Duyuru • Jul 30
Bandwidth Inc. Raises Earnings Guidance for the Year Ending December 31, 2026 Bandwidth Inc. raised earnings guidance for the year ending December 31, 2026. For the year, the company expects revenue of $900 million to $910 million, representing 20% growth year-over-year at the midpoint, compared to prior range of $880 million and $900 million. Duyuru • Jul 29
Bandwidth Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2026 Bandwidth Inc. provided earnings guidance for the third quarter ending September 30, 2026. For the quarter, the company expects revenue of $231 million to $235 million. Duyuru • Jul 01
Bandwidth Inc. to Report Q2, 2026 Results on Jul 29, 2026 Bandwidth Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026 Duyuru • Jun 23
Bandwidth Inc. Launches Bandwidth Build Platform Enabling Ai Agents and Developers to Provision Communications Services Bandwidth Inc. announced Bandwidth Build, a new platform enabling AI agents and developers to autonomously provision and launch communications services on the Bandwidth Communications Cloud. Bandwidth Build extends the Bandwidth Communications Cloud into this emerging agentic ecosystem, enabling AI agents to provision communications capabilities and launch voice applications through automated workflows. It also gives human developers a faster path from experimentation to production. Bandwidth Build is accessible via a self-serve UI, API, CLI, and SDKs. Once authenticated, AI agents can use Bandwidth's MCP Server to securely access Bandwidth APIs, provision communications services, and automate workflows. Bandwidth Build starts with a trial that includes a pre-configured U.S. phone number, complimentary usage credits, and immediate access to Bandwidth's Voice API to get started. Agents and developers can build voice applications using the communications capabilities most commonly required for AI-powered interactions, including inbound and outbound calling, text-to-speech, transcription, recording, and conferencing–all on the same global mission-critical infrastructure used by Bandwidth's enterprise customers. Duyuru • Jun 10
Bandwidth Inc. Announces Appointment of Kimberly McLachlan to Chief Revenue Officer Bandwidth Inc. announced the appointment of Kimberly McLachlan as Chief Revenue Officer. McLachlan brings more than two decades of leadership experience in cloud communications and enterprise software. Most recently, she served as Chief Revenue Officer and Head of Sales for the Application division at Vonage, where she led global sales and go-to-market strategy. Prior to that, she was Chief Revenue Officer at Broadvoice, where she expanded revenue growth by redesigning the company's channel strategy, building direct and partner sales motions, and launching new technology-driven programs that improved both growth and margin performance. In her new role at Bandwidth, McLachlan will lead the company's global revenue organization, including enterprise sales, channel and partner strategy, account management, and solutions engineering. She will focus on scaling Bandwidth's direct-to-enterprise motion, expanding strategic partnerships, and driving broader adoption of Bandwidth's AI-driven Communications Cloud. Recent Insider Transactions • Jun 09
General Counsel & Secretary recently sold €1.8m worth of stock On the 5th of June, Richard Asbill sold around 29k shares on-market at roughly €62.38 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.1m. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months. Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Chief People Officer & Director Rebecca Bottorff was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • May 03
Bandwidth Inc. Raises Earnings Guidance for the Full Year Ending December 31, 2026 Bandwidth Inc. raised earnings guidance for the full year ending December 31, 2026. For the period, the company now expects revenue to be in the range of $880 million to $900 million. Duyuru • May 02
Bandwidth Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 Bandwidth Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the period, the company expects revenue in the range of $214 million to $220 million. Duyuru • Apr 15
Bandwidth Inc., Annual General Meeting, May 28, 2026 Bandwidth Inc., Annual General Meeting, May 28, 2026. Duyuru • Apr 14
Bandwidth Inc. to Report Q1, 2026 Results on Apr 30, 2026 Bandwidth Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026 Duyuru • Jan 29
