David Morken

“Bandwidth has entered 2026 with historic momentum. In the first quarter, we exceeded our expectations with record revenue of $209 million, up 20% year-over-year, and record first quarter adjusted EBITDA of $26 million.”

“And just critically, those are pass-through surcharges, so they aren't margin-important at all for us. And cloud comms, importantly, has become, as Daryl mentioned, so durable that we're projecting forward to achieve double-digit cloud communications growth, irrespective of political seasons altogether.”

“We delivered a solid second quarter, demonstrating continued momentum and disciplined execution across the business. Revenue of $180 million and adjusted EBITDA of $22 million exceeded expectations.”

“We're pleased to report a solid start to 2025 with results exceeding both our top and bottom line expectations, driven in large part by strong performance in our core offerings reflecting healthy demand for our cloud communications services and disciplined operating execution.”

“This morning, we are excited to share our 2024 results with exceptional performance across all key metrics. Before Daryl dives into the specifics, let me highlight our fourth quarter achievements.”