Core Viewpoint - Bandwidth Inc. will report its financial results for Q3 2025 on October 30, 2025, before market open, and will provide a live webcast of the conference call [1]. Group 1: Financial Reporting - The financial results for the third quarter ended September 30, 2025, will be announced before market open on October 30, 2025 [1]. - A live webcast of the conference call will be available on the Investor Relations section of the company's website, with a replay accessible shortly after the event [1]. Group 2: Conference Call Details - The conference call is scheduled for October 30, 2025, at 8:00 a.m. Eastern Time [2]. - Domestic and international dial-in numbers are provided for participants [2]. - A replay of the call will be available until November 6, 2025, with specific dial-in numbers and a passcode for access [2]. Group 3: Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services [3]. - The company operates in over 65 countries and covers more than 90% of global GDP, serving major clients like AWS, Cisco, Google, Microsoft, and others [3]. - Bandwidth is recognized as a pioneer in the cloud communications sector, offering a unique combination of APIs, AI capabilities, and a robust network [3].

Core Insights - Bandwidth Inc. has been awarded the 2025 "Ally Technology Disruptor" award by Ally Financial for its contributions to enhancing customer experience through modernized communication infrastructure and AI-driven engagement [1][2][4] Company Achievements - The award recognizes Bandwidth's role in Ally's customer experience transformation, which includes modernizing communications infrastructure and accelerating cloud migration [2][3] - Bandwidth's Communications Cloud has transitioned Ally's communications from traditional telecom to a software-driven model, resulting in cost savings, greater flexibility, and enhanced control [3][4] Leadership Statements - David Morken, Co-Founder and CEO of Bandwidth, expressed pride in being recognized as a disruptor alongside Ally, emphasizing shared values in creating better customer experiences [4] - Sathish Muthukrishnan, Chief Information, Data & Digital Officer at Ally Financial, highlighted the importance of superior execution and partnership in achieving innovation in digital banking [3] Industry Position - Bandwidth is positioned as a trusted partner for innovative financial institutions, showcasing its role in advancing technology strategies and business outcomes [5]

Core Insights - The article emphasizes the importance of utilizing Zacks Premium for investors to enhance their stock market strategies and confidence in investing [1][2] Zacks Style Scores - Zacks Style Scores are indicators designed to help investors select stocks with the highest potential to outperform the market within a 30-day timeframe, rated from A to F based on value, growth, and momentum characteristics [3] - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E and Price/Sales [4] - The Growth Score assesses a company's financial health and future growth potential through earnings and sales projections [5] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes [6] - The VGM Score combines all three styles, providing a comprehensive rating based on value, growth, and momentum [7] Zacks Rank and Style Scores Interaction - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.64% since 1988, significantly outperforming the S&P 500 [8] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down their choices [9] - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the direction of earnings estimate revisions [10][11] Company Spotlight: Bandwidth - Bandwidth, founded in 2000 and based in Raleigh, NC, is a Communications Platform-as-a-Service (CPaaS) provider, specializing in voice and messaging services with a Tier 1 network [12] - Bandwidth holds a Zacks Rank of 3 (Hold) and a VGM Score of A, indicating potential for growth, with an expected year-over-year earnings growth of 18.7% for the current fiscal year [13] - The company has seen positive revisions in earnings estimates, with the Zacks Consensus Estimate increasing to $1.59 per share, alongside an average earnings surprise of +16.7% [13][14]

Core Insights - Investors in Bandwidth Inc. (BAND) should monitor stock movements due to high implied volatility in the options market, particularly the Nov 21, 2025 $05.00 Put option [1] - The current Zacks Rank for Bandwidth is 3 (Hold) in the Communication - Infrastructure Industry, which is in the top 19% of the Zacks Industry Rank [3] - Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while three have revised them downwards, keeping the Zacks Consensus Estimate flat at 38 cents per share [3] Options Market Analysis - The high implied volatility suggests that options traders are anticipating a significant price movement for Bandwidth shares, indicating potential trading opportunities [4] - Seasoned options traders often seek high implied volatility options to sell premium, aiming for the underlying stock to not move as much as expected by expiration [4]

Core Insights - Bandwidth Inc. has announced support for OpenAI's Realtime API, integrating voice calling with session initiation protocol (SIP), allowing enterprises to deploy conversational AI voice agents powered by OpenAI's GPT language models [1][2][3] Company Strategy - The integration of the Realtime API is part of Bandwidth's open and flexible strategy, enabling enterprise IT teams to build AI applications into their communications stack through various pathways [3] - Bandwidth offers pre-built integrations with leading conversational AI platforms such as Google Dialogflow and Cognigy, as well as support for third-party applications and standards-based APIs [3][4] Competitive Advantage - Bandwidth's owned-and-operated cloud communications network provides global reach, allowing customers to run conversational AI applications with high fidelity, low latency, and intelligent routing essential for mission-critical voice calls [3][4] - The company positions itself as a leader in AI orchestration for global enterprises by providing multiple integration options for conversational AI [4] Market Presence - Bandwidth operates in over 65 countries and covers more than 90 percent of global GDP, serving major players in unified communications and cloud contact centers, including AWS, Cisco, Google, and Microsoft [6]

