Bandwidth Inc. (BAND) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Bandwidth Inc. (BAND) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 4:50 PM EST Company Participants David Morken - Co-Founder, CEO, & ChairmanJohn Bell - Chief Product Officer Conference Call Participants Vineet Chhangani - Morgan Stanley Presentation Vineet ChhanganiMorgan Stanley Very good. All right. Good afternoon. I'm Vineet Chhangani. I'm a Managing Director of Morgan Stanley's Investment Banking. Just for important disclosures, please see Morgan Stanley's research disclosure website. [Operator Instructions]. Okay. Great. Thank you for joining us today. We're here with David Morken, Co-Founder and CEO of Bandwidth.

And John Bell, Chief Product Officer. David, John, welcome to the conference. David MorkenCo-Founder, CEO, & Chairman Thank you, Vineet. Vineet ChhanganiMorgan Stanley How has the conference been so far? David MorkenCo-Founder, CEO, & Chairman Outstanding. Question-and-Answer Session Vineet ChhanganiMorgan Stanley Great. Why don't we just start. Let's just go for the audience who are not familiar with the story. David, I'd love to have you talk a little bit about what is Bandwidth all about? Talk to us a little bit about the platform, the trajectory a little bit of the history? David MorkenCo-Founder, CEO, & Chairman Happy to and have to start with. I have [indiscernible] on my hands. I'm not Mike Tyson, wanting to have like a permanent pet tattoo, but about the 70 hours ago, I was in New Delhi when we decided to attack Iran. But I'm happy to be here today. I'm on fumes. So Vineet, please be gentle. So original story for us. Founded in 1999 and began selling Internet connectivity back then. But then in 2007 with Google is an anchor tenant built out a nationwide network. We like to call ourselves the last C like ever built. But in all 50 states, we were able to offer