Key Highlights

  • Bandwidth will report third-quarter 2026 results before the market opens on 29 October, with a call at 8.00am Eastern Time.
  • Second-quarter Revenue was $220m, up about 22% from $180m, with adjusted EBITDA of $27.8m.
  • The company guided to third-quarter revenue of $231m to $235m and full-year revenue of $900m to $910m.

An imminent results date

Bandwidth Inc. (NASDAQ:BAND) announced on 12 October 2026 that it will report third-quarter results on Thursday 29 October 2026, before the market opens, for the quarter ended 30 September 2026. A conference call is scheduled for 8.00am Eastern Time the same day. As this article is written, those results are not yet public.

That makes the latest reported figures those for the second quarter of 2026, covering the three months to 30 June, which the company published at the end of July.

What the second quarter showed

Revenue was $220m, against $180m a year earlier, an increase of about 22%. Cloud communications revenue, which the company defines as revenue excluding pass-through messaging surcharges, was $152m, up from $136m. For six months, revenue was $429m compared with $354m.

GAAP Net Income was $2.4m, against a loss of $4.9m a year earlier. Non-GAAP net income was $13.6m, and non-GAAP Diluted Earnings per Share were $0.37, slightly below $0.38 a year before despite higher profit, as the share count differs. Adjusted EBITDA rose about 27% to $27.8m, an 18% margin.

Margins, cash, Debt and profit quality

GAAP gross Margin fell to 36% from 40%, while non-GAAP gross margin rose to 59% from 58%. The two measures move in different directions because they treat certain items differently, so readers should read the reconciliations.

Free Cash Flow was $23.7m in the quarter, against $25.6m a year earlier, though the six-month total of $23.2m was almost double the 2025 figure of $12.3m. Cash and cash equivalents were $169.9m at 30 June 2026, compared with $102.8m at the end of 2025.

Convertible senior notes stood at $330.8m, up from $255.2m. The company issued $316.25m of new notes, paid $216.2m to retire older debt, spent $21.8m on a capped call and bought back $20.0m of shares. Refinancing of this kind extends obligations but adds to the debt balance.

The gap between GAAP and non-GAAP results is wide. GAAP net income of $2.4m compares with non-GAAP net income of $13.6m, a difference of $11.2m that reflects items the company excludes from its adjusted measures. Basic GAAP earnings per share were $0.07 while diluted GAAP earnings per share were a loss of $0.07, which shows how the treatment of convertible securities can change the per-share picture.

Operating cash flow was $28.8m, compared with $31.7m a year earlier. Operating Cash Flow therefore fell despite revenue growth of about 22%.

Guidance on the table

Guidance is a forecast, not a result. For the third quarter, Bandwidth guided to revenue of $231m to $235m, adjusted EBITDA of $32m to $34m and non-GAAP earnings per share of $0.45 to $0.49. For 2026 as a whole, it guided to revenue of $900m to $910m, adjusted EBITDA of $123m to $125m and non-GAAP earnings per share of $1.71 to $1.79. The company raised its full-year revenue and adjusted EBITDA outlook in July.

Chief executive David Morken said artificial intelligence is changing how enterprises evaluate communications infrastructure, and the company highlighted $1m-plus strategic wins that included its Maestro or AI services. Those are management statements.

What to watch on 29 October

On 29 October, investors can compare actual revenue with the $231m to $235m range, check adjusted EBITDA against $32m to $34m, and see whether the full-year outlook is maintained or revised. Cash flow conversion and the evolution of the convertible note balance are further areas of interest.