Inferra AI / Company / BAND
Bandwidth Inc.
BAND · Communication Services
Last earnings Oct 29, 2026
Key results
RevenueQ3 2025
$142 million
revenue of $142 million and $411 million for the three and nine months ended September 30, 2025, respectively, and $139 million and $396 million for the three and nine months ended September 30, 2024, respectively.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Revenueytd
$411 million
revenue of $142 million and $411 million for the three and nine months ended September 30, 2025, respectively, and $139 million and $396 million for the three and nine months ended September 30, 2024, respectively.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
AI analysis
Q3 2025 · reported Oct 30, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Oct 30, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Guidance · company-stated
“Our solid third quarter performance led by growing momentum in Voice AI, our increasing mix of software-driven revenue, and our sharp execution led us to raise our full year Adjusted EBITDA outlook to approximately $91 million, said Daryl Raiford, CFO of Bandwidth.”
“For the full year 2025, Bandwidth s revenue guidance projects 9 percent to 11 percent year-over-year growth when adjusting for the expected cyclical reduction in political campaign messaging activity, which resulted in revenue of approximately $62 million in 2024.”
Primary outlook statements conflict; no label forced — evidence preserved.
Capital allocation
Non-GAAP net income (loss) excludes stock-based compensation, amortization of acquired intangible assets related to acquisitions, amortization of debt discount and issuance costs for convertible debt, acquisition related expenses, impairment charges of intangibles assets, net cost associated with early lease terminations and leases without economic benefit, (gain) loss on sale of business, net (gain) loss on extinguishment of debt, gain on business interruption insurance recoveries, non-recurring items not indicative of ongoing operations and other, and estimated tax impact of above adjustments, net of valuation allowances.
We define Adjusted EBITDA as net income or losses from continuing operations, adjusted to reflect the addition or elimination of certain statement of operations items including, but not limited to income tax (benefit) provision, interest (income) expense, net, depreciation and amortization expense, acquisition related expenses, stock-based compensation expense, impairment of intangible assets, (gain) loss on sale of business, net cost associated with early lease terminations and leases without economic benefit, net (gain) loss on extinguishment of debt, gain on business interruption insurance recoveries, and non-recurring items not indicative of ongoing operations and other.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -35.9% computed from stated figures
Event summary
These results show how we are delivering real AI-powered value today, while charting the future of secure, trusted customer engagement
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Revenue: “Our solid third quarter performance led by growing momentum in Voice AI, our increasing mix of software-driven revenue, and our sharp execution led us to raise our full year Adjusted EBITDA outlook to approximately $91 million, said Daryl Raiford, CFO of Bandwidth.”
Revenue: “For the full year 2025, Bandwidth s revenue guidance projects 9 percent to 11 percent year-over-year growth when adjusting for the expected cyclical reduction in political campaign messaging activity, which resulted in revenue of approximately $62 million in 2024.”
Revenue — Raised (“increasing”)
“Our solid third quarter performance led by growing momentum in Voice AI, our increasing mix of software-driven revenue, and our sharp execution led us to raise our full year Adjusted EBITDA outlook to approximately $91 million, said Daryl Raiford, CFO of Bandwidth.”
Revenue — Lowered (“reduction”)
“For the full year 2025, Bandwidth s revenue guidance projects 9 percent to 11 percent year-over-year growth when adjusting for the expected cyclical reduction in political campaign messaging activity, which resulted in revenue of approximately $62 million in 2024.”
Primary outlook statements conflict; no label forced — evidence preserved.
Capital allocation
Non-GAAP net income (loss) excludes stock-based compensation, amortization of acquired intangible assets related to acquisitions, amortization of debt discount and issuance costs for convertible debt, acquisition related expenses, impairment charges of intangibles assets, net cost associated with early lease terminations and leases without economic benefit, (gain) loss on sale of business, net (gain) loss on extinguishment of debt, gain on business interruption insurance recoveries, non-recurring items not indicative of ongoing operations and other, and estimated tax impact of above adjustments, net of valuation allowances.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
We define Adjusted EBITDA as net income or losses from continuing operations, adjusted to reflect the addition or elimination of certain statement of operations items including, but not limited to income tax (benefit) provision, interest (income) expense, net, depreciation and amortization expense, acquisition related expenses, stock-based compensation expense, impairment of intangible assets, (gain) loss on sale of business, net cost associated with early lease terminations and leases without economic benefit, net (gain) loss on extinguishment of debt, gain on business interruption insurance recoveries, and non-recurring items not indicative of ongoing operations and other.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Recently Adopted Accounting Standards In November 2024, the Financial Accounting Standards Board ( FASB ) issued Accounting Standard Update ( ASU ) 2024-04, Debt Debt with Conversion and Other Options (Subtopic 470-20): Induced Conversions of Convertible Debt Instruments ( ASU 2024-04 ), which provides additional guidance to stakeholders about how to determine whether a settlement of convertible debt (particularly, cash convertible instruments) at terms that differ from the original conversion terms should be accounted for under the induced conversion or extinguishment guidance.
SEC original ↗Bandwidth Inc. — 10-Q Quarterly report10-QJul 29, 2026
See Note 7, Debt, to the condensed consolidated financial statements for additional information regarding the Convertible Notes.
