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Bandwidth's 2026 State of Messaging Report Reveals Biggest Messaging Transformation in a Decade

Bandwidth (NASDAQ: BAND) released its 2026 State of Messaging Report on Jan 22, 2026, finding the largest shift in business messaging in a decade driven by RCS, AI and trust.

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Rhea-AI Summary

Bandwidth (NASDAQ: BAND) released its 2026 State of Messaging Report on Jan 22, 2026, finding the largest shift in business messaging in a decade driven by RCS, AI and trust.

Key data: RCS device coverage is 96%; 59% of businesses plan to deploy RCS but have not launched; the report forecasts 80% of enterprise apps will be multimodal by 2030. The report highlights SMS remaining as a cost‑efficient backbone, a move toward branded/verified messaging to rebuild trust, and deliverability as the top decision factor for messaging providers.

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Positive

  • RCS device coverage at 96%
  • 80% of enterprise apps forecast to be multimodal by 2030

Negative

  • 59% of businesses plan RCS deployments but have not launched
  • Rising consumer skepticism of traditional SMS links risks engagement
Argus Jan 22 session
+1.25% close to close Open Argus
Details

News Market Reaction – BAND

On Jan 22, the day this news came out, BAND closed 1.25% above the previous close.

Data tracked by StockTitan Argus for the Jan 22 session.

Key Figures

RCS device coverage: 96 percent Businesses planning RCS: 59 percent Multimodal apps by 2030: 80 percent +5 more
RCS device coverage
96 percent
Share of devices with RCS support per 2026 report
Businesses planning RCS
59 percent
Surveyed businesses planning but not yet launching RCS
Multimodal apps by 2030
80 percent
Share of enterprise applications expected to be multimodal by 2030
Enterprise leaders surveyed
1,000+
Enterprise messaging leaders in Bandwidth’s 2026 report survey
Consumers surveyed
500
Consumers included in Bandwidth’s 2026 messaging survey
Share price
$13.62
Current BAND price before this news
Price vs 52-week high
-31.49 percent
Distance below 52-week high of $19.8799
Price vs 52-week low
20.21 percent
Distance above 52-week low of $11.33

Historical Context

5 past events · Latest: Oct 30
5 events
  1. Oct 30

    Q3 2025 earnings

    24h Move
    -3.9%

    Reported Q3 revenue and raised full‑year Adjusted EBITDA outlook.

  2. Oct 08

    Earnings call notice

    24h Move
    +2.6%

    Announced timing and details for upcoming Q3 2025 earnings call.

  3. Sep 30

    AI award win

    24h Move
    -4.5%

    Recognized by Ally Financial for AI-enabled cloud transformation work.

  4. Sep 24

    AI platform expansion

    24h Move
    +0.1%

    Added support for OpenAI’s Realtime API to power AI voice agents.

  5. Sep 16

    RCS partnership

    24h Move
    -2.5%

    Partnered with Out There Media to launch RCS messaging for brands.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

ai, sms, 10dlc
3 terms
ai technical
"driven by the rise of RCS, AI-powered conversations and growing consumer demands"
Artificial intelligence (AI) is technology that enables machines to mimic human thinking and learning, allowing them to analyze information, recognize patterns, and make decisions. For investors, AI matters because it can improve how businesses operate, create new products, or identify opportunities faster and more accurately than humans alone, potentially impacting company success and market trends.
sms technical
"shift from simple, 2-way SMS to rich customer conversations"
SMS stands for Short Message Service, the technology used to send brief text messages to mobile phones. For investors, SMS matters because companies use it to deliver fast, direct updates—like earnings alerts, trading notices or shareholder reminders—so it can move market sentiment quickly; at the same time it creates needs for accurate disclosure, permission-based opt-ins and recordkeeping, similar to sending an official postcard that must be truthful and saved for records.
10dlc technical
"mix of short codes, toll-free, 10DLC and RCS—amplified by AI"
10DLC (10-digit long code) is a standard type of phone number used by businesses to send text messages to customers through mobile carriers. For investors it matters because carriers require registration, set rules and fees, and monitor message content and volume—similar to needing a business return address and permit for mass mail; this affects a company’s ability to reach customers reliably, its operating costs, and potential regulatory or reputation risks.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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RCS, AI and Trust are driving a critical shift from simple, 2-way SMS to rich customer conversations 

RALEIGH, N.C., Jan. 22, 2026 /PRNewswire/ -- Business messaging is undergoing its biggest shift in a decade, driven by the rise of RCS, AI-powered conversations and growing consumer demands for trust and transparency. That's the core finding of the 2026 State of Messaging Report from Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company.

