For the quarter ended September 2025, Bandwidth (BAND) reported revenue of $191.9 million, down 1% over the same period last year. EPS came in at $0.36, compared to $0.43 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $189.9 million, representing a surprise of +1.05%. The company delivered an EPS surprise of -5.26%, with the consensus EPS estimate being $0.38.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Bandwidth performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net retention rate: 105% versus 110.6% estimated by two analysts on average.
- Geographic Revenue- International: $26.15 million versus $24.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
- Geographic Revenue- North America: $165.74 million versus the two-analyst average estimate of $165.77 million. The reported number represents a year-over-year change of -2.7%.
- Revenue- Messaging surcharges: $50.09 million compared to the $47.04 million average estimate based on three analysts.
- Revenue- Cloud communications: $141.81 million versus $143.27 million estimated by three analysts on average.
View all Key Company Metrics for Bandwidth here>>>
Shares of Bandwidth have returned +4.9% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Bandwidth Inc. (BAND): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
