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• HubSpot for local service businesses.
• Square, but focused on customer communication and front-office operations for service-based SMBs.

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• Customized Phone System: A smart phone system designed to identify callers, provide information, and manage heavy call times for businesses.
• Weave Text Messaging: A service enabling businesses to communicate with customers through text messages.
• Weave Missed Call Text: Automatically sends a text message to customers who have missed a call, prompting real-time action.
• Weave Team: A group messaging solution that facilitates internal communication among business team members.
• Weave Mobile App: A mobile application allowing businesses to text customers, request payments, and manage calls on the go.
• Weave Reviews: A platform for businesses to request, collect, monitor, and respond to customer reviews.
• Weave Email Marketing: An email system for businesses to execute and manage marketing campaigns.
• Web Assistant & Text Connect: Tools that enable online interaction with customers directly through a business's website for appointment requests and communication.
• Weave Payments: A payment processing solution designed to streamline customer transactions.
• Customer Insights: A service that helps businesses collect payments faster, improve personalized engagement, and recommend follow-up actions.
• Analytics: Provides tools to identify unscheduled treatments, canceled appointments, unpaid invoices, and other operational needs.
• Digital Forms: Enables customers to fill out critical information electronically.
• Scheduling: A feature that sends automatic appointment reminders via text message or email.

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Weave Communications (WEAV) sells primarily to other companies, specifically small and medium-sized businesses (SMBs).

The provided information does not list specific major customer company names. However, Weave Communications serves customers across the following industries:

• Dental practices
• Optometry practices
• Veterinary practices
• Physical therapy clinics
• Home services businesses
• Audiology clinics
• Medical specialty services
• Podiatry clinics

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Brett White, Chief Executive Officer

Brett White has been the CEO of Weave since October 2022, after serving as President and Chief Operating Officer, and a member of the board of directors since July 2020. Prior to Weave, Mr. White held executive-level positions at various technology companies. He served as the Chief Financial Officer for Mindbody, Inc. from July 2013, and also as its Chief Operating Officer from 2016 to 2020. Mindbody, Inc. was later acquired by Vista Equity Partners. His background also includes roles as Chief Financial Officer at Meru Networks (which was acquired by Fortinet, Inc.) and Vice President of Finance at Oracle. Mr. White’s career demonstrates a pattern of managing companies, including those with private equity backing and those that were acquired.

Jason Christiansen, Chief Financial Officer

Jason Christiansen is Weave's Chief Financial Officer, a role he assumed in a planned succession at the end of Q1 2025. Before becoming CFO, he served as Weave's Vice President of Finance for three years, playing a pivotal role in the company's IPO and driving key corporate initiatives, including developing Weave's payments business strategy. Prior to joining Weave, Jason held senior leadership roles at inContact and NICE, where he gained extensive experience scaling SaaS companies. He is a certified public accountant.

Marcus Bertilson, Chief Operating Officer

Marcus Bertilson serves as the Chief Operating Officer of Weave. He brings extensive experience in scaling technology for small and medium-sized business (SMB) customers, with a deep understanding of delivering best-in-class customer experience and a strong track record of strategy development and growth execution.

David McNeil, Chief Revenue Officer

David McNeil is a seasoned revenue leader with over 25 years of experience in SaaS sales, go-to-market strategy, partnerships, and operational excellence. He has a proven track record of driving growth at companies such as Tebra, HubSpot, and Salesforce.

Abhi Sharma, Chief Technology Officer

Abhi Sharma is an experienced technology leader recognized for scaling high-performing engineering teams and driving AI-powered innovation. His career includes leadership roles at major technology companies such as Salesforce, Oracle, Amazon, and Microsoft. Most recently, he led Research & Development for Twilio's communications business.

