The Reverb25 livestream will include: Award-winning livestream returns Sept. 16 at 10:30 am EDT with exclusive insights and announcements from Bandwidth leaders and special guests RALEIGH, N.C., Sept. 3, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today opened free registration for Reverb25, its annual product keynote and customer showcase. The worldwide livestream will take place Tues., Sept. 16 at 10:30 am EDT. Join Bandwidth at Reverb25 an ...

This cloud communications stock dropped after its latest quarterly report, but investors shouldn't miss the bigger picture.Twilio (TWLO 5.25%) is a cloud communications company that's known for its application programming interfaces (APIs) that help its clients build software tools to remain in touch with their customers through various channels such as voice, text, email, video, and instant messaging. Its growth has accelerated in recent quarters thanks to the integration of artificial intelligence (AI)-fo ...

Group 1: AI Market Overview - Significant investment in AI hardware and software is occurring globally as organizations and governments seek efficiency and productivity gains [1][2] - Gartner forecasts a 76% increase in generative AI spending by 2025, reaching $644 billion, indicating a robust growth opportunity in the sector [2] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is a leading player in the AI revolution, manufacturing high-end chips for various devices, and is the largest third-party chip foundry globally [4] - TSMC's revenue increased by 38% year-over-year in the first seven months of 2025, driven by strong demand from major clients like Nvidia, Apple, AMD, and Broadcom [5] - The company raised its 2025 revenue growth guidance to 30%, up from mid-20% expectations, with potential for further growth due to AI-related catalysts [6] - Sales of generative AI-capable smartphones are expected to rise by 68% in 2025, benefiting TSMC's largest customer, Apple, which reported a 13.5% increase in iPhone revenue [7] - TSMC's diverse customer base and focus on advanced chip packaging position it for healthy double-digit revenue growth in the coming years [9][11] - The stock is currently trading at an attractive valuation of 24 times forward earnings, below the Nasdaq-100 index's multiple of 30, making it a potentially good investment [12] Group 3: Twilio - Twilio is experiencing growth due to increased spending on generative AI services and software, with Gartner estimating a 119% rise to nearly $65 billion by 2025 [13] - The company's APIs facilitate customer communication across various channels, and its AI tools enhance customer service and marketing efforts [14] - Twilio reported a 57% year-over-year increase in large communications deals and a 10% rise in active customer accounts [15] - The dollar-based net expansion rate improved by 5 percentage points to 108%, indicating increased spending from existing customers [16] - Twilio's organic revenue growth estimate for 2025 has been raised by 1.5 percentage points, reflecting a positive growth outlook [16] - The stock is trading at 3 times sales, slightly below the S&P 500's sales multiple, presenting a favorable investment opportunity [19]

The cloud communications company is finally right-sizing its business. Twilio's (TWLO 2.95%) stock closed at a record high of $443.49 on Feb. 18, 2021. That was a 2,857% gain from the cloud-based software's company's IPO price of $15 on June 23, 2016, and it would have turned a $34,000 investment into just over $1 million. But today, Twilio stock trades at around $95. That $34,000 IPO investment would still be worth over $215,000, but it surrendered its millionaire-making gains as the company's growth coole ...

8x8 (EGHT 2.14%), a provider of cloud-based communications and customer engagement solutions, reported its first-quarter fiscal 2026 results on August 5, 2025. The company's revenue for the period edged above analyst expectations, coming in at $181.4 million compared to the consensus estimate of $180.7 million. Non- GAAP earnings per share were $0.08, matching the prior-year period. Cash flow from operations was positive for the eighteenth consecutive quarter, though it declined from the same period last ye ...

Financial Performance - Total revenue reached $758 million[12], with cloud communications revenue accounting for $552 million[12] - Cloud communications revenue experienced a year-over-year growth of 10%[12] - Adjusted EBITDA grew by 36% year-over-year, reaching $91 million[12] - Free cash flow increased by 26% year-over-year, totaling $57 million[12] Revenue Growth - Total revenue grew by 15% year-over-year[12] - 2Q25 total revenue growth was 9% year-over-year, normalized for campaign messaging revenue[19, 21] - 2Q25 cloud communications revenue growth was 8% year-over-year, normalized for campaign messaging revenue[19, 21] Customer Metrics - The company maintained strong customer loyalty, with a top 20 customer median tenure of 11 years[16] - Net Retention Rate was 112%[16, 38] - Average annual customer revenue increased by 16% year-over-year[38] Gross Margin and EBITDA - Non-GAAP gross margin expanded, reaching 59% in the first half of 2025[24] - 2Q25 Adjusted EBITDA grew by 17% year-over-year[28] - 2Q25 Adjusted EBITDA margin was 16%[28] Future Outlook - The company raised its full-year 2025 EBITDA guidance[42] - The company expects approximately 10% total revenue growth year-over-year for 2025, normalized for political campaign revenue[42, 43, 44, 46]

Following the completion of the call through Tuesday, August 5, 2025, a replay will be available by dialing (877) 344-7529 for the U.S. or (412) 317-0088 for callers outside the U.S., and entering passcode 4790498. About Bandwidth Inc. Bandwidth (NASDAQ: BAND) is a global cloud communications software company that helps enterprises deliver exceptional experiences through voice calling, text messaging and emergency services. Our solutions and our Communications Cloud, covering 65+ countries and over 90 perce ...

Core Insights - Vonage has been recognized as a Customers' Choice in Gartner Peer Insights for its Communications Platform as a Service (CPaaS) and named a Visionary in the 2025 Gartner Magic Quadrant for CPaaS [1][4] - The company’s innovative network-powered Communications APIs enable businesses to create personalized customer experiences, including real-time video consultations and secure online transactions [2][8] - Vonage's commitment to advanced technologies and AI-driven solutions aims to enhance customer experiences and operational efficiencies, reflecting a customer-centric approach [3][7] Recognition and Performance - Vonage achieved a 93% Willingness to Recommend score in the Gartner Peer Insights report based on 41 reviews, making it one of only two vendors to receive the Customers' Choice designation [4] - The company was recognized in all areas of the Gartner 2025 Critical Capabilities report, further validating its capabilities in the CPaaS market [4] Strategic Focus - Continued investments in innovation, particularly in AI and anti-fraud capabilities, are part of Vonage's strategy to support high-margin growth objectives [3] - The company is refining its geographic focus and prioritizing R&D investments to enhance its portfolio and create greater business impact for customers [3][9]

European enterprise leaders collaborate with Bandwidth to combat fraud, shape regulatory readiness and build customer trust across AI-powered global communications. RALEIGH, N.C., July 22, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, brought together European enterprise leaders in London this month for a customer roundtable focused on one of the biggest industry challenges: securing trust in the age of AI. In London this month, Bandwidth gathe ...

Core Viewpoint - Bandwidth Inc. is set to report its financial results for the second quarter of 2025 on July 29, 2025, before market opening [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 a pioneer in the cloud communications sector, being the first global Communications Platform-as-a-Service (CPaaS) provider to offer a combination of composable APIs, AI capabilities, and an owner-operated network [4].