Bandwidth has shown strong growth momentum since the 2024 elections, with improving net revenue retention rates and rising customer counts, despite broader market volatility. Shares are down ~20% YTD and ~30% over the past year, presenting a compelling buy opportunity given the company's renewed growth trends and raised FY25 outlook. Bandwidth's valuation is attractive at 0.8x EV/FY25 revenue a...
Organic growth of 10% is expected for this year, adjusted for last year's political revenue. Gross margins reached 59% in Q1, compared to 57% in the prior year period, and are expected to exceed 60% next year. The business is demonstrating strong operating leverage, with FCF estimated to be $60 million for this year.
Bandwidth Inc. (NASDAQ:BAND ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Sarah Walas - Vice President, Investor Relations David Morken - Cofounder, Chief Executive Officer & Chairman Daryl Raiford - Chief Financial Officer John Bell - Chief Product Officer Conference Call Participants Arjun Bhatia - William Blair James Fish - Piper Sandler Will Power - Baird Pa...
RALEIGH, N.C. , May 7, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced its financial results for the first quarter ended March 31, 2025.
Honors the innovators redefining how businesses connect through text messaging RALEIGH, N.C. , May 1, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced the return of The Texties, the original award series honoring excellence and innovation in business text messaging.
Bandwidth Maestro, prior winner of "Best of Enterprise Connect," highlighted as the orchestration platform for best-in-class capabilities across voice AI, CCaaS, UCaaS Bandwidth leaders to share expert insights in conference sessions Enterprise IT teams invited to experience the future of cloud communications and meet with an expert at Booth 1411 ORLANDO, Fla. , March 17, 2025 /PRNewswire/ -- A...
Report is a must-read playbook for enterprises to maximize engagement, improve deliverability and future-proof their business text messaging strategies RALEIGH, N.C. , Feb. 25, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced the release of its highly anticipated 2025 State of Messaging Report , which reveals the ke...
Despite a 10% stock drop post-Q4 results, Bandwidth reported a healthy revenue beat and strong net revenue retention rates, making it a compelling value play. We note that Bandwidth's revenue growth is now far outstripping its better-recognized rival, Twilio, both of which benefited from political cycle revenue in FY '24. Bandwidth's robust FY '25 guidance signals ~10% organic revenue growth, a...
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