Bandwidth Q2 revenue rises 22%, outlook raised - BAND News | Rallies
Bandwidth Q2 revenue rises 22%, outlook raised B BAND • 2026-07-29 Outlook
Bandwidth raises full-year 2026 outlook for revenue to $900-$910 mln and Adjusted EBITDA to $123-$125 mln
Company sees Q3 2026 revenue of $231-$235 mln, Adjusted EBITDA of $32-$34 mln
Bandwidth expects Q3 2026 non-GAAP EPS of $0.45-$0.49, full-year non-GAAP EPS of $1.71-$1.79
Overview
US cloud communications firm's Q2 revenue rose 22% yr/yr, beating analyst expectations
Adjusted EBITDA for Q2 rose 27% to $28 mln, with record 18% margin
Company raised full-year 2026 outlook on sustained demand and AI-driven customer wins
Key details Metric Beat/Miss Actual Consensus Estimate Q2 Revenue Beat $220 mln $216.99 mln (5 Analysts) Q2 Net Income $2 mln Q2 Adjusted Gross Margin 59.00% Q2 Gross Profit $78.54 mln
Result drivers
AI-enabled communications - Co said adoption of AI services and Maestro platform drove strategic enterprise customer wins
Strategic customer expansion - Co said recent $1m+ customer wins and expansions included Maestro or AI services, with examples across healthcare, financial, and technology sectors
Margin expansion - Co attributed margin growth to strong demand across Voice and Messaging and advantages of owned global network•
2026-07-29