Bandwidth reports Q4 revenue of $208 million, authorizes $80 million share repurchase
Bandwidth Inc. reported Q4 2025 revenue of $208 million and a net loss of $3 million, with full-year 2025 total revenue rising to $754 million and adjusted EBITDA increasing to $93 million. The company's board authorized an $80 million share repurchase program and provided a 2026 outlook of $864 million to $884 million in revenue and $1.66 to $1.74 Non-GAAP EPS.
Bandwidth (BAND) Unveils $80M Share Buyback Program
Bandwidth Inc. (BAND) has announced an $80 million share repurchase program for its Class A common stock, subject to market conditions. The cloud-based communications platform-as-a-service (CPaaS) provider faces profitability challenges, including a negative EPS and net margin, despite 12% revenue growth over three years. While valuation metrics suggest potential undervaluation and institutional ownership is high, an Altman Z-Score in the distress zone and recent insider selling raise concerns.
Bandwidth Announces Fourth Quarter and Full Year 2025 Financial Results
Bandwidth Inc. announced strong financial results for the fourth quarter and full year ended December 31, 2025, with record Adjusted EBITDA and free cash flow in Q4. The company provided an optimistic outlook for 2026, projecting approximately 16% revenue growth and 29% Adjusted EBITDA growth, driven by increasing demand for AI-driven voice communications and expanding software services. Reflecting confidence in its strategy, the Board authorized an $80 million share repurchase program.
Bandwidth Inc. (NASDAQ:BAND) Receives Average Recommendation of "Hold" from Brokerages
Bandwidth Inc. (NASDAQ:BAND) has an average "Hold" rating from nine analysts, with a 12-month average price target of $20.83. Insider selling has been observed, with COO Devesh Agarwal and General Counsel Richard Brandon Asbill recently selling shares, reducing their positions. The company has a market capitalization of approximately $410 million and is currently unprofitable with a negative P/E ratio of -34.44.
Bandwidth to Report Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026
Bandwidth Inc. (NASDAQ: BAND) announced it will report its financial results for the fourth quarter and full year 2025 on Thursday, February 19, 2026, before market open. The company will host a live webcast of the conference call on its Investor Relations website. Replay information will also be available following the event.
Bandwidth's 2026 State of Messaging Report Reveals Biggest Messaging Transformation in a Decade
Bandwidth's 2026 State of Messaging Report, "The Future is Conversational," highlights the most significant shift in business messaging in a decade, driven by RCS, AI-powered conversations, and the demand for trust. The report, based on surveys of over 1,000 enterprise messaging leaders and 500 consumers, identifies five key insights for modern messaging strategies. These include the massive opportunity in the "RCS Gap," the rise of AI in multimodal conversations, the continued importance of SMS, trust as a differentiator through verified messaging, and the critical role of deliverability.
Bandwidth Inc. (NASDAQ:BAND) Receives Average Rating of "Hold" from Brokerages
Bandwidth Inc. (NASDAQ:BAND) has received an average "Hold" rating from eight brokerages, with a mean 12-month price target of $21.00. Insider selling has occurred recently, with 63,463 shares worth $895,210 sold in the last 90 days, though insiders still own 6.5% of the company. Institutional investors, including Vanguard and Dimensional Fund Advisors, hold approximately 68.53% of the stock.
Krupka, Bandwidth Inc controller, PAO, sells $41k in shares By Investing.com
Devin M. Krupka, Controller, PAO, of Bandwidth Inc (NASDAQ: BAND), sold 2,976 shares of Class A Common Stock for approximately $41,850 on December 1, 2025. This transaction followed his exercise of options on November 28, 2025, to acquire 10,212 shares through Restricted Stock Units. These insider transactions come amidst other recent company news, including Bandwidth Inc.'s Q3 2025 earnings report, which showed a slight miss in EPS but exceeded revenue expectations.
