Will Power's questions to Bandwidth Inc (BAND) leadership • Q2 2025
Question
Will Power of Baird asked for more color on the core drivers behind the strong growth in the Global Voice Plan (GVP) segment, questioning the contribution from channel partners versus underlying trends in UCaaS and CCaaS.
Answer
CEO David Morken attributed the 7% growth primarily to new AI voice use cases within UCaaS and CCaaS. CPO John Bell added that growth is also fueled by new AI-native companies becoming customers and by continued global expansion. CFO Daryl Raiford noted this performance aligns with their full-year plan to significantly increase the voice growth rate over the prior year.