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Bandwidth Inc (BAND)
NASDAQ:BAND
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.36Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong execution across enterprise sales, AI-enabled product momentum, improved margins, robust free cash flow generation, and an $80M share repurchase authorization, supported by concrete 2026 guidance for double-digit revenue growth and significant EBITDA expansion. Offsetting items are largely manageable: messaging market dynamics may limit multiyear CAGR achievement, programmable messaging showed slower full-year growth, there was a quarter-over-quarter comp effect in enterprise voice, and carrier surcharge and political messaging seasonality introduce variability. Overall, the positives on profitability, cash flow, enterprise traction, and AI/product expansion materially outweigh the limited operational and market headwinds.Company Guidance
Full-Year Revenue and Profitability
Total revenue for full-year 2025 of $754,000,000, representing approximately 10% organic year-over-year growth; non-GAAP gross margin of 58%; adjusted EBITDA of $93,000,000; full-year free cash flow of $57,000,000.
Quarterly Organic Growth and Segment Performance
Management reported a 12% year-over-year organic revenue increase in the period discussed (quarter context), with voice growth of ~11% YoY and messaging showing healthy seasonal strength (messaging organic growth noted at 12% in commentary).
Record Enterprise Deals and Customer Wins
Closed a record number of $1,000,000-plus deals in 2025 (including two significant wins in Q4) with large customers such as a household-name insurance group, a top-10 U.S. bank, and the consumer financing arm of a top-five global carmaker; these deals drove faster time-to-value and are tied to multi-location rollouts and deep integrations.
AI and Product Momentum
Strong traction for AI voice solutions and orchestration: AI developer ecosystem more than quadrupled in six months; software like Maestro, AI voice tools, and trust portfolio demonstrating real-world production deployments and contributing to deal wins and adoption.
Software Services Expansion
Software services exited Q4 2025 at an approximate $15,000,000 annualized run rate (exceeding prior $10,000,000 expectation); software is now attached to all million-dollar-plus deals, increasing high-margin recurring revenue and platform stickiness.
High Retention and Rising ARPU
Customer name retention rate above 99%, organic net retention of 107%; enterprise voice cohort showed 100% customer name retention for 2025 and 98% retention for the three-year-old cohort; average annual revenue per customer reached a record $232,000 (up from $171,000 three years ago).
Strong Incremental Economics and Operating Leverage
Reported incremental gross profit yield of 82% in 2025, demonstrating that each incremental cloud communications revenue dollar converts at attractive economics; Q4 EBITDA margin reached 17% with management targeting a 20% adjusted EBITDA margin for 2026.
Capital Allocation and Cash Return
Board authorized inaugural share repurchase program of up to $80,000,000, reflecting confidence in cash generation; management has already surpassed cumulative free cash flow target of $125,000,000 by 2025.
2026 Guidance and Outlook
2026 guidance: total revenue growth of approximately 16% year-over-year, cloud communications growth of ~10%, adjusted EBITDA improvement of nearly 30% YoY to target a ~20% EBITDA margin, and non-GAAP EPS of $1.66–$1.74 (approx. 19% growth).
BAND Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BAND Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $12.99 | $14.54 | +11.93% |
Oct 30, 2025 | $16.77 | $16.11 | -3.94% |
Jul 29, 2025 | $16.21 | $13.21 | -18.54% |
May 07, 2025 | $12.28 | $13.76 | +12.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bandwidth Inc (BAND) report earnings?
Bandwidth Inc (BAND) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Bandwidth Inc (BAND) earnings time?
Bandwidth Inc (BAND) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BAND EPS forecast?
BAND EPS forecast for the fiscal quarter 2026 (Q1) is 0.32.
