Bandwidth (BAND) reported $207.67 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.1%. EPS of $0.35 for the same period compares to $0.37 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $207.17 million, representing a surprise of +0.24%. The company delivered an EPS surprise of -0.71%, with the consensus EPS estimate being $0.35.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Bandwidth performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- International: $27.78 million versus the two-analyst average estimate of $27.9 million. The reported number represents a year-over-year change of +23.6%.
- Geographic Revenue- North America: $179.88 million versus the two-analyst average estimate of $178.81 million. The reported number represents a year-over-year change of -4.1%.
- Revenue- Messaging surcharges: $57.41 million compared to the $56.83 million average estimate based on four analysts. The reported number represents a change of -12.9% year over year.
- Revenue- Cloud communications: $150.26 million compared to the $150.36 million average estimate based on four analysts. The reported number represents a change of +4.3% year over year.
View all Key Company Metrics for Bandwidth here>>>
Shares of Bandwidth have returned -4.6% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Bandwidth Inc. (BAND): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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