AI voice agent demand from Salesforce supports re-acceleration upside.
Bandwidth shows improving resilience in revenue seasonality, with upside from voice-powered AI assistant demand led by Salesforce.
Bandwidth lacks the usual Q4-to-Q1 sales drop, suggesting stickier demand than prior years. Management points to higher customer investment into voice-powered AI assistants, including a new potentially big Salesforce customer relationship, which should help re-accelerate revenue even as profitability dips during investment.
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