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Upturn AI SWOT - About
BAND 
Bandwidth Inc (BAND)
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Upturn Advisory Summary
10/30/2025: BAND (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $21.5
1 Year Target Price $21.5
| 1 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -64% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 486.78M USD | Price to earnings Ratio - | 1Y Target Price 21.5 |
Price to earnings Ratio - | 1Y Target Price 21.5 | ||
Volume (30-day avg) 6 | Beta 1.92 | 52 Weeks Range 11.33 - 22.22 | Updated Date 10/31/2025 |
52 Weeks Range 11.33 - 22.22 | Updated Date 10/31/2025 | ||
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 2025-10-30 | When - | Estimate 0.3683 | Actual 0.36 |
Profitability
Profit Margin -1.54% | Operating Margin (TTM) -1.05% |
Management Effectiveness
Return on Assets (TTM) -0.8% | Return on Equity (TTM) -3.2% |
Valuation
Trailing PE - | Forward PE 23.04 | Enterprise Value 885208405 | Price to Sales(TTM) 0.64 |
Enterprise Value 885208405 | Price to Sales(TTM) 0.64 | ||
Enterprise Value to Revenue 1.17 | Enterprise Value to EBITDA 21.42 | Shares Outstanding 28183017 | Shares Floating 27064754 |
Shares Outstanding 28183017 | Shares Floating 27064754 | ||
Percent Insiders 4.05 | Percent Institutions 76.88 |
Upturn AI SWOT
Bandwidth Inc
Company Overview
History and Background
Bandwidth Inc. was founded in 1999 by David Morken and Henry Kaestner. Initially a CLEC (Competitive Local Exchange Carrier), it evolved into a cloud-based communications platform provider. Bandwidth went public in 2017 (NASDAQ: BAND).
Core Business Areas
- Communications Platform as a Service (CPaaS): Provides APIs and software tools that enable businesses to embed voice, messaging, and 911 access into their applications and workflows.
- Enterprise Solutions: Offers communication solutions for enterprises, including voice and messaging services, as well as access to a global network.
Leadership and Structure
David Morken is the Chairman and CEO. The company has a standard corporate structure with departments like Engineering, Sales, Marketing, and Finance, each headed by a senior leader.
Top Products and Market Share
Key Offerings
- Voice API: Allows businesses to integrate voice calling capabilities into their applications. Market share is estimated to be around 15-20% in the CPaaS voice market. Competitors include Twilio (TWLO) and Vonage (VG).
- Messaging API: Enables businesses to send and receive SMS and MMS messages programmatically. Market share is approximately 10-15% in the CPaaS messaging market. Competitors include Twilio (TWLO), MessageBird, and Sinch (SINCH).
- E911: Provides emergency calling infrastructure and services. Bandwidth is a significant provider of E911 services, though exact market share data is less readily available. Competitors include Intrado and Lumen (LUMN).
Market Dynamics
Industry Overview
The CPaaS market is experiencing strong growth driven by the increasing need for businesses to integrate communication capabilities into their applications. The market is competitive and fragmented.
Positioning
Bandwidth positions itself as a leading CPaaS provider with a focus on enterprise customers and regulatory expertise, particularly in areas like E911. Its competitive advantage lies in its owned network and regulatory compliance capabilities.
Total Addressable Market (TAM)
The global CPaaS market is estimated to reach over $100 billion by 2027. Bandwidth is positioned to capture a significant portion of this market through its enterprise focus and network ownership.
Upturn SWOT Analysis
Strengths
- Owned and operated network
- Strong regulatory expertise (especially in E911)
- Focus on enterprise customers
- Established relationships with major carriers
Weaknesses
- Smaller scale compared to larger competitors like Twilio
- Reliance on regulatory approvals
- Potential for slower innovation compared to more agile startups
- Customer concentration risk
Opportunities
- Expansion into new geographic markets
- Development of new CPaaS solutions
- Increased adoption of cloud-based communication
- Partnerships with other technology providers
Threats
- Intense competition from larger players
- Changes in regulations
- Technological disruption
- Economic downturn
Competitors and Market Share
Key Competitors
- TWLO
- VON
- MSG
Competitive Landscape
Bandwidth offers a strong competitive advantage through their E911 regulatory leadership and cost control via their network. Twilio is much larger, which allows them to take more risks.
Major Acquisitions
Voxbone SA
- Year: 2020
- Acquisition Price (USD millions): 525
- Strategic Rationale: Expanded Bandwidth's global reach and added international direct inward dialing (DID) numbers to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: Bandwidth has experienced significant revenue growth in recent years, driven by increased adoption of CPaaS solutions.
Future Projections: Analysts expect Bandwidth to continue to grow its revenue in the coming years, driven by expansion into new markets and development of new products.
Recent Initiatives: Recent initiatives include expanding its global presence, launching new APIs, and focusing on strategic partnerships.
Summary
Bandwidth Inc. is a mid-sized CPaaS provider with a solid position, particularly in voice and E911 services. Their network control gives them a competitive cost edge. They need to continue to innovate to compete with larger companies and adapt to changing regulations to continue to remain relevant. Overall the companies position is strong, but it will need to take measured risk to grow further.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice.
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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