Titled "The Future is Conversational," Bandwidth's 2026 report is an executive guide for brand leaders to understand what's changing, what's next and how to build modern messaging strategies that deliver richer, smarter and more secure customer experiences. Findings are based on a survey of more than 1,000 enterprise messaging leaders and 500 consumers, combined with proprietary research and insights from Bandwidth's industry experts.

"Business messaging is expected to evolve faster than ever in 2026. To stay competitive, enterprises are deploying richer channels and AI to engage customers where they are—fluid, fast, and woven into the way they live their lives," said Tim Sherwood, Bandwidth's Senior Vice President and General Manager of Messaging. "Our new report helps brand leaders get current on the latest trends and take action to future-proof their messaging strategies for competitive advantage."

Five key insights from Bandwidth's 2026 State of Messaging Report include:

1. The "RCS Gap" is a Massive Opportunity
While RCS device coverage has reached 96 percent, 59 percent of businesses surveyed are currently planning to deploy RCS but have not yet launched. Early adopters who bridge this gap now will set the benchmarks for customer engagement.

2. AI + Messaging = Multimodal Conversations
By 2030, 80 percent of enterprise applications will be multimodal, blending voice, text and visual content seamlessly. The report shows how RCS and AI-driven interactive messaging are emerging as preferred ways to deliver these experiences.

3. SMS Remains the Backbone
Despite surging RCS adoption, SMS continues to deliver cost-efficient, high-volume reach. To maximize ROI, savvy brands are orchestrating a mix of short codes, toll-free, 10DLC and RCS—amplified by AI—to modernize and personalize the customer experience.

4. Trust is the New Differentiator
With increasing consumer skepticism toward traditional SMS links, the report notes how enterprises are shifting toward branded, verified messaging to rebuild engagement and confidence. RCS enables secure features like sender verification, trusted icons and branded interactions.

5. Deliverability is Mission-Critical
The report reinforces that message deliverability remains the top decision factor when choosing a messaging provider, outweighing cost or features. Bandwidth's advanced tools for campaign registration and delivery insights were built to deliver on this enterprise priority.

Download the Report
Bandwidth supports some of the world's most demanding brands across retail, e-commerce, financial services, healthcare, tech and more. Stay ahead of the messaging curve by downloading Bandwidth's 2026 State of Messaging Report now.

About Bandwidth Inc.
Bandwidth (NASDAQ: BAND) is a global cloud communications software company that helps enterprises deliver exceptional experiences through voice calling, text messaging and emergency services. Our solutions and our Communications Cloud, covering 65+ countries and over 90 percent of global GDP, are trusted by all the leaders in unified communications and cloud contact centers–including Amazon Web Services (AWS), Cisco, Google, Microsoft, RingCentral, Zoom, Genesys and Five9–as well as Global 2000 enterprises and SaaS builders like Docusign, Uber and Yosi Health. As a founder of the cloud communications revolution, we are the first and only global Communications Platform-as-a-Service (CPaaS) to offer a unique combination of composable APIs, AI capabilities, owner-operated network and broad regulatory experience. Our award-winning support teams help businesses around the world transform their communications every day. For more information, visit Bandwidth.com.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/bandwidths-2026-state-of-messaging-report-reveals-biggest-messaging-transformation-in-a-decade-302667297.html

SOURCE Bandwidth Inc.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Bandwidth announce in the 2026 State of Messaging Report (BAND) on Jan 22, 2026?

Bandwidth said the messaging market is shifting due to RCS, AI and trust, citing 96% RCS device coverage and 59% of businesses planning RCS deployments.

How widespread is RCS device coverage according to Bandwidth's 2026 report?

The report reports RCS device coverage at 96%.

What risk does Bandwidth identify for businesses delaying RCS (BAND)?

Bandwidth notes 59% of businesses plan RCS but have not launched, creating an opportunity gap for early adopters.

What does Bandwidth forecast about multimodal enterprise applications by 2030?

The report forecasts 80% of enterprise applications will be multimodal, blending voice, text and visual content by 2030.

What role does SMS play according to Bandwidth's 2026 State of Messaging Report?

Bandwidth states SMS remains the cost‑efficient, high‑volume backbone while brands blend SMS, short codes, 10DLC, toll‑free and RCS.

Why is deliverability important when choosing a messaging provider (BAND)?

The report indicates message deliverability is the top decision factor for enterprises, outweighing cost or features.

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