{"schema_version":"secwatch.filing_event.v1","accession":"0001990354-26-000024","form_type":"8-K","ticker":"WAY","cik":"0001990354","company_name":"Waystar Holding Corp.","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.356267+00:00","generated_at":"2026-05-15T02:30:33.340056+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Waystar Q1 revenue $313.9M (+22% YoY); non-GAAP EPS $0.42; FY2026 guidance issued","bullets":["Revenue $313.9M (+22% YoY); GAAP net income $43.3M ($0.22 EPS), non-GAAP net income $81.2M ($0.42 EPS).","Adjusted EBITDA $135.4M (43% margin); cash from ops $84.9M, unlevered FCF $90.3M.","Subscription revenue $172.2M (+38%); volume-based revenue $139.5M (+7%); NRR 111%; 1,433 high-value clients (+15%).","FY2026 guidance: revenue $1.274B-$1.294B; Adj. EBITDA $530M-$540M; non-GAAP EPS $1.59-$1.68."],"urls":{"canonical":"https://secwatch.observer/filing/0001990354-26-000024","json":"https://secwatch.observer/filing/0001990354-26-000024.json","markdown":"https://secwatch.observer/filing/0001990354-26-000024.md","text":"https://secwatch.observer/filing/0001990354-26-000024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000024/0001990354-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000024/way-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:30:33.340056+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c227491dbac08f2350d9357f35d1dc8e30f80c70","claim":"Waystar Holding Corp. reported the first quarter ended March 31, 2026 results: revenue $313.9 million, net income $43.3 million. Guidance reaffirmed.","evidence_excerpt":"come in ahead of our internal expectations, reinforcing our confidence as providers increasingly standardize on Waystar.\" First Quarter 2026 Financial Highlights • Revenue of $313.9 million, up 22% year-over-year • Net income of $43.3 million, GAAP net income per diluted share of $0.22, and net income margin of 14% • Non-GAAP net income of $81.2 million and non-GAAP","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000024/0001990354-26-000024-index.htm","confidence":0.7,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$313.9 million"},{"label":"Net income","value":"$43.3 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}