Henry Dane's questions to Weave Communications Inc (WEAV) leadership • Q2 2025
Question
Henry Dane, on for Kash Rangan, asked about the largest future opportunities within the specialty medical market. He also sought a pulse check on customer AI adoption and how the topic arises in sales conversations. Lastly, he inquired about the macro environment and whether Weave's customer base remains resistant to pressures like tariffs or consumer weakness.
Answer
CEO Brett White described the specialty medical opportunity as vast, with the company just 'scraping the surface' in key areas like physical therapy and aesthetics. Both he and CFO Jason Christensen noted that customer AI adoption is mixed but interest is growing, with Weave focused on providing solutions from basic assistants to full automation. Regarding the macro environment, White stated they are not seeing consumer demand headwinds, and tariffs have a varied impact depending on the vertical. Christensen reinforced this by pointing to the record sales quarter.