
Business UpdateMay 12, 2026, 05:17 PM
Bandwidth Investor Presentation: AI, Global Platform, 18% Revenue Growth
AI Summary
Bandwidth Inc. filed an investor presentation for Q2 2026 conferences, highlighting its position as a global cloud communications leader. The presentation detailed its unique owned-and-operated platform, critical role in AI-driven voice and messaging, and strong financial performance. Key points included the partnership with Salesforce for its new Agentforce Contact Center, projected 18% total revenue growth for 2026, and significant debt reduction.
Key Highlights
- Salesforce selected Bandwidth as critical infrastructure for its new Agentforce Contact Center.
- Projects 18% total revenue growth year-over-year for 2026.
- Forecasts 31% Adjusted EBITDA growth year-over-year for 2026, reaching $122M.
- Achieved 58% non-GAAP gross margin in 2025, up from 55% in 2022.
- Reduced total long-term debt from $650M in 2021 to $150M by Q1 2026.
- Maintains over 99% customer name retention and 110% net retention rate.
- Operates a global network across ~70 countries with ~7,000 direct carrier connections.
- Processes over 150B messages and 55B minutes annually.