What Waystar's latest 10-Q says: 7 signals

Waystar filed its latest 10-Q with the SEC on Jul 29, 2026. It discusses CFO change, cybersecurity incident and cybersecurity investment.

Public (WAY)Software Development5,001 to 10,000 employeeswaystar.comLinkedIn

Filed: Jul 29, 2026
Filings: 2
Signals: 16

10-Q · latest 10

What Waystar's 10-Q filings say

10-Q
Filed Jul 29, 2026 · 7 signals
SEC EDGAR
- CFO changeNeutral
  Waystar appoints new CFO Alpana Wegner, effective August 1, 2026, replacing Steven Oreskovich.
  $7M
  New CFO's sign-on equity award grant date value
  AIcloud
- Cybersecurity incidentNegative
  Waystar suffered a data breach in June 2026, exposing source code and client PHI/PII.
  Unauthorized actors acquired source code and inactive data files containing Protected Health Information (PHI) and Personally Identifiable Information (PII) for under 1% of clients.
  1%
  Maximum percentage of clients whose PHI/PII was included in the breached data.
  cloud
- Governance changePositive
  Board authorizes new $200M stock repurchase program with $187M remaining.
  The Board of Directors approved a $200 million stock repurchase plan, signaling strong financial health and available capital.
  $200M
  Total authorized stock repurchase plan.
- Cybersecurity investmentNegative
  Waystar identifies AI-enabled tools as a growing and sophisticated cybersecurity threat.
  The company explicitly acknowledges that AI-enabled tools are increasing the scale and effectiveness of cyber attacks, creating new vulnerabilities.
  AI
- Inflation impactNegative
  Waystar faces a potential $7.4M interest expense impact from a 100 basis point rate change.
  The company quantifies its sensitivity to interest rate fluctuations, stating a 1% change would impact interest expense by $7.4M over six months.
  $7.4M
  Potential impact on interest expense over six months from a 100 basis point (1%) rate change.
- Margin pressureNegative
  Waystar faces $7.4M interest expense risk from a 100bps rate change.
  The company's profitability is sensitive to interest rate volatility, with a 100 basis point change impacting interest expense by $7.4 million over six months.
  $7.4M
  Potential impact on interest expense from a 100 basis point rate change over six months.
  1%
  Hypothetical interest rate change (100 basis points).
10-Q
Filed Apr 29, 2026 · 9 signals
SEC EDGAR
- Platform strategyPositive
  Waystar winning market share via accelerated implementations after competitor's cyber incident.
  Waystar attributes 'heightened win rates' to a competitor's major 2024 cybersecurity incident, using 'accelerated implementation timelines' to press its advantage.
  cybersecurity
- Market share lossPositive
  Waystar reports 'heightened win rates' after a competitor's February 2024 cybersecurity incident
  The company is capitalizing on a competitor's major cybersecurity failure, leading to accelerated customer acquisition and implementation.
- Acquisition completedNeutral
  Waystar spent $1.8M on M&A integration in Q1 2026, signaling post-merger system challenges.
  The company incurred $1.8 million in acquisition and integration costs during the quarter, indicating active post-merger activities are underway.
  $1.8M
  Acquisition and integration costs in Q1 2026
- Capex increasePositive
  Investing activities surge 277% to $112.5M, driven by equipment and property purchases
  The company's cash used in investing activities increased by $82.6 million year-over-year, explicitly for 'more purchases of property and equipment'.
  $112.5M
  Net cash used in investing activities in Q1 2026
  276.7%
  YoY increase in net cash used in investing activities

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Earnings calls

Waystar earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call date	Period	What the company said
Oct 29, 2025	Q3 FY2025	Raised full-year revenue and EBITDA guidance, signaling strong momentum.The company significantly increased its 2025 financial outlook, raising revenue guidance by $53 million and adjusted EBITDA by $31 million. This indicates strong business performance, financial health, and confidence in future growth, suggesting available budget for strategic projects.
Oct 29, 2025	Q3 FY2025	Actively reinvesting in innovation, cybersecurity, and go-to-market capabilities.The CFO and CEO both stated the company is deliberately reinvesting profits into key strategic areas, including innovation, cybersecurity, and GTM teams. This indicates active budget allocation and a receptive environment for vendors in these domains.
Oct 29, 2025	Q3 FY2025	Targeting the $20B annual problem of claim denials for customers.Waystar is explicitly building AI-powered solutions to address the $20 billion annual cost of claim denials that their provider clients face. This focus on a specific, high-value pain point indicates a strong market need for denial prevention and recovery automation.
Oct 29, 2025	Q3 FY2025	Rapidly integrating Iodine acquisition, creating cross-sell opportunities.Waystar is aggressively integrating the newly acquired Iodine Software, including cross-training sales teams to pursue upsell opportunities across both legacy client bases. This major organizational alignment creates an immediate opening for partners who can support this new, combined go-to-market motion.
Oct 29, 2025	Q3 FY2025	Launched new AI-powered products for denial prevention and patient finance.Waystar's fall innovation showcase introduced new AI capabilities targeting major healthcare financial challenges, including denial prevention and patient collections. This product expansion requires supporting infrastructure and creates partnership opportunities for data and technology vendors.
Oct 29, 2025	Q3 FY2025	High-value customer base grew 11% year-over-year.The number of clients generating over $100,000 in annual revenue grew to 1,306, an 11% increase. This strong growth with large enterprise clients indicates successful market penetration and a need to scale infrastructure and support systems.

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One POST /v1/companies/enrich call with waystar.com returns Waystar 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"waystar.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Waystar 10-Q

When did Waystar file its latest 10-Q?

Waystar filed its latest 10-Q on Jul 29, 2026. The one before it was filed on Apr 29, 2026.

What did Waystar disclose in its latest 10-Q?

From the filing dated Jul 29, 2026: Waystar appoints new CFO Alpana Wegner, effective August 1, 2026, replacing Steven Oreskovich.

What did Waystar say on its recent earnings calls?

Q3 FY2025: Raised full-year revenue and EBITDA guidance, signaling strong momentum. (dated Oct 29, 2025).

Where can I read Waystar's 10-Q filing?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1990354/000199035426000035/way-20260630.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Sep 30, 2026.

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What Waystar's latest 10-Q says: 7 signals

What Waystar's 10-Q filings say

Waystar earnings headlines

Track Waystar with the Signal API

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