Loading...
•
Dec 31, 2025
Bandwidth Q4 2025 Earnings Report
Bandwidth reported its fourth quarter and full year 2025 financial results, highlighting record Adjusted EBITDA and free cash flow, and provided a 2026 outlook with anticipated revenue and Adjusted EBITDA growth.
Key Takeaways
Bandwidth Inc. announced a solid fourth quarter and full year 2025, with record Adjusted EBITDA and free cash flow. The company reported revenues of $208 million for Q4 2025 and $754 million for the full year 2025. Net loss for the quarter was $3 million, and diluted EPS was -$0.10. The company also authorized an $80 million share repurchase program and provided an optimistic outlook for 2026, projecting significant revenue and Adjusted EBITDA growth.
Record fourth quarter Adjusted EBITDA and free cash flow were achieved, demonstrating strong operational performance.
The Board of Directors authorized an $80 million share repurchase program, reflecting confidence in the company's financial health and future prospects.
Bandwidth provided a 2026 outlook anticipating approximately 16% revenue growth and 29% Adjusted EBITDA growth, driven by accelerated voice demand and expanding software services.
The company secured significant deals and continued enterprise adoption of AI-driven voice solutions, reinforcing its market position.
Forward Guidance
Bandwidth expects strong growth in 2026, with projected revenue between $864 million and $884 million and Adjusted EBITDA between $117 million and $123 million for the full year. First quarter 2026 guidance anticipates revenue between $200 million and $203 million and Adjusted EBITDA between $21 million and $24 million.
Positive Outlook
- Anticipated 16% revenue growth for 2026, indicating strong market demand.
- Projected 29% Adjusted EBITDA growth for 2026, reflecting improved profitability.
- Continued acceleration in voice demand is expected to drive revenue.
- Expanding software services contribution will support overall growth.
- Continued operating leverage is expected to enhance financial performance.
Challenges Ahead
- Guidance is based on current indications and is subject to change.
- Stock-based compensation cannot be reasonably calculated or predicted for GAAP reconciliation of Adjusted EBITDA.
- Uncertainty regarding various costs and expenses makes GAAP reconciliation difficult.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...