Shares of Bandwidth sold off ~20% after a beat-and-raise in Q2, opening up a fresh buying opportunity in a battered stock. On top of beating Q2 estimates, Bandwidth also raised its full-year adjusted EBITDA expectations. AI voice products are gaining traction, and management expects accelerating growth in the back half of FY25.
BAND stock has sold off by nearly 20%, despite Q2 beating estimates and raising full year guidance. Growth is set to accelerate in the coming quarters, driven by rising demand for AI-powered voice. Though GAAP margins are still low, FCF growth remains strong, and I see room for further margin potential ahead from operating leverage.
Bandwidth (BAND -16.72%), a provider of cloud-based communications software for enterprises worldwide, released second-quarter 2025 results on July 29, 2025. The key news: revenue (GAAP) climbed to $180.0 million, beating analyst expectations of $178.87 million (GAAP), and non-GAAP earnings per share reached $0.38, ahead of the $0.33 estimate.
Bandwidth Inc. (NASDAQ:BAND ) Q2 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants Daryl E. Raiford - Executive VP & CFO David Andrew Morken - Co-Founder, CEO, & Chairman John Bell - Chief Product Officer Sarah Walas - Vice President of Investor Relations Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.
RALEIGH, N.C. , July 29, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced its financial results for the second quarter ended June 30, 2025.
European enterprise leaders collaborate with Bandwidth to combat fraud, shape regulatory readiness and build customer trust across AI-powered global communications. RALEIGH, N.C.
RALEIGH, N.C. , July 14, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it will report its financial results for the second quarter ended June 30, 2025 before market open on Tuesday, July 29, 2025.
Top U.S. mortgage lender, featured in American Banker article, leverages Bandwidth's platform for dramatic efficiency gains, enhanced customer experience and improved compliance RALEIGH, N.C. , July 9, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today unveiled a customer success story with Pennymac, a premier U.S. mortgage lender...
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