earnings
confidence high
sentiment positive
materiality 0.72
Bandwidth Q4 Adj EBITDA $25M (record), guides 16% revenue growth in 2026, authorizes $80M buyback
Bandwidth Inc.
2025-FY EPS
reported -$0.43
vs consensus $0.38
▼ miss
(-213.6%)
- Q4 2025 revenue $208M (vs $210M YoY); GAAP net loss $(3M); non-GAAP net income $11M; Adj EBITDA $25M (record).
- Full year 2025 revenue $754M (+0.8% YoY); Adj EBITDA $93M (+13% YoY); free cash flow $57M.
- 2026 outlook: ~16% revenue growth, ~29% Adj EBITDA growth, implying ~$874M revenue and ~$120M EBITDA.
- Board authorized $80M share repurchase program, first in company history.
- CEO highlighted record million-dollar+ deals and enterprise adoption of AI-driven voice.