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Bandwidth (BAND) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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Bandwidth (BAND - Free Report) reported $208.78 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 19.8%. EPS of $0.38 for the same period compares to $0.36 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $201.45 million, representing a surprise of +3.64%. The company delivered an EPS surprise of +17.54%, with the consensus EPS estimate being $0.32.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Bandwidth performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net retention rate: 102% versus the two-analyst average estimate of 105.9%.
  • Geographic Revenue- International: $27.17 million versus the two-analyst average estimate of $25.61 million. The reported number represents a year-over-year change of +21%.
  • Geographic Revenue- United States: $181.62 million compared to the $168.2 million average estimate based on two analysts. The reported number represents a change of +19.7% year over year.
  • Revenue- Messaging surcharges: $58.63 million versus $50.86 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +43.8% change.
  • Revenue- Cloud communications: $150.16 million compared to the $146.61 million average estimate based on four analysts. The reported number represents a change of +12.5% year over year.

View all Key Company Metrics for Bandwidth here>>>

Shares of Bandwidth have returned +35% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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