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Bandwidth(BAND) - 2025 Q3 - Earnings Call Presentation
2025-10-30 12:00
Financial Performance - Total revenue reached $756 million[12], with cloud communications revenue accounting for $555 million[12] - Adjusted EBITDA was $92 million[12], reflecting a 19% year-over-year growth[12] - Free cash flow amounted to $56 million[12], a 35% increase year-over-year[12] - The company is projecting approximately 10% year-over-year total revenue growth for 2025, normalized for political campaign revenue[40] Customer Metrics - Net Retention Rate (NRR) stood at 107%[18], indicating strong customer loyalty and revenue expansion[18] - Average annual customer revenue was $231,000[38], demonstrating a 9% year-over-year increase[38] Revenue Growth - Total revenue grew by 11% in 3Q25[20], while cloud communications revenue increased by 8%[20] - Non-GAAP gross margin expanded, reaching 58% in both the quarter and year-to-date periods[27] Future Outlook - The company raised its full-year 2025 EBITDA guidance to a range of $89 million to $92 million[40]
Bandwidth(BAND) - 2025 Q1 - Earnings Call Presentation
2025-05-07 12:02
Financial Performance - Total revenue for 1Q25 was $752 million[15] - Cloud communications revenue for 1Q25 reached $545 million[15] - Adjusted EBITDA for 1Q25 grew by 50% year-over-year to $88 million[15] - Free cash flow for 1Q25 increased by 94% year-over-year to $50 million[15] - The company is raising full year 2025 total revenue growth guidance to 9-11% when normalized for 2024 cyclical political campaign revenue[36, 37] Revenue Growth - Total revenue grew by 7% year-over-year in 1Q25[18] - Cloud communications revenue grew by 6% year-over-year in 1Q25[18] - Enterprise Voice revenue grew by 26% year-over-year[19] Customer Metrics - Net Retention Rate (NRR) was 116%[12, 23] - Average annual customer revenue increased by 20% year-over-year[23] Gross Margin - Non-GAAP gross margin increased to 59%[44]