Bandwidth reports record Q3 2026 results and lifts full‑year outlook

Bandwidth Inc. posted third‑quarter 2026 revenue of $234 million, up 22% year‑over‑year, and adjusted EBITDA of $35 million, up 43% with a 22% margin. Non‑GAAP earnings per share came in at $0.50, beating consensus. Management raised full‑year 2026 guidance to $905‑$910 million in total revenue, $624‑$626 million in cloud communications revenue and $124‑$125 million in adjusted EBITDA, and announced a $10 million share repurchase.

The raised guidance signals stronger growth and profitability than previously expected, which may support a higher valuation for the stock (the company said). The share repurchase and increased cash balance improve capital return to shareholders (the company said).

  • 1Q3 2026 revenue was $234 million, up 22% YoY.
  • 2Adjusted EBITDA was $35 million, up 43% YoY, with a 22% margin.
  • 3Non‑GAAP EPS was $0.50, beating the $0.47 consensus estimate.
  • 4Full‑year 2026 total revenue guidance was raised to $905 million‑$910 million, representing 20% YoY growth at the midpoint.
  • 5Full‑year 2026 cloud communications revenue guidance was raised to $624 million‑$626 million, an 11% YoY increase at the midpoint.
  • 6Full‑year 2026 adjusted EBITDA guidance was raised to $124 million‑$125 million, a 34% YoY increase at the midpoint and a 20% margin.

Sources