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Bandwidth (BAND) Stock News, Sep 2025-Feb 2026

BAND NASDAQ

Bandwidth Inc. reports recurring developments for a global cloud communications and CPaaS business that provides voice calling, text messaging and emergency services through composable APIs, AI capabilities, an owner-operated network and its Communications Cloud.

Company news commonly covers operating and financial results, usage trends in voice and messaging, enterprise adoption of AI-enabled communications, software-services contribution, share repurchases and debt reduction, customer and platform partnerships, and communications compliance, security and reliability themes across regulated markets.

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Bandwidth (NASDAQ:BAND) reported Q4 and full‑year 2025 results with record quarterly Adjusted EBITDA of $25M and free cash flow of $31M. Full‑year revenue was $754M and GAAP net loss was $(13)M. The board authorized an $80M share repurchase program and 2026 guidance targets ~16% revenue growth and ~29% Adjusted EBITDA growth.

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Bandwidth (NASDAQ: BAND) will report fourth quarter and full year 2025 financial results before market open on Thursday, February 19, 2026. A live webcast of the conference call will be available on the company's Investor Relations website and a replay will be posted after the event.

Conference call begins at 8:00 a.m. ET; domestic and international dial-in numbers and replay details with passcode are provided for investors.

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Relay (NASDAQ:BAND) reported a landmark year of growth and strategic hires on Jan 23, 2026. The company posted a 461% three-year revenue growth rate, ranked #175 on Deloitte Technology Fast 500 and #920 on Inc. 5000. Relay says it generates over 1 billion new data points per week, has >40 Fortune 500 customers, and 47% of revenue from $100K+ ARR customers with an NRR >135%. Product and IP milestones include 32 new features, RelayM device, Fleet Shield lifecycle program, and the 100th patent. Relay added CMO Matthew Welch and CFO Shiv Hira to scale toward a potential IPO.

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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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Bandwidth (NASDAQ: BAND) reported third quarter 2025 results for the period ended September 30, 2025, with Q3 revenue $192M, gross margin 38%, and Adjusted EBITDA $24M. The company reported a Q3 net loss of $1M and YTD net loss of $10M. Management raised full‑year Adjusted EBITDA outlook to approximately $91M and provided full‑year 2025 guidance of $747M–$760M revenue and $89M–$92M Adjusted EBITDA, forecasting 9%–11% revenue growth on an adjusted basis after accounting for reduced political messaging activity. Operational highlights include expanded Voice AI deployments, increased software mix, Trust Services adoption, and several large customer migrations to the Maestro platform.

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Bandwidth (NASDAQ: BAND) will report third quarter 2025 financial results for the period ended September 30, 2025 before market open on Thursday, October 30, 2025.

The company will host a conference call and live webcast at 8:00 a.m. Eastern Time on October 30, 2025; a replay will be posted on the investor site shortly after the call.

Dial-in details and a replay are available through November 6, 2025 using the provided domestic/international numbers and passcode 9320253.

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Bandwidth (NASDAQ: BAND), a global enterprise cloud communications company, has been awarded the 2025 "Ally Technology Disruptor" award by Ally Financial. The recognition highlights Bandwidth's role in modernizing Ally's communications infrastructure through its Communications Cloud and Maestro™ platform.

The partnership has enabled Ally to transition from traditional telecom to a software-driven approach, implementing AI-powered call flows for enhanced security and scalability. The transformation has resulted in cost savings, improved flexibility, and better control over customer communications.

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Bandwidth (NASDAQ: BAND) has announced support for OpenAI's Realtime API, enabling integration of GPT language models with their Communications Cloud. This enhancement allows enterprises to implement conversational AI voice agents through Bandwidth's edge infrastructure.

The company's flexible strategy now offers multiple integration pathways including pre-built integrations with platforms like Google Dialogflow and Cognigy, support for third-party applications, native AI features within cloud contact centers, and standards-based APIs. Bandwidth's owned-and-operated cloud communications network provides high fidelity, low latency, and intelligent routing for mission-critical voice calls.

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Bandwidth (NASDAQ: BAND) has announced a strategic partnership with Out There Media to introduce RCS (Rich Communication Services) messaging capabilities to the U.S. market. The collaboration combines Bandwidth's Communications Cloud with Out There Media's Mobucks™ platform and new MessagingStudio campaign builder.

Out There Media has an impressive track record with Fortune 500 brands, consistently achieving 50x better results than typical digital ad benchmarks through their RCS campaigns. The partnership aims to enable advanced mobile-first brand engagement at scale, leveraging Bandwidth's infrastructure and Out There Media's proven expertise in RCS messaging.

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Bandwidth (NASDAQ: BAND), a global enterprise cloud communications company, will host its annual product keynote and customer showcase, Reverb25, on September 16, 2025 at 10:30 am EDT. The award-winning livestream event will focus on two key areas: building trust in communications and integrating AI capabilities into interactions.

The event will showcase new innovations including major updates to Bandwidth's Trust Services portfolio, enhancements to their advanced messaging platform, and real-world demonstrations from enterprise and SaaS partners. Registration remains open, and a replay will be available after the event.

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FAQ

What is the current stock price of Bandwidth (BAND)?

Bandwidth (BAND) last closed at $40.34.

What is the market cap of Bandwidth (BAND)?

The market cap of Bandwidth (BAND) is approximately $1.3B.