Bandwidth Inc. to Report Q4, 2025 Results on Feb 19, 2026 Bandwidth Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026 Duyuru • Dec 06
Bandwidth Inc. Announces Resignation of John C. Murdock from the Board, Effective as of December 31, 2025 On December 3, 2025, Mr. John C. Murdock, member of the board of directors (the “Board”) of Bandwidth Inc. (the “Company”) and the Chairman of the Compensation Committee of the Board, notified the Company of his intention to resign from the Board, effective as of December 31, 2025. Duyuru • Oct 30
Bandwidth Inc. Provides Earnings Guidance for the Full Year 2025 Bandwidth Inc. provided earnings guidance for the full year 2025. For the year, the company expects revenue to be in the range of $747 million - $760 million. Duyuru • Oct 09
Bandwidth Inc. to Report Q3, 2025 Results on Oct 30, 2025 Bandwidth Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025 Duyuru • Sep 24
Bandwidth Inc. Expands 'Bring Your Own AI' Approach with Support for OpenAI's Realtime API to Power Advanced AI Voice Agents Using GPT Language Models Bandwidth Inc. announced support for OpenAI's latest release of its Realtime API, now integrating voice calling with session initiation protocol (SIP). This enables enterprises to easily bring their own conversational AI voice agents, powered by OpenAI's GPT language models, to Bandwidth's edge infrastructure for natural, human-like conversations. The Realtime API integration is the newest addition to Bandwidth's open and flexible strategy, which gives enterprise IT teams the freedom to choose multiple pathways to build best-in-class AI applications into their communications stack. Customer options include pre-built integrations with leading conversational AI platforms like Google Dialogflow and Cognigy, support for third-party applications across industries and use cases using Bandwidth's programmable voice API, support for native AI features within cloud contact center platforms, and support for standards-based APIs like OpenAI's Realtime API that let enterprises bring their own conversational AI into Bandwidth's edge infrastructure. Combined with Bandwidth's owned-and-operated cloud communications network with global reach, customers gain a unique advantage: the ability to run conversational AI applications with the high fidelity, low latency and intelligent routing that mission-critical voice calls require to be successful. Duyuru • Sep 16
Bandwidth to Reveal New AI and Trust Innovations At Reverb25 Bandwidth Inc. will livestream Reverb25, its annual product keynote and customer showcase . Registration is still available at this link, which can also be used to access a replay and highlights afterward. Now in its second year, Reverb is an award-winning summit for technology and product leaders offering a front-row seat to the future of enterprise cloud communications. This year's Reverb25 experience will unveil Bandwidth's newest innovations addressing two of the industry's most pressing imperatives: building trust in communications and harnessing the power of AI in every interaction. Reverb25 livestream will include: A bold vision from Bandwidth leaders for trusted, AI-powered communications at scale, Major advancements in the company's Trust Services portfolio, Enhancements to Bandwidth's advanced messaging platform, Real-world demos and use cases from leading global enterprises and SaaS innovators, And much more, for both business and technical leaders. Duyuru • Jul 15
Bandwidth Inc. to Report Q2, 2025 Results on Jul 29, 2025 Bandwidth Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 29, 2025 Duyuru • Feb 20
Bandwidth Inc. Provides Earning Guidance for the First Quarter and for Full Year 2025 Bandwidth Inc. provided earning guidance for the first quarter and for full year 2025. For the quarter, the company expects revenue of $168 million - $170 million
For the year, the company expects revenue of $740 million - $760 million. Duyuru • Jan 21
Bandwidth Inc. to Report Q4, 2024 Results on Feb 20, 2025 Bandwidth Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025 Duyuru • Jan 03
Bandwidth Inc. Appoints Devesh Agarwal as Chief Operating Officer On January 1, 2025, Bandwidth Inc. (the Company") appointed Devesh Agarwal, its Interim Chief Operating Officer and Chief Software Strategy Officer, as its Chief Operating Officer. Agarwal, who had served as interim COO since July 2024, is a proven technology executive with significant sales, go-to-market, customer co-creation and P&L leadership experience at large organizations, including Oracle. He joined Bandwidth in July 2022 as Chief Software Strategy Officer, where he led the design and development of Bandwidth’s recently announced global Universal Platform and accelerated delivery of key innovations including the award-winning Bandwidth MaestroTM platform. Agarwal holds 25 patents. Reported Earnings • Nov 01
Third quarter 2024 earnings released: EPS: US$0.015 (vs US$0.20 loss in 3Q 2023) Third quarter 2024 results: EPS: US$0.015 (up from US$0.20 loss in 3Q 2023). Revenue: US$193.9m (up 28% from 3Q 2023). Net income: US$413.0k (up US$5.54m from 3Q 2023). Profit margin: 0.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings. Duyuru • Oct 18
Bandwidth Inc. to Report Q3, 2024 Results on Oct 31, 2024 Bandwidth Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024 Duyuru • Sep 13
Bandwidth Announces the BYOC Ecosystem, Giving Enterprises More Ways To Solve Complex Challenges Bandwidth Inc. announced it now offers the larger ecosystem of bring-your-own-carrier (BYOC) integrations of any provider in the world–giving enterprises more ways to solve complex communications challenges. BYOC programs unbundle the telephony component from software-as-a-service platforms, giving enterprises additional functionality, increased quality and flexibility, reduced costs and improved overall control. By choosing Bandwidth as their BYOC provider, enterprises gain a cloud-native network with access to the most direct-to-carrier integrations for BYOC, along with the simplicity of using a single partner to cover the globe. This enables enterprises to easily integrate their entire comms stack while replacing legacy telecom carriers and most on-premises equipment. It also speeds and simplifies future cloud-to-cloud migrations within the Bandwidth ecosystem. Bandwidth's BYOC options are integrated with the company's Maestro next-generation communications platform. Maestro enables enterprises to accelerate IT development time from months to hours and easily orchestrate complex call flows using Bandwidth's Visual Builder, which is a software-based drag-and-drop call routing designer. The latest list of BYOC options in the Bandwidth ecosystem includes: Amazon Web Services STT/TTS: provides access to AWS's speech-to-text and text-to-speech solutions to enable virtual agents with Bandwidth AIBridge. Cognigy: enables enterprises to bring automated conversational and generative AI solutions within their contact center call flows. Five9: supports Five9's Intelligent Cloud Contact Center solution in hybrid and cloud environments. Genesys: supports Genesys Cloud CX solution in hybrid and cloud environments. Google Cloud's Dialogflow: enables enterprises to build advanced virtual agents as part of the Contact Center AI solution within Google Cloud. Google STT/TTS: provides access to Google's speech-to-text and text-to-speech solutions to enable virtual agents with Bandwidth AIBridge. Google Voice for Google Workspace: supports SIP Link for Google Voice. Microsoft Teams Direct Routing: supports Microsoft Teams Direct Routing for hybrid environments. Microsoft Teams Operator Connect: supports Microsoft Teams Operator Connect for Bandwidth hosted-SBC cloud environments. Pindrop: enables enterprises to utilize Pindrop's voice bio-authentication and anti-fraud services. Webex Contact Center by Cisco: supports Webex Contact Center in hybrid and cloud environments. Webex Calling by Cisco: supports Cloud Connect for Webex Calling cloud-based phone system in hybrid and cloud environments. Zoom Contact Center: connects with Zoom Contact Center in hybrid and cloud environments (planned to be GA by the end of 2024). Zoom Phone Provider Exchange: includes connectivity with both Cloud Peering and Premises Peering options for cloud and hybrid environments, respectively. More additions to the Bandwidth BYOC ecosystem are continuously under development, with the following partnerships planned to be added next: Kore.AI: will provide access to a generative AI application platform that delivers scaled output. Omilia: will provide access to AI-based self-service solutions for enhanced customer service fulfillment with Bandwidth AIBridge. Duyuru • Aug 03
