Bandwidth: True Value In An Expensive Market
Portfolio Pulse from
Bandwidth's stock dropped 10% post-Q4 results, but the company reported a strong revenue beat and net revenue retention rates. It outpaces Twilio in revenue growth and projects ~10% organic growth with margin expansion, aiming for ~20% adjusted EBITDA margins by FY '26.
February 24, 2025 | 4:45 pm
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POSITIVE IMPACT
Bandwidth's stock dropped 10% after Q4 results, but the company reported strong revenue growth and net revenue retention rates. It outpaces Twilio in revenue growth and projects ~10% organic growth with margin expansion, aiming for ~20% adjusted EBITDA margins by FY '26.
Despite the stock drop, Bandwidth's strong revenue beat and positive guidance for future growth and margin expansion suggest a positive outlook. The company's performance outpacing Twilio adds to its attractiveness as a value play.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Twilio is mentioned as being outpaced by Bandwidth in revenue growth, despite both benefiting from political cycle revenue in FY '24.
Twilio is mentioned in comparison to Bandwidth, which is outpacing it in revenue growth. However, the article focuses more on Bandwidth's performance, making the impact on Twilio neutral.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50