The earnings call highlighted significant achievements in terms of financial performance and strategic execution, particularly with AI-driven initiatives and strong customer acquisition. Despite some slower growth in messaging, the overall sentiment is positive due to the impressive growth metrics and future outlook.

Company Guidance

During Bandwidth Inc.'s Second Quarter 2025 Earnings Call, the company provided optimistic financial guidance and highlighted several key metrics demonstrating strong performance. Revenue for the quarter reached $180 million, marking a 9% year-over-year increase when normalized for cyclical political campaign revenue. Adjusted EBITDA was $22 million, growing by 17% year-over-year, while free cash flow was $26 million, representing a 19% margin. The company projected 10% organic revenue growth at the midpoint for the full year, with EBITDA expected to reach $88 million. Bandwidth also emphasized the significant impact of its AI strategy, with AI-driven services potentially generating 3x to 4x the revenue of a standard voice call. The company achieved a net retention rate of 112% and customer name retention remained above 99%, showcasing strong customer loyalty and engagement.

Exceeding Financial Expectations

Revenue of $180 million and adjusted EBITDA of $22 million exceeded expectations for the quarter. Revenue grew 15%, EBITDA 36%, and free cash flow 26% over the last 12 months.

AI Strategy Success

Significant traction in AI voice investments with new $1 million-plus multiyear deals. Maestro and AI Bridge platforms are driving customer adoption, particularly in financial services, healthcare, and hospitality.

Customer Wins and Expansion

Secured high-value customers, including a large US bank and a leading insurance brokerage, highlighting the strength of integrated direct and channel sales strategies.

Strong Growth in Enterprise Voice Revenue

Enterprise voice revenue grew 29% year-over-year, driven by demand on the core platform and cloud migrations.

Record High Metrics

Record high first half non-GAAP gross margins, EBITDA, and operating cash flows. Customer name retention remained well above 99%.

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
Oct 30, 2025	2025 (Q3)	0.37 / -	0.43	―	―	―
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)
Feb 28, 2024	2023 (Q4)	0.23 / 0.38	0.19	100.00% (+0.19)
Nov 02, 2023	2023 (Q3)	0.20 / 0.23	0.27	-14.81% (-0.04)
Aug 02, 2023	2023 (Q2)	0.04 / 0.16	-0.04	500.00% (+0.20)

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
Jul 29, 2025	$16.21	$13.20	-18.57%
May 07, 2025	$12.28	$13.76	+12.05%
Feb 20, 2025	$18.27	$17.46	-4.43%
Oct 31, 2024	$18.84	$19.50	+3.50%

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.