Bandwidth Q4 2025: Enterprise Voice Ramps, AI Gets Real
Bandwidth’s Q4 is a Rorschach test. If you stare at reported revenue, you’ll see a business that shrank about 1% YoY and missed the easy…
Bandwidth’s Q4 is a Rorschach test. If you stare at reported revenue, you’ll see a business that shrank about 1% YoY and missed the easy…
Last quarter, Bandwidth positioned voice as the new platform. This quarter, it showed that voice can scale profitably. Revenue came in at $192M, up 11%…
Last year, Bandwidth earned $20 million from political texting. Could it match its election-year driven 2024 growth? Check. Would it explain the dip in political…
This week’s earnings drop showed the messaging cohort growing topline at a steady clip while tilting the mix toward richer channels with fatter margins. Klaviyo…
In case you missed it, last week’s Bandwidth State of Messaging webinar replay is now available. Big thanks to David Ress and Kailey Gibbens for…
“We are a growth company,” Andrew Bialecki declared on the Klaviyo earnings call. The matter-of-fact delivery belies the hard work it takes to pull off…
Speaking of zero-party data, Bandwidth’s 2025 State of Messaging report is well worth sharing your email to access. It’s packed with valuable insights on messaging…