Bandwidth: Buy As Retention Stabilizes And Margins Expand |
Bandwidth has shown strong growth momentum since the 2024 elections, with improving net revenue retention rates and rising customer counts, despite broader market volatility. Shares are down ~20% YTD and ~30% over the past year, presenting a compelling buy opportunity given the company's renewed growth trends and raised FY25 outlook. Bandwidth's valuation is attractive at 0.8x EV/FY25 revenue and 7.3x EV/FY25 adjusted EBITDA, with adjusted EBITDA currently rising at a ~40x pace. |
seekingalpha.com |
2025-05-11 16:38:52 |
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Bandwidth Q1: Resilient Growth Alongside Expanding Margins |
Organic growth of 10% is expected for this year, adjusted for last year's political revenue. Gross margins reached 59% in Q1, compared to 57% in the prior year period, and are expected to exceed 60% next year. The business is demonstrating strong operating leverage, with FCF estimated to be $60 million for this year. |
seekingalpha.com |
2025-05-11 08:51:50 |
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Bandwidth (BAND) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for Bandwidth (BAND) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-05-08 03:31:04 |
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Bandwidth Q1 Earnings Beat Estimates on Solid Revenue Growth |
BAND reports a top-line growth year over year, driven by healthy demand for its cloud communication services and disciplined operating execution. |
zacks.com |
2025-05-07 18:25:37 |
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Bandwidth Inc. (BAND) Q1 2025 Earnings Call Transcript |
Bandwidth Inc. (NASDAQ:BAND ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Sarah Walas - Vice President, Investor Relations David Morken - Cofounder, Chief Executive Officer & Chairman Daryl Raiford - Chief Financial Officer John Bell - Chief Product Officer Conference Call Participants Arjun Bhatia - William Blair James Fish - Piper Sandler Will Power - Baird Pat Walravens - Citizens Operator Good morning and welcome to the Bandwidth Inc. First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode. |
seekingalpha.com |
2025-05-07 16:01:16 |
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Bandwidth (BAND) Q1 Earnings and Revenues Beat Estimates |
Bandwidth (BAND) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.27 per share a year ago. |
zacks.com |
2025-05-07 12:50:37 |
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Bandwidth Announces First Quarter 2025 Financial Results |
RALEIGH, N.C. , May 7, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced its financial results for the first quarter ended March 31, 2025. |
prnewswire.com |
2025-05-07 10:30:00 |
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New Strong Sell Stocks for May 2nd |
ARCB, ACA and BAND have been added to the Zacks Rank #5 (Strong Sell) List on May 2, 2025. |
zacks.com |
2025-05-02 09:45:27 |
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Bandwidth Opens Nominations for Textie Awards Celebrating the Best in Business Messaging |
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. |
prnewswire.com |
2025-05-01 12:12:00 |
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Bandwidth (BAND) Earnings Expected to Grow: Should You Buy? |
Bandwidth (BAND) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. |
zacks.com |
2025-04-30 15:07:15 |
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Lessengers Addresses the Hyperscale Data Center Bandwidth and Energy Consumption Crunch with Industry-First 1.6 Terabit Multimode Optical Transceivers for AI/ML Workloads |
SEOUL, South Korea & SAN FRANCISCO--(BUSINESS WIRE)--LESSENGERS Inc., a provider of innovative optical components based on its patented “direct optical wiring” (DOW) technology, today announced an industry-first 1.6T OSFP 2×SR4 optical transceiver with multimode optics to address the growing bandwidth and energy crunch resulting from the increasingly complex AI/ML workloads in hyperscale data centers. Hyperscale data centers require increasingly higher bandwidth and lower latency to keep up wit. |
businesswire.com |
2025-03-31 13:00:00 |
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Bandwidth Puts IT Leaders in Control With AI-Ready, Software-Powered Cloud Communications at Enterprise Connect |
Bandwidth Maestro, prior winner of "Best of Enterprise Connect," highlighted as the orchestration platform for best-in-class capabilities across voice AI, CCaaS, UCaaS Bandwidth leaders to share expert insights in conference sessions Enterprise IT teams invited to experience the future of cloud communications and meet with an expert at Booth 1411 ORLANDO, Fla. , March 17, 2025 /PRNewswire/ -- At the Enterprise Connect Conference & Expo beginning today, Bandwidth Inc. (NASDAQ: BAND) is showcasing how AI-ready, software-driven cloud communications empower enterprise IT leaders to take control, simplify complexity and deliver world-class customer and employee experiences. |
prnewswire.com |
2025-03-17 10:12:00 |
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Here's Why Bandwidth (BAND) Is a Great 'Buy the Bottom' Stock Now |
