Professional
Added to YB: 2024-05-06
Pitch date: 2024-05-05
BAND [bullish]
Bandwidth Inc.
-22.29%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Bandwidth Inc. operates as a cloud-based software-powered communications platform-as-a-service provider in the United States and internationally.
Market Cap
$438.6M
Pitch Price
$19.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.41
P/E
-36.03
EV/Sales
1.11
Sector
Diversified Telecommunication Services
Category
growth
Idea Brunch with Michael Wright of Kehlet Capital - Bandwidth Inc.
BAND: API-based comms provider poised for growth. Powers UCaaS leaders like MSFT, ZM. Unique combo of telecom & software expertise + network infrastructure. Near-term headwinds from cyber attack & tough comps, but set up for strong 2024 on election cycle messaging revenue. Attractive valuation given LT opportunity to shift comms to cloud.
Read full article (2 min)