Bandwidth Q2 Earnings: Minor Growth Concerns But The Post-Earnings Sell-Off Is Unjustified
BANDBandwidth(BAND) Seeking Alpha·2024-08-03 00:01

piranka Investment thesis In my previous article covering the company, I argued that its share price appreciation this year had been driven by stronger revenue growth, improving profitability, and the strengthening of its balance sheet through FCF generation. I argued that by being vertically integrated, Bandwidth (NASDAQ:BAND) provided an attractive customer proposition by offering lower costs and higher quality. My largest concern was related to the high level of debt on its balance sheet. Nevertheless, I ...