Bandwidth Inc. operates as a cloud-based software-powered communications platform-as-a-service (CPaaS) provider in North America and internationally. The company's platform enables enterprises to create, scale, and operate voice or messaging communications services across various mobile applications or connected devices. Its platform also provides voice services, which include powering calling plans within cloud communications platforms, embedding click-to-call feature, and transitioning from traditional premise focused communications to cloud based services; messaging application programming interfaces (API), such as automated real-time notification and alerts, two-factor authentication, and group messaging; emergency services, including dynamic location routing, emergency calling API, and emergency notification API; phone numbers services consisting of global number management and programmatically port up to 20,000 numbers simultaneously; insights services comprising understand and solve for deliverability issues, and real-time call quality analytics, as well as track trends, benchmarks, and usage; and bring your own carrier with contact center as a service and unified communications as a service (UCaaS) integrations, such as UCaaS integration for Microsoft Teams, direct routing and dynamic E911, Microsoft Teams operator connect, and send-to SMS web applications. In addition, the company offers Call Assure, Application to Person, Bandwidth Maestro, and AIBridge. It serves technology companies, enterprise customers, and software-as-a-service platforms. The company was formerly known as Bandwidth.com, Inc. and changed its name to Bandwidth Inc. in September 2017. Bandwidth Inc. was founded in 1999 and is headquartered in Raleigh, North Carolina.

Bandwidth Inc.

For the quarter ended March 2025, Bandwidth (BAND) reported revenue of $174.24 million, up 1.9% over the same period last year. EPS came in at $0.36, compared to $0.27 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $168.87 million, representing a surprise of +3.18%. The company delivered an EPS surprise of +24.14%, with the consensus EPS estimate being $0.29.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Bandwidth performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net retention rate: 116% versus 115.3% estimated by three analysts on average.
Geographic Revenue- International: $22.45 million compared to the $14.79 million average estimate based on two analysts. The reported number represents a change of +4.1% year over year.
Geographic Revenue- North America: $151.79 million compared to the $154.45 million average estimate based on two analysts. The reported number represents a change of +1.6% year over year.
Revenue- Messaging surcharges: $40.78 million versus the four-analyst average estimate of $37.29 million.
Revenue- Cloud communications: $133.46 million versus the four-analyst average estimate of $131.64 million.
View all Key Company Metrics for Bandwidth here>>>
Shares of Bandwidth have returned +5.3% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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Bandwidth (BAND) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Bandwidth Inc. BAND reported impressive first-quarter 2025 results, with both adjusted earnings and revenues surpassing the respective Zacks Consensus Estimate.
The strong performance was backed by enterprises increasingly relying on Bandwidth’s platform for cloud-based communications. To drive growth, the company plans to focus on winning large enterprises and become the leading global CPaaS (Communications Platform as a Service) platform for scaling digital engagement. A strong focus on strengthening profitability and expanding cash flow generation is a positive factor.
Quarter Details
On a GAAP basis, net loss during the quarter was $3.74 million or a loss of 13 cents per share compared with a net loss of $9.2 million or a loss of 35 cents per share in the prior-year quarter. The narrower loss was attributable to top-line growth.
Excluding non-recurring items, non-GAAP net income during the reported quarter was $11.4 million or 36 cents per share compared with $8.1 million or 27 cents per share in the prior-year quarter. The bottom line beat the Zacks Consensus Estimate of 29 cents. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
Bandwidth Inc. Price, Consensus and EPS Surprise
Bandwidth Inc. price-consensus-eps-surprise-chart | Bandwidth Inc. Quote
Quarterly revenues improved to $174 million from $171 million in the prior-year quarter. The growth was driven by high demand for digital engagement and strong contributions from messaging services across various use cases, including healthcare, IT services, fintech, and civic engagement. The top line exceeded the consensus estimate of $169 million. Bandwidth’s Maestro and AI Bridge, which allows for the seamless integration of preferred voice agents, are gaining popularity.
Operating Details
Non-GAAP gross margin during the quarter was 59%, up from 57% a year ago. Favorable product mix and operational efficiency propelled the gross margin. Adjusted EBITDA was $22.2 million, well above the guidance and up from $15.9 million in the prior-year period.
Cash Flow & Liquidity
In the March quarter, net cash used in operating activities was $3.1 million against a cash generation of $2.5 million in the prior year. Cash and cash equivalents as of March 31, 2025, were $35.9 million, with convertible senior notes of $246.8 million.
