Sign In
Buy BAND
Bandwidth . Class A Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.320 |
| EPS actual | $0.380 |
| EPS Surprise | 18.75% |
| Revenue estimate | 201.58M |
| Revenue actual | 208.784M |
| Revenue Surprise | 3.57% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.350 |
| EPS actual | $0.350 |
| Revenue estimate | 208.304M |
| Revenue actual | 207.668M |
| Revenue Surprise | -0.306% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.380 |
| EPS actual | $0.360 |
| EPS Surprise | -5.26% |
| Revenue estimate | 208.275M |
| Revenue actual | 191.895M |
| Revenue Surprise | -7.86% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.320 |
| EPS actual | $0.380 |
| EPS Surprise | 18.75% |
| Revenue estimate | 190.369M |
| Revenue actual | 180.013M |
| Revenue Surprise | -5.44% |
Last 4 Quarters for Bandwidth . Class A
Below you can see how BAND performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $13.21 |
| EPS estimate | $0.320 |
| EPS actual | $0.380 |
| EPS surprise | 18.75% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $15.91 |
| Jul 24, 2025 | $15.14 |
| Jul 25, 2025 | $14.99 |
| Jul 28, 2025 | $16.21 |
| Jul 29, 2025 | $13.21 |
| Jul 30, 2025 | $13.86 |
| Jul 31, 2025 | $13.91 |
| Aug 01, 2025 | $13.45 |
| Aug 04, 2025 | $13.63 |
| 4 days before | -17.00% |
| 4 days after | 3.22% |
| On release day | 4.96% |
| Change in period | -14.33% |
| Release date | Oct 30, 2025 |
| Price on release | $16.11 |
| EPS estimate | $0.380 |
| EPS actual | $0.360 |
| EPS surprise | -5.26% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $16.71 |
| Oct 27, 2025 | $16.96 |
| Oct 28, 2025 | $16.95 |
| Oct 29, 2025 | $16.77 |
| Oct 30, 2025 | $16.11 |
| Oct 31, 2025 | $16.15 |
| Nov 03, 2025 | $15.98 |
| Nov 04, 2025 | $14.48 |
| Nov 05, 2025 | $14.71 |
| 4 days before | -3.59% |
| 4 days after | -8.69% |
| On release day | 0.248% |
| Change in period | -11.97% |
| Release date | Feb 19, 2026 |
| Price on release | $14.54 |
| EPS estimate | $0.350 |
| EPS actual | $0.350 |
| Date | Price |
|---|---|
| Feb 12, 2026 | $12.82 |
| Feb 13, 2026 | $12.96 |
| Feb 17, 2026 | $12.87 |
| Feb 18, 2026 | $12.99 |
| Feb 19, 2026 | $14.54 |
| Feb 20, 2026 | $15.12 |
| Feb 23, 2026 | $13.96 |
| Feb 24, 2026 | $13.79 |
| Feb 25, 2026 | $13.82 |
| 4 days before | 13.42% |
| 4 days after | -4.95% |
| On release day | 3.99% |
| Change in period | 7.80% |
| Release date | Apr 30, 2026 |
| Price on release | $36.81 |
| EPS estimate | $0.320 |
| EPS actual | $0.380 |
| EPS surprise | 18.75% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $24.12 |
| Apr 27, 2026 | $24.11 |
| Apr 28, 2026 | $23.93 |
| Apr 29, 2026 | $24.20 |
| Apr 30, 2026 | $36.81 |
| May 01, 2026 | $44.86 |
| May 04, 2026 | $45.02 |
| May 05, 2026 | $47.33 |
| May 06, 2026 | $46.45 |
| 4 days before | 52.61% |
| 4 days after | 26.19% |
| On release day | 21.87% |
| Change in period | 92.58% |
Bandwidth . Class A Earnings Call Transcript Summary of Q1 2026
Bandwidth delivered a strong Q1 2026 with record revenue of $209M (+20% YoY) and record Q1 adjusted EBITDA of $26M. Management raised full-year guidance, now expecting total revenue of $880M–$900M (midpoint +18% YoY), cloud communications revenue of $616M–$624M, adjusted EBITDA of $119M–$125M, and non‑GAAP EPS of $1.77–$1.83. Key growth drivers are accelerating adoption of AI-driven voice agents, expanding enterprise momentum (including multiple $1M+ deals in financial services), a strategic partnership embedding Bandwidth into Salesforce’s Agentforce contact center, and strong messaging wins. Operational highlights: cloud communications revenue of $150M (+13% YoY), non‑GAAP gross margin ~59.5%, adjusted EBITDA +17% YoY, commercial net retention ~110% (adjusted), average ARR per customer $244k, software services ARR exit rate up 67% to $25M, and opportunistic capital allocation including $100M repurchase of convertible notes and share buybacks. Management positions Bandwidth as a vertically integrated, network‑owning communications platform (Maestro orchestration) with a durable moat for mission‑critical AI voice and messaging workloads, expecting further land‑and‑expand expansion as AI traffic scales into production and large deals complete onboarding in H2.
