About this episode

The episode analyzes underappreciated software stocks Twilio and Bandwidth, exploring their financial recovery and potential for investment.

While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials actually show — and whether these forgotten names deserve a spot in your portfolio. CSI breaks down two API-layer software companies left for dead after the pandemic era that are now showing signs of fundamental re-acceleration. We analyze quarterly revenue trends, operating profit trajectory, and free cash flow for both — including the key distinction between Twilio's headline revenue and organic revenue (stripping out carrier pass-through fees). We also cover Bandwidth's emerging relationship with Salesforce as a voice-powered AI agent infrastructure provider, and what that means for future revenue growth. Plus, we address the macro question investors are asking: if enterprises pull back on AI token spending, does that actually send them back to SaaS vendors? We break down both sides of that thesis. This is a fundamentals-first look at an under-covered corner of the software market — no hype, just the numbers. 🔒 This episode features an excerpt from one of our CSI Live sessions — exclusive to Semi Insider members. Join to…

People in this episode

Hosts: Nicholas Rossolillo, Kasey Rossolillo

Topics covered

• AI
• software stocks
• financial analysis
• revenue trends
• SaaS vendors
• investing strategies

Keywords

• Twilio
• Bandwidth
• AI
• SaaS
• revenue growth
• financial analysis
• investing
• software market

Mentioned in this episode

Organizations: Twilio, Bandwidth, Salesforce

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