Bandwidth CFO Raiford sells shares worth $97,404
Bandwidth Inc.'s CFO, Daryl E. Raiford, sold 6,719 shares of Class A Common Stock for a total of $97,404 on December 4, 2025. These transactions were executed to cover taxes on vested Restricted Stock Units and under a Rule 10b5-1 plan. Following the sales, Raiford directly owns 91,816 shares of the company, which recently reported mixed Q3 2025 earnings but has strong free cash flow and a "GOOD" financial health rating.
Bandwidth Inc.: CIO Ross Kade sells $53,705 in stock By Investing.com
Bandwidth Inc.'s CIO Ross Kade sold 3,819 shares of Class A Common Stock for $53,705 on December 1, 2025, after exercising options on November 28, 2025. Despite the stock being down 17% year-to-date, InvestingPro analysis suggests it is undervalued, with analyst price targets indicating potential upside. The company recently reported Q3 2025 earnings with a slight EPS miss but exceeded revenue expectations.
Krupka, Bandwidth Inc controller, PAO, sells $41k in shares By Investing.com
Devin M. Krupka, Controller, PAO, of Bandwidth Inc (NASDAQ:BAND) sold 2,976 shares of Class A Common Stock for a total of $41,850 on December 1, 2025. This transaction followed Krupka's exercise of options to acquire 10,212 shares on November 28, 2025. Separately, Bandwidth Inc. reported its Q3 2025 earnings, with revenue exceeding expectations despite a slight miss on EPS.
Krupka, Bandwidth Inc controller, PAO, sells $41k in shares By Investing.com
Devin M. Krupka, Controller, PAO, of Bandwidth Inc (NASDAQ:BAND), sold 2,976 shares of Class A Common Stock for approximately $41,850 on December 1, 2025. This sale followed his exercise of options to acquire 10,212 shares on November 28, 2025. The company recently reported Q3 2025 earnings, with revenue exceeding expectations despite a slight miss on EPS.
Krupka, Bandwidth Inc controller, PAO, sells $41k in shares
Devin M. Krupka, Controller at Bandwidth Inc (NASDAQ:BAND), sold 2,976 shares of Class A Common Stock for approximately $41,850 on December 1, 2025. This transaction followed Krupka's exercise of options to acquire 10,212 shares on November 28, 2025. This insider trading news comes shortly after Bandwidth Inc. reported Q3 2025 earnings, which saw revenue exceed expectations despite a slight miss on EPS.
Bandwidth Inc.: CIO Ross Kade sells $53,705 in stock By Investing.com
Bandwidth Inc. CIO Ross Kade sold 3,819 shares of Class A Common Stock for $53,705 on December 1, 2025. This transaction followed his exercise of options to acquire 13,109 shares on November 28, 2025. Despite the stock being down 17% year-to-date, InvestingPro analysis suggests it is currently undervalued, with analyst price targets indicating potential upside.
Bandwidth Inc.: CIO Ross Kade sells $53,705 in stock
Bandwidth Inc.'s CIO Ross Kade sold 3,819 shares of Class A Common Stock for $53,705 on December 1, 2025, while also exercising options to acquire 13,109 shares on November 28, 2025. The company's stock is currently undervalued according to InvestingPro analysis, despite a year-to-date decline of 17%, and recently surpassed revenue expectations in Q3 2025 earnings.
Wall Street Analysts Are Bullish on Top Technology Picks
Wall Street analysts are expressing bullish sentiments on select technology stocks. Analysts from Citizens JMP have maintained "Buy" ratings on both Bandwidth (BAND) and Cloudflare (NET), citing strong growth prospects and strategic positioning. The article details price targets and analyst success rates for both companies, highlighting their potential upside.
