Core Viewpoint - Bandwidth Inc. will report its financial results for Q4 and the full year ended December 31, 2025, on February 19, 2026, before market open [1]. Group 1: Financial Reporting - The financial results announcement will occur before market open on February 19, 2026 [1]. - A live webcast of the conference call will be available on the Investor Relations section of the company's website, with a replay accessible shortly after the event [2]. - The conference call is scheduled for 8:00 a.m. Eastern Time on February 19, 2026, with specific dial-in numbers provided for domestic and international participants [3]. Group 2: Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services [4]. - The company's solutions cover over 65 countries and more than 90 percent of global GDP, serving major players in unified communications and cloud contact centers, including AWS, Cisco, Google, Microsoft, and others [4]. - Bandwidth is recognized as a pioneer in the cloud communications sector, being the first global Communications Platform-as-a-Service (CPaaS) to offer a unique combination of composable APIs, AI capabilities, and an owner-operated network [4].

Core Insights - Business messaging is experiencing a significant transformation driven by RCS, AI, and consumer demands for trust and transparency [1][2] Group 1: RCS and AI Impact - The "RCS Gap" presents a substantial opportunity, with 96% RCS device coverage but 59% of businesses planning to deploy RCS without having launched yet [4] - By 2030, 80% of enterprise applications are expected to be multimodal, integrating voice, text, and visual content, with RCS and AI-driven messaging becoming preferred methods [5] Group 2: SMS and Customer Engagement - SMS remains a crucial component for cost-efficient, high-volume reach, with brands using a mix of short codes, toll-free, 10DLC, and RCS, enhanced by AI for a personalized customer experience [6] - Trust is becoming a key differentiator, as enterprises move towards branded, verified messaging to enhance engagement and rebuild consumer confidence, utilizing RCS features like sender verification [7] Group 3: Deliverability and Provider Selection - Message deliverability is the primary factor in choosing a messaging provider, surpassing cost or features, with Bandwidth offering advanced tools for campaign registration and delivery insights to meet this priority [8]

Core Insights - Bandwidth Inc. reported strong financial results for Q3 2025, exceeding revenue and profitability guidance, driven by core voice usage and software growth [1][5] - The company is focusing on AI integration across its cloud platform, enhancing customer engagement and operational efficiency [2][5] Financial Highlights - Q3 2025 revenue was $191.9 million, slightly down from $193.9 million in Q3 2024, while year-to-date revenue for 2025 reached $546.1 million, up from $539 million in 2024 [4][22] - Gross margin remained stable at 38% for both Q3 2025 and Q3 2024, with a non-GAAP gross margin of 58% for both periods [4][22] - The net loss for Q3 2025 was $1.2 million compared to a net income of $0.4 million in Q3 2024, with an adjusted EBITDA of $24.3 million for Q3 2025, up from $24 million in Q3 2024 [4][22][29] Operational Highlights - The company raised its full-year Adjusted EBITDA outlook to approximately $91 million, reflecting strong momentum in Voice AI and software-driven revenue [5] - Bandwidth's customer base includes significant enterprises across various sectors, leveraging its cloud communications solutions for enhanced operational capabilities [9] Financial Outlook - For the full year 2025, Bandwidth projects revenue between $747 million and $760 million, representing a year-over-year growth of 9% to 11% [7][8] - The company anticipates continued growth in Voice and Voice AI offerings, alongside a strong political messaging season contributing to revenue [5][7]

Core Viewpoint - Bandwidth Inc. will report its financial results for Q3 2025 on October 30, 2025, before market open, and will provide a live webcast of the conference call [1]. Group 1: Financial Reporting - The financial results for the third quarter ended September 30, 2025, will be announced before market open on October 30, 2025 [1]. - A live webcast of the conference call will be available on the Investor Relations section of the company's website, with a replay accessible shortly after the event [1]. Group 2: Conference Call Details - The conference call is scheduled for October 30, 2025, at 8:00 a.m. Eastern Time [2]. - Domestic and international dial-in numbers are provided for participants [2]. - A replay of the call will be available until November 6, 2025, with specific dial-in numbers and a passcode for access [2]. Group 3: Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services [3]. - The company operates in over 65 countries and covers more than 90% of global GDP, serving major clients like AWS, Cisco, Google, Microsoft, and others [3]. - Bandwidth is recognized as a pioneer in the cloud communications sector, offering a unique combination of APIs, AI capabilities, and a robust network [3].

