Financial Performance - First quarter 2025 revenue reached $174 million, exceeding guidance and showing a year-over-year increase from $171 million[1][4] - Adjusted EBITDA for Q1 2025 was $22 million, representing a 40% increase compared to $16 million in Q1 2024[4] - Bandwidth raised its full-year revenue guidance to a range of $745 million to $760 million, reflecting 9% to 11% year-over-year growth[9][10] - The company anticipates $178 million to $180 million in revenue for Q2 2025[10] - Revenue for the three months ended March 31, 2025, was $174,241 thousand, an increase of 1.3% from $171,033 thousand in the same period of 2024[25] - Gross profit increased to $71,512 thousand, representing a gross profit margin of 41%, up from 38% in the prior year[30] - Non-GAAP net income for the three months ended March 31, 2025, was $11,130 thousand, compared to $7,820 thousand in the same period of 2024[32] - Adjusted EBITDA for the quarter was $22,213 thousand, an increase from $15,923 thousand in the prior year[34] Loss and Cash Flow - Bandwidth reported a net loss of $4 million in Q1 2025, an improvement from a net loss of $9 million in Q1 2024[4] - Free cash flow for Q1 2025 was $(13) million, compared to $(4) million in Q1 2024[4] - Net loss for the quarter was $3,740 thousand, significantly improved from a net loss of $9,233 thousand in the same quarter of 2024[29] - Free cash flow for the quarter was $(13,295) thousand, compared to $(4,407) thousand in the same period of 2024[35] - Cash and cash equivalents at the end of the period were $36,155 thousand, down from $105,565 thousand at the end of the same quarter in 2024[29] Operational Highlights - The company is focusing on AI-powered communications through its Maestro platform, enhancing integration and infrastructure modernization for enterprises[2] - Bandwidth secured several new customer engagements, including a prominent healthcare provider and a publicly traded hospital group, highlighting its capabilities in cloud voice services and AI integration[13] - The company is actively participating in market expansion and strategic initiatives, as evidenced by its upcoming investor conference and updated investor presentation[11][12] Balance Sheet - Total current assets decreased to $151,412 thousand from $187,812 thousand as of December 31, 2024[27] - Total liabilities decreased to $618,968 thousand from $676,633 thousand as of December 31, 2024[27] - Stock-based compensation expense totaled $13,575 thousand, up from $12,339 thousand in the prior year[29] Gross Margin - Gross margin improved to 41% in Q1 2025, up from 38% in Q1 2024, while non-GAAP gross margin increased to 59% from 57%[4]

Core Viewpoint - Bandwidth Inc. announced its financial results for the first quarter ended March 31, 2025, highlighting its position as a leading global enterprise cloud communications company [1]. Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services to enterprises [4]. - The company operates in over 65 countries and covers more than 90 percent of global GDP, serving major clients such as Amazon Web Services, Cisco, Google, Microsoft, and others [4]. - Bandwidth is recognized as the first and only global Communications Platform-as-a-Service (CPaaS) provider, offering a unique combination of composable APIs, AI capabilities, and a proprietary network [4]. Conference Call Details - A live webcast to discuss the financial results was scheduled for May 7, 2025, at 8:00 AM Eastern Time, with access available on the investor relations website [2]. - Dial-in numbers for the conference call were provided for both domestic and international participants [3]. - A replay of the conference call will be available until May 14, 2025, with specific dial-in information for accessing the replay [3].

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. Nominations are open here for Bandwidth customers, with a deadline of May 21.The Texties spotlight the platforms, innovators, and brands redefining what it means to con ...

RALEIGH, N.C., April 15, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it will report its financial results for the first quarter ended March 31, 2025 before market open on Wednesday, May 7, 2025. Bandwidth will offer a live webcast of the conference call on the Investor Relations section of the company's website at https://investors.bandwidth.com, where a replay will also be available shortly following the completion of the eve ...

