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    Henry Dane

    Research Analyst at Goldman Sachs

    Henry Dane is an Equity Analyst at Goldman Sachs & Co. LLC, specializing in finance and consumer services research. Having joined Goldman Sachs as an analyst on June 30, 2023, he focuses on providing insights into global equity and derivatives markets, though the specific public companies he covers are not disclosed. Dane began his career after earning an undergraduate degree from Georgetown University and currently contributes to the firm's client service platforms in equity analytics. While performance statistics and securities licenses are not publicly available, his role integrates market research with trading strategy insights at a leading investment bank.

    Henry Dane's questions to Weave Communications (WEAV) leadership

    Henry Dane's questions to Weave Communications (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.

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