BAND Bandwidth Inc.
Price Chart
Executive Summary
Bandwidth Inc. filed an 8-K furnishing an investor presentation for Q2 2026 conferences. The presentation reiterates previously disclosed guidance from the April 30, 2026 earnings release: 18% YoY total revenue growth, 31% YoY Adjusted EBITDA growth, and highlights the Salesforce Agentforce Contact Center partnership. No new material financial information was disclosed.
Actionable Insight
This is a routine investor deck refresh with no new material information. The stock may see minor interest from the Salesforce partnership narrative, but the filing itself is not a catalyst. Monitor upcoming quarterly results for actual execution against the reiterated guidance.
Key Facts
- Investor presentation furnished as Exhibit 99.1 for Q2 2026 conferences
- Reiterates 2026E guidance: 18% YoY total revenue growth (midpoint), 31% YoY Adjusted EBITDA growth
- Salesforce selected Bandwidth as infrastructure partner for Agentforce Contact Center
- Customer metrics as of March 31, 2026: 99% customer name retention, 110% net retention rate
- Non-GAAP gross margin expanded from 55% (FY22) to 58% (FY25)
- Total long-term debt reduced from $650M (2021) to $150M (Q1 2026), leverage ratio improved to 1.5x
- No new financial guidance or material updates beyond prior April 30, 2026 earnings release
Financial Impact
No new financial data; reiterates prior guidance of 18% revenue growth and 31% Adjusted EBITDA growth for 2026E
Risk Factors
- Forward-looking statements in the presentation are aspirational and not guaranteed
- Competition in CPaaS and cloud communications could pressure margins
- Macroeconomic conditions may impact enterprise spending on communications infrastructure
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001514416-26-000038 |
| Document: band-20260512.htm | 0001514416-26-000038 |
| Document: 0001514416-26-000038-index-headers.html | 0001514416-26-000038 |
| Document: 0001514416-26-000038-index.html | 0001514416-26-000038 |
| Document: 0001514416-26-000038.txt | 0001514416-26-000038 |
Filters
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Jun 3, 2026
9d ago
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Insider Cluster
| $73.19 $72.20 | ▼ −1.35% | ▲ +1.22% | $65.34 (−10.73%) |
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Jun 1, 2026
11d ago
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Insider Cluster
| $67.87 $65.60 | ▼ −3.34% | ▼ −2.62% | $65.34 (−3.73%) |
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May 28, 2026
16d ago
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144
| $57.66 $64.97 | ▲ +12.68% | ▲ +12.44% | $65.34 (+13.32%) |
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May 12, 2026
4w ago
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8-K
| $51.01 $51.01 | · 0.00% | ▲ +0.00% | $65.34 (+28.09%) |
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May 11, 2026
4w ago
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Insider Cluster
| $49.95 $49.44 | ▲ +1.02% | ▲ +0.88% | $65.34 (−30.81%) |
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May 5, 2026
5w ago
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Insider Cluster
| $52.10 $53.97 | ▲ +3.59% | ▲ +4.82% | $65.34 (+25.41%) |
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Apr 30, 2026
6w ago
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Insider Cluster
| $46.45 $48.58 | ▲ +4.59% | ▲ +4.92% | $65.34 (+40.67%) |
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Apr 30, 2026
6w ago
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Insider Cluster
| $36.81 $44.86 | ▲ +21.87% | ▲ +21.65% | $65.34 (+77.51%) |
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Apr 17, 2026
8w ago
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144
| $23.01 $24.13 | ▲ +4.87% | ▲ +5.06% | $65.34 (+183.96%) |
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Mar 4, 2026
14w ago
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Insider Cluster
| $16.45 $16.15 | ▲ +1.82% | ▲ +1.25% | $65.34 (−297.20%) |
US Market Status
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