Bandwidth Inc. Provides Revenue Guidance for the Third Quarter of 2024 Bandwidth Inc. provided revenue guidance for the third quarter of 2024. For the quarter, the company expects Revenue to be $180 million- $184 million. Reported Earnings • Aug 02
Second quarter 2024 earnings released: EPS: US$0.15 (vs US$0.15 loss in 2Q 2023) Second quarter 2024 results: EPS: US$0.15 (up from US$0.15 loss in 2Q 2023). Revenue: US$173.6m (up 19% from 2Q 2023). Net income: US$4.06m (up US$7.95m from 2Q 2023). Profit margin: 2.3% (up from net loss in 2Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 48% per year, which means it is significantly lagging earnings. New Risk • Aug 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$16m net loss next year). Shareholders have been diluted in the past year (5.7% increase in shares outstanding). Significant insider selling over the past 3 months (€196k sold). Duyuru • Jul 17
Bandwidth Inc. to Report Q2, 2024 Results on Aug 01, 2024 Bandwidth Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024 Recent Insider Transactions • Jun 19
Independent Director recently bought €75k worth of stock On the 14th of June, Lukas Roush bought around 5k shares on-market at roughly €15.07 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €520k more in shares than they bought in the last 12 months. Recent Insider Transactions • Jun 09
Executive VP & CFO recently sold €145k worth of stock On the 5th of June, Daryl Raiford sold around 8k shares on-market at roughly €19.14 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Daryl has been a net seller over the last 12 months, reducing personal holdings by €363k. Reported Earnings • May 07
First quarter 2024 earnings released: US$0.35 loss per share (vs US$0.14 profit in 1Q 2023) First quarter 2024 results: US$0.35 loss per share (down from US$0.14 profit in 1Q 2023). Revenue: US$171.0m (up 24% from 1Q 2023). Net loss: US$9.23m (down 356% from profit in 1Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings. Duyuru • Apr 24
Bandwidth Inc. to Report Q1, 2024 Results on May 07, 2024 Bandwidth Inc. announced that they will report Q1, 2024 results Pre-Market on May 07, 2024 Recent Insider Transactions • Mar 07
Executive VP & CFO recently sold €217k worth of stock On the 1st of March, Daryl Raiford sold around 12k shares on-market at roughly €18.89 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Daryl's only on-market trade for the last 12 months. New Risk • Mar 03
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$5.0m net loss in 3 years). Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Reported Earnings • Feb 29
Full year 2023 earnings released: US$0.64 loss per share (vs US$0.77 profit in FY 2022) Full year 2023 results: US$0.64 loss per share (down from US$0.77 profit in FY 2022). Revenue: US$601.1m (up 4.9% from FY 2022). Net loss: US$16.3m (down 184% from profit in FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings. Duyuru • Feb 09
Bandwidth Inc. to Report Q4, 2023 Results on Feb 28, 2024 Bandwidth Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 28, 2024 Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €13.67, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 19x in the Telecom industry in Germany. Total loss to shareholders of 91% over the past three years. Valuation Update With 7 Day Price Move • Dec 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €12.40, the stock trades at a forward P/E ratio of 74x. Average forward P/E is 18x in the Telecom industry in Germany. Total loss to shareholders of 92% over the past three years. Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to €12.02, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Telecom industry in Germany. Total loss to shareholders of 90% over the past three years. Reported Earnings • Nov 04
Third quarter 2023 earnings released: US$0.20 loss per share (vs US$0.032 loss in 3Q 2022) Third quarter 2023 results: US$0.20 loss per share (further deteriorated from US$0.032 loss in 3Q 2022). Revenue: US$152.0m (up 2.5% from 3Q 2022). Net loss: US$5.13m (loss widened US$4.33m from 3Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings. Duyuru • Oct 24
Bandwidth Inc. to Report Q3, 2023 Results on Nov 02, 2023 Bandwidth Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023 New Risk • Oct 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings are forecast to decline by an average of 57% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Reported Earnings • Aug 03