Core Insights - Bandwidth Inc. has announced a partnership with Out There Media to introduce next-generation RCS for Business capabilities in the U.S. market, combining Bandwidth's software-driven Communications Cloud with Out There Media's Mobucks platform and MessagingStudio campaign builder [1][4][6] - The Mobucks platform has demonstrated 50 times better results than typical digital ad benchmarks, showcasing its effectiveness in delivering RCS campaigns [3] - RCS is expected to become the fastest-growing enterprise communications channel globally, with enterprises increasingly investing in richer mobile experiences [5] Company Overview - Bandwidth Inc. is a global cloud communications software company that provides solutions for voice calling, text messaging, and emergency services, covering over 65 countries and more than 90% of global GDP [10] - Out There Media, headquartered in Austria, specializes in Rich Messaging (RCS) and has established a strong reputation with Fortune 500 brands, including Netflix, Coca-Cola, and Disney [3][8] Product Features - The partnership will enable brands and agencies to utilize Out There Media's Mobucks platform and MessagingStudio for creating immersive customer experiences through RCS [6] - Bandwidth's RCS for Business solution is designed for enterprises and digital engagement platforms, offering tools for agent design, robust analytics, and seamless connectivity [6]

Core Insights - Bandwidth Inc. is hosting its annual product keynote and customer showcase, Reverb25, focusing on innovations in enterprise cloud communications [1][2] - The event will highlight advancements in building trust in communications and leveraging AI technology [3][6] Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services across 65+ countries, covering over 90% of global GDP [4] - The company is recognized as a pioneer in the cloud communications sector, offering a unique combination of composable APIs, AI capabilities, and a robust owner-operated network [4] Event Highlights - Reverb25 will feature major advancements in Bandwidth's Trust Services portfolio and enhancements to its messaging platform [6] - The event will include real-world demonstrations and use cases from leading global enterprises and SaaS innovators [6]

Industry Overview - The Zacks Communication - Infrastructure industry is benefiting from increased user demand for digital innovations, leading to fiber densification and extensive 5G deployment [1] - Industry players provide various infrastructure solutions for communication networks, including high-speed network access solutions and fiber-to-home equipment [3] Current Trends - There is a focus on higher average revenue per user as firms transition from legacy copper-based telecommunications to technology-driven models, leveraging wireline momentum and improving customer service [4] - Network convergence is gaining precedence, with operators combining voice, video, and data communications into a single network to minimize service delivery costs and expand coverage [6] Challenges - High raw material prices due to inflation and geopolitical tensions are affecting operations and profitability, with extended lead times for components likely to escalate production costs [5][8] - Short-term margins are at stake due to increased demand for advanced networking architecture, leading to higher infrastructure investments that compromise immediate profitability [7] Market Performance - The Zacks Communication - Infrastructure industry has outperformed the broader Zacks Computer and Technology sector and the S&P 500, surging 102% over the past year compared to 19.3% and 29.6% for the S&P 500 and sector, respectively [11] Valuation - The industry is currently trading at a trailing 12-month EV/EBITDA of 7.45X, significantly lower than the S&P 500's 18.01X and the sector's 18.53X [14] Key Companies - **CommScope Holding Company, Inc.**: A leading provider of infrastructure solutions, with a focus on cost-cutting and core operations. The stock has gained 210.8% in the past year and has a Zacks Rank 1 (Strong Buy) [17] - **Bandwidth Inc.**: A CPaaS provider with a strong API platform, enabling enterprises to scale communications functionalities. The stock has a Zacks Rank 3 (Hold) and has seen a 9.7% upward revision in earnings estimates [19][20]

Core Insights - Bandwidth Inc. is hosting its annual product keynote and customer showcase, Reverb25, on September 16, 2025, at 10:30 am EDT, with free registration now open [1][3] - The event will focus on the future of enterprise cloud communications, unveiling innovations aimed at building trust and leveraging AI in communications [4][5] - Bandwidth's CEO emphasized the company's commitment to enabling trusted and intelligent conversations through advanced solutions designed for the AI era [5] Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services across 65+ countries, covering over 90% of global GDP [6] - The company serves major players in unified communications and cloud contact centers, including AWS, Cisco, Google, Microsoft, and others, as well as Global 2000 enterprises and SaaS builders [6] - Bandwidth is recognized as a pioneer in the cloud communications sector, being the first global Communications Platform-as-a-Service (CPaaS) to offer a unique combination of composable APIs, AI capabilities, and a robust owner-operated network [6] Event Highlights - Reverb25 will feature a bold vision for trusted, AI-powered communications at scale, advancements in the Trust Services portfolio, and enhancements to Bandwidth's messaging platform [7] - The event will include real-world demonstrations and use cases from leading global enterprises and SaaS innovators, catering to both business and technical leaders [7]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores are designed to help investors identify stocks with the potential to outperform the market within a 30-day timeframe [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score emphasizes a company's financial health and future growth potential [4] - Momentum Score tracks price trends to capitalize on upward or downward movements [5] - VGM Score combines all three styles to provide a comprehensive assessment of stocks [6] Zacks Rank and Performance - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [8] - There are over 800 stocks rated 1 or 2, which can be overwhelming for investors [9] Stock Analysis: Bandwidth (BAND) - Bandwidth operates as a Communications Platform-as-a-Service (CPaaS) provider, offering advanced APIs for voice and messaging services [12] - The company holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of A and a Growth Style Score of A, indicating strong growth potential [13] - Bandwidth is projected to achieve year-over-year earnings growth of 17.2% for the current fiscal year, with upward revisions in earnings estimates [13][14]