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Achieved record enterprise momentum in 2025, closing more million-dollar-plus deals than in 2023 and 2024 combined, driven by the shift toward cloud-based AI customer experience stacks.
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Attributed strong enterprise voice growth of 21% to rapid value realization, with the 2025 customer cohort already contributing 15% of total enterprise revenue.
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Positioned the Bandwidth Communications Cloud and Maestro software as essential orchestration layers that allow enterprises to manage shifting AI models across complex legacy environments.
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Reported that software services are now attached to all million-dollar-plus deals, creating high-margin recurring revenue streams that scale with core usage.
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Maintained industry-leading customer durability with 100% name retention in the enterprise voice segment and a median tenure of twelve years among top 20 accounts.
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Emphasized a structural margin advantage derived from owning and operating a global infrastructure-based platform rather than reselling third-party carrier access.
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Projecting 2026 total revenue growth of approximately 16%, supported by healthy demand in voice and messaging and a 10% growth target for cloud communications.
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Anticipating 2026 to be the inflection point where AI voice adoption moves from experimentation to real-world production scale, impacting both top and bottom lines.
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Targeting a 20% adjusted EBITDA margin for the full year 2026, reflecting continued operating leverage and an expanding mix of higher-value software services.
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Estimating a 2.5% contribution to cloud communications revenue from the 2026 political cycle, noting that these customers have diversified into year-round civic engagement.
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Planning the largest R&D investment in company history for 2026 to accelerate innovation across the AI portfolio while simultaneously initiating an $80,000,000 share repurchase program.
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Acknowledged that market dynamics in messaging will likely cause the company to fall short of its original four-year 15% to 20% revenue CAGR target set in 2022.
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Identified a significant gap between total revenue (16%) and cloud communications growth (10%) due to pass-through carrier messaging surcharges, which do not impact margins.
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Surpassed the cumulative free cash flow goal of $125,000,000 a year ahead of schedule, reaching the milestone by the end of 2025.
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Noted that while the AI developer community has quadrupled in size over six months, this cohort does not yet contribute materially to total revenue.
