Just noticed Bandwidth popped 14.5% today after their earnings call. Revenue was basically flat quarter-over-quarter, but here's the thing - management guided for 16% growth in 2026 with almost 30% EBITDA expansion. That's a pretty meaningful acceleration they're betting on. What caught my attention more though: they mentioned third-party AI developers building on their platform more than quadrupled in just six months. That's the kind of adoption curve that gets people interested in a stock like this. The valuation looks attractive on paper at 8.8x forward earnings, but there's some baggage - they've got $254 million in convertible debt and stock compensation is eating up most of their profits. Still, if they can actually execute on that double-digit growth outside of political spending cycles, could be worth watching for small-cap plays in the communications space.