Q3 Earnings Highs And Lows: Bandwidth (NASDAQ:BAND) Vs The Rest Of The Software Development Stocks
This article analyzes the Q3 earnings of several software development stocks, highlighting Bandwidth (NASDAQ:BAND) with its strong EBITDA beat but revenue decline. It contrasts Bandwidth's performance with Fastly (NYSE:FSLY), which showed strong revenue growth and raised guidance, and F5 (NASDAQ:FFIV), which had a weaker quarter due to missed guidance. Other notable performers included Datadog (NASDAQ:DDOG) and Twilio (NYSE:TWLO), both reporting exceptional quarters with strong customer growth and financial beats.
Bandwidth Inc. (NASDAQ:BAND) Receives Average Rating of "Hold" from Brokerages
Bandwidth Inc. (NASDAQ:BAND) has an average "Hold" rating from eight brokerage firms, with an average twelve-month price target of $20.80, indicating potential growth from its recent opening price of $16.11. The article highlights recent insider selling activity, including sales by COO Devesh Agarwal and insider Devin M. Krupka, which has led to a decrease in their stock ownership. Institutional investors have shown mixed activity, with some increasing and others initiating positions in Bandwidth stock.
Bandwidth’s (NASDAQ:BAND) Q3 Sales Beat Estimates, Stock Soars
Bandwidth (NASDAQ:BAND) exceeded Wall Street's revenue expectations in Q3 CY2025 with $191.9 million, despite sales falling 1% year-on-year. The company's non-GAAP profit was slightly below consensus, but it raised its full-year revenue and EBITDA guidance, impressing analysts. The stock rose 7.2% following the announcement.
Why Bandwidth (BAND) is a Top Growth Stock for the Long-Term
Bandwidth (BAND) is identified as a top growth stock due to its strong financial future and consistent growth. The company, a Communications Platform-as-a-Service (CPaaS) provider, boasts a Growth Style Score of A and a VGM Score of A, supported by projected earnings and cash flow growth. Analysts anticipate an 18.7% rise in bottom-line for 2025 and 0.3% improvement in top-line, with an average earnings surprise of 16.7%.
Bandwidth to Report Third Quarter 2025 Financial Results on October 30, 2025
Bandwidth Inc. announced it will report its third-quarter 2025 financial results on October 30, 2025, before market open. The company will host a live webcast of the conference call on its Investor Relations section, with replay details also provided. Bandwidth is a global cloud communications software company providing voice, text, and emergency services.
Leading Digital Bank Ally Financial Names Bandwidth Top Tech Disruptor for AI-Powered Banking Innovation
Bandwidth Inc. has won the 2025 "Ally Technology Disruptor" award from Ally Financial for its role in modernizing Ally's communications infrastructure and enabling secure, AI-powered customer engagement. This partnership allowed Ally to transition to a software-driven approach, employing AI-powered call flows for enhanced security, scalability, and resulting in cost savings and greater flexibility. The award recognizes Bandwidth's crucial contribution to advancing Ally's technology strategy and improving customer experiences.
Bandwidth Expands 'Bring Your Own AI' Approach With Support for OpenAI's Realtime API To Power Advanced AI Voice Agents Using GPT Language Models
Bandwidth Inc. has announced support for OpenAI's Realtime API, integrating voice calling with SIP to allow enterprises to deploy AI voice agents powered by GPT models. This expansion enhances Bandwidth's "Bring Your Own AI" strategy, providing businesses with flexible options to incorporate conversational AI into their communication stacks, utilizing Bandwidth's global cloud communications network for reliable and low-latency performance. The company aims to be an AI orchestration leader for global enterprises.
ChatGPT-Powered Voice Calls: Bandwidth Integrates OpenAI's Realtime API for Enterprise AI Agents
Bandwidth (NASDAQ: BAND) has announced support for OpenAI's Realtime API, enabling the integration of GPT language models with its Communications Cloud for advanced conversational AI voice agents. This strategic move enhances Bandwidth's "Bring Your Own AI" approach by offering enterprises multiple pathways for AI integration, including pre-built connections and standards-based APIs. The company leverages its owned-and-operated cloud communications network to provide high-fidelity, low-latency, and intelligently routed voice calls, positioning it as an AI orchestration leader in enterprise communications.