Core Insights - Bandwidth Inc. is showcasing AI-ready, software-driven cloud communications at the Enterprise Connect Conference & Expo, emphasizing the empowerment of enterprise IT leaders to simplify complexity and enhance customer and employee experiences [1][2]. Company Overview - Bandwidth 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 [8]. - The company is recognized as a leader in unified communications and cloud contact centers, partnering with major players like Amazon Web Services, Cisco, Google, Microsoft, and others [8]. Innovations and Solutions - Bandwidth Maestro™ is highlighted as an AI-ready enterprise communications platform, known for its extensive bring-your-own-carrier (BYOC) integrations, providing IT leaders with flexibility in building their communications tech stack [5]. - AIBridge is introduced as a voice AI enabler that facilitates the integration of AI-driven customer experiences, accelerating voice AI adoption for enterprises [5]. - The Universal Platform enhances customer experience through faster onboarding, automated workflow management, and compliance assistance, all managed via software APIs [5]. - Visual Builder via Maestro allows enterprises to create and deploy complex call routing with a no-code approach [5]. - Voice Authentication and Call Verification tools utilize AI and machine learning for automated fraud detection, ensuring secure customer interactions [5]. - Bandwidth Voice & Messaging Insights & Alerts provide real-time performance analytics to optimize call quality and message deliverability [5]. Conference Participation - Bandwidth executives are participating in multiple panels and sessions at the Enterprise Connect conference, addressing key industry challenges and opportunities [4]. - Specific sessions include discussions on UC/contact center strategies, spam call labeling, and modernizing enterprise communications [4][6]. Engagement Opportunities - Attendees at the Enterprise Connect can visit Bandwidth's booth 1411 for live demonstrations and to meet with experts [2][7].

Core Viewpoint - Bandwidth (BAND) shares have recently declined by 9.4% over the past week, but the formation of a hammer chart pattern suggests potential support and a possible trend reversal in the future [1][2]. Technical Analysis - The hammer chart pattern indicates a potential bottoming out, with reduced selling pressure, which could lead to a bullish trend for the stock [2][4]. - A hammer pattern forms when there is a small difference between opening and closing prices, with a long lower wick, suggesting that buying interest has emerged after a downtrend [3][4]. - This pattern is significant when it appears at the end of a downtrend, indicating that bears may have lost control and that bulls are gaining strength [4]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for Bandwidth, which is a bullish indicator suggesting potential price appreciation [6]. - The consensus EPS estimate for the current year has increased by 4.8% over the last 30 days, indicating strong agreement among analysts regarding the company's improved earnings potential [7]. - Bandwidth currently holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [8].

Core Insights - Bandwidth Inc. has released its 2025 State of Messaging Report, highlighting key trends in business messaging for enterprises globally [1][3][7] - The report emphasizes the need for enterprises to adapt their messaging strategies to meet rising consumer expectations and evolving industry requirements [2][4] Key Findings - RCS (Rich Communication Services) is set to drive the next evolution of business messaging, especially with its adoption on Apple devices, leading to a more interactive and secure messaging experience [4] - Verified sending is crucial for building consumer trust, as consumers are increasingly wary of SMS links due to phishing and fraud concerns [4][5] - Messaging rules and requirements are increasing operational costs for businesses, necessitating a best practices framework for compliance and long-term success [4][5] - Deliverability is the top factor for businesses when selecting a messaging provider, with 60% prioritizing it over cost, features, and capacity [5] - 66% of businesses plan to increase their messaging usage once RCS is widely available, with 41% intending to use RCS for marketing and 25% for customer support [5] - Branded messaging and verified sender status are becoming essential for enterprises to enhance trust and engagement [5] - Non-compliance with registration requirements can lead to lower deliverability and increased costs, with 25% of businesses reporting higher expenses due to recent messaging rule changes [5] Innovations and Tools - Bandwidth has introduced new tools to improve message success rates, including Advanced Number Intelligence, Real-time Traffic Monitoring, and a Message Registration Center to assist businesses in compliance [6]