Guidance Up
Backed by strong momentum, Bandwidth expects continued growth, with a focus on strategic investments and strengthening its capital structure. Revenues for 2025 are anticipated to be in the band of $745-760 million, reflecting 9-11% year-over-year growth. Management forecasts adjusted EBITDA in the range of $84-$91 million, up from the prior estimate of $82-90 million.
For the second quarter, revenues are expected to be between $178 million and $180 million. Adjusted EBITDA is anticipated to be in the band of $18 million-$20 million.
BAND’s Zacks Rank
Bandwidth currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Upcoming Releases
Pinterest, Inc. PINS is scheduled to release first-quarter 2025 earnings on May 8. The Zacks Consensus Estimate for earnings is pegged at 25 cents per share, indicating growth of 25% from the year-ago figure.
Akamai Technologies, Inc. AKAM is scheduled to release first-quarter 2025 earnings on May 8. The Zacks Consensus Estimate for earnings is pegged at $1.58 per share, indicating decline of 3.66% from the year-ago figure.
HubSpot, Inc. HUBS is scheduled to release first-quarter 2025 earnings on May 8. The Zacks Consensus Estimate for earnings is pegged at $1.74 per share, indicating growth of 3.57% from the year-ago figure.
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Bandwidth Q1 Earnings Beat Estimates on Solid Revenue Growth

Monolithic Power Systems, Inc. MPWR reported healthy first-quarter 2025 results, with both adjusted earnings and revenues surpassing the Zacks Consensus Estimate.
The Kirkland, WA-based company witnessed healthy revenue growth year over year, backed by solid momentum in the Automotive, Storage and Computing and Communication verticals. A strong focus on innovation has enabled it to address customers' most complex challenges while maintaining the highest standards of quality. Continued investment in new technologies, expansion into emerging markets and diversification of end-market applications and the global supply chain are expected to support Monolithic Power’s future growth, enhance supply stability and enable swift adaptation to changing market conditions.
Net Income
Net income, on a GAAP basis, was $133.8 million or $2.79 per share compared with $92.5 million or $1.89 per share in the year-ago quarter. The increase in GAAP earnings was primarily attributable to top-line growth.
Non-GAAP net income improved to $193.8 million or $4.04 per share from $137.5 million or $2.81 per share in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate by 4 cents. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
Monolithic Power Systems, Inc. Price, Consensus and EPS Surprise
Monolithic Power Systems, Inc. price-consensus-eps-surprise-chart | Monolithic Power Systems, Inc. Quote
Revenues
Monolithic Power generated revenues of $637.6 million, up from $457.9 million in the year-ago quarter. The 39.2% growth reflected the ongoing strength of the company’s diversified market strategy, consistent execution, continued innovation and strong customer focus. The top line beat the Zacks Consensus Estimate of $635 million.
By end markets, Storage and Computing revenues were $188.5 million, up 77.7% year over year. Growth was primarily driven by strong demand for both memory and notebook solutions. Revenues exceeded the Zacks Consensus Estimate of $177.57 million.
Net sales from Enterprise Data declined to $132.9 million from $149.7 million in the year-ago quarter. However, revenues surpassed the Zacks Consensus Estimate of $131.33 million.
In the first quarter, the Automotive end market contributed $144.9 million in revenues compared with $87.1 million in the year-ago quarter. The top line missed the Zacks Consensus Estimate of $148.34 million.
Industrial revenues were $42.6 million compared with $30.2 million in the year-ago quarter. The top line slightly beat the Zacks Consensus Estimate of $42.16 million.
The Communications end market registered $71.7 million in revenues compared with $46.7 million in the year-ago quarter. Revenues fell short of the Zacks Consensus Estimate of $73.27 million.
Net sales from the Consumer end market improved to $56.9 million from $38.1 million in the year-ago quarter. Lower gaming revenues impacted the top line. Net sales missed the Zacks Consensus Estimate of $58.92 million.
Other Details
Non-GAAP gross margin remained unchanged at 55.7% . Non-GAAP operating expenses were $133.5 million compared with $103.4 million reported in the prior-year period. Non-GAAP operating income was $221.5 million, up from $151.6 million in the year-earlier quarter.
Cash Flow & Liquidity
During the March quarter, the company generated an operating cash flow of $256.4 million compared with $248 million in the prior-year quarter. As of March 31, 2025, cash and cash equivalents totaled $637.4 million, with $105.8 million in other long-term liabilities.
Outlook
For the second quarter of 2025, the company estimates revenues in the range of $640-$660 million. Non-GAAP gross margin is expected to be between 55.2% and 55.8%, while GAAP gross margin is anticipated to be in the band of 54.9%-55.5%. GAAP operating expenses are projected between $189.0 million and $195.0 million. Non-GAAP operating expenses are projected to be between $132.6 million and $136.6 million.
