Weave Communications, Inc. · NYSE:WEAV
Weave Communications — Q2 2026 Earnings Presentation
30 slides from Weave Communications's earnings presentation, Aug 6, 2026
Slide 1: Weave Overview Q2 2026
Weave Overview Q2 2026 NYSE : WEAV 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation has been prepared by Weave Communications, Inc. (“Weave”, “we”, “us”, or “our”) for informational purposes only and not for any other purpose. This presentation contains “forward-looking statements” within the Private Securities Litigation Reform Act of 1995 t
Slide 3: Our vision
Our vision Elevate the patient experience through a unified platform that improves business operations so healthcare professionals can focus on patient care and realize their dreams. Q2 2026 3
Slide 4: A better healthcare experience. Every practice. Every patient.
A better healthcare experience. Every practice. Every patient. Every interaction. 40,000+ Customer locations Who we are Leading vertical SaaS company that delivers AI-powered patient engagement and payment solutions for healthcare practices. What we do Help practices grow, keep schedules full, optim
Slide 5: Q2 2026 Financial Update
Q2 2026 Financial Update $67.5M $49.0M 72.6% Total Revenue Non-GAAP Gross Profit Non-GAAP Gross Margin 15.5% YoY Growth 16.0% YoY Increase 30 bps Improvement YoY 89% $3.2M $8.7M Gross Revenue Non-GAAP Operating Income Free Cash Flow Retention Rate $3.1M YoY Increase $4.2M YoY Increase Q2 2026 5
Slide 6: Investor highlights
Investor highlights Solving customer Large and Multiple growth Industry leading Improving challenges growing TAM vectors AI-powered financial profile platform 1 2 3 4 5 Q2 2026 6
Slide 7: Our customer's main challenges
Our customer’s main challenges Keeping Staffing Revenue schedules shortages and leaks at and chairs full cost inflation every step Patient churn, missed A national shortage of Missed co-pays, calls, and no-shows qualified front-desk denied claims, manual leave revenue on the staff, combined with billing
Slide 8: How Weave solves customer challenges
How Weave solves customer challenges 01 02 03 Helps keep Automates manual Helps plug revenue schedules full tasks leaks Automated responses ensure no Consolidates calls and messages Confirms insurance eligibility and call or text goes unanswered into a single unified inbox collects co-pays up front vi
Slide 9: Practices have to manage a patchwork of point solutions
Practices have to manage a patchwork Reviews BirdEye Podium GatherUp of point solutions Running a healthcare business means deploying, managing, and paying for a Square Clover Vagaro Setmore patchwork of point solutions, often without Payments Scheduling dedicated IT, business intelligence, finance,
Slide 10: Authorized integrations. More customer value.
Authorized integrations. More customer value. With over 150 integrations, including the industry’s biggest names, we can work with almost any customer’s preferred system of record. Q2 2026 10
Slide 11: Weave TAM
Weave TAM International Future TAM opportunity Target international healthcare SMBs. Target Markets $22B 1,4 (DOVM) Further expanding TAM Significant opportunity to expand $10B TAM within medical verticals beyond DOV Weave’s current focus markets. 3 + All Medical (US) Growing opportunity in current T
Slide 12: Our growth vectors
Our growth vectors Specialty Integration Payments Multi-location AI-powered medical verticals partnerships practices innovations Q2 2026 12
Slide 13: Weave: Purpose-built for the healthcare journey
Weave: Purpose-built for the healthcare journey Weave owns the full telephony stack, executing workflows natively through the trusted business phone number Pre-care Intake Clinical visit Post-treatment Acquisition Admin Financial Reputation and re-engagement automation solutions and A/R Q2 2026 13
Slide 14: Deeply Integrated: system of action for the healthcare front office
Weave is the system of action for the healthcare front office Omnichannel Patient 360° Patient View Engagement Creating a differentiated ability to act Federated Reasoning & Orchestration Weave Owned Owns the patient conversation layer Every practice workflow initiates or terminates within First-Party
Slide 15: Product platform
Product platform Core Scheduling Acquisition and Process Integrated Communications Automations Retention Improvements payment solutions Includes Call Pop, Includes Insurance Accelerate A/R collections Includes Appointment Includes Reviews, Text Two-way Texting, and Reminders and Online Connect, and
Slide 16: Every interaction in one platform
Every interaction in The power of a persistent interaction: Weave preserves the entire conversation history across one platform channels, ensuring seamless patient care. Missed call Proactive AI text Staff review (2:08 am) (2:08 am) (8:00 am) Q2 2026 16
Slide 17: Weave is agentic & proactive
Weave is agentic & proactive AI-powered add-ons: Core adoption >50% AI Receptionist: Handles scheduling, missed calls, and FAQs. Call Intelligence: Transcribes calls and flags unhappy patients for follow-up. Insurance Eligibility: Automates insurance verification via Robotic Process Automation (RPA).
