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Bandwidth (BAND) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.36

Last Year’s EPS

0.38

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational and financial momentum: record revenue and adjusted EBITDA, raised full-year guidance, accelerated high‑margin software services, key strategic partnerships (notably Salesforce), and multiple large enterprise wins underpin growth expectations. Offsetting these positives are timing and deployment risks — several large deals are not yet fully deployed (pushing material benefits into the second half), free cash flow is only essentially breakeven in Q1, and some reported metrics are adjusted for cyclical political revenue. On balance, the constructive results, raised guidance, and strategic partnerships significantly outweigh the execution and timing caveats.

Company Guidance

Management raised its outlook with near‑term and full‑year targets: Q2 revenue is expected to be $214–220M (≈+20% YoY), adjusted EBITDA $24–27M (+20% YoY) and non‑GAAP EPS $0.35–0.37; full‑year 2026 revenue is guided to $880–900M (≈+18% YoY at the midpoint, up from prior $864–884M), Cloud Communications $616–624M (+10% YoY at the midpoint), adjusted EBITDA $119–125M (+31% YoY at the midpoint, versus prior $117–123M) and non‑GAAP EPS $1.77–1.83 (+26% YoY at the midpoint, versus prior $1.66–1.74). They also modeled net interest expense of $1–3M, depreciation of $38–42M, an adjusted effective tax rate of 20–21%, roughly 35M diluted shares outstanding, and capex of $24–26M; note Q1 results already came in ahead with $209M revenue (+20% YoY) and $26M adjusted EBITDA, and management cited about $15M of political messaging benefit expected in H2.

Record Revenue and Adjusted EBITDA

Total revenue of $209 million in Q1 2026, up 20% year-over-year, and record first-quarter adjusted EBITDA of $26 million, up 17% year-over-year.

Raised Full-Year Guidance

Raised FY2026 revenue guidance to $880–900 million (approximately 18% YoY growth at midpoint) and adjusted EBITDA to $119–125 million (about 31% YoY growth at midpoint); non-GAAP EPS guidance raised to $1.77–1.83 (≈26% YoY growth at midpoint).

Strong Cloud Communications and Segment Performance

Cloud communications revenue of $150 million, up 13% YoY. Voice revenue of $121 million grew 12% YoY (enterprise voice $13 million, +14% YoY). Programmable messaging revenue was approximately $30 million, up 15% YoY.

Improved Profitability Metrics

Non-GAAP gross profit of $89 million, up 14% YoY; non-GAAP gross margin improved by 50 basis points to 59.5%; non-GAAP EPS rose to $0.38 in the quarter (6% YoY) and adjusted EBITDA margin expansion supported by scale.

Software Services Acceleration

Software services revenue nearly doubled year-over-year in Q1 and sequential ARR exit rate grew 67% to $25 million, positioning higher-margin software as a material tailwind for profitability.

Major Customer Wins & Strategic Partnerships

Expanded partnership with Salesforce to power Agentforce (embedded Communications Cloud); two $1M+ financial services deals in Q1 including a U.S. consumer financial services firm with 70M active accounts and a large mutual life insurer — demonstrating traction in regulated, high-value verticals.

High-Quality Growth & Retention Metrics

Reported net retention rate of 102% and adjusted commercial net retention of 110%; customer name retention remained above 99%; average annual revenue per customer reached a new high of $244,000.

Capital Allocation & Balance Sheet Progress

Deployed ~$11 million to offset dilution (700,000 shares), repurchased $100 million aggregate principal of 2028 convertible notes at a discount, repurchased shares (average price $15.93) under authorization, and achieved long-term debt leverage <1.25x.

Bandwidth (BAND) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BAND Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2026 (Q2)	0.36 / -	0.38	―	―	―
Apr 30, 2026	2026 (Q1)	0.30 / 0.38	0.36	5.56% (+0.02)
Feb 19, 2026	2025 (Q4)	0.33 / 0.35	0.37	-5.41% (-0.02)
Oct 30, 2025	2025 (Q3)	0.37 / 0.36	0.43	-16.28% (-0.07)
Jul 29, 2025	2025 (Q2)	0.33 / 0.38	0.29	31.03% (+0.09)
May 07, 2025	2025 (Q1)	0.27 / 0.36	0.27	33.33% (+0.09)
Feb 20, 2025	2024 (Q4)	0.39 / 0.37	0.38	-2.63% (-0.01)
Oct 31, 2024	2024 (Q3)	0.32 / 0.43	0.23	86.96% (+0.20)
Aug 01, 2024	2024 (Q2)	0.26 / 0.29	0.16	81.25% (+0.13)
May 07, 2024	2024 (Q1)	0.20 / 0.27	0.05	440.00% (+0.22)

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
Apr 30, 2026	$24.20	$36.81	+52.11%
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%

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.