MPWR’s Zacks Rank
Monolithic currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming Releases
Altice USA, Inc. ATUS is scheduled to release first-quarter 2025 earnings on May 8. The Zacks Consensus Estimate for earnings is pegged at a loss of 9 cents per share, indicating a decline of 80% from the year-ago figure.
Bandwidth Inc. BAND is scheduled to release first-quarter 2025 earnings on May 7. The Zacks Consensus Estimate for earnings is pegged at 29 cents per share, indicating an improvement of 7.41% from the year-ago figure.
Light and Wonder LNW is scheduled to release first-quarter 2025 earnings on May 7. The Zacks Consensus Estimate for earnings is pegged at $1.17 per share, indicating an improvement of 25.81% from the year-ago figure.
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Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
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Monolithic Power's Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Celestica Inc. CLS recorded solid first-quarter 2025 results with adjusted earnings and and revenues beating the respective Zacks Consensus Estimate.
The Toronto-based electronics manufacturing service provider reported revenue growth year over year, backed by strong growth in the Connectivity & Cloud Solutions (CCS) segment. Management’s strong emphasis on innovation, product diversification and AI advancements is a key growth driver. Strong growth in adjusted free cash flow is a tailwind.
Net Income
Quarterly net earnings were $86.2 million or 74 cents per share, down from $91.8 million or 77 cents per share in the year-ago quarter. Despite top-line growth, GAAP earnings declined due to higher operating costs and income tax expenses.
Non-GAAP net earnings improved to $140.1 million or $1.20 per share from $98.8 million or 83 cents per share in the year-ago quarter. The bottom line beat the Zacks Consensus Estimate by 9 cents. (See the Zacks Earnings Calendar to stay ahead of market-making news.)
Celestica, Inc. Price, Consensus and EPS Surprise
Celestica, Inc. price-consensus-eps-surprise-chart | Celestica, Inc. Quote
Revenue
Quarterly revenues were $2.65 billion, up 20% from $2.21 billion in the year-ago quarter. The healthy demand in the CCS segment cushioned the top line. The top line beat the Zacks Consensus Estimate by $95 million.
Quarterly Segment Results
CCS: Total revenues in this segment improved 28% year over year to $1.84 billion, primarily driven by strong demand in the communication end market. The segment accounted for 69.5% of the company’s total revenues in the first quarter.
Revenues in the Enterprise end market declined 39% year over year to $414 million in the first quarter. The Communications end market reported revenue growth of 87%, with solid growth in the hardware platform solutions portfolio backed by hyperscaler customer demand for networking products, including 400G switches and 800G switches. The segment’s operating income increased to $147 million with a margin of 8%, driven by greater operating leverage and improved mix.
Advanced Technology Solutions (ATS): This segment’s revenues were $807 million, accounting for 30.5% of total revenues in the first quarter. The segment’s operating income increased to $41 million with a margin of 5%.
Cash Flow & Liquidity
In the first quarter, Celestica generated an operating cash flow of $130.3 million compared with $108.1 million in the year-ago quarter. Free cash flow was $93.6 million in the first quarter compared with $67.7 million in the prior-year period.
As of March 31, 2024, the company had $303 million in cash and cash equivalents with a long-term debt of $915 million.
Guidance Up
For the second quarter of 2025, Celestica expects revenues in the range of $2.575 to $2.725 billion. Non-GAAP earnings per share are expected to be in the range of $1.17-$1.27. Management expects the non-GAAP operating margin to be 7.2%. Non-GAAP adjusted effective tax rate is forecasted to be approximately 20%.
For 2025, the company anticipates revenues of $10.85 billion, up from the previous projection of $10.7 billion. Non-GAAP operating margin is expected to be 7.2%, up from the previous outlook of 6.9%. Non-GAAP adjusted earnings are expected to be $5 per share, up from the previous outlook of $4.75 per share. Non-GAAP free cash flow is expected to be $350 million.
CLS’ Zacks Rank
Celestica currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming Releases
Qorvo, Inc. QRVO is scheduled to release fiscal fourth-quarter 2025 earnings on April 29. The Zacks Consensus Estimate for earnings is pegged at 5 cents per share, indicating a decline of 27.34% from the year-ago figure.
Pinterest, Inc. PINS is scheduled to release first-quarter 2025 earnings on May 8. The Zacks Consensus Estimate for earnings is pegged at 25 cents per share, indicating an improvement of 25% from the year-ago figure.