Slide 18: Our AI evolution
Our AI evolution A deliberate, phased integration of Weave’s AI capabilities across the Weave platform. Q4 2025 H2 2026 H2 2026+ AI Receptionist Unified Inbox Added General availability. (Launched) workflows Answering calls 24/7, handling FAQs, Consolidating TrueLark’s text-based AI booking appointmen
Slide 19: Financials
Financials Q2 2026 19
Slide 20: Topline revenue growth at scale ($M)
Topline revenue growth at scale ($M) 15.5% Q2—2026 15.5% $61.3 $63.4 $65.5 $67.5 YoY revenue growth $58.5 $55.8 $54.2 $52.4 $50.6 Q2—24 Q3—24 Q4—24 Q1—25 Q2—25 Q3—25 Q4—25 Q1—26 Q2—26 Q2 2026 20
Slide 21: Strong progress on gross margin
Strong progress on gross margin +30 basis points 73.3% 73.2% 73.0% 72.3% 72.6% 72.1% 72.6% 72.7% 72.6% 72.3% 72.5% 71.7% 71.6% 71.9% 72.1% 72.0% 72.0% 71.4% Q2—24 Q3—24 Q4—24 Q1—25 Q2—25 Q3—25 Q4—25 Q1—26 Q2—26 58% Non-GAAP gross margin at IPO (2021) GAAP GM% Non-GAAP GM% Q2 2026 21
Slide 22: Path to profitability—operating margin
Path to profitability—operating margin Q2—24 Q3—24 Q4—24 Q1—25 Q2—25 Q3—25 Q4—25 Q1—26 Q2—26 0.1% 0.1% 4.7% 2.7% 3.3% 2.7% 3.6% 3.9% 1.9% 3.4% 6.5% 9.2% 12.7% 13.6% 14.6% 16.7% 18.3% 17.4% GAAP Op margin % Non-GAAP Op margin % Q2 2026 22
Slide 23: Guidance
Guidance Revenue Non-GAAP Operating Income (Loss) Weighted Average Share Count Revenue Non-GAAP Operating Income Weighted Average Share Count Q3'26 Guidance Low High $68.6M $69.6M $3.0M $4.0M 80.2M FY'26 Guidance Low High $273.0M $275.0M $12.0M $14.0M 79.8M
Slide 24: Thank you
Thank you Q2 2026 24
Slide 25: Appendix
Appendix Q2 2026 25
Slide 26: Operating income (loss) reconciliation (non-GAAP)
Operating income (loss) reconciliation (non-GAAP) (in thousands) Q2 2026 26
Slide 27: Free cash flow reconciliation (non-GAAP)
Free cash flow reconciliation (non-GAAP) (in thousands) Q2 2026 27
Slide 28: Disaggregated revenue and cost of revenue (GAAP)
Disaggregated revenue and cost of revenue (GAAP) (in thousands) APRIL 2026 28
Slide 29: Adjusted EBITDA (Non-GAAP)
Adjusted EBITDA (Non-GAAP) (in thousands) Q2 2026 29
Slide 30: Gross margin reconciliation (non-GAAP)
Gross margin reconciliation (non-GAAP) (in thousands) Q2 2026 30