Latest news with #Bandwidth
Yahoo
06-08-2025
- Business
- Yahoo
What To Expect From Twilio's (TWLO) Q2 Earnings
Cloud communications infrastructure company Twilio (NYSE:TWLO) will be reporting earnings this Thursday after market hours. Here's what you need to know. Twilio beat analysts' revenue expectations by 2.6% last quarter, reporting revenues of $1.17 billion, up 12% year on year. It was a strong quarter for the company, with accelerating customer growth and a solid beat of analysts' EBITDA estimates. It added 10,000 customers to reach a total of 335,000. Is Twilio a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Twilio's revenue to grow 9.7% year on year to $1.19 billion, improving from the 4.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.05 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Twilio has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 2.4% on average. Looking at Twilio's peers in the software development segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Bandwidth delivered year-on-year revenue growth of 3.7%, beating analysts' expectations by 0.6%, and Cloudflare reported revenues up 27.8%, topping estimates by 2.3%. Bandwidth traded down 14.8% following the results while Cloudflare was also down 3.5%. Read our full analysis of Bandwidth's results here and Cloudflare's results here. Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the software development stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.4% on average over the last month. Twilio is up 4.3% during the same time and is heading into earnings with an average analyst price target of $133.19 (compared to the current share price of $126.69). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
31-07-2025
- Business
- Yahoo
Cloudflare Earnings: What To Look For From NET
Internet security and content delivery network Cloudflare (NYSE:NET) will be reporting results this Thursday after market close. Here's what you need to know. Cloudflare beat analysts' revenue expectations by 2.1% last quarter, reporting revenues of $479.1 million, up 26.5% year on year. It was a mixed quarter for the company, with a solid beat of analysts' billings estimates but EPS guidance for next quarter missing analysts' expectations significantly. Is Cloudflare a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Cloudflare's revenue to grow 24.9% year on year to $501 million, slowing from the 30% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.18 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Cloudflare has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 1.6% on average. Looking at Cloudflare's peers in the software development segment, only Bandwidth has reported results so far. It beat analysts' revenue estimates by 0.6%, delivering year-on-year sales growth of 3.7%. Read our full analysis of Bandwidth's earnings results here. There has been positive sentiment among investors in the software development segment, with share prices up 2.4% on average over the last month. Cloudflare is up 1.5% during the same time and is heading into earnings with an average analyst price target of $176.59 (compared to the current share price of $198.70). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
30-07-2025
- Business
- Yahoo
Bandwidth Q2 Earnings Beat Estimates on Healthy Revenue Growth
Bandwidth, Inc. BAND reported impressive second-quarter 2025 results, with both the top and bottom lines surpassing the respective Zacks Consensus strong performance was backed by enterprises increasingly relying on Bandwidth's platform for cloud-based communications. To drive growth, the company plans to focus on winning large enterprises and become the leading global CPaaS (Communications Platform as a Service) platform for scaling digital engagement. A strong focus on strengthening profitability and expanding cash flow generation is a positive factor. BAND's Quarter Details On a GAAP basis, net loss during the quarter was $4.9 million or a loss of 16 cents per share compared with a net loss of $5 million or a loss of 17 cents per share in the prior-year quarter. The marginally narrower loss was attributable to top-line growth. Excluding non-recurring items, non-GAAP net income during the reported quarter was $12.1 million or 38 cents per share compared with $9 million or 29 cents per share in the prior-year quarter. The bottom line beat the Zacks Consensus Estimate of 32 cents. Bandwidth Inc. Price, Consensus and EPS Surprise Bandwidth Inc. price-consensus-eps-surprise-chart | Bandwidth Inc. Quote Quarterly revenues improved to $180 million from $174 million in the prior-year quarter. The growth was driven by high demand for digital engagement and strong contributions from messaging services across various use cases, including healthcare, IT services, fintech and civic engagement. The top line exceeded the consensus estimate of $179 million. Bandwidth's Maestro and AI Bridge, which allows for the seamless integration of preferred voice agents, are gaining popularity. BAND's Operating Details Non-GAAP gross margin during the quarter was 58%, up from 56% a year ago. Favorable product mix and operational efficiency propelled the gross margin. Adjusted EBITDA was $22 million, well above the guidance and up from $19 million in the prior-year period. Cash Flow & Liquidity for BAND In the June quarter, net cash from operating activities was $31.7 million compared with a cash generation of $24.4 million in the prior year. Cash and cash equivalents as of June 30, 2025, were $60.1 million, with convertible senior notes of $247 million. BAND's Guidance Backed by strong momentum, Bandwidth expects continued growth, with a focus on strategic investments and strengthening its capital structure. Revenues for 2025 are anticipated to be in the band of $745-760 million, indicating 9-11% year-over-year growth. Management forecasts adjusted EBITDA in the range of $86-$91 the third quarter, revenues are expected to be between $189 million and $191 million. Adjusted EBITDA is anticipated to be in the band of $19 million-$21 million. BAND's Zacks Rank Bandwidth currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Upcoming Releases Arista Networks Inc. ANET is scheduled to release second-quarter 2025 earnings on Aug. 5. The Zacks Consensus Estimate for earnings is pegged at 65 cents per share, suggesting a growth of 25% from the year-ago reported figure. Arista has a long-term earnings growth expectation of 14.81%. It delivered an average earnings surprise of 11.82% in the last four reported quarters. Arista continues to benefit from the expanding cloud networking market, which is driven by the strong demand for scalable Inc. PINS is set to release second-quarter 2025 earnings on Aug. 7. The Zacks Consensus Estimate for earnings is pegged at 34 cents per share, implying a growth of 17.24% from the year-ago reported figure. Pinterest has a long-term earnings growth expectation of 33%.Pinterest is witnessing greater engagement on the platform from its existing user base. The company's focus on improving operational rigor and incorporating sophisticated AI models to enhance relevancy and personalization is likely to bring long-term IDCC is scheduled to release second-quarter 2025 earnings on July 31. The Zacks Consensus Estimate for earnings is pegged at $2.77 per share. InterDigital delivered an earnings surprise of 160.15% in the trailing four global footprint, diversified product portfolio and the ability to penetrate different markets are impressive. Apart from the company's strong portfolio of wireless technology solutions, the addition of technologies related to sensors, user interface and video to its offerings is likely to drive considerable value, considering the massive size of the market it licenses. