Bandwidth Posts Strong Q2 With Highest Guidance Raise Among Software Development Peers

โดย Yahoo Finance·US·Read original
Summary · why it matters

Bandwidth reported second-quarter revenues of $219.9 million, up 22.2% year on year, exceeding analysts' expectations by 1.4%, and posted the highest guidance raise among the 12 software development stocks tracked. The company, which provides cloud-based communications software and APIs for customers including Microsoft, Google, and Zoom, saw revenue and EBITDA guidance for next quarter beat analysts' expectations, and its stock is up 3.8% since reporting, trading at $54.24. Across the group, revenues beat consensus estimates by 3.2% and next quarter's revenue guidance came in 1.8% above, with share prices up 11% on average since the latest results. Fastly delivered the best quarter in the group with revenues of $183.3 million, up 23.3% year on year and 5.3% above expectations, while Akamai posted the weakest performance, with revenues of $1.1 billion, up 5.4% year on year and 0.6% above estimates. Twilio reported revenues of $1.50 billion, up 22% year on year and 5% above expectations, and PagerDuty reported revenues of $124.4 million, flat year on year but 0.9% above expectations, adding 126 customers to reach a total of 15,506.

Impact on assets 9

Cloud & Digital Infrastructure± Mixed · 8 stocks
Bandwidth Inc
BAND
▲ PositiveCapitalrelevance

Bandwidth beat Q2 revenue expectations and posted the highest guidance raise among the 12 tracked software development stocks.

Akamai Technologies Inc
AKAM
▼ NegativeCapitalrelevance

Akamai posted the weakest performance in the group, with revenue up only 5.4% YoY and just 0.6% above estimates.

Twilio Inc
TWLO
▲ PositiveCapitalrelevance

Twilio reported revenue of $1.50 billion, up 22% YoY and 5% above expectations.

Pagerduty Inc
PD
± MixedCapitalrelevance

PagerDuty revenue was flat YoY though 0.9% above estimates, adding 126 customers to reach 15,506.

Consumer Discretionary▲ · 1 stocks

Theme Impact 3

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