Bandwidth Highlights Solid Q4, Enterprise Wins, and AI Voice Focus

The communications platform provider reported record large-enterprise deals, increasing software services, and growing AI-driven voice applications.

Published on Feb. 24, 2026

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Bandwidth (NASDAQ:BAND) executives highlighted a 'solid' fourth quarter and a year of improved fundamentals on the company's fourth-quarter and full-year 2025 earnings call. They pointed to record large-enterprise deal activity, increasing contributions from higher-margin software services, and a growing role for AI-driven voice applications.

Why it matters

Bandwidth's focus on enterprise customers, software services, and AI-powered voice tools reflects broader industry trends as companies seek more reliable and innovative communications solutions. The company's progress in these areas could position it for continued growth and margin expansion.

The details

CEO David Morken said Bandwidth made steady progress in 2025 across revenue, profitability, and free cash flow. CFO Daryl Raiford characterized the fourth quarter as delivering 'solid revenue and record levels of profitability and free cash flow.' Management also discussed a newly authorized share repurchase program and provided full-year 2026 guidance calling for continued growth and margin expansion.

  • Bandwidth reported its fourth-quarter and full-year 2025 earnings on February 19, 2026.
  • The company expects political campaign messaging to contribute around 2.5% of cloud communications revenue in 2026, with limited impact in the first half of the year.

The players

Bandwidth

A cloud-based communications platform provider that offers voice, messaging, and emergency services APIs for enterprises and developers.

David Morken

The CEO of Bandwidth.

Daryl Raiford

The CFO of Bandwidth.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

Bandwidth's progress in enterprise deals, software services, and AI-powered voice applications highlights its ability to adapt to industry trends and deliver innovative communications solutions. The company's focus on these areas could drive continued growth and margin expansion in the years ahead.