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Key Risks to Weave Communications (WEAV)

• Intense and Evolving Competition: Weave Communications operates in a highly competitive and dynamic market with numerous direct and indirect rivals. This competitive landscape poses risks that competitors could innovate faster, lower prices, or capture market share, which may put pressure on Weave's margins and slow its growth.
• Regulatory and Compliance Pressures: The company's products and services are subject to complex and changing regulations, particularly within the healthcare sector, as well as those from entities like the FCC, industry standards, and emerging frameworks for artificial intelligence (AI). Failure to comply with these regulations could lead to significant fines, operational restrictions, or a loss of market access.
• Dependence on Small and Medium-Sized Healthcare Businesses (SMBs): Weave's business is heavily concentrated on serving the SMB healthcare vertical. This focus carries unique risks, including the susceptibility of SMBs to unfavorable economic conditions and macroeconomic uncertainties. Additionally, many customers utilize monthly subscriptions, which can make revenue less predictable and increase the risk of churn.

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The rapid advancement and widespread adoption of Artificial Intelligence (AI) capable of autonomously managing sophisticated customer communications, intelligent call handling, scheduling, payments, and analytics. Such AI-powered platforms could offer more deeply integrated and efficient solutions directly within existing enterprise software or as standalone services, potentially diminishing the need for Weave's specialized, module-based platform for small and medium-sized businesses.

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1. Expansion into Specialty Medical Verticals: Weave Communications is actively focusing on expanding its presence in specialty medical markets, which has been identified as its fastest-growing segment. The company added more specialty medical locations in Q4 2025 than in any previous quarter, and management remains confident in capturing share in this area. While new verticals like specialty medical can initially have higher churn rates, Weave views this expansion as a significant growth opportunity.
2. Launch and Growth of AI-Powered Solutions: A key driver is Weave's accelerating AI-driven product roadmap, including the acquisition of TrueLark (an AI Receptionist) and the launch of a unified inbox and omnichannel AI Receptionist capabilities. These AI solutions are designed to optimize practice operations, enhance practitioner-patient relationships, and expand Weave's total addressable market by an estimated $7 billion to $22 billion. Management anticipates these new products will positively impact revenue growth, particularly in the latter half of 2026 as they are rolled out and evolve towards more autonomous intake and payments.
3. Growth of the Payments Platform: Weave Payments continues to be a significant contributor to revenue growth, with payments experiencing a remarkable 40% year-over-year increase in Q3 2025 and growing at more than twice the rate of total revenue in 2025. The integration of patient financing solutions, such as the partnership with CareCredit, is expected to enhance payment volumes and increase customer engagement and revenue. This higher-margin revenue stream is contributing to gross margin expansion.
4. Customer Acquisition and Increased Locations: The addition of new customer locations remains a fundamental driver of revenue growth. Weave ended 2025 with nearly 40,000 active customer locations, an increase of over 4,600 locations year over year. The company's platform streamlines disparate point solutions for small and medium-sized healthcare practices, making it easier to attract, engage, and retain patients, which directly translates to new customer additions.

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Capital Allocation Decisions for Weave Communications (WEAV)

Share Repurchases

• As of December 2024, Weave Communications had repurchased shares valued at $12.7 million over the preceding twelve months.

Share Issuance

• Weave Communications completed its Initial Public Offering (IPO) on November 11, 2021, issuing 5 million shares and raising $120 million.
• The company recognized stock-based compensation expenses related to its Employee Stock Purchase Plan (ESPP) of $0.9 million in 2025, $0.9 million in 2024, and $0.7 million in 2023.
• In March 2026, the General Counsel and Corporate Secretary received a grant of 150,000 restricted stock units (RSUs) at no cash cost.

Outbound Investments

• In May 2025, Weave Communications acquired TrueLark, an AI-powered receptionist platform, for $25 million in cash and $10 million in equity. This acquisition was intended to expand Weave's capabilities in AI-powered workflow automation and front-office automation.

Capital Expenditures

• Capital expenditures totaled $2.0 million for the trailing twelve months ending Q3 2024.
• The company's capital expenditures are primarily focused on the operations and expansion of its business, including investments in research and development for new platform features and functionality, international expansion, and additional systems and processes.