Bandwidth Inc
F:5XB
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Bandwidth Inc
F:5XB
|
US |
Bandwidth Inc
Bandwidth Inc. sells cloud communications software that lets companies add voice calling, text messaging, and emergency calling to their own apps and services. Its main products are application programming interfaces, or APIs, plus phone-number management and carrier services that developers use to build communication features without running their own telecom network. Its customers are software companies, large enterprises, and businesses that need reliable phone and messaging functions inside their products, such as customer support systems, contact centers, ride-hailing apps, and other connected services. Bandwidth makes money mainly by charging for the communications traffic that runs through its network and for related services like phone numbers, messaging, and voice connectivity. What makes Bandwidth different is that it sits between modern software and the traditional phone system. Instead of selling phones or wireless plans to consumers, it sells programmable telecom infrastructure to businesses that need direct control over voice and text inside their applications. That makes it part software company and part carrier, which gives it a specific role in the communications value chain.
Bandwidth Inc. sells cloud communications software that lets companies add voice calling, text messaging, and emergency calling to their own apps and services. Its main products are application programming interfaces, or APIs, plus phone-number management and carrier services that developers use to build communication features without running their own telecom network.
Its customers are software companies, large enterprises, and businesses that need reliable phone and messaging functions inside their products, such as customer support systems, contact centers, ride-hailing apps, and other connected services. Bandwidth makes money mainly by charging for the communications traffic that runs through its network and for related services like phone numbers, messaging, and voice connectivity.
What makes Bandwidth different is that it sits between modern software and the traditional phone system. Instead of selling phones or wireless plans to consumers, it sells programmable telecom infrastructure to businesses that need direct control over voice and text inside their applications. That makes it part software company and part carrier, which gives it a specific role in the communications value chain.
Beat and raise: Bandwidth said first-quarter results came in above the top end of guidance, with record revenue of $209 million and record adjusted EBITDA of $26 million, and management raised full-year 2026 guidance.
AI demand: Management framed the business as a key infrastructure layer for voice AI, saying frontier model progress and enterprise adoption are increasing demand for Bandwidth’s network and orchestration platform.
Salesforce win: The company highlighted Salesforce’s Agentforce contact center as a major strategic win that expands Bandwidth into CRM as a new platform category and could drive usage over time.
Enterprise pipeline: Bandwidth said it added 2 new million-plus deals in financial services and expects a second-half inflection as more large enterprise deals finish onboarding.
Messaging strength: Programmable messaging grew faster than expected despite normal first-quarter seasonality, driven mainly by commercial demand rather than political traffic.
Guidance raised: Full-year revenue, EBITDA, and EPS guidance were all lifted, while second-quarter guidance points to continued 20% year-over-year revenue growth.