Bandwidth (BAND) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term. |
zacks.com |
2025-02-25 12:56:33 |
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Bandwidth Releases 2025 State of Messaging Report: RCS, Deliverability and Consumer Trust Take Center Stage |
Report is a must-read playbook for enterprises to maximize engagement, improve deliverability and future-proof their business text messaging strategies RALEIGH, N.C. , Feb. 25, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced the release of its highly anticipated 2025 State of Messaging Report , which reveals the key trends shaping business messaging for enterprises worldwide. |
prnewswire.com |
2025-02-25 10:12:00 |
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Bandwidth: True Value In An Expensive Market |
Despite a 10% stock drop post-Q4 results, Bandwidth reported a healthy revenue beat and strong net revenue retention rates, making it a compelling value play. We note that Bandwidth's revenue growth is now far outstripping its better-recognized rival, Twilio, both of which benefited from political cycle revenue in FY '24. Bandwidth's robust FY '25 guidance signals ~10% organic revenue growth, alongside margin expansion toward a path of hitting ~20% adjusted EBITDA margins by FY '26. |
seekingalpha.com |
2025-02-24 13:26:41 |
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Why Bandwidth (BAND) is a Top Growth Stock for the Long-Term |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. |
zacks.com |
2025-02-24 12:50:34 |
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Bandwidth Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y |
BAND's fourth-quarter 2024 earnings miss estimates on solid revenue growth. |
zacks.com |
2025-02-21 12:21:21 |
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Bandwidth: Strong Q4 Revenue Growth |
Cloud communications specialist Bandwidth (BAND -6.57%) reported mixed fourth-quarter financial results on Thursday, Feb. 20. A key highlight was generating record revenue of $210 million, up 27% year over year and exceeding analyst consensus estimates of $203 million. |
fool.com |
2025-02-20 13:44:51 |
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Bandwidth Inc. (BAND) Q4 2024 Earnings Call Transcript |
Bandwidth Inc. (NASDAQ:BAND ) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Sarah Walas - Vice President, Investor Relations David Morken - Cofounder, Chief Executive Officer and Chairman Daryl Raiford - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair Ryan MacWilliams - Barclays Patrick Walravens - Citizens JMP Meta Marshall - Morgan Stanley Ryan Koontz - Needham Will Power - Baird Operator Good day and welcome to the Bandwidth Fourth Quarter and Full Year 2024 Earnings Conference Call. All participants will be in a listen-only mode. |
seekingalpha.com |
2025-02-20 12:18:56 |
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Bandwidth (BAND) Q4 Earnings Miss Estimates |
Bandwidth (BAND) came out with quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.38 per share a year ago. |
zacks.com |
2025-02-20 11:21:10 |
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Bandwidth Announces Fourth Quarter and Full Year 2024 Financial Results |
Reported quarterly and full year record revenue and record profitability Achieved net operating cash flow of $84 million and record free cash flow in 2024 RALEIGH, N.C. , Feb. 20, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced financial results for the fourth quarter and full year ended December 31, 2024. |
prnewswire.com |
2025-02-20 09:00:00 |
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Here's Why Bandwidth (BAND) is a Strong Momentum Stock |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. |
zacks.com |
2025-02-17 12:55:40 |
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Wall Street Analysts Believe Bandwidth (BAND) Could Rally 31.48%: Here's is How to Trade |
The consensus price target hints at a 31.5% upside potential for Bandwidth (BAND). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term. |
zacks.com |
2025-02-17 12:55:28 |
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Bandwidth Named a Leader in IDC MarketScape for Worldwide CPaaS |
RALEIGH, N.C. , Feb. 11, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it has been named a Leader for the fourth consecutive time in the IDC MarketScape: Worldwide Communications Platform as a Service (CPaaS) 2025 Vendor Assessment (doc #US52039625, Feb. 2025). |
prnewswire.com |
2025-02-11 10:12:00 |
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Bandwidth to Report Fourth Quarter and Full Year 2024 Financial Results on February 20, 2025 |
RALEIGH, N.C. , Jan. 21, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it will report its financial results for the fourth quarter and full year ended December 31, 2024 before market open on Thursday, February 20, 2025. |
prnewswire.com |
2025-01-21 10:15:00 |
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Bandwidth: Remains A Bargain Even As Growth Slows |
