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.

−8,0 %

72,1 %

−11,7 %

+17,0 %

1.24

1.24

— Weave Communications, Inc.
%
Subscription platform78% Recurring access to the Weave software platform and related phone hardware.
Payment processing10% Transaction-based revenue from Weave Payments used by customers and their end consumers.
Onboarding and installation7% Non-recurring setup, installation, and customer onboarding services.
Embedded phone hardware leases5% Revenue associated with phone hardware provided under embedded lease arrangements.

Weave sells primarily to small and medium-sized businesses, especially healthcare practices that need a unified way to...

  • Single-location SMB healthcare practicesprimary

    Buy the core platform for calls, messaging, scheduling, reviews, and payments to simplify daily operations.

  • Multi-location healthcare groupsprimary

    Buy Weave Enterprise and analytics tools to standardize workflows and manage multiple offices centrally.

  • Dental service organizations (DSOs)secondary

    Use centralized communication and revenue-cycle tools across many dental locations.

  • Vision, veterinary, and medical practicessecondary

    Adopt the platform for patient engagement, scheduling, and payment collection workflows.

Weave is headquartered in Lehi, Utah and operates primarily in the United States. The business is built around U.S...

  • Headquartered in Lehi, Utah, United States
  • Revenue is primarily generated in the U.S. market
  • Customer base is concentrated in U.S. healthcare practices
  • Operations are exposed to U.S. privacy and healthcare regulations
  • International exposure appears limited in the disclosed materials

Weave’s strategy is to deepen adoption of its integrated platform by small businesses while expanding into...

01
Expand multi-location healthcare penetrationmedium-term

Multi-location customers can generate larger, stickier deployments and justify enterprise features.

02
Deepen platform integrationshort-term

Integrations with PMS and EHR systems improve workflow fit and reduce switching risk.

03
Increase monetization of payments and workflow toolsmedium-term

Payments and embedded workflows broaden revenue per customer beyond core subscriptions.

Weave depends on third-party hardware, messaging, and payment providers, so supply interruptions or pricing changes can...

high

Third-party supplier and platform dependency

Phones, payment devices, messaging, and internal SaaS tools rely on outside vendors, sometimes single-source.

Scope
Yealink, Stripe, Bandwidth, Telnyx and other vendors
Materiality
high
high

Email and SMS deliverability restrictions

If providers or mobile operators block or downgrade messages, customer engagement and platform value can fall.

Scope
Customer communications and marketing workflows
Materiality
high
high

Healthcare privacy and regulatory compliance

The platform handles personal and health-related data, increasing exposure to HIPAA, CPRA, and similar rules.

Scope
U.S. healthcare practices and patient data
Materiality
high
medium

Fragmented competitive landscape

Customers can assemble point solutions from multiple vendors or stay with existing practice systems.

Scope
SMB healthcare software and communications
Materiality
medium
Revenue mix and timing
Recurring revenue share and non-recurring setup fees
Allowance for credit losses
Accounts receivable and revenue-related reserves
Deferred contract costs and lease accounting
Operating expenses, assets, and liabilities
Goodwill and acquired intangibles
Balance sheet carrying values and impairment charges

: 29.4.2026