Bandwidth Inc. BAND is scheduled to release first-quarter 2025 earnings on May 7. The Zacks Consensus Estimate for earnings is pegged at 29 cents per share, indicating an improvement of 7.41% from the year-ago figure.
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Celestica Q1 Earnings Beat Estimates on Solid Revenue Growth

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Bandwidth Inc (Symbol: BAND), where a total of 1,817 contracts have traded so far, representing approximately 181,700 underlying shares. That amounts to about 55.9% of BAND's average daily trading volume over the past month of 324,990 shares. Particularly high volume was seen for the $22.50 strike call option expiring March 21, 2025, with 853 contracts trading so far today, representing approximately 85,300 underlying shares of BAND. Below is a chart showing BAND's trailing twelve month trading history, with the $22.50 strike highlighted in orange:
Globant SA (Symbol: GLOB) options are showing a volume of 3,038 contracts thus far today. That number of contracts represents approximately 303,800 underlying shares, working out to a sizeable 55.6% of GLOB's average daily trading volume over the past month, of 546,805 shares. Especially high volume was seen for the $175 strike call option expiring March 21, 2025, with 330 contracts trading so far today, representing approximately 33,000 underlying shares of GLOB. Below is a chart showing GLOB's trailing twelve month trading history, with the $175 strike highlighted in orange:
And Dun & Bradstreet Holdings Inc (Symbol: DNB) saw options trading volume of 21,523 contracts, representing approximately 2.2 million underlying shares or approximately 55.3% of DNB's average daily trading volume over the past month, of 3.9 million shares. Especially high volume was seen for the $12.50 strike call option expiring December 19, 2025, with 8,000 contracts trading so far today, representing approximately 800,000 underlying shares of DNB. Below is a chart showing DNB's trailing twelve month trading history, with the $12.50 strike highlighted in orange:
For the various different available expirations for BAND options, GLOB options, or DNB options, visit StockOptionsChannel.com.
Today's Most Active Call & Put Options of the S&P 500 »
Also see:
Funds Holding KEJI
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ELR Historical Stock Prices
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: BAND, GLOB, DNB

Cloud communications specialist Bandwidth (NASDAQ:BAND) reported mixed fourth-quarter financial results on Thursday, Feb. 20. A key highlight was generating record revenue of $210 million, up 27% year over year and exceeding analyst consensus estimates of $203 million. However, its adjusted EPS of $0.37 lagged slightly behind estimates of $0.39.
Overall, the quarter demonstrated robust revenue growth supported by strong enterprise adoption, despite the EPS shortfall.
Metric
Q4 2024
Analysts' Estimate
Q4 2023
Change (YOY)
Adjusted EPS
$0.37
$0.39
$0.38
(2.6%)
Revenue
$210 million
$203 million
$165 million
27%
Adj. gross margin
58%
N/A
55%
3 pps
Adj. EBITDA
$23.4 million
N/A
$18.8 million
25%
Free cash flow
$30.4 million
N/A
$13 million
133%
Source: Bandwidth. Note: Analyst consensus estimates provided by FactSet. YOY = Year over year. pps = percentage points. EBITDA = Earnings before interest, taxes, depreciation, and amortization.
Business Overview and Focus
Bandwidth is a cloud communications service provider known for its global all-IP network infrastructure. It is distinguished from competitors by owning its network, which supports over 60 countries and covers 90% of global GDP, ensuring superior service quality. The company's strategic position in the cloud communications sector provides services to large platforms like Microsoft, Alphabet's Google, and Zoom Communications. Key business focuses include an API-first approach for seamless service integration, leveraging its proprietary technology and regulatory compliance expertise. Recently, Bandwidth has emphasized expanding its cloud communication offerings, specifically targeting enterprise adoption.
The company prioritizes innovation in artificial intelligence (AI)-powered communications solutions and has expanded its service coverage significantly. The ownership of the network infrastructure means it can guarantee high service reliability and compliance with international regulations, a considerable advantage over other Communication Platform as a Service (CPaaS) providers who rely on third-party services.
Notable Achievements and Developments
In Q4, Bandwidth's revenue growth, up by 27% from $165 million last year, was driven by the adoption of AI-powered solutions and strategic partnerships. Bandwidth's selection by a Fortune 25 healthcare company and a global cruise line highlighted its growing market clout.
Non-GAAP gross margin improved to 58% from 55% a year ago, indicating cost efficiency gains. Adjusted EBITDA also increased by 25%, reaching $23.4 million, reflecting improved operational efficiency. The company's focus on innovation was evident with the launch of new products, enhancing its universal platform's scalability and integration capabilities.
