Jonathan Ang

#VentureCapital #LegalSpecialist #SaaS #Investing

[Jonathan Ang @Jay88Ang]

$band This is a very interesting development. Opens up enterprise market when other players are cutting back.

Company should be a very interesting acquisition target

https://t.co/NJ2IwEhweN

[Jonathan Ang @Jay88Ang]

$Band beat and raise. Highlights strong direct to enterprise and messaging growth. Target price remains $100 in 2026

[Jonathan Ang @Jay88Ang]

@CarterKell89558 ? Don't see any news

[Jonathan Ang @Jay88Ang]

$band "Looking to 2026, we expect growth in Voice and Voice AI offerings, higher software revenue, and a strong political messaging season to drive us toward our medium-term financial targets

[David Morken @DavidMorken]

https://t.co/ZUJ33cEXwu

[Jonathan Ang @Jay88Ang]

Someone should try to buy them. 2-3b might do it but really depends on what founder motivation is (continue build independently or move into vc for eg)

[Jonathan Ang @Jay88Ang]

$Band Enterprise can now run voice AI agents with openAIs realtime API on Bandwidths edge voice platform.

https://t.co/oB4MyBvcpF

[Jonathan Ang @Jay88Ang]

Speed, trust, security - this is the value of Bandwidth's infrastructure. You couldn't build it even if you had $

[Street Notes Daily @StreetNoteDaily]

$BAND Citizens JMP reiterated a Market Outperform rating and $36.00 price target on Bandwidth.
"1) Bandwidth is focusing on the enterprise, and our sense is the company is winning more $1M+ ARR customers than ever and that new enterprise wins are standardizing on Maestro;
2) the company is leaning into agentic AI and monetization of premium features, highlighted by Activation Agent and adjacent capabilities like anomaly detection;
3) Bandwidth maintains strong partnerships with key platforms, including Salesforce (CRM, MO, $ 430 PT), a relationship that has been in place since 2019; 4) the company targets a TAM that was $18B in 2024 and is estimated to grow to $28B in 2028;
5) we like the leadership of CEO David Morken, CFO Daryl Raiford, Chief Product Officer John Bell, and COO Devesh Agarwal; and
6) we believe the company makes an attractive acquisition target, trading at a depressed valuation of 0.8x 2026E EV/revenue and 8x 20 26E EV/FCF."

[Jonathan Ang @Jay88Ang]

@Sophoninvest $band critical voice infrastructure which is the backbone of voice ai disruption opportunity

[Eric Vishria @ericvishria]

I think this is right. Voice is the future.

My primary interface to AI is voice mode. I have to tell it to ignore background noise every time but it is really really good besides that.

Too bad Siri sucks.

[Jonathan Ang @Jay88Ang]

@AggieCapitalist $band maths. Mkt cap 467m. Net debt 200m. EV 667m. Conservative midpoint fy25 EBITDA guide 86m - they get at least 90m. 7.4x EV / EBITDA growing >10%. Secular opportunity in Voice Ai agents. All the Gartner magic quadrant players for class and ucaas are clients.

[Jonathan Ang @Jay88Ang]

@scheplick @caps_small100 AI voice agents is the play - if it takes off bandwidth benefits in 2 ways. 1) increased voice volume (large cloud customers and enterprise) and 2) increased price per minute as you mentioned (enterprise customers)

[Jonathan Ang @Jay88Ang]

The only 'miss' for earnings was the q125 guide. Management said part of it is lower surcharges and excluding that there is still 4% growth ex political. This implies decel from 7+% in q4 and sig acceleration 2h25 given guide ex political is 8-11%. Unfortunately no qn on this

[Jonathan Ang @Jay88Ang]

$band maths. Mkt cap 467m. Net debt 200m. EV 667m. Conservative midpoint fy25 EBITDA guide 86m - they get at least 90m. 7.4x EV / EBITDA growing >10%

[Celeritas Research @CeleritasRe]

Someone is gonna buy $JAMF. No doubt about it. This px is silly.

[Jonathan Ang @Jay88Ang]

Also mentioned growing commercial messaging revenue at double the rate of closest competitor (assume that is $twlo)

[Jonathan Ang @Jay88Ang]

Big beat and raise. Of note in the call was management mentioned they will grow profit for 2025 despite political messaging headwind

[Jonathan Ang @Jay88Ang]

$band earnings 31Oct amid political messaging season 👀

[Jonathan Ang @Jay88Ang]

$band earnings 31Oct amid political messaging season 👀

[Jonathan Ang @Jay88Ang]

No announcement yet but this is now on Bandwidth website - Maestro now offers Google Voice SIP integration

https://t.co/UUbWmN8zKJ