Bandwidth Q2 revenue rises 22%, outlook raised

Bandwidth

29/07/2026 12:21

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

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

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

Company press release: ID:nPn4wkqVa

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
 

Reuters Recommended Reads
July 28 - Ribbon Communications Q2 revenue beats estimates on record IP Optical bookings
July 28 - Varonis Q2 revenue beats analyst estimates as cloud platform adoption increased
July 28 - Manhattan Associates Q2 results beat on cloud demand

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)