10-QSoftware

BANDWIDTH INC.

BAND · Period ending 2026-03-31 · Filed 2026-04-30

Valuation

Software
Live · Yahoo Finance

Price

$58.74

52-Week Range

$12.50$58.74 now$79.08

Decision Context

Altman Z-Score indicates financial distress risk. Review debt levels and cash runway before any position sizing decision.

Based on filing period ending Mar 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

BAND vs

Macro Context

SWOT Analysis — BAND

Inflationary Boom
Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

Strengths

  • Revenue: $204.1M (+25.3% YoY) — Revenue grew 25% — the company sold more goods or services than the prior year.

  • Operating Cash Flow: $89.5M (+6.7% YoY) — Operating cash flow grew 7% — the business generated more cash from day-to-day operations.

  • Total Assets: $1.1B (+6.4% YoY) — Total assets grew 6% — the company's resource base expanded.

Weaknesses

  • Net Income: -$12.9M (-97.9% YoY) — The company posted a net loss — total expenses exceeded total revenue.

  • EPS (Diluted): $-0.43 (-79.2% YoY) — Negative EPS — the company recorded a loss on a per-share basis.

  • R&D spending is 65% of revenue — heavy investment in future growth, but also a drag on current profitability.

Opportunities

No clear opportunities identified at this time.

Threats

  • Net loss of $12.9M — the company spent more than it earned. Investors should monitor the path to profitability.

  • Gross margin compressed by 27.2pp — input costs or pricing pressure is eroding profitability on each dollar of revenue.

Financial Charts

Revenue vs Net Income

Gross Profit vs Operating Income

Margin Trend

Year-over-Year Changes

Net Income

-$12.9M

was -$6.5M

−97.9%

The company posted a net loss — total expenses exceeded total revenue.

EPS (Diluted)

$-0.43

was $-0.24

−79.2%

Negative EPS — the company recorded a loss on a per-share basis.

Revenue

$204.1M

was $163.0M

+25.3%

Revenue grew 25% — the company sold more goods or services than the prior year.

Operating Cash Flow

$89.5M

was $83.9M

+6.7%

Operating cash flow grew 7% — the business generated more cash from day-to-day operations.

Total Assets

$1.1B

was $989.2M

+6.4%

Total assets grew 6% — the company's resource base expanded.

Risk Flags

1 high · 1 medium · 1 low
  • High

    Net loss of $12.9M — the company spent more than it earned. Investors should monitor the path to profitability.

  • Medium

    Gross margin compressed by 27.2pp — input costs or pricing pressure is eroding profitability on each dollar of revenue.

  • Low

    R&D spending is 65% of revenue — heavy investment in future growth, but also a drag on current profitability.

Price History

Technical Signals

Daily closes · 1-year data

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External Links

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Research BANDWIDTH INC.

Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.