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Bandwidth Inc (BAND)



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Upturn Advisory Summary
08/28/2025: BAND (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $19.6
1 Year Target Price $19.6
1 | Strong Buy |
2 | Buy |
2 | Hold |
0 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -65.09% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 452.12M USD | Price to earnings Ratio - | 1Y Target Price 19.6 |
Price to earnings Ratio - | 1Y Target Price 19.6 | ||
Volume (30-day avg) 6 | Beta 1.8 | 52 Weeks Range 11.33 - 23.00 | Updated Date 08/29/2025 |
52 Weeks Range 11.33 - 23.00 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.34 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When Before Market | Estimate 0.3202 | Actual 0.38 |
Profitability
Profit Margin -1.32% | Operating Margin (TTM) -2.08% |
Management Effectiveness
Return on Assets (TTM) -0.75% | Return on Equity (TTM) -2.9% |
Valuation
Trailing PE - | Forward PE 23.04 | Enterprise Value 865315316 | Price to Sales(TTM) 0.6 |
Enterprise Value 865315316 | Price to Sales(TTM) 0.6 | ||
Enterprise Value to Revenue 1.14 | Enterprise Value to EBITDA 20.94 | Shares Outstanding 28183000 | Shares Floating 26915652 |
Shares Outstanding 28183000 | Shares Floating 26915652 | ||
Percent Insiders 4.12 | Percent Institutions 78.24 |
Upturn AI SWOT
Bandwidth Inc

Company Overview
History and Background
Bandwidth Inc. was founded in 1999 in Raleigh, North Carolina. Initially focused on providing voice and data services, it evolved into a cloud communications platform provider, offering APIs and software for voice, messaging, and emergency services. It went public in 2017.
Core Business Areas
- CPaaS (Communications Platform as a Service): Bandwidth's core offering, providing APIs for voice, messaging, and 911 access. This allows businesses to embed communication capabilities directly into their applications and workflows.
- Enterprise Voice: Provides voice services to large enterprises, including SIP trunking and hosted voice solutions. Increasingly less of a revenue driver.
Leadership and Structure
David Morken is the CEO. The company operates with a typical corporate structure, including executive leadership, product development, sales, marketing, and customer support teams.
Top Products and Market Share
Key Offerings
- CPaaS Platform: Bandwidth's CPaaS platform enables businesses to integrate voice, messaging, and emergency services into their applications. Market share is estimated to be around 6-8% globally in the CPaaS market. Competitors include Twilio (TWLO), Vonage (VG), and MessageBird. CPaaS revenue drives most growth.
- Voice and Messaging APIs: APIs that facilitate programmable voice calls and SMS messaging. The number of active Bandwidth users is closely tied to the overall usage of applications that utilize their APIs, making it difficult to pinpoint an exact number. Competitors include Twilio (TWLO), Vonage (VG), and Plivo.
Market Dynamics
Industry Overview
The cloud communications market is growing rapidly, driven by the increasing need for businesses to integrate communication capabilities into their applications. Factors driving this growth include digital transformation, remote work, and the rise of customer engagement platforms.
Positioning
Bandwidth Inc. is positioned as a CPaaS provider focused on enterprise customers, emphasizing reliability and regulatory expertise, particularly around 911 services. They differentiate themselves via direct relationships with carriers which lowers costs. They have been trying to expand internationally.
Total Addressable Market (TAM)
The global CPaaS market is estimated to reach $100 billion by 2027. Bandwidth Inc. is positioned to capture a portion of this TAM by focusing on its core strengths and expanding its product offerings.
Upturn SWOT Analysis
Strengths
- Strong CPaaS platform
- Direct relationships with carriers
- Expertise in regulatory compliance
- Focus on enterprise customers
- Established customer base
Weaknesses
- Smaller market share compared to Twilio
- Dependence on a few large customers
- Slower innovation compared to competitors
- International expansion is lagging
- Profitability margins are a key issue.
Opportunities
- Expanding CPaaS market
- Growth in remote work and digital transformation
- Increasing demand for embedded communications
- Expanding into new geographic markets
- Acquisition targets could improve profitability
Threats
- Intense competition from Twilio and other CPaaS providers
- Technological changes
- Economic downturn
- Regulatory changes
- Security breaches
Competitors and Market Share
Key Competitors
- TWLO
- VG
- DT
- AVYA
Competitive Landscape
Bandwidth Inc. faces intense competition from larger players like Twilio. Bandwidth differentiates through carrier relationships. Innovation and profitability are key areas for Bandwidth to improve.
Major Acquisitions
Voxbone
- Year: 2020
- Acquisition Price (USD millions): 526
- Strategic Rationale: Expanded Bandwidth's international presence and added capabilities in global voice services.
Growth Trajectory and Initiatives
Historical Growth: Bandwidth Inc. has experienced periods of rapid growth followed by slower growth and periods of decline.
Future Projections: Future growth is projected to be moderate, driven by the CPaaS market. Analyst estimates vary.
Recent Initiatives: Recent initiatives include expanding its platform capabilities, entering new markets, and focusing on customer retention.
Summary
Bandwidth Inc. is a CPaaS provider facing strong competition. While it has strengths in its platform and carrier relationships, it needs to improve profitability and innovation to maintain its position. International expansion and navigating regulatory landscape are key aspects for future success. The company's historical and future financials will need a close watch.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q), Investor Presentations, Industry Reports, Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bandwidth Inc
Exchange NASDAQ | Headquaters Raleigh, NC, United States | ||
IPO Launch date 2017-11-10 | Co-Founder, CEO, & Chairman Mr. David Andrew Morken J.D. | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 1100 | Website https://www.bandwidth.com |
Full time employees 1100 | Website https://www.bandwidth.com |
Bandwidth Inc. operates as a cloud-based software-powered communications platform-as-a-service provider in the United States and internationally. The company's platform enables enterprises to create, scale, and operate voice or messaging communications services across various mobile applications or connected devices. Its platform also provides voice services through SIP or programmable voice application programming interfaces (API); software APIs for messaging; communications solutions with integrated local emergency services; number management solutions; insights on customer's voice and messaging performance to make data-driven decisions; and bring your own carrier integrations services, which includes unified communications as a service, contact center as a service, conversational AI, and speech-to-text/text-to-speech platforms. In addition, the company offers Call Assure, which provides hands-free alternative routing; application to person messaging solutions that supports SMS and MMS on local numbers, toll free numbers, and short codes; Bandwidth Maestro, an enterprise cloud communications platform; and AIBridge, which enables enterprises to deploy voice-based AI tools in their contact centers. It serves technology companies, enterprise customers, and software-as-a-service platforms. The company was formerly known as Bandwidth.com, Inc. and changed its name to Bandwidth Inc. in September 2017. Bandwidth Inc. was founded in 1999 and is headquartered in Raleigh, North Carolina.

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