The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive. COMM, IHS and BAND are likely to benefit from the continued transition to cloud networks.
Bandwidth offers a compelling value opportunity as the market overlooks its strong Q3 performance and improving fundamentals. BAND is capitalizing on AI voice agents, rising net retention rates, and a focus on profitable expansion, supporting a bullish long-term outlook. Attractive valuation multiples—7.2x EV/FY25 and 4.7x EV/FY26 adjusted EBITDA—underscore the stock's bargain status amid ongoing EBITDA growth.
BAND's Q3 earnings miss expectations as revenues decline slightly, but growth in software and AI keeps momentum strong.
| Transportation Infrastructure Industry | Industrials Sector | David Andrew Morken CEO | NASDAQ (NGS) Exchange | 05988J103 CUSIP |
| US Country | 1,100 Employees | - Last Dividend | - Last Split | 10 Nov 2017 IPO Date |
Bandwidth Inc. is a prominent player in the realm of cloud-based communications, offering a robust platform-as-a-service (CPaaS) to a wide geographical clientele, including North America and international markets. The company specializes in empowering enterprises by allowing them to seamlessly create, scale, and manage their voice or messaging communication services across a myriad of mobile applications or connected devices. Initially known as Bandwidth.com, Inc., the corporation underwent a rebranding phase to become Bandwidth Inc. in September 2017. With its roots planted firm since its inception in 1999, Bandwidth Inc. has continually evolved to provide innovative solutions, headquartered in Raleigh, North Carolina, serving a diverse set of customers ranging from technology entities, enterprise-level organizations, to software-as-a-service (SaaS) platforms.
The suite of products and services offered by Bandwidth Inc. is meticulously designed to meet a broad range of communication needs, spanning from voice services to advanced insights and analytics. Here's a closer look at their diverse offerings: