Bandwidth Inc.

Informe acción NasdaqGS:BAND

Capitalización de mercado: US$1.4b

Bandwidth Dirección

Dirección controles de criterios 2/4

El CEO de Bandwidth es David Morken , nombrado en Jan 1999, tiene una permanencia de 27.33 años. compensación anual total es $7.56M, compuesta por 7% salario y 93% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.18% de las acciones de la empresa, por valor de $2.52M. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 8.6 años, respectivamente.

Información clave

David Morken

Chief Executive Officer (CEO)

US$7.6m

Compensación total

Porcentaje del salario del CEO7.04%
Permanencia del CEO27.3yrs
Participación del CEO0.2%
Permanencia media de la dirección5.3yrs
Promedio de permanencia en la Junta Directiva8.6yrs

Actualizaciones recientes de la dirección

Recent updates

BAND: Higher 2026 Guidance And Buyback Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Bandwidth from $36.00 to $45.00, citing updated views on revenue growth, profit margins, and a lower future P/E assumption as key drivers behind the higher price target. What's in the News Bandwidth raised full year 2026 revenue guidance to a range of US$880 million to US$900 million, up from prior guidance of US$864 million to US$884 million.

BAND: AI Partnerships And Buybacks Will Support Measured Long Term Upside Potential

Analysts have lifted their Bandwidth price target from approximately $23.67 to $24.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E, which they view as better aligned with the current setup. What's in the News Bandwidth is partnering with Salesforce to provide infrastructure for Salesforce's new CRM native, AI driven Agentforce Contact Center platform.

Bandwidth: 2026 Growth Acceleration To Fuel A Rebound Rally

Feb 21

BAND: AI Voice Integrations Will Support Future Upside Potential

Analysts have maintained their Bandwidth fair value target at $23.67 while making small adjustments to their discount rate and future P/E assumptions. This reflects modest changes to their risk and earnings outlook rather than a revision to the headline price target.

BAND: AI Voice Integrations Will Drive Long-Term Upside Potential

Analysts have modestly increased their price target for Bandwidth to approximately $23.67 per share, citing a slightly higher discount rate and stable expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Issued full year 2025 guidance, projecting revenue between $747 million and $760 million, signaling confidence in continued top line growth (Corporate Guidance) Announced support for OpenAI's latest Realtime API, integrating SIP-based voice calling so enterprises can deploy their own GPT powered conversational voice agents on Bandwidth's edge infrastructure (Product Related Announcement) Expanded its open, multi pathway AI strategy with options ranging from pre built integrations with platforms like Google Dialogflow and Cognigy to standards based APIs such as OpenAI's Realtime API, broadening routes to build AI enhanced communications (Product Related Announcement) Highlighted advantages of its owned and operated global cloud communications network, positioning low latency, high fidelity voice and intelligent routing as key enablers for mission critical conversational AI use cases (Product Related Announcement) Valuation Changes Fair Value: Unchanged at approximately $23.67 per share, indicating stable long term intrinsic value expectations.

BAND: Expanding AI Communications Ecosystem Will Drive Future Revenue Upside

Analysts have modestly raised their price target on Bandwidth to approximately $23.67 per share. This reflects a slightly higher discount rate and future earnings multiple that together support a marginally stronger long term valuation outlook.

BAND: Rising Demand for AI Voice Agents Will Drive Revenue Higher

Analysts have raised their price target for Bandwidth from $17.00 to $23.67. They cited stronger-than-expected revenue growth prospects, even though there is a lower anticipated profit margin and an increased forward P/E ratio.

BAND: Future AI Voice and Trusted Communications Will Drive Business Evolution

Narrative Update on Bandwidth: Analyst Price Target Adjustment Analysts have reduced their fair value estimate for Bandwidth from $21.50 to $17.00. They cite moderating revenue growth projections and a higher discount rate as key factors driving the updated outlook.

Bandwidth Inc.'s (NASDAQ:BAND) Price Is Right But Growth Is Lacking After Shares Rocket 27%

Sep 18
Bandwidth Inc.'s (NASDAQ:BAND) Price Is Right But Growth Is Lacking After Shares Rocket 27%

Enterprise Cloud Migration And AI Voice Applications Will Transform Communications

The upward revision in Bandwidth’s consensus price target is driven by improved revenue growth forecasts, despite a higher future P/E multiple, resulting in a new target of $21.50. What's in the News Bandwidth expects 10% organic revenue growth for both Q3 and the full year 2025 at the midpoint.

Does Bandwidth (NASDAQ:BAND) Have A Healthy Balance Sheet?

Jul 01
Does Bandwidth (NASDAQ:BAND) Have A Healthy Balance Sheet?
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Cloud And AI Platforms Will Drive Enterprise Communication Transformation

Accelerated cloud and AI platform adoption, coupled with digital transformation, is fueling Bandwidth's revenue growth, operating leverage, and rising margins.

Bandwidth: True Value In An Expensive Market

Feb 24

Bandwidth: Remains A Bargain Even As Growth Slows

Jan 20

Why Investors Shouldn't Be Surprised By Bandwidth Inc.'s (NASDAQ:BAND) Low P/S

Jan 14
Why Investors Shouldn't Be Surprised By Bandwidth Inc.'s (NASDAQ:BAND) Low P/S

Health Check: How Prudently Does Bandwidth (NASDAQ:BAND) Use Debt?

Dec 19
Health Check: How Prudently Does Bandwidth (NASDAQ:BAND) Use Debt?