Bandwidth Expands 'Bring Your Own AI' Approach With Support for OpenAI's Realtime API To Power Advanced AI Voice Agents Using GPT Language Models
Bandwidth Inc. has announced support for OpenAI's Realtime API, enabling enterprises to integrate their own conversational AI voice agents, powered by OpenAI's GPT language models, with Bandwidth's global communications infrastructure. This expansion allows businesses to leverage advanced AI for natural, human-like conversations, providing unique advantages in fidelity, low latency, and intelligent routing for mission-critical voice calls. Bandwidth aims to be an AI orchestration leader by offering diverse integration options for conversational AI.
Bandwidth to Reveal New AI and Trust Innovations at Reverb25 TODAY at 10:30 am EDT, With Registration Still Available
Bandwidth Inc. is set to livestream its annual product keynote, Reverb25, TODAY at 10:30 am EDT, focusing on new AI and trust innovations in cloud communications. The event will feature insights from Bandwidth leaders, special guests, and real-world demos, addressing critical industry imperatives. Registration is still open and provides access to the livestream, replay, and highlights.
Bandwidth CFO Raiford sells $617k in stock
Bandwidth Inc.'s CFO, Daryl Raiford, sold over $617,000 worth of Class A Common Stock in early September. These transactions occurred despite the company's "GOOD" financial health score and recent positive Q2 2025 earnings which surpassed analyst expectations. Following the sales, Raiford still directly owns over 90,000 shares of Bandwidth stock.
Bandwidth Inc: CFO Raiford sells $107k in class A common stock
Bandwidth Inc.'s CFO, Daryl Raiford, sold $107k worth of Class A Common Stock across three transactions between September 2nd and September 4th, 2025. Despite the sales, Raiford retains significant holdings in the company, which recently surpassed analyst expectations in its Q2 2025 earnings report. The stock exhibits notable price volatility and is trading below its Fair Value, though it shows positive momentum over the past month.
Bandwidth’s (NASDAQ:BAND) Q2: Beats On Revenue But Quarterly Revenue Guidance Slightly Misses Expectations
Bandwidth (NASDAQ:BAND) reported Q2 CY2025 results that exceeded revenue expectations, with sales up 3.7% year-on-year to $180 million and non-GAAP profit beating estimates by 14%. However, the company's next quarter revenue guidance of $190 million fell slightly below analysts' expectations. Despite the Q2 beat, the stock traded down 1.2% immediately following the announcement, prompting further analysis on the stock's valuation and long-term prospects.
Bandwidth Announces 2025 Textie Award Winners Celebrating the Best in Business Messaging
Bandwidth Inc. announced the winners of its second annual Textie Awards, celebrating innovation and excellence in business text messaging. The awards recognize companies like Emitrr, TrueDialog, Modern Campus, and TruVideo for their impactful use of text messaging to achieve significant business outcomes and improve customer experiences. This year's winners showcase the diverse applications of business messaging across various industries, from healthcare to automotive services.
Bandwidth COO Devesh Agarwal sells shares worth $26,111
Bandwidth's COO, Devesh Agarwal, sold 1,804 shares of the company's Class A Common Stock for approximately $26,111 to cover tax obligations related to Restricted Stock Unit vesting. This transaction was part of a pre-arranged 10b5-1 plan and followed his acquisition of 6,080 shares through RSU vesting. The company recently reported strong Q1 2025 results, with analysts reiterating positive ratings and price targets.
Bandwidth Puts IT Leaders in Control With AI-Ready, Software-Powered Cloud Communications at Enterprise Connect
Bandwidth Inc. is showcasing its AI-ready, software-driven cloud communications solutions at the Enterprise Connect Conference & Expo, empowering IT leaders to manage complexity with tools like Bandwidth Maestro and AIBridge. The company emphasizes its role in modernizing infrastructure, preventing fraud, and enhancing customer and employee experiences through integrated, flexible solutions. Bandwidth executives are also participating in several conference sessions to share insights on industry challenges and opportunities.
