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Bandwidth (BAND) investor relations material
Bandwidth Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Q2 2025 revenue reached $180M, with Adjusted EBITDA of $22M, both exceeding expectations and up 17% year-over-year, driven by AI strategy, enterprise wins, and strong customer acquisition.
AI voice investments and Maestro platform adoption fueled $1M+ multiyear deals and differentiated enterprise offerings.
Channel partnerships and direct sales contributed to record deal volume, especially in regulated industries and healthcare.
Net retention rate improved to 112%, with customer name retention above 99% and record average annual revenue per customer at $230K.
Growth was offset by lower political messaging activity post-2024 U.S. election.
Financial highlights
Q2 2025 revenue: $180M, up 4–9% year-over-year normalized for political campaign revenue; cloud communications revenue up 8%.
Non-GAAP gross profit was $79M, up 11% year-over-year; Non-GAAP gross margin improved to 58–59%.
Adjusted EBITDA for Q2 2025 was $21.9M–$22M, up 17% year-over-year; free cash flow was $25.6M–$26M (19% margin).
Net retention rate at 112%; customer retention above 99%; average annual revenue per customer at $230K.
Non-GAAP net income for Q2 2025 was $11.8M, up from $8.7M year-over-year.
Outlook and guidance
Full-year 2025 revenue guidance raised to $745M–$760M, projecting 9–11% organic growth; Adjusted EBITDA outlook increased to $86M–$91M.
Q3 2025 revenue guidance is $189M–$191M; Adjusted EBITDA guidance for Q3 is $19M–$21M.
Confident in achieving second-half acceleration, margin expansion, and robust cash generation.
Explain AI voice integration momentum.
Assess impact of political messaging reduction.
How does Call Assure ensure resilience?
How does Maestro drive higher revenue per customer?
What's driving the growth in Global Voice Plans?
Explain the potential revenue multiplier from AI voice.
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Frequently asked questions
Bandwidth Inc. operates as a cloud-based software-powered communications platform-as-a-service provider in the United States. The company's platform allows enterprises to create, scale, and operate voice or text communications services across mobile application or connected device.
It serves healthcare, legal, finance, insurance, high tech, manufacturing, professional services and hospitality industries; businesses seeking to communicate with their customers nationwide; and software and Web developers building applications for CDMA, GSM or VoIP networks. Bandwidth Inc. was founded in 2000 and is headquartered in Raleigh, North Carolina.
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