Second quarter 2023 earnings released: US$0.15 loss per share (vs US$0.25 loss in 2Q 2022) Second quarter 2023 results: US$0.15 loss per share (improved from US$0.25 loss in 2Q 2022). Revenue: US$145.9m (up 6.9% from 2Q 2022). Net loss: US$3.89m (loss narrowed 38% from 2Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 54% per year, which means it is significantly lagging earnings. Duyuru • Aug 03
Bandwidth Inc. Provides Revenue Guidance for the Third Quarter and Full Year 2023 Bandwidth Inc. provided revenue guidance for the Third Quarter and full year 2023. For the quarter, the company expects Revenue to be $148 million - $150 million.For the year, the company expects Revenue to be $588 million - $592 million. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €13.31, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 32x in the Telecom industry in Germany. Total loss to shareholders of 88% over the past three years. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$0.14 (vs US$0.27 loss in 1Q 2022) First quarter 2023 results: EPS: US$0.14 (up from US$0.27 loss in 1Q 2022). Revenue: US$137.8m (up 4.9% from 1Q 2022). Net income: US$3.61m (up US$10.4m from 1Q 2022). Profit margin: 2.6% (up from net loss in 1Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Mar 09
Independent Director recently bought €139k worth of stock On the 3rd of March, Lukas Roush bought around 9k shares on-market at roughly €15.09 per share. This transaction amounted to 63% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €579k more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • Mar 02
Investor sentiment deteriorates as stock falls 30% After last week's 30% share price decline to €15.85, the stock trades at a trailing P/E ratio of 20x. Average forward P/E is 15x in the Telecom industry in Germany. Total loss to shareholders of 71% over the past three years. Reported Earnings • Feb 24
Full year 2022 earnings released: EPS: US$0.77 (vs US$1.09 loss in FY 2021) Full year 2022 results: EPS: US$0.77 (up from US$1.09 loss in FY 2021). Revenue: US$573.2m (up 17% from FY 2021). Net income: US$19.6m (up US$46.9m from FY 2021). Profit margin: 3.4% (up from net loss in FY 2021). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings. Duyuru • Feb 03
Bandwidth Inc. to Report Q4, 2022 Results on Feb 23, 2023 Bandwidth Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 23, 2023 Reported Earnings • Nov 03
Third quarter 2022 earnings released: US$0.032 loss per share (vs US$0.28 loss in 3Q 2021) Third quarter 2022 results: US$0.032 loss per share (improved from US$0.28 loss in 3Q 2021). Revenue: US$148.3m (up 14% from 3Q 2021). Net loss: US$802.0k (loss narrowed 89% from 3Q 2021). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Sep 15
Independent Director recently sold €50k worth of stock On the 13th of September, Lukas Roush sold around 3k shares on-market at roughly €15.86 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €1.0m more than they sold in the last 12 months. Duyuru • Sep 09
Bandwidth Launches New "Send-To" App, Bringing Built-In SMSMessaging to Microsoft Teams Bandwidth Inc. announced "Send-To," a new messaging app for Bandwidth's Direct Routing and Operator Connect for Microsoft Teams. Send-To enables enterprise users to send SMS texts from within Teams instead of having to use their personal phones, enabling faster and more efficient work collaboration. The new app expands Bandwidth's Duet for Microsoft Teams beyond the core capabilities of voice and e911, creating a truly unified communications experience. It is now available for Teams customers who use Bandwidth for Direct Routing in the U.S. For IT leaders, the new Send-To app can be installed quickly and deployed easily, in keeping with Bandwidth's reputation for simplicity and customer satisfaction. As a result, Teams users can send SMS and MMS messages from within their Teams channels, on desktop or mobile, using a Bandwidth-provided phone number, which minimizes the need forcontext switching and increases efficiency. It also mitigates the security and governance issues stemming from the use of personal devices for business messaging. To further protect privacy, customers control how messages and contacts are retained within their own Teams tenant. Bandwidth engineered the Send-To app to solve for a wide variety of use cases. One of the app's first users is Camden Property Trust, a publicly