Bandwidth Puts IT Leaders in Control With AI-Ready, Software-Powered Cloud Communications at Enterprise Connect
Bandwidth Inc. (NASDAQ: BAND) is showcasing its AI-ready, software-driven cloud communications at Enterprise Connect, empowering IT leaders to manage complexity and deliver world-class experiences. The company highlights its Maestro platform, AIBridge, and Universal Platform, alongside several other innovations, to help enterprises integrate voice AI, prevent fraud, and modernize their communication infrastructure. Bandwidth executives are also participating in various conference sessions to share their expertise on industry challenges and opportunities.
Bandwidth CEO David Morken sells $214,301 in stock
Bandwidth CEO David Morken sold $214,301 worth of Class A Common Stock on March 3, 2025, to cover tax obligations related to RSU vesting. Despite this sale and a stock decline, the company reported strong revenue growth and is expected to return to profitability this year. Analysts maintained a "Market Outperform" rating with a $36 price target.
Bandwidth Announces Fourth Quarter and Full Year 2024 Financial Results
Bandwidth Inc. announced record revenue and profitability for the fourth quarter and full fiscal year 2024, including $84 million in net operating cash flow. The company reported significant revenue growth of 25% and a 70% increase in Adjusted EBITDA, driven by enterprise adoption and AI-driven innovation. Bandwidth also provided financial guidance for the first quarter and full year 2025, projecting continued growth despite an expected cyclical reduction in political campaign messaging activity.
Bandwidth CEO David Morken sells shares worth $69,013
David A. Morken, CEO of Bandwidth Inc. (NASDAQ: BAND), recently sold 3,998 shares of the company's Class A Common Stock for approximately $69,013. These transactions were executed to cover tax obligations from vested Restricted Stock Units, leaving Morken with 109,783 shares. Bandwidth Inc. is a communications software company that has shown strong revenue growth, with analysts expecting a return to profitability this year.
Constellation Culinary Group Partners with Bandwidth as Exclusive Catering Partner at Global Headquarters
Constellation Culinary Group has partnered with Bandwidth to become the exclusive on-site catering partner at Bandwidth's new global headquarters in Raleigh, N.C. The partnership, which began in August 2023, provides a comprehensive culinary experience including a full-service café, espresso bar, micro markets, and full-service catering, emphasizing sustainable practices and employee well-being. CCG also supports the on-site Montessori preschool, focusing on nutritious and allergen-friendly options for children.
Bandwidth Announces Third Quarter 2024 Financial Results
Bandwidth Inc. reported strong third-quarter 2024 financial results, exceeding revenue and profitability guidance with a 28% increase in total revenue to $194 million and a 74% increase in Adjusted EBITDA to $24 million. The company is raising its full-year 2024 guidance and continues to focus on growth, product innovation, including its new Universal Platform, and expanding its global reach.
With 69% ownership of the shares, Bandwidth Inc. (NASDAQ:BAND) is heavily dominated by institutional owners
Bandwidth Inc. (NASDAQ:BAND) is largely controlled by institutional investors, who own 69% of the company's shares. This significant institutional ownership suggests that the stock's price is highly sensitive to the trading activities of these large holders. The top 15 shareholders collectively own 50%, with BlackRock, Inc. being the largest at 11%, indicating dispersed control among institutional investors.
Bandwidth Announces the Largest BYOC Ecosystem, Giving Enterprises More Ways To Solve Complex Challenges
Bandwidth Inc. announced that it now offers the largest ecosystem of bring-your-own-carrier (BYOC) integrations globally, allowing enterprises greater choice and flexibility in solving complex communication challenges. The Maestro™ platform enables businesses to integrate telephony components with various leading technology partners, aiming to simplify, de-risk, and accelerate customer and employee experiences. This initiative provides enterprises with a cloud-native network and direct-to-carrier integrations, enhancing control and cost savings.