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report InterDigital, Inc. (IDCC) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report Bandwidth Inc. (BAND) : Free Stock Analysis Report Pinterest, Inc. (PINS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
08-07-2025
- Business
- Yahoo
2 Russell 2000 Stocks to Target This Week and 1 to Turn Down
The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial. Navigating this part of the market can be tricky, which is why we built StockStory to help you separate the winners from the laggards. Keeping that in mind, here are two Russell 2000 stocks that could be the next breakout winners and one best left off your watchlist. Market Cap: $469.1 million Started in 1999 by David Morken who was later joined by Henry Kaestner as co-founder in 2001, Bandwidth (NASDAQ:BAND) provides thousands of customers with a software platform that uses its own global network to provide phone numbers, voice, and text connectivity. Why Should You Dump BAND? Sales trends were unexciting over the last three years as its 13.9% annual growth was below the typical software company Estimated sales growth of 2.8% for the next 12 months implies demand will slow from its three-year trend Sky-high servicing costs result in an inferior gross margin of 38% that must be offset through increased usage Bandwidth is trading at $15.76 per share, or 0.6x forward price-to-sales. If you're considering BAND for your portfolio, see our FREE research report to learn more. Market Cap: $8.42 billion Founded in 1999 and named after a naval term for a flag-bearing ship, The Ensign Group (NASDAQ:ENSG) operates skilled nursing facilities, senior living communities, and rehabilitation services across 15 states, primarily serving high-acuity patients recovering from various medical conditions. Why Does ENSG Stand Out? Unit sales averaged 13.2% growth over the past two years and imply healthy demand for its products Forecasted revenue growth of 14.3% for the next 12 months indicates its momentum over the last two years is sustainable Earnings growth has trumped its peers over the last five years as its EPS has compounded at 18.4% annually At $145.13 per share, The Ensign Group trades at 22.9x forward P/E. Is now the time to initiate a position? See for yourself in our in-depth research report, it's free. Market Cap: $1.47 billion Founded in 2014 to improve healthcare for America's seniors through technology, Clover Health (NASDAQ:CLOV) provides Medicare Advantage plans for seniors with a focus on affordable care and uses its proprietary Clover Assistant software to help physicians manage patient care. Why Do We Like CLOV? Annual revenue growth of 23.8% over the past five years was outstanding, reflecting market share gains this cycle Earnings per share grew by 19% annually over the last four years, massively outpacing its peers Free cash flow profile has reached break even, showing the company has crossed a key inflection point Clover Health's stock price of $2.96 implies a valuation ratio of 39.4x forward EV-to-EBITDA. Is now a good time to buy? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Sign in to access your portfolio
Yahoo
27-06-2025
- Business
- Yahoo
1 Unprofitable Stock with Exciting Potential and 2 to Brush Off
Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth. A lack of profits can lead to trouble, but StockStory helps you identify the businesses that stand a chance of making it through. Keeping that in mind, here is one unprofitable company that could turn today's losses into long-term gains and two that may never reach the Promised Land. Trailing 12-Month GAAP Operating Margin: -1.9% Started in 1999 by David Morken who was later joined by Henry Kaestner as co-founder in 2001, Bandwidth (NASDAQ:BAND) provides thousands of customers with a software platform that uses its own global network to provide phone numbers, voice, and text connectivity. Why Do We Think BAND Will Underperform? Revenue increased by 13.9% annually over the last three years, acceptable on an absolute basis but tepid for a software company enjoying secular tailwinds Estimated sales growth of 2.8% for the next 12 months implies demand will slow from its three-year trend Gross margin of 38% is way below its competitors, leaving less money to invest in areas like marketing and R&D Bandwidth is trading at $14.59 per share, or 0.6x forward price-to-sales. Read our free research report to see why you should think twice about including BAND in your portfolio, it's free. Trailing 12-Month GAAP Operating Margin: -5% Known for its conveyor belt that transports dishes to diners, Kura Sushi (NASDAQ:KRUS) is a chain of sushi restaurants serving traditional Japanese fare with a touch of modernity and technology. Why Are We Cautious About KRUS? Expenses have increased as a percentage of revenue over the last year as its operating margin fell by 4.6 percentage points Historically negative EPS raises concerns for risk-averse investors and makes its earnings potential harder to gauge Cash-burning history makes us doubt the long-term viability of its business model At $82.30 per share, Kura Sushi trades at 1,261.2x forward P/E. Dive into our free research report to see why there are better opportunities than KRUS. Trailing 12-Month GAAP Operating Margin: -3.4% Founded by Australian co-CEOs Mike Cannon-Brookes and Scott Farquhar in 2002, Atlassian (NASDAQ:TEAM) provides software as a service that makes it easier for large teams of software developers to manage projects, especially in software development. Why Will TEAM Outperform? Billings growth has averaged 14.7% over the last year, indicating a healthy pipeline of new contracts that should drive future revenue increases Well-designed software integrates seamlessly with other workflows, enabling swift payback periods on marketing expenses and customer growth at scale TEAM is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders Atlassian's stock price of $198.78 implies a valuation ratio of 8.8x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
