Bandwidth Inc. filed an 8-K press release on October 29, 2026, reporting third-quarter financial results for the period ended September 30, 2026, including record revenue of $234 million and Adjusted EBITDA of $35 million.

Key Highlights

  • Record quarterly revenue: $234 million for Q3 2026, up 22% year-over-year from $192 million in Q3 2025, according to the filing.
  • Adjusted EBITDA of $35 million: Up 43% year-over-year, representing an Adjusted EBITDA margin of 22%, as disclosed in the filing.
  • Net income of $5 million: Compared to a net loss of $1 million in Q3 2025; GAAP diluted EPS of $0.13 versus $(0.04) in the prior-year period.
  • Free cash flow of $33 million: For Q3 2026, compared to $13 million in Q3 2025, per the filing.
  • Four new $1 million-plus customer wins and expansions added by the sales team in the quarter, the company disclosed.
  • Full-year 2026 revenue guidance: $905 million to $910 million, with Adjusted EBITDA guidance of $124 million to $125 million and Non-GAAP EPS of $1.73 to $1.79, assuming a weighted average diluted share count of approximately 38.7 million.
  • Salesforce named Bandwidth its first certified international carrier to support the global rollout of Salesforce's native Contact Center, covering more than 25 countries, according to the filing.

Bandwidth Reports Record Results Across Key Metrics in Third Quarter 2026

Bandwidth Inc. (NASDAQ:BAND) reported financial results for the third quarter ended September 30, 2026, disclosing record figures across revenue, Adjusted EBITDA, and free cash flow. Revenue reached $234 million, up from $192 million in the same quarter a year earlier. Non-GAAP Gross Margin improved to 61% from 58% in Q3 2025, while GAAP Gross Margin declined to 36% from 38%. For the nine months ended September 30, 2026, the company reported revenue of $663 million, compared to $546 million in the prior-year period.

The company reported net income of $5 million for Q3 2026, compared to a net loss of $1 million in Q3 2025. Non-GAAP net income was $20 million, versus $11 million in Q3 2025. Net cash provided by operating activities was $38 million, up from $22 million in Q3 2025. CFO Daryl Raiford stated in the release that "growth this quarter was driven by customers expanding their usage of our platform," and that the sales team added four new $1 million-plus customer wins and expansions expected to contribute to results over the next twelve months.

Among the customer highlights disclosed, a rapidly expanding all-digital banking platform selected Bandwidth to modernize its contact center and integrate an SI agent, and a consumer privacy company expanded to rely on Bandwidth for millions of phone numbers while launching an SI-powered call screening service. Additionally, Salesforce named Bandwidth its first certified international carrier for the global rollout of its native Contact Center across more than 25 countries. The company also noted a 2027 outlook for double-digit Cloud Communications revenue growth from voice usage demand. All forward-looking statements in the release, including the guidance figures, are the company's own and subject to its cautionary language regarding risks and uncertainties.

What Was Disclosed

Bandwidth Inc. disclosed Q3 2026 earnings results showing record revenue of $234 million, Adjusted EBITDA of $35 million, and free cash flow of $33 million, along with full-year 2026 guidance and several new customer and partnership highlights.