Bandwidth reports Q1 adjusted EPS 38c, consensus 30c

Reports Q1 revenue $209M, consensus $201.57M. “Bandwidth (BAND) entered 2026 with historic momentum. In the first quarter, we exceeded the top end of guidance ranges with record revenue of $209 million, up 20 percent year-over-year, and record first-quarter Adjusted EBITDA of $26 million,” said David Morken, Bandwidth’s Cofounder, Chief Executive Officer, and Chairman. “These results show our structural advantage as the mission-critical foundation for the AI-driven enterprise. Customers are deploying voice AI into production on our platform, as evidenced by our selection as Salesforce’s critical infrastructure partner for Agentforce Contact Center, alongside strong momentum with million-dollar-plus deals in financial services and continued growth in high-volume messaging. Based on this momentum, we are raising our full-year outlook for both revenue and Adjusted EBITDA.”