Bandwidth Partners with Google and Cognigy to Launch AIBridge, Integrating Artificial Intelligence with Contact Centers Using Maestro
Bandwidth has announced a partnership with Google and Cognigy to launch AIBridge, a new capability within its Maestro platform. AIBridge enables enterprises to deploy voice-based AI tools to their contact centers, allowing for faster and more efficient call resolution in the communications cloud without direct agent intervention. This integration is designed to improve customer experience, increase agent satisfaction, and significantly reduce contact center operating costs by leveraging conversational AI from partners like Cognigy.AI and Google Cloud's Dialogflow.
Bandwidth Announces Maestro: Connecting Best-in-Class AI and CX Capabilities for Next-Gen Enterprise Cloud Communications, With the Simplicity of Software Control
Bandwidth has announced Maestro, a new cloud communications platform designed to integrate best-in-class real-time voice applications across unified communications, cloud contact centers, and AI platforms. This platform aims to simplify cloud migration, optimize costs, and enhance both customer and employee experiences for global enterprises. Maestro will offer customizable global communication workflows and advanced CX and AI capabilities, including conversational AI and fraud detection, all consumable via software.
Raleigh tech firm Bandwidth is betting millions on a full return to the office
Raleigh tech firm Bandwidth is committing millions to an in-person, five-day-a-week office model, a contrast to the prevailing hybrid work trend in the tech industry. CEO David Morken believes this is crucial for preserving company culture, backing this conviction with a new headquarters featuring a Montessori school for employees' children, and stating that productivity increased with remote work, but the company prioritizes "presence". The company is not mandating COVID-19 vaccines but is encouraging vaccination and will continue to hire over 1,000 workers.
Bandwidth to Acquire Voxbone, Propel Global Expansion
Bandwidth announced its plan to acquire Voxbone for approximately $527 million, with the aim of expanding its global reach and creating a single cloud communications platform spanning over 60 countries. This acquisition is expected to accelerate Bandwidth's international expansion, leveraging Voxbone's strong presence in Europe and Asia, and enable extensive cross-selling opportunities and a simplified "one-stop shop" for cloud communication services. The deal reflects the increasing momentum in cloud communications, expedited by the pandemic, making time more valuable than money for market expansion.
Bandwidth to Acquire International Cloud Communications Leader Voxbone
Bandwidth (NASDAQ: BAND) announced its acquisition of Voxbone, an international cloud communications leader, for an enterprise value of €446 million EUR. This strategic move aims to supercharge global cloud communications by combining Bandwidth's U.S. presence with Voxbone's international platform covering over 60 countries, representing 93% of global GDP. The acquisition is expected to accelerate Bandwidth's international strategy and enhance its position in the $17.7 billion CPaaS market.
Bandwidth Announces Resignation of Director Henry R. Kaestner and Appointment of Luke Roush
Bandwidth Inc. announced that co-founder Henry R. Kaestner has resigned from its Board of Directors, effective October 30, 2018. Luke Roush has been appointed to fill the vacancy as a Class I Director. The company's CEO, David Morken, praised Kaestner's contributions and expressed confidence in Roush's ability to help Bandwidth achieve its mission.
Nasdaq Welcomes Bandwidth Inc. (Nasdaq: BAND) to the Nasdaq Stock Market
Nasdaq announced that Bandwidth Inc. (Nasdaq: BAND) rang the opening bell at the Nasdaq MarketSite in Times Square, celebrating its initial public offering. Bandwidth Inc. is a leading cloud-based communications platform for enterprises, recognized for its innovative software APIs and its owned and managed IP voice network. Nasdaq President Nelson Griggs highlighted Bandwidth's role in pioneering the communications platform-as-a-service space.
