Highlights

  • Reported on 29 July 2026, second-quarter revenue was $220 million, up about 22% from $180 million a year earlier.
  • Bandwidth closed at $47.40 on Wednesday 14 October 2026, down $5.33, or 10.11%, In the reported figures.
  • Separately, the page listed a BofA initiation at Neutral with a $60 price target some weeks earlier.
  • Bandwidth closed at $47.40 on Wednesday 14 October 2026, down $5.33, or 10.11%, In the reported figures. The page.

Bandwidth (NASDAQ:BAND), the cloud communications platform provider, announced on 12 October 2026 that it will report third-quarter 2026 results on 29 October. Earlier in the autumn it said it was expanding its collaboration with Salesforce to support the global rollout of Salesforce's native contact centre (15 September), and it promoted Emily Harlan to general counsel and secretary (4 September). The Salesforce item concerns the global rollout of a native contact-centre product, which links Bandwidth's network services to a large software partner. Neither item altered the company's published guidance for 2026.

On 20 August it also announced ISO/IEC 42001 certification for its AI management system. These are modest operating announcements and were not accompanied by financial figures, so the most recent hard numbers remain the second-quarter results. Bandwidth describes itself as the "first and only global Communications Platform-as-a-Service (CPaaS)" offering composable APIs, AI capabilities, an owner-operated network and regulatory experience.

Second-quarter results

Reported on 29 July 2026, second-quarter revenue was $220 million, up about 22% from $180 million a year earlier. Adjusted EBITDA was $27.8 million, up from $21.9 million, a record 18% margin on the company's own measure. That figure is not adjusted EBITDA divided by total revenue, which would be about 12.6%, so it appears to use a different base; readers should check the release's definition. GAAP net income was $2.4 million, compared with a $4.9 million loss in the second quarter of 2025.

Non-GAAP diluted earnings per share were $0.37, against $0.38 a year earlier, so profit growth at the EBITDA level did not translate into higher non-GAAP EPS. Chief executive David Morken said: "AI is reshaping how enterprises evaluate communications infrastructure, increasing demand for trusted, scalable platforms." Chief financial officer Daryl Raiford described "record quarterly results for Revenue and Adjusted EBITDA".

Outlook

Bandwidth guided to third-quarter revenue of $231 million to $235 million, adjusted EBITDA of $32 million to $34 million and non-GAAP EPS of $0.45 to $0.49. It again raised its full-year 2026 outlook, to revenue of $900 million to $910 million, adjusted EBITDA of $123 million to $125 million and non-GAAP EPS of $1.71 to $1.79.

These are management forecasts, not reported results. The third-quarter revenue range implies growth over the second quarter's $220 million of roughly 5% to 7%, a pace that depends on the same AI-related demand that management cites. The midpoint of third-quarter adjusted EBITDA guidance, $33 million, compares with $27.8 million in the second quarter, an increase of about 19%.

Share price context

Bandwidth closed at $47.40 on Wednesday 14 October 2026, down $5.33, or 10.11%, In the reported figures. The page showed a pre-market quote of $45.44 on Thursday morning, which is not a close and is not relied on here.

Separately, the page listed a BofA initiation at Neutral with a $60 price target some weeks earlier. Analyst views are opinions rather than company statements and are not endorsed here. Prices are US dollars from a third-party site and may be revised.

What to watch

The 29 October report is the next scheduled event. The main tests are whether revenue lands in the $231 million to $235 million range, whether adjusted EBITDA reaches $32 million to $34 million, and whether non-GAAP EPS finally shows year-on-year growth after the slight decline in the second quarter.

Investors may also follow commentary on the Salesforce collaboration, the effect of AI workloads on traffic volumes, and any changes to the full-year range. Because Bandwidth guides on adjusted EBITDA and non-GAAP EPS, investors may wish to reconcile those measures to GAAP results in the filing.