Bandwidth Q1 2026: Revenue Surges 20% to $209M Record, Stock Soars 37% as AI Voice Agents Move Past Pilot

GuruFocus·medium signal

Bandwidth posted record Q1 revenue of $209M (+20% YoY) and $26M adjusted EBITDA, beating EPS estimates by 31% ($0.38 vs $0.29 expected). AI voice agents are moving beyond pilot phase into full-scale production deployment on Bandwidth's carrier-grade network. The CPaaS provider expanded its partnership with Salesforce as infrastructure partner for Agentforce Contact Centre, and raised full-year guidance to $880-$900M revenue.