Bandwidth Inc. Q4 2025 Earnings Call Summary

Achieved record enterprise momentum in 2025, closing more million-dollar-plus deals than in 2023 and 2024 combined, driven by the shift toward cloud-based AI customer experience stacks. Attributed strong enterprise voice growth of 21% to rapid value realization, with the 2025 customer cohort already contributing 15% of total enterprise revenue. Positioned the Bandwidth Communications Cloud and Maestro software as essential orchestration layers that allow enterprises to manage shifting AI models across ...