Bandwidth Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Bandwidth reported Q3 2026 revenue of $234M (+22% YoY) and Adjusted EBITDA of $35M (+43% YoY) with 22% margin. Nine-month 2026 revenue reached $663M (+21% YoY) with $89M Adjusted EBITDA (+31% YoY). Full-year 2026 guidance: $905–910M revenue and $124–125M Adjusted EBITDA. Four new $1M+ customer wins added, including a digital banking platform, privacy company, enterprise network provider, and international carrier expansion; Salesforce named Bandwidth first certified international carrier for global Contact Center rollout across 25+ countries.
Why this rating
Strong operational execution with 22% revenue growth and 43% EBITDA growth, well above historical rates; $35M quarterly EBITDA is ~8% of $430M market cap. Multiple strategic customer wins (Salesforce, bank platform) signal product-market fit expansion. Near-term stock catalyst; execution-dependent risk.
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