Group 1 - The article emphasizes the importance of portfolio rotation towards "growth at a reasonable price" stocks, especially as the S&P 500 reaches new record highs, indicating a cautious sentiment among investors [1] - The author, Gary Alexander, has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry trends [1] - Alexander has been a contributor to Seeking Alpha since 2017 and his work is widely referenced in various trading platforms, highlighting his influence in the investment community [1]

Company Overview - Bandwidth operates as a Communications Platform-as-a-Service (CPaaS) provider, offering advanced software application programming interfaces for voice and messaging services [12] - It is the only API platform provider that owns a Tier 1 network with enhanced network capacity, primarily catering to business enterprises [12] - Bandwidth has 8,800 on-net rate centers, delivering high network quality and proactively monitoring operations 24/7 to resolve quality issues [12] Investment Potential - Bandwidth is rated 2 (Buy) on the Zacks Rank, with a VGM Score of A, indicating strong investment potential [13] - The company has a Growth Style Score of A, forecasting year-over-year earnings growth of 13.4% for the current fiscal year [13] - The Zacks Consensus Estimate for Bandwidth's earnings has increased by $0.01 to $1.52 per share, with one analyst revising their earnings estimate upwards in the last 60 days [13] - Bandwidth boasts an average earnings surprise of 14%, further enhancing its attractiveness to investors [13] Summary of Zacks Style Scores - The Zacks Style Scores are complementary indicators that rate stocks based on value, growth, and momentum characteristics [2][3] - Stocks are assigned ratings of A, B, C, D, or F, with higher scores indicating a better chance of outperforming the market [3] - The Value Score focuses on identifying undervalued stocks using various financial ratios [4] - The Growth Score assesses a company's future prospects based on earnings, sales, and cash flow [5] - The Momentum Score helps investors capitalize on upward or downward trends in stock prices [6] - The VGM Score combines all three styles, providing a comprehensive indicator for stock selection [6]

Core Viewpoint - Bandwidth Inc. reported mixed fourth-quarter 2024 results, with adjusted earnings missing estimates while revenues exceeded expectations [1][4]. Financial Performance - The company experienced a year-over-year revenue growth of 27%, reaching $210 million compared to $165.4 million in the prior-year quarter, driven by high demand for its universal Maestro platform and strong contributions from messaging services [6]. - For 2024, total revenues improved to $748.5 million from $601.1 million in 2023 [6]. - On a GAAP basis, the net loss for the fourth quarter was $1.76 million, or a loss of 6 cents per share, an improvement from a loss of $10.9 million, or 42 cents per share, in the prior-year quarter [3]. - Non-GAAP net income for the fourth quarter was $11.8 million, or 37 cents per share, compared to $11.1 million, or 38 cents per share, in the prior-year quarter [4]. - For the full year 2024, GAAP net loss was $6.52 million, or a loss of 24 cents per share, compared to a net loss of $16.3 million, or a loss of 64 cents per share, in 2023 [5]. - Non-GAAP net income for 2024 was $42 million, or $1.34 per share, compared to $24 million, or 83 cents per share, in 2023 [5]. Operational Metrics - Non-GAAP gross margin for the quarter was 58%, up from 55% a year ago, attributed to a favorable product mix and operational efficiency [7]. - Adjusted EBITDA for the quarter was $23.4 million, exceeding guidance and up from $18.8 million in the prior-year period [7]. Cash Flow and Liquidity - In 2024, net cash from operating activities was $84 million, compared to $39 million in the prior year [8]. - As of December 31, 2024, cash and cash equivalents were $81.8 million, with convertible senior notes totaling $281.3 million [8]. Guidance - For the first quarter of 2025, Bandwidth expects revenues in the range of $168-$170 million and adjusted EBITDA between $16 million and $18 million [9]. - For the full year 2025, the company anticipates revenues between $740 million and $760 million, with adjusted EBITDA forecasted to be in the range of $82 million to $90 million [10]. Strategic Focus - The company aims to focus on winning large enterprises and becoming the best global CPaaS platform for scaling digital engagement, while also strengthening profitability and expanding cash flow generation [2].