Key Highlights

● Second-quarter Revenue was $220 million, up about 22% from $180 million.

● Adjusted EBITDA rose to $27.8 million from $21.9 million.

● Full-year 2026 revenue guidance was raised to $900 million to $910 million.

● Bandwidth will report third-quarter 2026 results on 29 October.

Latest verified developments

Bandwidth Inc. (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 (NYSE:CRM) 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 announcements were not accompanied by financial figures. 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. 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.

All of these are forward-looking ranges. 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%.

Bandwidth's 29 October report and the guided ranges

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.

The outlook leans most on AI-related traffic, the same demand that sits behind the Salesforce collaboration.