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
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
| % | |
|---|---|
| Subscription platform | 78% Recurring access to the Weave software platform and related phone hardware. |
| Payment processing | 10% Transaction-based revenue from Weave Payments used by customers and their end consumers. |
| Onboarding and installation | 7% Non-recurring setup, installation, and customer onboarding services. |
| Embedded phone hardware leases | 5% 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...
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.
Weave is headquartered in Lehi, Utah and operates primarily in the United States. The business is built around U.S...
Weave’s strategy is to deepen adoption of its integrated platform by small businesses while expanding into...
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.
Weave depends on third-party hardware, messaging, and payment providers, so supply interruptions or pricing changes can...
Phones, payment devices, messaging, and internal SaaS tools rely on outside vendors, sometimes single-source.
If providers or mobile operators block or downgrade messages, customer engagement and platform value can fall.
The platform handles personal and health-related data, increasing exposure to HIPAA, CPRA, and similar rules.
Customers can assemble point solutions from multiple vendors or stay with existing practice systems.
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: 29.4.2026