A concern, however, is the revenue of $8 million from political messaging services. As this is a cyclical revenue stream driven by election years, it may not be sustainable. Additionally, the decline in GAAP gross margin to 36% from 38% suggests rising costs that could impact future profitability.
Forward Guidance and Outlook
Looking ahead to 2025, Bandwidth's management forecasts normalized revenue growth between 8% to 11%. This takes into account a projected reduction in political campaign messaging revenue. The company targets annual revenues between $740 million to $760 million and aims for an adjusted EBITDA range of $82 million to $90 million. This guidance reflects a cautious approach due to potential fluctuation in revenue sources.
Investors should monitor Bandwidth's ability to diversify its revenue streams and sustain profitability. The continued integration of AI and enhancement of cloud communication solutions will be crucial for growth. Given the strong foundation built in 2024, future developments in strategic partnerships and product innovation are key areas to watch.
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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. JesterAI is a Foolish AI, based on a variety of Large Language Models (LLMs) and proprietary Motley Fool systems. All articles published by JesterAI are reviewed by our editorial team, and The Motley Fool takes ultimate responsibility for the content of this article. JesterAI cannot own stocks and so it has no positions in any stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Microsoft, and Zoom Communications. The Motley Fool recommends Bandwidth and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bandwidth: Strong Q4 Revenue Growth

Liberty Global’s LBTYA profit from continuing operations in the fourth quarter of 2024 amounted to $2,334.2 million. The company had incurred a loss of $3,363.6 million in the year-ago quarter.
Revenues increased 9.7% year over year to $1,123.2 million. On a rebased basis, revenues rose 7.7% year over year.
Liberty Global Ltd Price, Consensus and EPS Surprise
Liberty Global Ltd price-consensus-eps-surprise-chart | Liberty Global Ltd Quote
Find the latest earnings estimates and surprises on Zacks Earnings Calendar.
Top-Line Details
Total average revenue per unit (ARPU) per fixed customer relationship increased 1% year over year to $64.47. On a rebased basis, the figure increased 2%.
Mobile ARPU (including interconnect revenues), on a reported basis, decreased 2.8% to $18.16. On a rebased basis, the figure dropped 1.8%.
Mobile ARPU (excluding interconnect revenues), on a reported basis, remained unchanged at $16.83.
As of Dec. 31, 2024, the mobile subscriber count included approximately 195,100 prepaid mobile subscribers from Telenet in Belgium, 7,369,800 from the VMO2 Joint Venture (JV) and 284,500 from the VodafoneZiggo JV.
In total, Liberty Global lost 8,800 customer relationships in the fourth quarter compared with a loss of 17,400 in the year-ago quarter.
On a reported basis, Belgium's revenues decreased 1.4% year over year to $781.5 million.
In Belgium, Liberty Global lost 4,600 customer relationships compared with a loss of 12,600 in the year-ago quarter.
On a reported basis, Ireland's revenues declined 3.8% to $128.6 million.
The company lost 1,900 customer relationships in Ireland compared with a loss of 3,900 in the year-ago quarter.
Liberty Growth, on a reported basis, climbed 118% to $35.1 million.
In Slovakia, Liberty Global lost 2,300 customer relationships compared with a loss of 900 in the year-ago quarter.
Joint Venture Details
Telenet revenues of $781.5 million decreased 1.4% year over year on a reported basis and 0.4% on a rebased basis. The rebased decrease was primarily due to a decline in the customer base, though it was partially offset by the 3.5% price increase and the ongoing transition toward higher-tier broadband plans.
Liberty Global’s non-consolidated joint venture, Virgin Media O2, reported revenues of $3,478.8 million, which decreased 1.1% year over year on a reported basis and 4% on a rebased basis. The rebased decrease was primarily due to the net effect of a decline in both mobile revenues due to lower handset sales and revenues in B2B operations as well as an increase in residential fixed revenue.
The fixed customer base increased 9,900 in the reported quarter, due to improved performance on the nextfibre footprint. As a result of building momentum and investment in sales and marketing, quarterly net additions increased sequentially through the year.
VodafoneZiggo revenues dropped 3.4% on a reported basis and decreased 2.5% on a rebased basis to $1,113.8 million. The rebased decrease was primarily due to a decline in low-margin handset sales and in the consumer-fixed customer base.
FMC broadband households grew by 1,700.
Mobile postpaid net adds increased by 800. The broadband base contracted by 30,200 in the quarter amid the intensity of continued promotion in the market.
Operating Details
Adjusted EBITDA increased 3.4% year over year to $247.8 million in the fourth quarter. On a rebased basis, EBITDA increased 3.2%.
