Bandwidth Inc

BAND

Market cap $493M

Bandwidth Inc. (BAND) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite short-term headwinds. IHS and ATEX are likely to benefit from the continued transition to cloud networks.

Initially issued principal balance of $250 million notes due 2028 reduced to $150 million outstanding RALEIGH, N.C., March 2, 2026 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced that it has entered into separate, privately negotiated repurchase agreements with a limited number of holders of its 0.50% Convertible Senior Notes due 2028 (the "2028 Notes") to repurchase (the "Repurchases") $100 million aggregate principal amount of the 2028 Notes at a discount to par value.

Survey of EMEA enterprise IT and telecom leaders finds security, trust and adaptability now outweigh rapid transformation in enterprise communications strategies RALEIGH, N.C., and LONDON, Feb. 24, 2026 /PRNewswire/ -- Enterprise communications leaders across the Europe, Middle East and Africa (EMEA) region are navigating a pivotal moment.

Bandwidth is regaining momentum, defying the software sector downturn with strong Q4 results and a bullish FY26 outlook. BAND projects 16% revenue growth and a 20% adjusted EBITDA margin for FY26, supported by enterprise voice expansion and robust customer retention. Valuation remains attractive at 5.1x EV/FY26 adjusted EBITDA, with potential for upward re-rating and acquisition interest.

BAND beats Q4 revenue estimates despite messaging and political campaign revenue dips, driven by cloud growth, AI solutions and stronger margins.

Bandwidth Inc. (BAND) Q4 2025 Earnings Call Transcript

Bandwidth guided for an acceleration of revenue and profit growth in 2026. Management also noted a huge uptick in third-party AI developers using its platform over the past six months.

While the top- and bottom-line numbers for Bandwidth (BAND) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Bandwidth (BAND) came out with quarterly earnings of $0.35 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.37 per share a year ago.