our revenue growth was attributable to revenue generated from new customer locations acquired during the 12 months subsequent to March 31, 2025. Approximately $1.0 million of t…

• The increase in cost of revenue was primarily due to an increase of $1.5 million in direct costs to support customer usage and growth of our customer base, including cloud infrastructure costs, fees paid to application providers, and connectivity and messaging costs. In addition, there was an increa…

Text added vs the prior filing · source: 10-Q · 2026-08-06

• •retention of employees and customers from the acquired company;

• MLTS best practices. The ongoing implementation of these requirements may increase our costs and make our solutions more expensive, which could adversely affect our results of operations.

• Privacy Policies, and obligations to third parties related to privacy, data protection, and information security (“Data Protection Obligations”).

• and competitors may be able to more effectively mimic our platform and methods of operations. Any of these events would have a material adverse effect on our business, results of operations and financial condition.

• •market perception regarding the impact of rapid technological advancements, including AI, on our competitive position, business model, or long-term growth;

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• trading price of our common stock. If we are unable to retain our employees, our business, results of operations and financial condition could be adversely affected.

• information about the caller’s location. Similar regulations exist in a number of states and Canada’s CRTC recently finalized recommendations for MLTS owners, operators, providers, and/or resellers to adopt MLTS best practices. The ongoing implementation of these requirements may increase our costs …

• property rights. If the protection of our intellectual property rights is inadequate to prevent use or misappropriation by third parties, the value of our brand and other intangible assets may be diminished and competitors may be able to more effectively mimic our platform and methods of operations.…

• In recent years, technology companies have experienced significant price and volume fluctuations that have affected and continue to affect the market prices of stock prices of these companies. In the past, stockholders have instituted securities class action litigation following periods of market vo…

• Our amended and restated certificate of incorporation provides that the Court of Chancery of the State of Delaware is the exclusive forum for the following types of actions or proceedings under Delaware statutory or common law: any derivative action or proceeding brought on our behalf, any action as…