Telenet’s EBITDA, on a rebased basis, decreased 3.9% year over year.
VM Ireland’s EBITDA, on a rebased basis, increased 10.6% year over year.
The company reported an operating loss of $48.2 million in the reported quarter compared with an operating loss of $172.5 million in the year-ago quarter.
Balance Sheet & Cash Flow
As of Dec. 31, 2024, Liberty Global had $3 billion in cash, investments under SMAs, and unused borrowing capacity, including $0.7 billion in corporate cash and no material debt maturities until 2030. This compares with $5 billion of cash, investments under SMAs and unused borrowing capacity in the previous quarter.
In the fourth quarter, the total principal amount of debt and finance leases was $9.2 billion for continuing operations compared with $16 billion in the previous quarter. The average debt tenor is 4.1 years, with approximately 10% not due until 2030 or later.
Cash provided by operating activities was $667.1 million, up 27.8% year over year.
The adjusted free cash flow was $324.2 million in the fourth quarter against the adjusted free cash flow of $91.1 million in the previous quarter. The adjusted free cash flow in the year-ago quarter was $258.2 million.
Key Developments
On Nov. 9, 2024, Liberty Global announced the spin-off of its Swiss Business, Sunrise, into a separate publicly traded company. It will continue to own and operate its Telecom business in Belgium, Ireland, Slovakia, the U.K. and the Netherlands.
On Nov. 5, 2024, Liberty Global’s Virgin Media O2 started a Small Business Partnerships project with top brands like Virgin StartUp, egg and GoDaddy. The goal of this program is to provide U.K. entrepreneurs the networks, resources and technology they need to be successful.
Zacks Rank & Stocks to Consider
Currently, Liberty Global carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer & Technology sector are BWX Technologies BWXT, Akamai Technologies AKAM and Bandwidth BAND. BWX Technologies, Akamai Technologies and Bandwidth carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BWX Technologies is scheduled to report its fourth-quarter 2024 result on Feb. 24, while Akamai Technologies and Bandwidth are scheduled to report their respective fourth-quarter 2024 results on Feb. 20.
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Liberty Global's Q4 Earnings and Revenues Rise Year Over Year

Datadog DDOG reported fourth-quarter 2024 non-GAAP earnings per share (EPS) of 49 cents, which increased 11.4% from the year-ago quarter and beat the Zacks Consensus Estimate by 13.95%.
The company’s net revenues of $737.73 million rose 25.1% year over year and beat the consensus estimate by 3.67%.
Datadog, Inc. Price, Consensus and EPS Surprise
Datadog, Inc. price-consensus-eps-surprise-chart | Datadog, Inc. Quote
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
Quarter Details
The company ended the fourth quarter with 30,000 customers, up from 27,300 in the prior-year period.
In the fourth quarter of 2024, Datadog had 3,610 customers with an annual run rate (ARR) of $100,000 or more, which increased 13.2% year over year. These customers generated about 88% of the total ARR.
As of the end of the fourth quarter, 83% of customers used two or more products, which is the same as the year-ago quarter. Additionally, 50% of customers utilized four or more products, up from 47% in the year-ago quarter.
Datadog’s net revenue retention was in the high 110s in the fourth quarter as customers increased their usage and adopted more products.
Operating Details
In the fourth quarter, Datadog’s adjusted gross margin contracted by 170 basis points (bps) on a year-over-year basis to 81.7%.
Research & development expenses gained 29.4% on a year-over-year basis to $211.6 million, driven by increased investments in Datadog’s platform. Research & development, as a percentage of revenues, increased 1,000 bps to 28.7%.
Sales and marketing expenses rose 31.3% year over year to $173.3 million. Sales and marketing expenses, as a percentage of revenues, increased 110 bps to 23.5%.
General & administrative expenses increased 29.6% year over year, reaching $38.7 million in the reported quarter. General & administrative expenses, as a percentage of revenues, increased 20 bps to 5.2%.
Datadog reported a non-GAAP operating income of $179.2 million compared with $166.7 million in the year-ago quarter.
Balance Sheet & Cash Flow
As of Dec. 31, 2024, Datadog had cash, cash equivalents, restricted cash and marketable securities of $4.2 billion compared with $3.2 billion as of Sept. 30, 2024.
Operating cash flow was $265 million in the reported quarter, up from $229 million reported in the previous quarter.
Free cash flow during the quarter was $241 million compared with $204 million in the prior quarter.
Guidance
For the first quarter of 2025, Datadog anticipates revenues between $737 million and $741 million. Non-GAAP EPS is expected in the range of 41-43 cents. Non-GAAP operating income is expected in the band of $162-$166 million.