traded real estate investment trust. With heavy personnel needs to manage its 58,000+ apartment homes in more than 170 communities across the U.S., Camden saw the opportunity to use Bandwidth's Send-To app to improve the speed and effectiveness of its employee recruiting process. The challenge: traditional emails received a slow response due to prospective employees being busy working during the day, and phone calls were seldom answered. This created friction in the recruiting process and stretched out the time to hire. Camden's talent acquisition team piloted Bandwidth's Send-To app to send text messages to candidates through Teams instead. The result: the time recruiters have spent coordinating interviews has been shortened from two days to as little as two minutes, all orchestrated from within the Teams interface. Send-To is yet another example of Bandwidth's decade-long track record of innovation alongside Microsoft. For example, Bandwidth's Duet for Microsoft Teams is a Bring Your Own Carrier (BYOC) solution to help enterprises move to the cloud. With BYOC, enterprises can unbundle their telephony and easily integrate their entire communications stack, while replacing legacy telecom carriers and most on-premises equipment with the Bandwidth platform--built on its own global, software-driven, all-IP network. Find out more about Bandwidth's Send-To app here. Duet(R) is a registered trademark of Bandwidth Inc. in the United States and/or other countries. All other marks are the property of their respective owners. Recent Insider Transactions • Aug 11
Independent Director recently bought €159k worth of stock On the 8th of August, Lukas Roush bought around 10k shares on-market at roughly €15.90 per share. In the last 3 months, there was an even bigger purchase from another insider worth €179k. Insiders have collectively bought €1.1m more in shares than they have sold in the last 12 months. Reported Earnings • Aug 04
Second quarter 2022 earnings released: US$0.25 loss per share (vs US$0.28 loss in 2Q 2021) Second quarter 2022 results: US$0.25 loss per share (up from US$0.28 loss in 2Q 2021). Revenue: US$136.5m (up 13% from 2Q 2021). Net loss: US$6.25m (loss narrowed 9.8% from 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings. Duyuru • Aug 04
Bandwidth Inc. Provides Revenue Guidance for the Third Quarter and Full Year of 2022 Bandwidth Inc. provided revenue guidance for the third quarter and full year of 2022. For the quarter, the company expects total revenue of $140 million - $142 million. For the year, the company expects total revenue of $551 million - $557 million. Duyuru • Jul 22
Bandwidth Inc. to Report Q2, 2022 Results on Aug 03, 2022 Bandwidth Inc. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022 Recent Insider Transactions • Jun 17
Chief Operating Officer recently bought €152k worth of stock On the 13th of June, Anthony Bartolo bought around 10k shares on-market at roughly €15.22 per share. In the last 3 months, they made an even bigger purchase worth €179k. Anthony has been a buyer over the last 12 months, purchasing a net total of €331k worth in shares. Duyuru • Jun 03
Bandwidth Inc. Appoints Karl Perkins as Chief Innovation Officer Bandwidth Inc. announced Karl Perkins has joined the company as Chief Innovation Officer, a newly created position. A cloud communications expert, Perkins has advanced the strategic technology vision for global service providers, including Cisco, Avaya and Tata Communications. His mission at Bandwidth is to drive transformational research and disruptive technologies into a more differentiated product roadmap that delivers a higher level of customer value and growth. Perkins has a broad mix of consulting and technical innovation leadership at top global service providers and communications technology companies. Most recently, he was Chief Technology Officer at Avaya, where he helped define the company's transition to a SaaS-based business model. Earlier experience includes Vice President and Chief Technology Officer of Business Collaboration, Mobility and IoT Solutions at Tata Communications; Group Technical Director at video collaboration software provider UCi2i; product and solution roles in the office of the CTO at Cisco Systems; and technical and strategy positions at a number of other communications technology companies. A native of the United Kingdom, Perkins holds degrees in computer science from Loughborough University in the U.K., where his research focused on all areas of distributed computing, from network design to communication protocols and applications. Recent Insider Transactions • May 19
