Bandwidth Q2 2025 Earnings: AI Makes Voice a Revenue Driver

Last year, Bandwidth earned $20 million from political texting. Could it match its election-year driven 2024 growth? Check. Would it explain the dip in political texting revenue in a non-election year? Check. Could its voice business deliver profitable, sustainable growth? Big check. In one earnings call, Bandwidth answered my three big questions.

Bandwidth’s revenue hit $180M (+9%), EBITDA reached $22M (+17%), and AI-enhanced voice services gained solid traction. Maestro’s AI-driven orchestration is now directly fueling voice revenue growth, validating Bandwidth’s strategic bet on AI. Messaging grew a disciplined 7% by emphasizing profitability over growth. It even raised guidance for the rest of the year… READ MORE

Bandwidth earnings

09 Mar

With RCS, URLs Are Dynamite

Native URL support is one of RCS’s simplest yet most powerful features. It enables developers to effortlessly create sophisticated app experiences…

17 Mar

Upland Announces Q4 2024 Results

Last year, I questioned whether Upland was preparing for an M&A, given its sluggish growth, lack of clear product momentum, but high gross margins. I still have no clarity on that front…

Twilio Q2 2025: Beat on Revenue; RCS Shifts from Talk to Traction

Twilio delivered its fourth straight quarter

Klaviyo Q2 2025: From Channels to Full-Stack AI CRM

Since its IPO, Klaviyo hasn’t had

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