Bandwidth shares soared 85.4% following Q1 2026 results, as investors responded to record revenue, raised full-year guidance, and high-profile strategic wins—particularly the expanded partnership with Salesforce's AI-driven platform.
- Delivered Q1 revenue of $209 million, up 20% year-over-year, and record first-quarter adjusted EBITDA of $26 million.
- Management raised full-year 2026 outlook based on first-quarter outperformance.
- Highlighted a significant new deal as Salesforce selected Bandwidth as the critical infrastructure partner for its next-generation Agentforce contact center offering.
- Secured two additional $1 million+ wins in financial services, both involving legacy provider displacements and integration with Bandwidth’s Maestro platform.
- Management emphasized structural advantages in enabling AI-powered, mission-critical communications, with platform penetration expanding into CRM and highly regulated verticals.
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