Chief Operating Officer recently bought €179k worth of stock On the 17th of May, Anthony Bartolo bought around 10k shares on-market at roughly €17.92 per share. In the last 3 months, there was an even bigger purchase from another insider worth €267k. This was Anthony's only on-market trade for the last 12 months. Reported Earnings • May 06
First quarter 2022 earnings released: US$0.27 loss per share (vs US$0.21 loss in 1Q 2021) First quarter 2022 results: US$0.27 loss per share (down from US$0.21 loss in 1Q 2021). Revenue: US$131.4m (up 16% from 1Q 2021). Net loss: US$6.81m (loss widened 28% from 1Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 2.8% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance. Duyuru • May 05
Bandwidth Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2022 Bandwidth Inc. provided earnings guidance for the second quarter and full year 2022. For the quarter, the company expects total revenue of $132.5 million - $134.5 million. For the year, the company expects total revenue of $551 million - $557 million. Duyuru • Apr 21
Bandwidth Inc. to Report Q1, 2022 Results on May 04, 2022 Bandwidth Inc. announced that they will report Q1, 2022 results After-Market on May 04, 2022 Duyuru • Apr 06
Bandwidth Inc., Annual General Meeting, May 19, 2022 Bandwidth Inc., Annual General Meeting, May 19, 2022, at 09:30 Eastern Daylight. Location: Bandwidth’s office located at 900 Main Campus Drive Suite 100 Raleigh North Carolina United States Agenda: To elect two Class II directors to serve until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified; to ratify the appointment of Ernst & Young LLP as the company's independent registered public accounting firm for our fiscal year ending December 31, 2022; to approve, on an advisory basis, the compensation of the Company’s named executive officers as disclosed in the Proxy Statement; and to transact such other business as may properly come before the Annual Meeting or any adjournments or postponements thereof. Duyuru • Mar 30
Bandwidth Inc. Appoints Sandy Preizler as Chief Revenue Officer, Effective April 18, 2022 Bandwidth Inc. announced that Sandy Preizler will be joining the company in the newly created position of Chief Revenue Officer (CRO), effective April 18. Most recently, Preizler was Senior Vice President of Global Sales for the Hospitality division of NCR Inc. He is a co-founder and serves on the board of Rock Steady Boxing Westchester. Recent Insider Transactions • Mar 01
Executive VP recently bought €267k worth of stock On the 28th of February, Daryl Raiford bought around 10k shares on-market at roughly €27.37 per share. This was the largest purchase by an insider in the last 3 months. This was Daryl's only on-market trade for the last 12 months. Duyuru • Feb 24
Bandwidth Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2022 Bandwidth Inc. provided earnings guidance for the first quarter and full year of 2022. For the first quarter of 2022, the company expects total revenue in the range of $125 million to $127 million.For the full year of 2022, the company expects total revenue in the range of $547 million to $555 million. Reported Earnings • Feb 24
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: US$1.09 loss per share (up from US$1.83 loss in FY 2020). Revenue: US$490.9m (up 43% from FY 2020). Net loss: US$27.4m (loss narrowed 38% from FY 2020). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 16%, compared to a 2.3% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance. Duyuru • Feb 24
Bandwidth Welcomes Anthony Bartolo as Chief Operating Officer Bandwidth Inc. announced that Anthony Bartolo will be joining the company in the newly created position of Chief Operating Officer, effective Feb. 28. A proven leader in cloud communications and software-as-a-service at relevant large tech companies including Avaya, Tata Communications and Nortel, Bartolo has 30 years of experience scaling global revenues, driving new commercial strategies and motivating cross-functional teams to achieve profitable growth. Most recently, Bartolo was Executive Vice President and Chief Product Officer at Avaya, where he led the transition to a SaaS-based business model, resulting in significant