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Bandwidth Inc.

NASDAQ•BAND
CEO: Mr. David Andrew Morken J.D.
セクター: Technology
業種: Software - Infrastructure
上場日: 2017-11-09
Bandwidth Inc. operates as a cloud-based software-powered communications platform-as-a-service (CPaaS) provider in North America 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, which include powering calling plans within cloud communications platforms, embedding click-to-call feature, and transitioning from traditional premise focused communications to cloud based services; messaging application programming interfaces (API), such as automated real-time notification and alerts, two-factor authentication, and group messaging; emergency services, including dynamic location routing, emergency calling API, and emergency notification API; phone numbers services consisting of global number management and programmatically port up to 20,000 numbers simultaneously; insights services comprising understand and solve for deliverability issues, and real-time call quality analytics, as well as track trends, benchmarks, and usage; and bring your own carrier with contact center as a service and unified communications as a service (UCaaS) integrations, such as UCaaS integration for Microsoft Teams, direct routing and dynamic E911, Microsoft Teams operator connect, and send-to SMS web applications. In addition, the company offers Call Assure, Application to Person, Bandwidth Maestro, and AIBridge. 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.
連絡先情報
2230 Bandmate Way, Raleigh, NC, 27607, United States
800-808-5150
www.bandwidth.com
時価総額
$505.13M
PER (TTM)
-39.5
45.4
配当利回り
--
52週高値
$18.63
52週安値
$11.33
52週レンジ
72%
順位49Top 66.7%
3.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$207.67M+0.00%
直近4四半期の推移

EPS

-$0.10+0.00%
直近4四半期の推移

フリーCF

$31.10M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Total revenue reached $753.8M USD, up 1% in 2025 compared to $748.5M USD in 2024.
Gross Margin Expansion Gross margin increased to 39% USD in 2025, up 2% from 37% in the prior year.
Strong Liquidity Position Cash and marketable securities totaled $111M USD at year-end December 31, 2025.
Increased R&D Investment Research and development expenses grew 12% to $132.5M USD, driven by network infrastructure evolution.

リスク要因

Net Loss Widening Net loss increased to $(12.9M) USD in 2025, nearly doubling the $(6.5M) USD loss reported in 2024.
Customer Retention Decline Net retention rate dropped significantly to 98% in 2025, down from 122% benefiting from political messaging in 2024.
Intensifying Competition Market competition is rapidly evolving; failure to effectively compete may reduce pricing power and cause customer loss.
Regulatory Compliance Risks Evolving global laws regarding AI, privacy, and telecom increase operational costs and regulatory uncertainty.

見通し

AI Voice Strategic Focus Strategy centers on emerging leadership in AI Voice, positioning Maestro platform for critical new value creation.
Enterprise Customer Growth Plans include focusing on direct-to-enterprise growth to serve Global 2000 customers accelerating digital transformations.
Capital Return Program Board authorized a share repurchase program of up to $80.0M USD for outstanding Class A common stock.
Platform Modernization Continued investment in evolving network infrastructure is expected to drive future R&D spending increases.

同業比較

売上高 (TTM)

DAVA stock ticker logoDAVA
$979.08M
-2.4%
PRTH stock ticker logoPRTH
$932.95M
+9.5%
BAND stock ticker logoBAND
$753.82M
+0.7%

粗利益率 (最新四半期)

CRNC stock ticker logoCRNC
86.3%
+9.9pp
CCSI stock ticker logoCCSI
80.0%
+0.2pp
RPAY stock ticker logoRPAY
74.4%
-3.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CCSI$580.63M6.9-522.6%87.4%
BAND$505.13M-39.5-3.4%62.6%
LPTH$482.94M-22.7-70.2%6.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.0%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月5日
|
EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし