EverCommerce (EVCM) The Citizens JMP Technology Conference 2025 summary

Business segment performance and revenue mix

• EverPro now represents just over 50% of revenue, EverHealth about 25%, MarTech just under 20%, and EverWell under 5% after divesting fitness assets.

• EverPro is growing near double digits, EverHealth at mid-single digits, EverWell's salon and spa assets show double-digit growth, while MarTech is flat to down with lower margins.

• Payments are now part of EverPro, and the focus is on business formation rather than customer type.

• MarTech's lower margin means its revenue impact is less significant for profitability.

Growth strategy and revenue acceleration

• Revenue reacceleration expected in late 2025 into 2026 is driven mainly by internal execution, not macro factors.

• Investments focus on improving go-to-market, payments adoption, and product enhancements.

• Payments present the largest growth opportunity, with only 12% penetration and 95%+ gross margin.

• Embedding payment workflows in core systems across all verticals is a key priority.

• EverHealth is investing in product integration and ecosystem development for competitiveness in 2025.

Customer engagement and product integration

• Of 700,000 customers, 212,000 have more than one solution enabled, but only 88,000 actively use multiple solutions.

• Increasing active multi-solution use relies on product functionality, customer education, and go-to-market efforts.

• Customer success initiatives, both human and automated, aim to drive payment volume and wallet share.