new customer wins and an 11-fold increase in annual recurring revenue. Before that, he held several executive roles at Tata Communications, including President of Mobility and Chief Product Officer. His accomplishments included designing and implementing a more competitive product strategy, spearheading the company's expansion into new market segments, securing new strategic partnerships and expanding the company's global footprint. Earlier experience includes President and CEO of Skyrider, a social and peer-to-peer networking start-up, and Vice President and General Manager of the Wireless and RFID Divisions at Symbol Technologies (acquired by Motorola). Bartolo began his career at Nortel Networks with roles including Field Service Engineer and strategic and product marketing. Bartolo is active in the global tech community and has served on numerous boards in organizations around the world during his career. A native Australian, he has a bachelor's degree in engineering with honors from RMIT University in Melbourne. Duyuru • Feb 09
Bandwidth Inc. to Report Q4, 2021 Results on Feb 23, 2022 Bandwidth Inc. announced that they will report Q4, 2021 results After-Market on Feb 23, 2022 Reported Earnings • Nov 09
Third quarter 2021 earnings released: US$0.28 loss per share (vs US$0.097 loss in 3Q 2020) The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$130.6m (up 54% from 3Q 2020). Net loss: US$6.94m (loss widened 195% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance. Board Change • Nov 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Luke Roush was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Executive Departure • Aug 19
Chief Financial Officer Jeffrey Hoffman has left the company During their tenure, earnings grew by 35% annually compared to the industry average of 18%. As of June 2021, Jeffrey still personally held 14.74k shares (€1.7m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.33 years, which is considered inexperienced in the Simply Wall St Risk Model. Reported Earnings • Aug 06
Second quarter 2021 earnings released: US$0.28 loss per share (vs US$0.86 loss in 2Q 2020) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$120.7m (up 57% from 2Q 2020). Net loss: US$6.93m (loss narrowed 66% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 160 percentage points per year, which is a significant difference in performance. Duyuru • Jun 28
Bandwidth Inc.(NasdaqGS:BAND) dropped from Russell 2000 Growth-Defensive Index Bandwidth Inc.(NasdaqGS:BAND) dropped from Russell 2000 Growth-Defensive Index Reported Earnings • May 07
First quarter 2021 earnings released: US$0.21 loss per share (vs US$0.045 loss in 1Q 2020) The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$113.5m (up 66% from 1Q 2020). Net loss: US$5.32m (loss widened 403% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 171 percentage points per year, which is a significant difference in performance. Duyuru • May 06
Bandwidth Inc. Provides Revenue Guidance for the Second Quarter and Full Year of Fiscal 2021 Bandwidth Inc. provided revenue guidance for the second quarter and full year of fiscal 2021. For the quarter, the company's total revenue is expected to be in the range of $116.0 million to $117.0 million.
For the full year, the company's total revenue is expected to be in the range of $473.1 million to $476.1 million. Recent Insider Transactions • Mar 21
Independent Director recently bought €169k worth of stock On the 16th of March, Brian Bailey bought around 2k shares on-market at roughly €113 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €4.0m more in shares than they bought in the last 12 months. Reported Earnings • Feb 28
Full year 2020 earnings released: US$1.83 loss per share (vs US$0.11 profit in FY 2019) The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$343.1m (up 48% from FY 2019). Net loss: US$44.0m (down US$46.5m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 193 percentage points per year, which is a significant difference in performance. Analyst Estimate Surprise Post Earnings • Feb 28
Revenue beats expectations Revenue exceeded analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 35%, compared to a 7.1% growth forecast for the Telecom industry in Germany. Is New 90 Day High Low • Feb 20
New 90-day high: €159 The company is up 24% from its price of €128 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.30 per share.