BAND Bandwidth Inc

$BAND dropped two pieces of information today, one 8-k and one other promotional piece on the IR, both for today's needham conference. First certified carrier for Salesforce’s global Contact Center rollout across 25+ countries. Then the new investor deck spells out the AI math: “More interactions → revenue and margin.” More AI voice, more usage, more revenue, with the potential for better margins. That’s the thesis. Long

$BAND Most important bit from today’s Salesforce press release: Salesforce is putting its own Sr. Director of Product on stage with Bandwidth at Dreamforce to promote the BYOC rollout. That tells me Salesforce is committed to BAND as a partner and believes there’s real demand worth selling into together. Long

$BAND $TWLO It’s happening! TechCrunch: Google is rolling out Gemini “Call for Me” for real-world business calls. Meta, Google and others are all converging on the same use case. Google has used Bandwidth for years. More AI agents making calls means more voice traffic and more demand for the rails underneath. Who’s next, Anthropic, OpenAI, xAI, Amazon?

$BAND all dips getting bought. I couldn’t resist. Selling at $60+ various lots lets me do this