For 2025, Datadog anticipates revenues between $3.175 billion and $3.195 billion. Non-GAAP EPS is projected between $1.65 and $1.70. Non-GAAP operating income is expected in the range of $655-$675 million.
Zacks Rank & Stocks to Consider
Currently, Datadog carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer & Technology sector are Akamai Technologies AKAM, Arista Networks ANET and Bandwidth BAND. While Arista Networks sports a Zacks Rank #1 (Strong Buy), Akamai Technologies and Bandwidth carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Arista Networks is scheduled to report its fourth-quarter 2024 result on Feb. 18, while Akamai Technologies and Bandwidth are scheduled to report their respective fourth-quarter 2024 results on Feb. 20.
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Datadog Q4 Earnings Surpass Estimates, Revenues Rise Y/Y

Reddit RDDT reported fourth-quarter 2024 earnings of 36 cents per share, comfortably beating the Zacks Consensus Estimate by 44%. The bottom line increased by 20 cents sequentially.
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
Revenues of $427.7 million surpassed the Zacks Consensus Estimate by 4.57%. The reported figure surged 71.2% year over year.
Reddit demonstrated robust revenue growth and improved profitability in the fourth quarter of 2024, supported by product strategies that drove user growth and engagement throughout the year. Investments in machine learning (ML) and search remain key priorities to enhance the user experience.
Reddit Inc. Price, Consensus and EPS Surprise
Reddit Inc. price-consensus-eps-surprise-chart | Reddit Inc. Quote
The company’s shares have outperformed the Zacks Computer & Technology sector year to date. The stock has gained 9.1% compared with the sector’s rise of 1.6%. However, shares of Reddit fell 13.30% to $187.69 in the after-hours trading on Wednesday following the release.
RDDT’s Q4 Top-Line & Metrics in Detail
For the reported quarter, U.S. revenues (contributed 81.3% to revenues) surged 70.1% year over year to $347.7 million. International revenues (18.7% of revenues) soared 76.6% year over year to $80 million.
Advertising revenue surged 92.2% year over year to $394.5 million and other revenue reached $33.2 million.
Daily Active Uniques (DAUq) jumped 39% year over year to 101.7 million. U.S. DAUq jumped 32% year over year to 48.0 million, whereas International DAUq increased 46% to 53.7 million.
Weekly Active Uniques (WAUq) rallied 42% year over year to 379.4 million. U.S. WAUq increased 31% year over year to 172.2 million, whereas International WAUq rose 52% year over year to 207.2 million.
Average revenue per unique (ARPU) moved up 23% year over year to $4.21. U.S. ARPU increased 28% to $7.04, whereas International ARPU climbed 25% on a year-over-year basis to $1.67.
RDDT Operating Details
Non-GAAP sales and marketing expenses rose 29% year over year to $71.6 million. Research and development (R&D) expenses increased 20.9% to $125.6 million, whereas general and administrative expenses grew 16.4% to $44.6 million.
As a percentage of revenues, non-GAAP sales and marketing expenses declined 550 basis points (bps) year over year to 16.7%, R&D expenses fell 1,220 bps to 29.4%, and general and administrative expenses decreased 490 bps to 10.4%.
Adjusted EBITDA surged to $154.3 million from $23.2 million in the year-ago quarter, reflecting an improvement of $131.2 million. The adjusted EBITDA margin expanded to 36.1%.
RDDT’s Balance Sheet & Cash Flow
As of Dec. 31, 2024, Reddit had cash and cash equivalents, including marketable securities, of $1.84 billion compared with $1.74 billion as of Sept. 30, 2024.
In the fourth quarter, the company generated $90 million in cash from operating activities compared with $71.6 million in the previous quarter.
RDDT posted a free cash flow of $89.2 million compared with $70.3 million in the previous quarter.
Reddit Initiates Q1 Guidance
For the first quarter of 2025, RDDT expects revenues between $360 million and $370 million.
Adjusted EBITDA is expected between $80 million and $90 million.
Zacks Rank & Stocks to Consider
Currently, Reddit has a Zacks Rank #3 (Hold).
Grid Dynamics GDYN, Bandwidth BAND and Akamai Technologies AKAM are some better-ranked stocks in the broader sector.
Grid Dynamics flaunts a Zacks Rank #1 (Strong Buy) at present, and Bandwidth and Akamai Technologies carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Grid Dynamics shares have increased 2.2% year to date. GDYN is set to report its fourth-quarter 2024 results on Feb. 20.
