Bandwidth shares tumble nearly 9% as Q1 guidance disappoints

Published 20/02/2025, 13:24
Bandwidth shares tumble nearly 9% as Q1 guidance disappoints

RALEIGH, N.C. -On Thursday, Bandwidth Inc. (NASDAQ:BAND) reported fourth quarter earnings that narrowly missed estimates, while its first quarter revenue guidance came in well below expectations.

Bandwidth shares went down sharply by -8.65% in pre-market trading.

The cloud communications company posted adjusted earnings per share of $0.37, missing analyst estimates by $0.01. Revenue for the quarter was $210 million, beating the consensus forecast of $189.32 million and representing 27% YoY growth.

However, Bandwidth’s outlook for the current quarter fell short of Wall Street projections. The company expects Q1 revenue between $168-170 million, below analyst expectations of $182.7 million. For the full year 2025, Bandwidth guided for revenue of $740-760 million, also below the $761.5 million consensus estimate.

"2024 was a transformative year for Bandwidth, delivering record financial results and groundbreaking product innovation," said CEO David Morken. "Our capabilities in Voice AI and enterprise-grade solutions are resonating strongly with customers, driving deeper adoption of our cloud communications platform."

The company reported record non-GAAP gross margin of 58% for Q4, up from 55% a year ago. Adjusted EBITDA rose to $23.4 million from $18.8 million in the prior year quarter.

CFO Daryl Raiford noted the company is guiding for "normalized revenue growth" of 8-11% in 2025 when adjusting for an expected cyclical reduction in political campaign messaging activity.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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