Core Insights - Bandwidth Inc. has been awarded the 2025 "Ally Technology Disruptor" award by Ally Financial for its contributions to enhancing customer experience through modernized communication infrastructure and AI-driven engagement [1][2][4] Company Achievements - The award recognizes Bandwidth's role in Ally's customer experience transformation, which includes modernizing communications infrastructure and accelerating cloud migration [2][3] - Bandwidth's Communications Cloud has transitioned Ally's communications from traditional telecom to a software-driven model, resulting in cost savings, greater flexibility, and enhanced control [3][4] Leadership Statements - David Morken, Co-Founder and CEO of Bandwidth, expressed pride in being recognized as a disruptor alongside Ally, emphasizing shared values in creating better customer experiences [4] - Sathish Muthukrishnan, Chief Information, Data & Digital Officer at Ally Financial, highlighted the importance of superior execution and partnership in achieving innovation in digital banking [3] Industry Position - Bandwidth is positioned as a trusted partner for innovative financial institutions, showcasing its role in advancing technology strategies and business outcomes [5]

Core Insights - Bandwidth Inc. has announced support for OpenAI's Realtime API, integrating voice calling with session initiation protocol (SIP), allowing enterprises to deploy conversational AI voice agents powered by OpenAI's GPT language models [1][2][3] Company Strategy - The integration of the Realtime API is part of Bandwidth's open and flexible strategy, enabling enterprise IT teams to build AI applications into their communications stack through various pathways [3] - Bandwidth offers pre-built integrations with leading conversational AI platforms such as Google Dialogflow and Cognigy, as well as support for third-party applications and standards-based APIs [3][4] Competitive Advantage - Bandwidth's owned-and-operated cloud communications network provides global reach, allowing customers to run conversational AI applications with high fidelity, low latency, and intelligent routing essential for mission-critical voice calls [3][4] - The company positions itself as a leader in AI orchestration for global enterprises by providing multiple integration options for conversational AI [4] Market Presence - Bandwidth operates in over 65 countries and covers more than 90 percent of global GDP, serving major players in unified communications and cloud contact centers, including AWS, Cisco, Google, and Microsoft [6]

Core Insights - Bandwidth Inc. is hosting its annual product keynote and customer showcase, Reverb25, focusing on innovations in enterprise cloud communications [1][2] - The event will highlight advancements in building trust in communications and leveraging AI technology [3][6] Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services across 65+ countries, covering over 90% of global GDP [4] - The company is recognized as a pioneer in the cloud communications sector, offering a unique combination of composable APIs, AI capabilities, and a robust owner-operated network [4] Event Highlights - Reverb25 will feature major advancements in Bandwidth's Trust Services portfolio and enhancements to its messaging platform [6] - The event will include real-world demonstrations and use cases from leading global enterprises and SaaS innovators [6]

Core Insights - Bandwidth Inc. is hosting its annual product keynote and customer showcase, Reverb25, on September 16, 2025, at 10:30 am EDT, with free registration now open [1][3] - The event will focus on the future of enterprise cloud communications, unveiling innovations aimed at building trust and leveraging AI in communications [4][5] - Bandwidth's CEO emphasized the company's commitment to enabling trusted and intelligent conversations through advanced solutions designed for the AI era [5] Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services across 65+ countries, covering over 90% of global GDP [6] - The company serves major players in unified communications and cloud contact centers, including AWS, Cisco, Google, Microsoft, and others, as well as Global 2000 enterprises and SaaS builders [6] - Bandwidth is recognized as a pioneer in the cloud communications sector, being the first global Communications Platform-as-a-Service (CPaaS) to offer a unique combination of composable APIs, AI capabilities, and a robust owner-operated network [6] Event Highlights - Reverb25 will feature a bold vision for trusted, AI-powered communications at scale, advancements in the Trust Services portfolio, and enhancements to Bandwidth's messaging platform [7] - The event will include real-world demonstrations and use cases from leading global enterprises and SaaS innovators, catering to both business and technical leaders [7]

Core Viewpoint - Bandwidth Inc. is set to report its financial results for the second quarter of 2025 on July 29, 2025, before market opening [1]. Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services to enterprises [4]. - The company operates in over 65 countries and covers more than 90 percent of global GDP, serving major clients such as Amazon Web Services, Cisco, Google, Microsoft, and others [4]. - Bandwidth is recognized as a pioneer in the cloud communications sector, being the first global Communications Platform-as-a-Service (CPaaS) provider to offer a combination of composable APIs, AI capabilities, and an owner-operated network [4].

Core Viewpoint - Bandwidth Inc. announced its financial results for the first quarter ended March 31, 2025, highlighting its position as a leading global enterprise cloud communications company [1]. Company Overview - Bandwidth Inc. is a global cloud communications software company that provides voice calling, text messaging, and emergency services to enterprises [4]. - The company operates in over 65 countries and covers more than 90 percent of global GDP, serving major clients such as Amazon Web Services, Cisco, Google, Microsoft, and others [4]. - Bandwidth is recognized as the first and only global Communications Platform-as-a-Service (CPaaS) provider, offering a unique combination of composable APIs, AI capabilities, and a proprietary network [4]. Conference Call Details - A live webcast to discuss the financial results was scheduled for May 7, 2025, at 8:00 AM Eastern Time, with access available on the investor relations website [2]. - Dial-in numbers for the conference call were provided for both domestic and international participants [3]. - A replay of the conference call will be available until May 14, 2025, with specific dial-in information for accessing the replay [3].