Bandwidth shares have gained 13.4% year to date. BAND is set to report fourth-quarter 2024 results on Feb. 20.
Akamai Technologies shares have returned 5.1% year to date. AKAM is set to report fourth-quarter 2024 results on Feb.20.
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Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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Reddit Q4 Earnings & Revenues Top Estimates: Buy, Sell or Hold Stock?

WESCO International WCC reported fourth-quarter 2024 adjusted earnings of $3.16 per share, up 19.2% year over year. The bottom line missed the Zacks Consensus Estimate by 1.86%.
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
Net sales of $5.5 billion rose 0.5% year over year. The figure beat the Zacks Consensus Estimate by 1.52%. Organic sales increased 2.4% year over year.
The company’s shares gained 0.57% in the pre-market trading. WCC shares have returned 4.1% year to date, outperforming the Zacks Computer & Technology sector’s return of 2.2%.
WESCO International, Inc. Price, Consensus and EPS Surprise
WESCO International, Inc. price-consensus-eps-surprise-chart | WESCO International, Inc. Quote
WCC’s Top-Line Details
The EES Segment (38.6% of Net Sales): Sales in the segment were $2.12 billion, up 1.9% year over year. Organic sales increased 1.0% year over year. Improved business momentum drove a return to profitable growth in the fourth quarter of 2024.
CSS (37.2% of Net Sales): Sales in the segment were $2.05 billion, up 14.2% year over year. Organic sales increased 11.3% on a year-over-year basis. Strong demand for Data Center Solutions fueled double-digit growth in CSS in the fourth quarter of 2024.
UBS (24.2% of Net Sales): Sales in the segment were $1.33 billion, down 16.8% year over year. Organic sales declined 5.9% year over year. WESCO anticipates utility to rebound in the second half of 2025.
WCC Struggles With Margin Contraction
The fourth-quarter 2024 gross margin was 21.2%, marking a year-over-year contraction of 20 basis points (bps), driven by business and project mix in communications and security solutions, including a 30-basis-point headwind from lower supplier volume rebates.
The adjusted EBITDA margin of 6.7% declined 30 bps year over year.
Selling, general and administrative expenses were $807.2 million, up 1.1% year over year. As a percentage of net sales, the figure increased 10 bps year over year to 14.7%.
The adjusted operating margin was 5.7%, which contracted 30 bps year over year.
Balance Sheet & Cash Flow
As of Dec. 31, 2024, cash and cash equivalents were $702.6 million, down from $706.8 million as of Sept. 30, 2024.
The long-term debt was $5.05 billion at the fourth-quarter end compared with $5.01 billion in the prior quarter.
The company generated $276.6 million in cash from operations in the reported quarter compared with $302.1 million in the previous quarter.
For the fourth quarter, WESCO reported a free cash flow of $268.4 million compared with the previous quarter’s $279.5 million.
WESCO Initiates 2025 Guidance
For 2025, the company expects organic sales growth between 2.5% and 6.5%. Sales on a reported basis are expected to be $21.8-$22.7 billion.
WESCO projects the adjusted EBITDA margin between 6.7% and 7.2%.
The adjusted diluted EPS is anticipated between $12 and $14.50 per share.
The free cash flow is expected between $600 and $800 million.
Zacks Rank & Stocks to Consider
WESCO carries a Zacks Rank #4 (Sell) at present.
Arista Networks ANET, Bandwidth BAND and Fastly FSLY are some better-ranked stocks in the broader sector.
Arista Networks flaunts a Zacks Rank #1 (Strong Buy) at present, and Bandwidth and Fastly carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Arista Networks shares have returned 6.3% year to date. ANET is set to report fourth-quarter 2024 results on Feb.18.
Bandwidth shares have gained 9.3% year to date. BAND is set to report fourth-quarter 2024 results on Feb. 20.
Fastly shares have risen 6.5% year to date. FSLY is set to report fourth-quarter 2024 results on Feb. 12.
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Indicator	TTM Median
P/E	0.00 15.04
Price/Sales	0.79 0.99
P/B	1.74 1.44
P/FCF	11.42 11.54

Indicator	TTM Median
Net Worth	0.57 0.77
Quick Ratio	0.00 0.94
Current Ratio	1.16 1.25

Indicator	TTM Median
Net Profit Margin	-3.17 9.66
Operating Margin	-4.83 14.22
Gross Margin	37.92 54.08

Indicator	TTM Median
EPS	0.12 0.25
EPS Forecast	0.10 0.22
Revenue	174.00M 89.00M
Gross Profit	65.00M —
EBITDA	8.00M —

Bandwidth Inc.

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