Shares have remained weak in recent months, despite strong growth and improving profitability in the underlying business. The market appears to be pricing in a significant growth deceleration due to the lack of political spending on the platform in 2025. Despite this headwind, I expect 8% year over year increase in Adjusted EBITDA and a 10% increase in FCF for FY25. |
seekingalpha.com |
2025-01-20 10:27:08 |
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Twilio Has Soared 94% in 6 Months. Here's Another Incredibly Cheap Cloud Stock That Could Follow Suit and Jump at Least 34%, According to Wall Street. |
Cloud communications provider Twilio (TWLO 1.13%) has been one of the hottest stocks on the market during the past six months, clocking incredible gains of 94% as of this writing thanks to the company's improving growth profile, as well as the incredible addressable market it can tap. |
fool.com |
2025-01-10 07:45:00 |
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Bandwidth Announces Devesh Agarwal as Chief Operating Officer To Lead Growth and Innovation |
Proven technology executive with significant sales, go-to-market and P&L leadership experience at large organizations RALEIGH, N.C. , Jan. 2, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced Devesh Agarwal as Chief Operating Officer, effective Jan. 1, 2025. |
prnewswire.com |
2025-01-02 10:12:00 |
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Alphawave Semi Scales UCIe™ to 64 Gbps Enabling >20 Tbps/mm Bandwidth Density for Die-to-Die Chiplet Connectivity |
LONDON & TORONTO--(BUSINESS WIRE)--Alphawave Semi (LSE: AWE), a global leader in high-speed connectivity and compute silicon for the world's technology infrastructure, proudly introduces the industry's first 64 Gbps Universal Chiplet Interconnect Express (UCIe™) Die-to-Die (D2D) IP Subsystem to deliver unprecedented chiplet interconnect data rates, setting a new standard for ultra-high-performance D2D connectivity solutions in the industry. The third generation, 64 Gbps IP Subsystem builds on t. |
businesswire.com |
2024-12-20 05:00:00 |
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Why Bandwidth (BAND) is a Top Momentum Stock for the Long-Term |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. |
zacks.com |
2024-12-10 12:51:13 |
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Bandwidth: Sailing Higher On Strong Election Cycle Trends |
Bandwidth has shown a notable turnaround in Q3 with a 28% y/y revenue growth, driven partly by election-cycle messaging, and raised its FY24 outlook. Despite recent gains, Bandwidth remains a value stock with a 1.0x FY25 revenue multiple and a 6.5x EV/FY25 adjusted EBITDA multiple. The company's net revenue retention rate rebounded to 117% in Q3, indicating strong customer usage and upsell, with further upside potential. |
seekingalpha.com |
2024-11-04 10:22:00 |
Czytaj oryginał (ang.) |
Bandwidth Beats Q3 Earnings Estimates on Solid Revenue Growth |
BAND reports a top-line expansion year over year, driven by healthy demand for its cloud communication services across several sectors. |
zacks.com |
2024-11-01 14:00:26 |
Czytaj oryginał (ang.) |
Bandwidth Inc. (BAND) Q3 2024 Earnings Call Transcript |
Bandwidth Inc. (NASDAQ:BAND ) Q3 2024 Earnings Conference Call October 31, 2024 8:00 AM ET Company Participants Sarah Walas - Vice President of Investor Relations David Morken - CEO Daryl Raiford - CFO John Bell - Chief Product Officer Conference Call Participants Jim Fish - Piper Sandler Will Power - Baird Pat Walravens - JMP Ryan Mac - Barclays Meta Marshall - Morgan Stanley David Morken Thank you, Sarah. Welcome to Bandwidth's Q3 2024 earnings call. |
seekingalpha.com |
2024-10-31 12:52:09 |
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Bandwidth (BAND) Q3 Earnings and Revenues Beat Estimates |
Bandwidth (BAND) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.23 per share a year ago. |
zacks.com |
2024-10-31 10:40:20 |
Czytaj oryginał (ang.) |
Bandwidth Announces Third Quarter 2024 Financial Results |
Exceeded revenue and profitability guidance ranges Raising full year 2024 guidance for revenue and profitability RALEIGH, N.C. , Oct. 31, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced financial results for the third quarter ended September 30, 2024. |
prnewswire.com |
2024-10-31 08:29:00 |
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Bandwidth to Report Third Quarter 2024 Financial Results on October 31, 2024 |
RALEIGH, N.C. , Oct. 17, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it will report its financial results for the third quarter ended September 30, 2024 before market open on Thursday, October 31, 2024. |
prnewswire.com |
2024-10-17 20:29:00 |
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Bandwidth and its Employees Announce Hurricane Relief For Western North Carolina and Invite Customers To Participate |
Donation of $100,000, 2:1 employee matching, support for employee volunteers and invitations to customers are efforts to mobilize the entire Bandwidth Community to help neighbors in N.C. RALEIGH, N.C. |
prnewswire.com |
2024-10-17 12:14:00 |
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Lam Research Following Micron's Footsteps In High Bandwidth Memory And Semiconductor Equipments Demand |
