Every 10-Q that Bandwidth Inc. (BAND) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow BAND and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BAND filings page.
Bandwidth Inc., a cloud-based CPaaS provider, reported Q2 2026 revenue of $219.9 million, up 22% year over year, driven by 12% growth in cloud communications and a 54% increase in messaging surcharges. Net income was $2.4 million versus a prior-year net loss, helped by a $5.2 million gain on debt extinguishment and a $2.8 million tax benefit.
Gross margin declined to 36% from 40% as cost of revenue rose faster than revenue, largely from higher pass-through messaging surcharges. Operating expenses increased and the company still recorded a Q2 operating loss of $4.6 million. Cash from operations improved to $37.5 million in the first half, with cash, cash equivalents and restricted cash of $170.2 million and the full $150.0 million revolving credit facility available.
Bandwidth reshaped its capital structure by repurchasing about $100 million of 0.50% 2028 convertible notes in March and about $122 million in June, generating total gains on extinguishment of roughly $12 million, and issuing $316.3 million of 0% 2032 convertible notes for net proceeds of $281.6 million. It also repurchased 576,794 Class A shares for $20 million under an $80 million authorization and reported a net retention rate of 107%.
Bandwidth Inc. reported solid top-line growth and a return to profitability for the quarter ended March 31, 2026. Revenue reached $208.8M, up from $174.2M a year earlier, driven by higher global voice traffic, enterprise demand and a 44% jump in messaging surcharges.
Net income was $4.1M compared with a $3.7M loss, helped by a $7.3M gain on repurchasing part of its 2028 Convertible Notes and a tax benefit. Gross margin slipped to 37% from 41% as pass-through surcharges became a larger share of revenue, while research and development spending rose 26% to support its Universal Platform and AI-focused strategy.
Cash and cash equivalents fell to $47.3M from $102.8M at year-end as Bandwidth paid off the remaining $7.6M of 2026 Convertible Notes, repurchased $100M principal of 2028 notes for about $92M, and bought back 313,936 Class A shares for $5.0M. Operating cash flow improved to $8.8M, net retention was 102%, and $150M of 2028 notes plus a $150M credit facility (with $50.5M drawn) remain in place.
Bandwidth Inc. (BAND) filed its Q3 2025 10‑Q, reporting revenue of $191,895 for the quarter versus $193,883 a year ago. Gross profit was $73,798 (vs. $73,134), with an operating loss of $2,008 and a net loss of $1,241 (vs. net income of $413 in Q3 2024).
Year to date, revenue reached $546,149 and net loss was $9,912. Operating cash flow for the nine months was $50,877, reflecting solid cash generation despite losses. Cash and cash equivalents were $73,373 as of September 30, 2025, and total assets were $1,033,335. Stockholders’ equity improved to $392,744, aided by foreign currency translation gains in other comprehensive income.
The company continued to manage its capital structure: it repurchased $27,400 principal of 2026 convertible notes for $26,144 in cash, recording a $1,082 gain, leaving $7,617 of 2026 notes (current) and $247,293 of 2028 notes (long‑term) as net carrying amounts. As of October 24, 2025, shares outstanding were 28,563,553 Class A and 1,958,028 Class B.