Bandwidth Inc. offers a sophisticated, cloud-native Communications Platform-as-a-Service (CPaaS), primarily focused on the United States market. The company's business activities are categorized ...
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Est. EPS $0.47 · Revenue $232.94M · 4 analysts
Est. EPS $0.52 · Revenue $243.96M · 4 analysts
Est. EPS $1.75 · Revenue $905.60M · 3 analysts
Est. EPS $0.44 · Revenue $225.62M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $753.8M | +0.7% | +5.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-12.9M | -97.9% | -42.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +39.1% | +4.6% | -4.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -1.9% | +28.9% | +6.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -1.7% | -96.5% | -45.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $67.2M | -3.8% | +1316.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +8.9% | -4.5% | +1244.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 175.3% | +8.8% | +40.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.39x | +3.9% | +117.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.1B | +13.2% | +111812.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.43 vs 1.43 | -130.0% | -0.07 vs 0.47 | -115.2% |
| Revenue Surprise | $753.8M vs $754.5M | -0.1% | $219.9M vs $232.9M | -5.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Ross Kade | officer: Chief Information Officer | Class A Common Stock | D | 2,096 | $47.54 |
| Sep 2, 2026 | Ross Kade | officer: Chief Information Officer | Class A Common Stock | D | 1,151 | $48.50 |
| Sep 2, 2026 | Ross Kade | officer: Chief Information Officer | Class A Common Stock | D | 753 | $49.29 |
| Sep 2, 2026 | Raiford Daryl E | officer: Chief Financial Officer | Class A Common Stock | D | 2,536 | $47.74 |
| Sep 2, 2026 | Raiford Daryl E | officer: Chief Financial Officer | Class A Common Stock | D | 1,400 | $48.99 |
Operator : Hello, ladies and gentlemen, thank you all for standing by. My name is Mark and I will be your conference operator for today. At this time, I would like to welcome everyone to the Bailiwick Second Quarter 2026 Earnings Call. All lines have been placed only to prevent any background noises. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number 1 on your telephone keypad. If you would like to withdraw your question, please press star and number one again. Thank you. And I would now like to turn the call over to Niels Erdmann, Senior Vice President, Investor Relations. Please go ahead. Niels Erdmann : Thank you, Operator. Good morning and welcome to Bandwidth's second quarter 2026 earnings conference call. I'm joined today by David Morkin, Chief Executive Officer, and Daryl Ray, Chief Financial Officer. We will begin with prepared remarks and then open up the call for Q&A. During this call, we will make forward-looking statements, including statements related to our future financial performance, expectations regarding the growth of our business, our outlook for the third quarter and full year 2021, and other indications of future opportunities. These forward-looking statements are subject to certain risks, uncertainties and assumptions, and actual results may differ materially. These forward-looking statements represent our beliefs and assumptions only as of today, undertake no obligation to revise or update any statements to reflect changes that occur after this call. Further information on factors and other risks that could cause actual results to differ materially from these forward-looking statements is included in our reports filed with the SEC, including our most recent Form 10-K and our forthcoming Form 10-Q, and in our second quarter earnings press release and earnings presentation that were issued this morning. During the call, we refer to certain metrics, including non-GAAP financial measures. Definitions of these non-GAAP metrics and other operating metrics, as well as reconciliations with the most comparable historical GAAP measures, are available in our earnings press release and our earnings presentation, both of which can be found on the investor relations page of our website at investors.gov. www.bandwidth.com. With that, I will now turn the discussion over to David. David Morken : Thank you and welcome everyone. We are pleased to report outstanding second quarter results with revenue and profitability exceeding expectations. Based upon our performance, we are raising our full-year financial outlook. AI is changing how enterprises buy communications infrastructure. shifting the decision toward providers that can support mission critical AI interactions. AI and AI voice agents are driving customers to highly value our services that provide trust, compliance, and global performance. This is creating …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
David Andrew Morken | Co-Founder, Chief Executive Officer, & Chairman | USD 571,626 | Male | 1969 | Active |
Scott T. Mullen | Chief Technology Officer | USD 543,355 | Male | 1978 | Active |
Daryl E. Raiford | Executive Vice President & Chief Financial Officer | USD 484,780 | Male | 1963 | Active |
Devesh Agarwal | Chief Operating Officer | USD 422,798 | Male | 1970 | Active |
Richard Brandon Asbill | General Counsel & Secretary | USD 406,163 | Male | 1967 | Active |
Rebecca G. Bottorff | Chief People Officer & Director | USD 402,399 | Female | 1968 | Active |
Nils L. Erdmann | Senior Vice President of Investor Relations | — | Male | — | Active |
Amaya G. Lantero | Chief Strategy Officer | — | Female | — | Active |
Jeff S. Turner | Chief Software Officer | — | Male | — | Active |
Karl Perkins | Chief Innovation Officer | — | Male | — | Active |
Michelle Flynn | Senior Vice President of Operations | — | Female | — | Active |
Michelle L. Birch | Chief Customer Officer | — | Female | — | Active |
Devin Krupka | Principal Accounting Officer | — | Male | 1987 | Active |
Kade Ross | Chief Information Officer | — | Male | — | Active |
Meg Powell | Chief Marketing Officer | — | Female | — | Active |
Sarah Walas | Vice President of Investor Relations | — | Female | — | Active |
The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite short-term headwinds. BAND and ATEX are likely to benefit from the continued transition to cloud networks.
Bandwidth's Q2 beat and higher 2026 outlook put its AI strategy to the test as customer deployments and usage scale.
Bandwidth's 22% revenue growth, record 18.3% Adjusted EBITDA margin and rising AI adoption could keep investor interest in focus.
Bandwidth Inc. BAND enters the second half of 2026 with faster enterprise demand, rising software contribution and improving profitability. The investment question is whether those gains can support the stock's valuation or whether investors should wait for additional evidence that growth can translate into durable earnings and cash flow.
Bandwidth (BAND) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
