WEWORK

What WeWork India Management promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 18 tracked 4 delivered 1 missed 13 open
  • Value-Added Services Revenue Share at risk said Q3 FY26 Promised: 12% to 14% of our overall revenue on an ongoing steady state basis Q1 FY27: Management revised guidance to 11-12% for VAS and added a 3-4% target for Digital. The Q1 VAS run-rate was ~1.4%, significantly below the revised target.
  • Revenue Growth delivered said Q2 FY26 Promised: Targeting upwards of 20% type of growth numbers Q4 FY26: Delivered 23% YoY revenue growth for FY26, exceeding the >20% target.
  • Capacity Expansion (Desks) missed said Q2 FY26 Promised: 20,000 to 25,000 desk additions year-over-year Q4 FY26: Added 17,500 seats in FY26, missing the 20,000-25,000 target. Management guided for ~28,000 additions in FY27.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 18 tracked commitments for WeWork India Management — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens