Paul's questions to Banzai International Inc (BNZI) leadership • Q2 2025
Question
Paul, an analyst, commented on the low stock price and asked how Banzai plans to significantly increase its revenue per customer, given its large customer base but relatively low total revenue.
Answer
CEO Joe Davy agreed the stock is undervalued relative to company progress and industry comps. He countered the view on margins, highlighting the strong 83% gross margin, a significant year-over-year increase. To drive revenue, he described a model where customers are acquired at a low price via self-service and then expanded over time through account management efforts.