SEC original ↗Bandwidth Inc. — 10-Q Quarterly report10-QJul 29, 2026
Debt Revolving Credit Facility The Company maintains a revolving credit facility (the Credit Facility ) under a credit agreement with Bank of America, N.
SEC original ↗Bandwidth Inc. — 10-Q Quarterly report10-QJul 29, 2026
, as administrative agent, as amended (the Credit Agreement ), providing for borrowings of up to $ 150.0 million , including a $ 15.0 million sublimit for letters of credit and a $ 10.0 million swingline subfacility.
SEC original ↗Bandwidth Inc. — 10-Q Quarterly report10-QJul 29, 2026
Strategy & priorities
government space administration utilized Bandwidth to integrate Microsoft Teams with Five9 and Pindrop for a new cloud contact center, highlighting our multi-vendor flexibility and freedom-of-choice strategy.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
At Reverb25, we announced the next chapter of Bandwidth s AI and software strategy , Bandwidth AI, giving enterprises flexible paths to integrate conversational AI into their communications and making cloud communications more intelligent, automated, and trusted.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy, short-term and long-term business operations and objectives and financial needs.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
We have presented Adjusted EBITDA because it is a key measure used by our management and board of directors to understand and evaluate our core operating performance and trends, generate future operating plans, and make strategic decisions regarding the allocation of capital.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
We believe free cash flow is a useful indicator of liquidity and provides information to management and investors about the amount of cash generated from our core operations that can be used for investing in our business.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Risks & headwinds
Our award-winning support teams help businesses around the world solve complex communications challenges to reach anyone, anywhere.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
These forward-looking statements are subject to a number of risks and uncertainties, including, without limitation, risks related to our rapid growth and ability to sustain our revenue growth rate, competition in the markets in which we operate, market growth, our ability to innovate and manage our growth, our ability to successfully leverage the use of artificial intelligence in our business operations and in our service offerings, our ability to expand effectively into new markets, macroeconomic conditions both in the U.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
and globally, legal, reputational and financial risks which may result from ever-evolving cybersecurity threats, our ability to operate in compliance with applicable laws, as well as other risks and uncertainties set forth in the Risk Factors section of our latest Annual Report on Form 10-K filed with the Securities and Exchange Commission (the SEC ) and any subsequent reports that we file with the SEC.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
In light of these risks, uncertainties and assumptions, we cannot guarantee future results, levels of activity, performance, achievements or events and circumstances reflected in the forward-looking statements will occur.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
While a reconciliation of Non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis as a result of the uncertainty regarding, and the potential variability of, many of these costs and expenses that we may incur in the future, we have provided a reconciliation of Non-GAAP financial measures and other business metrics to the nearest comparable GAAP measures in the accompanying financial statement tables included in this press release.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Legal Proceedings 50 Item 1A.
SEC original ↗Bandwidth Inc. — 10-Q Quarterly report10-QJul 29, 2026
What changed vs prior quarter
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Bandwidth Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Earnings deck slides
0 decks with slide viewBandwidth Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Bandwidth Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KBAND
Oct 29, 2026
- EX-99BAND
Oct 29, 2026
- 8-KBAND
Oct 29, 2026
- Q2 2026
- 8-KBAND
Sep 15, 2026
- 8-KBAND
Sep 4, 2026
- 8-KBAND
Aug 3, 2026
- 10-QBAND
Jul 29, 2026
- 8-KBAND
Jul 29, 2026
- Q1 2026
- 8-KBAND
Jun 18, 2026
- 8-KBAND
Jun 16, 2026
- 8-KBAND
Jun 15, 2026
- EX-99BAND
Jun 15, 2026
- 8-KBAND
May 29, 2026
- 8-KBAND
May 12, 2026
- 10-QBAND
Apr 30, 2026
- 8-KBAND
Apr 30, 2026
- Q4 2025
- 8-KBAND
Mar 2, 2026
- EX-99BAND
Mar 2, 2026
- 10-KBAND
Feb 19, 2026
- 8-KBAND
Feb 19, 2026
- Q3 2025
- 8-KBAND
Dec 5, 2025
- 10-QBAND
Oct 30, 2025
- 8-KBAND
Oct 30, 2025
- Q2 2025
- 10-QBAND
Jul 29, 2025
- 8-KBAND
Jul 29, 2025
- Q1 2025
- 8-KBAND
May 30, 2025
- 10-QBAND
May 7, 2025
- 8-KBAND
May 7, 2025
- Q4 2024
- 10-KBAND
Feb 20, 2025
- 8-KBAND
Feb 20, 2025
Earnings releases
10 documentsPresentations
2 documents
Transcripts
0 documentsNo transcripts for Bandwidth Inc. are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Bandwidth Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“anticipated trends in end… …commitments • FSDP record sales with strong Fire & Safety and BAND-IT growth • HST strong orders growth and backlog build led by Life Sciences • Completed Mott acquisition and swiftly executing integration plans Third… …Mi”
“tel 18A, 96GB HBM3 / 144GB… …dies,100Bx Transistors) HBM Design & Integration Automation (Bandwidth/Latency Optimization) Multi-scale Interconnect (100s of Millions of connections) © 2024 Synopsys, Inc. Comprehensive Multi-Die Package Solution…”
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