Earnings summaries and quarterly performance for Bandwidth.
Executive leadership at Bandwidth.
Board of directors at Bandwidth.
Research analysts who have asked questions during Bandwidth earnings calls.
Arjun Bhatia
William Blair
4 questions for BAND
Also covers: AMPL, BRZE, CXM +19 more
PW
Patrick Walravens
Citizens JMP
4 questions for BAND
Also covers: AI, ALKT, ASAN +26 more
James Fish
Piper Sandler Companies
3 questions for BAND
Also covers: AKAM, ANET, CSCO +15 more
WP
William Power
Baird
3 questions for BAND
Also covers: AKAM, AXON, DOCU +9 more
Meta Marshall
Morgan Stanley
2 questions for BAND
Also covers: ANET, AXON, CIEN +30 more
EC
Eamon Coughlin
Barclays
1 question for BAND
Also covers: EVCM, FROG, ZETA
Jamie Reynolds
Morgan Stanley
1 question for BAND
Also covers: AXON, MSI, PD
JR
Joshua Reilly
Needham & Company
1 question for BAND
Also covers: AEYE, ASUR, AUDC +15 more
Ryan Koontz
Needham & Company, LLC
1 question for BAND
Also covers: AAOI, ADTN, ANET +27 more
RM
Ryan MacWilliams
Barclays
1 question for BAND
Also covers: AUDC, BRZE, CFLT +16 more
WP
Will Power
Robert W. Baird & Co.
1 question for BAND
Recent press releases and 8-K filings for BAND.
Bandwidth Announces Q3 2025 Results and Raises Full Year 2025 EBITDA Guidance
BAND
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For Q3 2025, Bandwidth reported total revenue of $191.9 million, an 11% year-over-year growth, with cloud communications revenue reaching $141.8 million, up 8% year-over-year.
- The company's Q3 2025 Adjusted EBITDA was $24.3 million , and the Non-GAAP Gross Margin stood at 58%.
- Free cash flow for Q3 2025 was $13.1 million, achieving a 9% margin.
- Bandwidth's Net Retention Rate was 105% , or 107% when excluding the 2024 political campaign benefit.
- For the full year 2025, Bandwidth raised its Adjusted EBITDA guidance to a range of $89 million to $92 million and projects total revenue between $747 million and $760 million, with an expected ~10% organic revenue growth.
Oct 30, 2025, 12:00 PM
Bandwidth Inc. Announces Strong Q3 2025 Results and Raises Full-Year EBITDA Guidance
BAND
Earnings
Guidance Update
Product Launch
- Bandwidth Inc. reported Q3 2025 total revenue of $192 million, an 11% year-over-year increase (normalized), and adjusted EBITDA of $24 million, with a non-GAAP gross margin of 58%.
- The company raised its full-year 2025 adjusted EBITDA outlook to $91 million at the midpoint, expecting approximately $1.3 non-GAAP earnings per share, and tightened its full-year revenue guidance to 10% organic revenue growth at the midpoint.
- Bandwidth experienced accelerating growth in its core voice business, driven by AI-powered voice usage and a record number of million-dollar-plus deals, and is expanding its software-driven revenue, projecting an annualized MRR exit rate on software greater than $10 million by the end of 2025.
- Strategic initiatives include the expansion of its Trust Services portfolio with Number Reputation Management and a new RCS for business partnership, contributing to customer wins and reinforcing AI integration across its cloud communications platform.
Oct 30, 2025, 12:00 PM
Bandwidth Announces Third Quarter 2025 Financial Results
BAND
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Bandwidth Inc. exceeded revenue and profitability guidance ranges for the third quarter ended September 30, 2025.
- For Q3 2025, the company reported revenue of $192 million and Adjusted EBITDA of $24 million.
- Year-to-date (nine months ended September 30, 2025), revenue was $546 million and Adjusted EBITDA was $68 million.
- The company raised its full-year 2025 Adjusted EBITDA outlook to approximately $91 million.
- Full-year 2025 revenue guidance is projected to be between $747 million and $760 million, representing 9% to 11% year-over-year growth when adjusted for political campaign messaging activity.
Oct 30, 2025, 11:01 AM
Bandwidth Announces Third Quarter 2025 Financial Results
BAND
Earnings
Guidance Update
Product Launch
- Bandwidth Inc. reported third quarter 2025 revenue of $192 million and Adjusted EBITDA of $24 million, exceeding profitability guidance ranges.
- For the nine months ended September 30, 2025, the company generated $546 million in revenue and $68 million in Adjusted EBITDA.
- The company raised its full year 2025 Adjusted EBITDA outlook to approximately $91 million and provided a full year 2025 revenue guidance range of $747 million to $760 million.
- Performance was driven by solid revenue growth from core voice usage and software, with increasing momentum in Voice AI and the launch of new intelligent services.
Oct 30, 2025, 11:00 AM
Bandwidth Partners with Out There Media to Launch RCS Messaging in U.S.
BAND
Product Launch
New Projects/Investments
- Bandwidth Inc. announced a partnership with Out There Media to bring next-generation RCS for Business capabilities to the U.S. market.
- The partnership combines Bandwidth's software-driven Communications Cloud with Out There Media's Mobucks™ platform and new MessagingStudio self-serve campaign builder to power advanced, mobile-first RCS brand engagement at scale.
- Out There Media's Mobucks™ platform has delivered RCS campaigns with 50x better results than typical digital ad benchmarks and is trusted by leading Fortune 500 global brands like Netflix, Coca-Cola, Unilever, Disney, and Starbucks.
- IDC notes that RCS for Business is gaining momentum and is poised to become the fastest-growing enterprise communications channel in North America and globally over the next few years.
Sep 16, 2025, 6:50 PM
Quarterly earnings call transcripts for Bandwidth.
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