Weave Communications, Inc.
Weave Communications, Inc. develops cloud-based customer communication and payments software for small and medium-sized businesses, with a strong focus on healthcare practices. Its platform combines phone, messaging, scheduling, reviews, forms, marketing, and payment tools into a single system, and the company is based in the United States.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaRecurring access to the Weave software platform and related phone hardware.
Transaction-based revenue from Weave Payments used by customers and their end consumers.
Non-recurring setup, installation, and customer onboarding services.
Revenue associated with phone hardware provided under embedded lease arrangements.
Tuotteet
Raportoitu · osuus liikevaihdosta- Subscription and Payment Processing95,7 %
- Phone Hardware2,8 %
- Onboarding1,4 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Weave sells primarily to small and medium-sized businesses, especially healthcare practices that need a unified way to manage patient communication and payments. Its core end markets include dental, vision, veterinary, and medical practices, including multi-location groups and DSOs. Customers buy the platform to replace fragmented point solutions and manual workflows with a single system tied into their practice management software.
Buy the core platform for calls, messaging, scheduling, reviews, and payments to simplify daily operations.
Buy Weave Enterprise and analytics tools to standardize workflows and manage multiple offices centrally.
Use centralized communication and revenue-cycle tools across many dental locations.
Adopt the platform for patient engagement, scheduling, and payment collection workflows.
Strategia
Weave’s strategy is to deepen adoption of its integrated platform by small businesses while expanding into medium-sized, multi-location healthcare organizations. It is also emphasizing tighter product integration with PMS and EHR systems, broader use of Weave Payments, and a more capable enterprise offering to improve retention and increase platform value.
Multi-location customers can generate larger, stickier deployments and justify enterprise features.
Integrations with PMS and EHR systems improve workflow fit and reduce switching risk.
Payments and embedded workflows broaden revenue per customer beyond core subscriptions.
Maantiede
Weave is headquartered in Lehi, Utah and operates primarily in the United States. The business is built around U.S. healthcare practices, so its revenue exposure is concentrated in the domestic market and tied to U.S. regulatory and data-privacy requirements.
Riskit
Weave depends on third-party hardware, messaging, and payment providers, so supply interruptions or pricing changes can disrupt service delivery. Its platform also faces deliverability and regulatory risks tied to email, text messaging, and healthcare data privacy, which can affect customer retention and compliance costs. Competition is intense and fragmented, with many point solutions and practice-management systems already embedded in customer workflows.
- Third-party supplier and platform dependencyVaikutus: KorkeaTodennäköisyys: Kohtalainen
Phones, payment devices, messaging, and internal SaaS tools rely on outside vendors, sometimes single-source.
Kohdistuu - Email and SMS deliverability restrictionsVaikutus: KorkeaTodennäköisyys: Kohtalainen
If providers or mobile operators block or downgrade messages, customer engagement and platform value can fall.
Kohdistuu: Customer communications and marketing workflows
- Healthcare privacy and regulatory complianceVaikutus: KorkeaTodennäköisyys: Matala
The platform handles personal and health-related data, increasing exposure to HIPAA, CPRA, and similar rules.
Kohdistuu: U.S. healthcare practices and patient data
- Fragmented competitive landscapeVaikutus: KeskitasoTodennäköisyys: Matala
Customers can assemble point solutions from multiple vendors or stay with existing practice systems.
Kohdistuu: SMB healthcare software and communications
Kirjanpito
Harkinnanvaraiset erätSubscriptions, payments, onboarding, and embedded leases are recognized differently and affect comparability.
Vaikutus: Recurring revenue share and non-recurring setup fees
Customer collections and payment processing exposure require judgment on expected losses.
Vaikutus: Accounts receivable and revenue-related reserves
Capitalized acquisition costs and phone-hardware lease arrangements affect expense timing.
Vaikutus: Operating expenses, assets, and liabilities
Any acquisitions create impairment risk if expected synergies or growth do not materialize.
Vaikutus: Balance sheet carrying values and impairment charges
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