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Waystar10-Q: Platform strategy

Waystar winning market share via accelerated implementations after competitor's cyber incident.

What happened

Waystar attributes 'heightened win rates' to a competitor's major 2024 cybersecurity incident, using 'accelerated implementation timelines' to press its advantage.

Source

SEC EDGARApr 29, 2026

Quarterly report (Form 10-Q)

Waystar 10-Q

Filing excerpt

Included within our net revenue retention rates for the twelve months ended March 31, 2026 and 2025 is the impact from the heightened win rates above our historically high rates and accelerated implementation timelines related to the cybersecurity incident of one of our competitors in February 2024.

sec.gov/Archives/edgar/data/1990354/000199035426000025/way-20260331.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Platform strategy

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 29, 2026

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The full record

From the Signal API record

Details

CIK
1990354
Accession number
0001990354-26-000025
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Platform tools needed
Signal category
Strategic

Topics and mentions

Technologies

  • cybersecurity

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
platformStrategy

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/532b7176-5a80-42b5-b401-8a742fefc0f2 returns this record as JSON. POST /v1/companies/enrich returns every signal for waystar.com.

{
  "signal_id": "532b7176-5a80-42b5-b401-8a742fefc0f2",
  "signal_type": "sec-10q",
  "signal_subtype": "platformStrategy",
  "detected_at": "2026-05-05T08:48:22.147+00:00",
  "company": {
    "name": "Waystar",
    "domain": "waystar.com"
  },
  "data": {
    "detail": "Waystar attributes 'heightened win rates' to a competitor's major 2024 cybersecurity incident, using 'accelerated implementation timelines' to press its advantage. This strategic focus on rapid, reliable onboarding creates an urgent need for tools that enhance implementation efficiency, platform stability, and security.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Waystar winning market share via accelerated implementations after competitor's cyber incident.",
    "excerpts": "Included within our net revenue retention rates for the twelve months ended March 31, 2026 and 2025 is the impact from the heightened win rates above our historically high rates and accelerated implementation timelines related to the cybersecurity incident of one of our competitors in February 2024.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1990354/000199035426000025/way-20260331.htm",
    "filing_date": "2026-04-29",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Platform tools needed",
    "signal_category": "strategic",
    "technologies_mentioned": [
      "cybersecurity"
    ]
  }
}

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