Weave munications(WEAV) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Weave's TTM Q2'25 total revenue reached $221 million, demonstrating an 18% year-over-year growth[15] - Subscription and Payment Processing revenue for TTM Q2'25 amounted to $204 million, reflecting a 20% year-over-year increase[22] - The company achieved a TTM free cash flow of $131 million, marking a $74 million improvement year-over-year[15] - Q2'25 total revenue was $585 million, up 16% year-over-year[22] - Weave's Q2 2025 Non-GAAP gross margin improved by 40 basis points year-over-year, reaching 723%[22] Customer & Market - Weave serves over 35,000 customer locations[14] - The company estimates its total addressable market (TAM) within Dental, Optometry, and Veterinary (DOV) verticals in the US to be $3 billion[56] - Expanding into specialty medical verticals increases the TAM to $5 billion[56] - The international TAM across 17 target countries is estimated at $10 billion[56] AI and Acquisitions - Weave acquired TrueLark to accelerate AI-powered front office automation[45] - TrueLark books or reschedules over 1200 appointments monthly, leading to significant cost savings for practices[93]