Bandwidth (BAND) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.57%. A quarter ago, it was expected that this enterprise software developer would post earnings of $0.21 per share when it actually produced earnings of $0.27, delivering a surprise of 28.57%.Over the last four quarter ...

财务表现 - 总收入达1.746亿美元，同比增长19%[5] - 非GAAP毛利率达56%，较上年同期提升1个百分点[8] - 调整后EBITDA达1900万美元，同比增长77%[8] - 自由现金流达1800万美元，较上年同期大幅改善[8] - 公司2024年第二季度总收入为1.28亿美元，同比增长8.5%[35] - 公司2024年上半年总收入为2.57亿美元，同比增长10.3%[35] - 公司2024年第二季度非GAAP毛利率为56%，同比提升1个百分点[39] - 公司2024年上半年非GAAP毛利率为56%，同比提升2个百分点[39] - 公司2024年第二季度非GAAP净利润为871.9万美元，同比增长98.2%[41] - 公司2024年上半年非GAAP净利润为1653.9万美元，同比增长195.6%[41] - 公司2024年第二季度非GAAP每股收益为0.29美元，同比增长81.3%[43] - 公司2024年上半年非GAAP每股收益为0.55美元，同比增长161.9%[43] 收入指引 - 第三季度收入指引为1.8亿-1.84亿美元，全年收入指引为7.1亿-7.2亿美元[15] - 第三季度调整后EBITDA指引为1800万-2000万美元，全年指引为7200万-7600万美元[15] 客户情况 - 获得医疗理赔管理公司、医疗保健解决方案提供商和商业保险公司等客户[11][12][13] - 现有客户大幅增加消息业务[14] 财务状况 - 公司现金及现金等价物为6204.4万美元，较2023年末下降52.9%[36] - 公司总资产为10.02亿美元，较2023年末下降9.0%[36] - 非GAAP基本股数为27,079,333股[45] - 可转换债券转换后的股数为2,421,265股[45] - 已发行和未行权的股票期权为28,513份[45] - 未归属的受限制股票单位为1,284,862份[45] - 非GAAP摊薄后股数为30,813,973股[45] 其他 - 将参加Canaccord Genuity Growth Conference和Piper Sandler Growth Frontiers Conference[17][18] - 非经常性项目包括处置固定资产的损失[46][48] - 非GAAP有效所得税率为15.0%[47] - 调整后EBITDA为18,741,000美元[48] - 自由现金流为18,320,000美元[50] - 资本性支出为6,116,000美元[50]

Revenue of $174 million, up 19% year-over-yearAccelerating profitability, exceeding guidance Expanding cash flow generationRALEIGH, N.C., Aug. 1, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced financial results for the second quarter ended June 30, 2024."We're pleased to report a very strong first half, making significant progress toward our plan for 2024. In the second quarter, we delivered solid revenue growth while acceleratin ...

New product line is the industry's first to integrate Arm® Neoverse® processors, inline compression, and four memory channels. Structera™ A CXL near-memory accelerator family is optimized to address high-bandwidth memory applications such as deep learning and ML/AI on general-purpose servers.Structera™ X CXL memory-expansion controller family is the first to support up to 12 DDR4 memory modules, enabling module recycling to reduce e-waste and maximize server memory capacity for applications such as in-memor ...

Panel of 16 cloud communications experts honored Bandwidth's Maestro™ and AIBridge software innovations delivered on the owner-operated Bandwidth Communications CloudRALEIGH, N.C., July 29, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it has won the coveted UC Award for "Best CPaaS Platform." Described as one of the highest honors in cloud communications, the UC Awards are hosted and presented by UC Today, the leading internati ...

RALEIGH, N.C., July 16, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it will report its financial results for the second quarter ended June 30, 2024 before market open on Thursday, August 1, 2024.Bandwidth will offer a live webcast of the conference call on the Investor Relations section of the company's website at https://investors.bandwidth.com, where a replay will also be available shortly following the completion of the con ...

文章核心观点 - 过去一年半时间,股市表现出色,未来几年前景看好 [1][2] - 但也存在一些风险,如经济衰退的可能性 [3][4] - 总的来说,长期持有增长型股票是不错的选择 [5] PDD Holdings - 公司的国际应用Temu在美国市场表现出色,用户量超过1亿 [7] - 公司的核心Pinduoduo应用在中国市场持续增长,业绩表现出色 [8][9] - 公司在中国市场和全球市场的布局为其长期发展奠定了基础 [10] Super Micro Computer - 公司凭借在人工智能、云计算和边缘计算等领域的优势实现了业绩大幅增长 [11][12] - 公司作为人工智能硬件供应商,有望从人工智能浪潮中获益 [12][13] - 公司估值相对较低,但行业竞争激烈,未来增长存在不确定性 [13][14][15] Datadog - 公司受益于云计算和数据分析等行业趋势,业绩表现出色 [18][19][20] - 公司有望继续保持增长势头,但当前股价估值较高,需谨慎 [20][21] Duolingo - 公司受益于全球化和移民带来的语言学习需求增长 [24][25] - 公司用户量和订阅收入增长迅速,未来发展前景广阔 [26][27] Bandwidth Inc. - 公司受益于通信平台即服务(CPaaS)市场的快速增长 [29][30] - 公司目前亏损且负债较重,但有望在利率下降后恢复增长 [31][32] Paycom Software - 公司的自助式薪资管理软件受到市场欢迎,有望持续增长 [34][35] - 公司当前估值较低,是一个不错的投资机会 [35] Block Inc. - 公司受益于数字支付、电商和加密货币等行业趋势,业绩表现出色 [37][38] - 分析师普遍看好公司的长期发展前景 [39][40]

piranka Investment thesis Bandwidth's (NASDAQ:BAND) business has faced a couple of turbulent years, following the boom during the pandemic. Besides lower usage of the platform after the pandemic, the business subsequently suffered from a DDoS attack in October 2021 which led to some of its customers reducing the use of its platform. This led to its share price dropping even below its IPO price in 2017 of $20, even though its revenue had grown three times larger. These headwinds caused its revenue to stagnat ...

From e-commerce to student success to patient engagement, innovators drive impressive business results and engagement using Bandwidth's text messaging platform RALEIGH, N.C., May 9, 2024 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced the winners and finalists of "The Texties," a new annual awards program honoring the best in business text messaging by Bandwidth customers. Judges reviewed entries focusing on business results, innovatio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-Q __________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38285 BANDWIDTH INC. (Exact name of registrant as specified in its c ...