Lam Research reported $3.87 billion in revenue last quarter, surpassing analyst expectations. Its strong operating margin of 29% and a return on equity of 45% indicate solid financial health. It will benefit from increasing demand for DRAM and NAND memory, driven by AI, Data Center and industries like automotive. Despite semiconductor industry cyclicality and geopolitical risks, Lam's leadership in AI-related semiconductor technology and solid financials make it a compelling long-term investment. |
seekingalpha.com |
2024-10-11 09:04:28 |
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BAND Expands Communication Service Offerings: Stock to Gain? |
Bandwidth introduces bring-your-own-carrier program to eliminate challenges related to legacy communication systems and improve the experience of clients and employees. |
zacks.com |
2024-09-13 17:50:39 |
Czytaj oryginał (ang.) |
Bandwidth Announces the Largest BYOC Ecosystem, Giving Enterprises More Ways To Solve Complex Challenges |
Bring-your-own-carrier with Bandwidth's Maestro™ platform gives enterprises more freedom of choice along with better quality, control, cost savings RALEIGH, N.C. , Sept. 12, 2024 /PRNewswire/ -- At its Reverb24 global livestream today, Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, announced it now offers the largest ecosystem of bring-your-own-carrier (BYOC) integrations of any provider in the world–giving enterprises more ways to solve complex communications challenges. |
prnewswire.com |
2024-09-12 16:01:00 |
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Bandwidth Will Livestream Its Universal Platform Launch TODAY at 10:30 am EDT, With Registration Still Available |
Future of communications takes center stage at "Reverb24," a worldwide livestreamed event featuring new and upgraded technologies for enterprises to deliver seamless global experiences RALEIGH, N.C. , Sept. 12, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, will livestream the launch of its next-generation Universal Platform and more today at 10:30 am EDT at "Reverb24. |
prnewswire.com |
2024-09-12 12:03:00 |
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Allegro MicroSystems Introduces High-Bandwidth Current Sensors Incorporating XtremeSense™ TMR Technology |
New current sensors utilizing Allegro's patented XtremeSense™ TMR technology represent the first products launched since the company's acquisition of Crocus Technologies New current sensors utilizing Allegro's patented XtremeSense™ TMR technology represent the first products launched since the company's acquisition of Crocus Technologies |
globenewswire.com |
2024-09-11 12:00:00 |
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Bandwidth To Livestream Next-Gen Universal Platform Launch Sept. 12 at 10:30 am EDT, With Registration Now Open |
Future of communications takes center stage at "Reverb24," a worldwide livestreamed event featuring new and upgraded technologies for enterprises to deliver seamless global experiences RALEIGH, N.C. , Aug. 28, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today opened free registration for "Reverb24," a worldwide livestream on Sept. |
prnewswire.com |
2024-08-28 12:12:00 |
Czytaj oryginał (ang.) |
Bandwidth: Amid Undue Pessimism, Now Is A Great Time To Step In |
Bandwidth has sold off sharply after posting Q2 results, despite beating estimates and showing stabilization in net retention rates. The company also recently repurchased a good chunk of its convertible debt at a significant gain. Despite short-term volatility, the company enjoys several long-term tailwinds, including a large TAM and continued expansion in profit margins driven by recent headcount optimization. |
seekingalpha.com |
2024-08-06 01:58:54 |
Czytaj oryginał (ang.) |
Bandwidth Q2 Earnings: Minor Growth Concerns But The Post-Earnings Sell-Off Is Unjustified |
Shares are down 30% following the Q2 earnings report. Q2 earnings showed weaker growth but improved profitability and FCF generation. Growth is expected to improve in the next two quarters, boosted by political spending. |
seekingalpha.com |
2024-08-02 16:01:08 |
Czytaj oryginał (ang.) |
Bandwidth (BAND) Q2 Earnings Beat Estimates on Solid Revenues |
Bandwidth (BAND) reports a top-line expansion year over year, driven by healthy demand for its cloud communication services across several sectors. |
zacks.com |
2024-08-01 17:05:46 |
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Bandwidth Inc. (BAND) Q2 2024 Earnings Call Transcript |
Bandwidth Inc. (NASDAQ:BAND ) Q2 2024 Earnings Conference Call August 1, 2024 8:00 AM ET Company Participants Sarah Wallace – Vice President-Investor Relations David Morken – Chief Executive Officer Daryl Raiford – Chief Financial Officer Conference Call Participants Arjun Bhatia – William Blair Will Power – Baird Patrick Walravens – JMP Securities Meta Marshall – Morgan Stanley James Fish – Piper Sandler Eamon Coughlin – Barclays Operator Good day, and welcome to the Bandwidth Inc. Second Quarter 2024 Earnings Conference Call. Today all participants will be in a listen-only mode. |
seekingalpha.com |
2024-08-01 16:49:09 |
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