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Bandwidth Inc (BAND)
NASDAQ:BAND
US Market
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Bandwidth (BAND) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.3
Last Year’s EPS
0.37
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong quarter for Bandwidth, with significant growth in revenue and profitability driven by the voice business and AI initiatives. Despite some challenges in messaging surcharge expectations, the overall performance and strategic advancements indicate positive momentum.
Company Guidance
During Bandwidth Inc.'s Third Quarter 2025 Earnings Call, the company provided several key metrics and guidance highlights. Total revenue for the quarter was reported at $192 million, representing an 11% year-over-year increase when normalized for the previous year's cyclical political campaign revenue. Within this, cloud communications revenue reached $142 million, marking an 8% year-over-year increase on a normalized basis. The non-GAAP gross margin remained robust at 58%, while adjusted EBITDA exceeded expectations at $24 million. The net retention rate was 105%, or 107% when excluding political campaign revenue, with customer name retention above 99%. Average annual revenue per customer set a record at $231,000, or $224,000 excluding political campaign revenue. For the full year 2025, the company tightened revenue guidance to reflect 10% organic growth, with cloud communications revenue expected to grow 8% organically year-over-year. Furthermore, the full-year adjusted EBITDA outlook was raised to $91 million at the midpoint, equating to approximately $1.30 in non-GAAP earnings per share. Looking forward to 2026, Bandwidth anticipates continued momentum in its global voice plans and enterprise voice customers, as well as a strong political campaign messaging season to drive towards its medium-term financial targets.
Revenue and Profitability Outperformance
Bandwidth delivered a solid quarter with total revenue of $192 million, an 11% year-over-year increase, and adjusted EBITDA of $24 million, exceeding expectations.
Strong Voice Business Growth
Enterprise voice revenue increased by 22% year-over-year, driven by strong adoption and AI voice initiatives, with expanding software revenue contributing to a 9% growth in combined voice revenue.
Record Number of Million-Dollar Deals
Bandwidth closed more million-dollar-plus deals in Q3, marking a record pace year-to-date, indicating strong demand from Global 2000 enterprises.
AI and Software Strategy Success
The company's AI and software strategy, including the launch of AI-powered products like the AI receptionist and Bandwidth Activation agent, is driving customer engagement and higher gross margins.
Trust Services and Strategic Partnerships
The expansion of number reputation management and a new RCS for business partnership with Out There Media highlight Bandwidth's focus on trust and scalability, attracting major brands.

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

BAND Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
0.30 / -
0.37
Oct 30, 2025
2025 (Q3)
0.37 / 0.36
0.43-16.28% (-0.07)
Jul 29, 2025
2025 (Q2)
0.33 / 0.38
0.2931.03% (+0.09)
May 07, 2025
2025 (Q1)
0.27 / 0.36
0.2733.33% (+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
0.2386.96% (+0.20)
Aug 01, 2024
2024 (Q2)
0.26 / 0.29
0.1681.25% (+0.13)
May 07, 2024
2024 (Q1)
0.20 / 0.27
0.05440.00% (+0.22)
Feb 28, 2024
2023 (Q4)
0.23 / 0.38
0.19100.00% (+0.19)
Nov 02, 2023
2023 (Q3)
0.20 / 0.23
0.27-14.81% (-0.04)
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
Oct 30, 2025
$16.77$16.11-3.94%
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%
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 Feb 19, 2026, After Close (Confirmed).
    What is Bandwidth Inc (BAND) earnings time?
    Bandwidth Inc (BAND) earnings time is at Feb 19, 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 2025 (Q4) is 0.3.

            Bandwidth (BAND) Earnings News

            Bandwidth Expands on Strong Q3
            Premium
            Market News
            Bandwidth Expands on Strong Q3
            3y ago
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