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Is this company our next TEN BAGGER 
https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack">?
AN UNDER-THE-RADAR stock, up 150% since March lowshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> in the same league as $TWLO $API
SALES ARE GROWING at 35% YoYhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> up from 28% and 18% in prev. Qs.
Will this $ 3.5B company reach $TWLOhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="☎️" title="Telefon" aria-label="Emoji: Telefon"> $ 33B market cap?
Here is a SHORT threadhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
AN UNDER-THE-RADAR stock, up 150% since March lows
SALES ARE GROWING at 35% YoY
Will this $ 3.5B company reach $TWLO
Here is a SHORT thread
Bandwidth $BAND is a CPaaS founded by David Morken, the current CEO in 1999 and IPOed in 2017
It enables customers to createhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="⚙️" title="Zahnrad" aria-label="Emoji: Zahnrad"> scale https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> and operate https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏋️" title="Person lifting weights" aria-label="Emoji: Person lifting weights"> voice or messaging communications services across any mobile application or connected device
It enables customers to create
These customers include top notch communication enablers https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein"> $GOOG $MSFT $ZM $RNG $GDDY
Cloud communications https://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke"> to replace telecom lines https://abs.twimg.com/emoji/v2/... draggable="false" alt="☎️" title="Telefon" aria-label="Emoji: Telefon">
What happened with COVID? You went home and worked using $ZMhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="📺" title="Fernsehen" aria-label="Emoji: Fernsehen"> & Teams https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧑💻" title="Technologist" aria-label="Emoji: Technologist">
What happened behind the scenes? A Tier-1 Networkhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🌐" title="Weltkugel mit Längengraden" aria-label="Emoji: Weltkugel mit Längengraden"> enabled by a Session Initiation Protocol https://abs.twimg.com/emoji/v2/... draggable="false" alt="📑" title="Lesezeichen" aria-label="Emoji: Lesezeichen"> supported your voice and messaging communications
What happened with COVID? You went home and worked using $ZM
What happened behind the scenes? A Tier-1 Network
What will happen after COVID? https://abs.twimg.com/emoji/v2/... draggable="false" alt="😷" title="Gesicht mit Mundschutz" aria-label="Emoji: Gesicht mit Mundschutz">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="⛔️" title="Nicht betreten" aria-label="Emoji: Nicht betreten"> Will you go back to use that expensive land lines to make your calls?
https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> Or will you rely on Zoom, Teams and any other Internet communication tool?
You’ve guessed it! You’ll stick to voice and messaging over the internet https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌐" title="Weltkugel mit Längengraden" aria-label="Emoji: Weltkugel mit Längengraden">
In fact, the market for CPaaS is set to boom to $ 17B by 2023 according to IDC - up from $ 3B in 2018
This is boosted by 2 key argumentshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
In fact, the market for CPaaS is set to boom to $ 17B by 2023 according to IDC - up from $ 3B in 2018
This is boosted by 2 key arguments
Here is an extract from Mordor Intelligence on how internet communications are helping Staples drive sales https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend">
“Staples used CPaaS as part of its Easy System, a smart-ordering platform, leveraging an IoT-driven virtual assistant that helps organisations manage office supplies.”
“Staples used CPaaS as part of its Easy System, a smart-ordering platform, leveraging an IoT-driven virtual assistant that helps organisations manage office supplies.”
You know what is best? $BAND is the only API platform that owns a Tier 1 Network https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌐" title="Weltkugel mit Längengraden" aria-label="Emoji: Weltkugel mit Längengraden"> and provides SIP trunking
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏋️" title="Person lifting weights" aria-label="Emoji: Person lifting weights"> As a network carrier it is able to undercut $TWLO on pricing - Remember that this was first a disadvantage as $TWLO as able to expand further
Bandwidth has built and operates its OWN nationwide IP voice network https://abs.twimg.com/emoji/v2/... draggable="false" alt="📡" title="Satellitenantenne" aria-label="Emoji: Satellitenantenne"> rather then relying on third party carriers like $TWLO
Meaning the company CONTROLS rather than OUTSOURCE its network
Meaning the company CONTROLS rather than OUTSOURCE its network
As explained by Bandwidth
“If you equate choosing your API to buying a new car, not only do we own the car dealership, we also built the engine, control the quality of the gas and oil, and can even give you a GPS to find the best route. The other guys are just dealerships [...]”
“If you equate choosing your API to buying a new car, not only do we own the car dealership, we also built the engine, control the quality of the gas and oil, and can even give you a GPS to find the best route. The other guys are just dealerships [...]”
So… $TWLO is the big fish here right? Well they do not target the same customers https://abs.twimg.com/emoji/v2/... draggable="false" alt="👥" title="Silhouette von Büsten" aria-label="Emoji: Silhouette von Büsten">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="☎️" title="Telefon" aria-label="Emoji: Telefon"> $TWLO targets mobile application developers that just need to integrate voice and messages into their apps
Their business model is apart as $BAND places itself as the network of the future https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="☎️" title="Telefon" aria-label="Emoji: Telefon"> $TWLO works with over 1,000 mobile carriers in over 150 countries
https://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke"> $BAND owns the network undercutting $TWLO on price by up to 50% and delivering better reliability
Increasing revenue growth and stable margins https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> Revenue grew 35.2% to $76.8m in Q2 ’20 YoY (vs 28.5% in Q2 ’20 YoY)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen"> Gross margins at 46% (stable QoQ)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👊" title="Fisted hand" aria-label="Emoji: Fisted hand"> EBITDA at $5.5m and positive FCF of $2.7m
Hope you liked this thread!
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Here is a review for $BAND - A $TWLO alternative that might catch your attention - would love to hear your take the matter https://abs.twimg.com/emoji/v2/... draggable="false" alt="🗣" title="Silhouette eines sprechenden Kopfes" aria-label="Emoji: Silhouette eines sprechenden Kopfes">
@adventuresinfi
@maddenifico
@richard_chu97
@kghufran
@dhaval_kotecha
@JonahLupton
@StackInvesting
@adventuresinfi
@maddenifico
@richard_chu97
@kghufran
@dhaval_kotecha
@JonahLupton
@StackInvesting
Disclaimer - This is not investment advice in any form and investors are responsible for conducting their own research before investing.
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✑">https://elite.net.uk/">... Investor presentation
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✑ https://www.mordorintelligence.com/ ">https://www.mordorintelligence.com/">...
✑ https://www.gin.ntt.net/about/our-network/
✑">https://www.gin.ntt.net/about/our... https://www.forbes.com"> https://www.forbes.com
✑ https://elite.net.uk/
✑">https://elite.net.uk/">... Investor presentation
✑ Company website
✑ https://www.mordorintelligence.com/ ">https://www.mordorintelligence.com/">...
