)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Bandwidth
Bandwidth (BAND) investor relations material
Bandwidth Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved record Q4 and full-year 2025 results, with double-digit organic revenue growth, increased software mix, improved margins, and strong free cash flow.
Growth driven by accelerating Voice usage, AI-driven voice adoption, and large enterprise deals, with Maestro and Communications Cloud gaining traction.
Durable business model supported by long-term customer relationships, owned infrastructure, and expanding software services.
Entering 2026 with confidence in continued growth, margin expansion, and business model durability.
Board authorized an inaugural $80 million share repurchase program, reflecting confidence in growth and cash flow generation.
Financial highlights
Full-year 2025 revenue was $754M, up 10% organically year-over-year; cloud communications revenue was $561M, up 19% year-over-year, normalized.
Q4 2025 revenue was $208M; Q4 EBITDA margin reached 17%, and Q4 Adjusted EBITDA was $25M.
Non-GAAP gross margin expanded to 58% for 2025, up 100bps year-over-year.
Adjusted EBITDA for 2025 was $93M, up 14% year-over-year; free cash flow was $57M, representing a 10% margin.
Enterprise Voice revenue grew 21% for the year; Global Voice Plans revenue up 8%.
Outlook and guidance
2026 guidance: total revenue of $864M–$884M, representing 16% year-over-year growth, with 10% cloud communications growth.
Adjusted EBITDA expected at $117M–$123M, up 29% year-over-year, targeting a 20% full-year margin.
Non-GAAP EPS projected at $1.66–$1.74, up about 19%.
Political campaign messaging expected to contribute roughly 2.5% of cloud communications revenue in 2026, with most impact in the second half.
Q1 2026 revenue guidance: $200M–$203M; Adjusted EBITDA: $21M–$24M; non-GAAP EPS: $0.30–$0.32.
How does Maestro platform drive enterprise AI adoption
How will the $80M share repurchase be executed?
Elaborate on software services contribution to growth
Is 2026 the AI voice revenue inflection point?
Elaborate on the 'mile wide moat' components.
Software services: future growth and strategic role.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Bandwidth earnings date
Citizens JMP Technology Conference 20263 Mar, 2026
Bandwidth
Next Bandwidth earnings date
Citizens JMP Technology Conference 20263 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage