Bandwidth Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript

Mar 03, 2021 / 03:15PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP

Welcome, everybody. I'm Meta Marshall. I cover the communications software space here at Morgan Stanley. We're delighted to have Bandwidth here today. We have David Morken, CEO, Co-founder. I'm going to start with a brief disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. (Operator Instructions)

Questions and Answers:

Meta A. Marshall - Morgan Stanley, Research Division - VP

David, thanks so much for being here today. I just wanted to get a sense of, clearly, some of what has happened in the past couple of years has been what you thought was going to happen, and what you invested to make happen. And some of it has just kind of been maybe beyond your expectations or outside of your control. And so how has your strategy changed over the past couple of years from maybe what it was at the time of the IPO? And maybe how has COVID in some of the areas where you've seen acceleration thought about how you scale the
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