BAND Bandwidth is a competitor of TWLO in CPaaS (Communication Platform as a Service)
I think they have less functionality / less easy interface. However they underprice and own their network.
I know people here will see TWLO’s stock performance is much better than BAND as a stock, but BAND, up 78% YTD may be one to watch. At under $2 Billion market cap, maybe TWLO will buy them out to get their network?
Earnings released yesterday.
https://finance.yahoo.com/news/bandwidth-announces-first-qua…
Report from someone who listened to the call said it sounds like they were hinting that they signed up SQ and ZEN as customers this quarter.
I have small positions in BAND and TEUM to keep my eye on TWLO’s competitors. There is probably room for several winners in this field.
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