Bandwidth: Sailing Higher On Strong Election Cycle Trends

Nov 04

US$24.50: That's What Analysts Think Bandwidth Inc. (NASDAQ:BAND) Is Worth After Its Latest Results

Aug 03
US$24.50: That's What Analysts Think Bandwidth Inc. (NASDAQ:BAND) Is Worth After Its Latest Results

Bandwidth Q2 Earnings: Minor Growth Concerns But The Post-Earnings Sell-Off Is Unjustified

Aug 02

Bandwidth Inc.'s (NASDAQ:BAND) 38% Price Boost Is Out Of Tune With Revenues

Aug 01
Bandwidth Inc.'s (NASDAQ:BAND) 38% Price Boost Is Out Of Tune With Revenues

Bandwidth Inc. (NASDAQ:BAND) May Have Run Too Fast Too Soon With Recent 30% Price Plummet

Jun 15
Bandwidth Inc. (NASDAQ:BAND) May Have Run Too Fast Too Soon With Recent 30% Price Plummet

Bandwidth: 2024 Will Be The Year Of Strong Execution

May 22

Does Bandwidth (NASDAQ:BAND) Have A Healthy Balance Sheet?

May 03
Does Bandwidth (NASDAQ:BAND) Have A Healthy Balance Sheet?

Bandwidth: Promising Outlook, But Risks Remain (Rating Upgrade)

Feb 29

Many Still Looking Away From Bandwidth Inc. (NASDAQ:BAND)

Feb 23
Many Still Looking Away From Bandwidth Inc. (NASDAQ:BAND)

Is Bandwidth (NASDAQ:BAND) A Risky Investment?

Jan 24
Is Bandwidth (NASDAQ:BAND) A Risky Investment?

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de David Morken en comparación con los beneficios de Bandwidth?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$5m

Dec 31 2025US$8mUS$532k

-US$13m

Sep 30 2025n/an/a

-US$12m

Jun 30 2025n/an/a

-US$10m

Mar 31 2025n/an/a

-US$1m

Dec 31 2024US$2mUS$516k

-US$7m

Sep 30 2024n/an/a

-US$16m

Jun 30 2024n/an/a

-US$21m

Mar 31 2024n/an/a

-US$29m

Dec 31 2023US$2mUS$516k

-US$16m

Sep 30 2023n/an/a

US$28m

Jun 30 2023n/an/a

US$32m

Mar 31 2023n/an/a

US$30m

Dec 31 2022US$5mUS$494k

US$20m

Sep 30 2022n/an/a

-US$22m

Jun 30 2022n/an/a

-US$28m

Mar 31 2022n/an/a

-US$29m

Dec 31 2021US$3mUS$471k

-US$27m

Sep 30 2021n/an/a

-US$39m

Jun 30 2021n/an/a

-US$35m

Mar 31 2021n/an/a

-US$48m

Dec 31 2020US$4mUS$450k

-US$44m

Sep 30 2020n/an/a

-US$26m

Jun 30 2020n/an/a

-US$25m

Mar 31 2020n/an/a

-US$556k

Dec 31 2019US$2mUS$375k

US$2m

Compensación vs. Mercado: La compensación total de David($USD7.56M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD5.37M).

Compensación vs. Ingresos: La compensación de David ha aumentado mientras la empresa no es rentable.

CEO

David Morken (56 yo)

27.3yrs
Permanencia
US$7,558,096
Compensación

Mr. David Andrew Morken is Co-Founder, CEO, & Chairman of Bandwidth Inc. He joined the Bandwidth Inc. in 1999. He was Co-Founder, CEO, President & Chairman of Bandwidth Inc. He is Co-Owner of David Morken...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
David Morken
Co-Founder27.3yrsUS$7.56m0.18%
$ 2.5m
Daryl Raiford
Executive VP & CFO4.8yrsUS$3.79m0.089%
$ 1.3m
Devesh Agarwal
Chief Operating Officer1.8yrsUS$4.11m0.35%
$ 5.0m
Richard Asbill
General Counsel & Secretary5.3yrsUS$1.99m0.15%
$ 2.1m
Rebecca Bottorff
Chief People Officer & Director16.3yrsUS$2.22m0.19%
$ 2.7m
Devin Krupka
Principal Accounting Officer3.3yrssin datos0.097%
$ 1.4m
Scott Mullen
Chief Technology Officer9.3yrsUS$1.03msin datos
Kade Ross
Chief Information Officer6.6yrssin datos0.20%
$ 2.9m
Sarah Walas
Vice President of Investor Relationsno datasin datossin datos
Meg Powell
Chief Marketing Officer1.3yrssin datossin datos
John Bell
Chief Product Officer5.6yrssin datossin datos
Michelle Flynn
Senior Vice President of Operations4.3yrssin datossin datos
5.3yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BAND es experimentado (5.3 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
David Morken
Co-Founder25.3yrsUS$7.56m0.18%
$ 2.5m
Rebecca Bottorff
Chief People Officer & Director4.3yrsUS$2.22m0.19%
$ 2.7m
Brian Bailey
Independent Director13.3yrsUS$267.50k0.19%
$ 2.7m
Julius Genachowski
Member of Advisory Boardno datasin datossin datos
Lukas Roush
Independent Director7.6yrsUS$272.50k0.19%
$ 2.8m
Douglas Suriano
Independent Director8.6yrsUS$276.25k0.13%
$ 1.9m
8.6yrs
Permanencia media
57.5yo
Promedio de edad

Junta con experiencia: La junta directiva de BAND se considera experimentada (8.6 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 11:22
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bandwidth Inc. está cubierta por 11 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brett KnoblauchBerenberg
Erik SuppigerB. Riley Securities, Inc.
Thomas WalkleyCanaccord Genuity