Street Calls of the Week
RALEIGH, N.C. - Bandwidth Inc. (NASDAQ:BAND), a $528 million market cap cloud communications company showing strong momentum with a 14.5% revenue growth in the last twelve months, announced Wednesday it has added support for OpenAI’s Realtime API with SIP integration, allowing enterprises to connect GPT-powered conversational AI voice agents to Bandwidth’s communications infrastructure. According to InvestingPro analysis, the company maintains a GOOD financial health score, with analysts expecting positive net income growth this year.
The integration represents the latest addition to Bandwidth’s strategy of providing multiple pathways for enterprise customers to incorporate AI applications into their communications systems. Other options include pre-built integrations with platforms like Google Dialogflow and Cognigy, support for third-party applications via Bandwidth’s programmable voice API, and compatibility with cloud contact center platforms.
"Enterprises can now deploy AI voice agents powered by the technology behind ChatGPT, with the reliability and global scale of our Communications Cloud," said John Bell, Bandwidth’s Chief Product Officer, according to the company’s press release.
Bandwidth’s owned communications network is designed to provide the high fidelity and low latency required for voice-based AI applications. The company’s infrastructure spans 65+ countries, covering over 90 percent of global GDP. With a current ratio of 1.31, InvestingPro data shows the company maintains strong liquidity to support its global operations. Discover 8 more exclusive ProTips and comprehensive financial analysis with an InvestingPro subscription.
The announcement positions Bandwidth among a growing number of companies working to integrate conversational AI capabilities into enterprise communications systems. The company serves customers including Amazon Web Services, Cisco, Google, Microsoft, RingCentral, Zoom, Genesys and Five9.
Bandwidth, which describes itself as a global cloud communications software company, provides voice calling, text messaging and emergency services solutions to enterprises and SaaS companies. Based on InvestingPro’s Fair Value analysis, the stock currently appears undervalued, presenting a potential opportunity for investors interested in the growing cloud communications sector. Get the full picture with InvestingPro’s detailed research report, available for over 1,400 US stocks.
In other recent news, Bandwidth Inc. reported its second-quarter 2025 earnings, surpassing expectations with an earnings per share of $0.38, compared to the forecasted $0.32. The company’s revenue reached $180 million, slightly exceeding the anticipated $178.87 million. Despite these positive results, Bandwidth’s stock experienced a decline. Additionally, JMP Securities maintained its Market Outperform rating on Bandwidth, with a price target of $36.00, following the company’s annual user conference, Reverb 2025. The conference included sessions with key executives, reinforcing JMP’s positive outlook on the company’s enterprise growth. In another development, Bandwidth announced a partnership with Out There Media to launch Rich Communication Services (RCS) messaging in the U.S. market. This collaboration aims to enhance messaging campaigns by combining Bandwidth’s Communications Cloud with Out There Media’s Mobucks platform. These recent developments highlight Bandwidth’s strategic initiatives and financial performance.
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