Sign In
Buy BAND
Bandwidth . Class A Earnings Calls
| 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% |
| Release date | May 07, 2025 |
| EPS estimate | $0.290 |
| EPS actual | $0.360 |
| EPS Surprise | 24.14% |
| Revenue estimate | 169.862M |
| Revenue actual | 174.241M |
| Revenue Surprise | 2.58% |
| Release date | Feb 20, 2025 |
| EPS estimate | $0.380 |
| EPS actual | $0.370 |
| EPS Surprise | -2.63% |
| Revenue estimate | 182.725M |
| Revenue actual | 209.969M |
| Revenue Surprise | 14.91% |
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 | Feb 20, 2025 |
| Price on release | $17.46 |
| EPS estimate | $0.380 |
| EPS actual | $0.370 |
| EPS surprise | -2.63% |
| Date | Price |
|---|---|
| Feb 13, 2025 | $19.61 |
| Feb 14, 2025 | $18.71 |
| Feb 18, 2025 | $18.74 |
| Feb 19, 2025 | $18.27 |
| Feb 20, 2025 | $17.46 |
| Feb 21, 2025 | $17.00 |
| Feb 24, 2025 | $16.95 |
| Feb 25, 2025 | $16.75 |
| Feb 26, 2025 | $16.74 |
| 4 days before | -10.96% |
| 4 days after | -4.12% |
| On release day | -2.63% |
| Change in period | -14.64% |
| Release date | May 07, 2025 |
| Price on release | $13.76 |
| EPS estimate | $0.290 |
| EPS actual | $0.360 |
| EPS surprise | 24.14% |
| Date | Price |
|---|---|
| May 01, 2025 | $12.45 |
| May 02, 2025 | $12.49 |
| May 05, 2025 | $12.18 |
| May 06, 2025 | $12.28 |
| May 07, 2025 | $13.76 |
| May 08, 2025 | $13.86 |
| May 09, 2025 | $14.07 |
| May 12, 2025 | $14.38 |
| May 13, 2025 | $14.34 |
| 4 days before | 10.52% |
| 4 days after | 4.22% |
| On release day | 0.727% |
| Change in period | 15.18% |
| 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% |
Bandwidth . Class A Earnings Call Transcript Summary of Q3 2025
Bandwidth reported a strong Q3 2025 with revenue of $192 million (up 11% YoY normalized), cloud communications revenue of $142 million (up 8% YoY normalized), non-GAAP gross margin of 58%, adjusted EBITDA of $24 million, and $13 million of free cash flow. Key operational highlights: accelerating voice growth driven by enterprise voice and global voice plans (combined voice growth ~9% YoY), record pace of $1M+ customer wins, average annual revenue per customer reached a record ~$231k, and net retention of ~105% (107% ex-political). Management emphasized AI-driven product traction (Maestro, MCP server, AI receptionist, Bandwidth Activation agent), expanding software-driven recurring revenue and trust offerings (number reputation management, RCS partnership) as differentiators. Guidance was tightened: full-year revenue midpoint implies ~10% organic growth and cloud communications growth raised to ~8% organically; adjusted EBITDA outlook raised to $91M at the midpoint (about $1.30 non-GAAP EPS). Management reiterated medium-term targets (through 2026): above-market revenue growth, 60%+ gross margins, 20%+ EBITDA margin and 15%+ free cash flow margin. Messaging surcharges are expected to be modestly lower heading into Q4, while voice and software contributions are the primary drivers of margin expansion and improved visibility into 2026.
