Bandwidth Inc. filed a Current Report on Form 8-K on September 15, 2026, to furnish an updated investor presentation and provide guidance for the year 2026. The filing indicates that the company plans to utilize these materials during investor conferences in the third quarter of 2026. The presentation outlines the company's position as a global cloud communications leader and details its financial trajectory for the upcoming year.
According to the provided financial outlook, Bandwidth projects total revenue growth of 20% year-over-year for 2026. The company anticipates cloud communications revenue between $622 million and $626 million. The presentation also highlights an acceleration in profitability, with adjusted EBITDA growth projected at 33% for the same period. The adjusted EBITDA margin is expected to reach 20%.
On the balance sheet, the company reports a significant reduction in net leverage. As of the second quarter of 2026, net debt stood at 1.6x, down from 8.8x in 2022. The company also reported a free cash flow of $57 million for 2025, representing a substantial increase from negative free cash flow of $11 million in the first half of 2026.
The filing emphasizes the company’s competitive positioning, citing a 99% customer name retention rate and a 113% net retention rate as of June 30, 2026. The presentation details the company's expansion into international markets, specifically mentioning initial expansions in Europe, the UK, Australia, and New Zealand for its Maestro BYOC integration.
