BAND
Bandwidth Inc.15.00
+0.14+0.94%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
457.82MP/E (TTM)
-Basic EPS (TTM)
-0.39Dividend Yield
0%Recent Filings
8-K
Director Murdock resigns Dec 31
8-K
Q3 revenue flat, EBITDA steady
Bandwidth reported Q3 revenue of $192M, flat year-over-year, with Adjusted EBITDA steady at $24M amid core voice and AI momentum. Key wins included AI voice systems for digital commerce and cloud migrations for finance and logistics. Raised full-year Adjusted EBITDA guidance to $89-92M. Execution sharpens outlook.
10-Q
Q3 FY2025 results
Bandwidth's Q3 revenue dipped 1% y/y to $191.9M while gross profit held steady at 38%, but margins expanded YTD to 40% on 1% revenue growth to $546.1M as voice traffic scaled efficiently despite softer political messaging. Operating loss narrowed to $2.0M from $0.9M y/y, driven by sales efficiencies, yet R&D rose 9% on network investments; net loss swung to $1.2M from tiny profit, mainly from other expense. Cash fell to $73.4M with $50.9M operating cash flow less $25.4M capex yielding $25.5M FCF YTD, bolstered by $150M revolver availability despite $255M convertible notes. Litigation over 911 taxes lingers.
10-Q
Q2 FY2025 results
Bandwidth Inc. posted solid Q2 FY2025 results, with revenue climbing 4% year-over-year to $180M, fueled by 6% growth in cloud communications from higher voice traffic and enterprise wins, though messaging dipped 2% post-election. Gross margin expanded to 40% from 37%, thanks to efficiencies in scaling voice volumes, while operating loss narrowed to $3.7M from $6.1M as sales and marketing costs fell 5%. Free cash flow held steady at $12.3M for the half-year, backed by $60M in cash and full $150M revolver availability, despite $26M used for debt repurchases that trimmed 2026 notes to $7.6M outstanding. Yet litigation over 911 tax collections lingers as a drag.
8-K
Q2 revenue up, AI momentum
Bandwidth Inc. reported Q2 2025 revenue of $180 million, up 3.7% from $174 million last year, with non-GAAP gross margin expanding to 58% from 56% as AI voice integrations gain traction in enterprise call flows. Adjusted EBITDA rose to $22 million, while net loss stood at $5 million; operating cash flow hit $32 million. Momentum builds. Full-year revenue guidance projects 9-11% growth, adjusted for lower political messaging.
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