BAND Bandwidth (BAND) Q3 FY26 earnings call
Bandwidth demonstrated strong operating leverage with expanding gross profits and robust free cash flow generation. Strategic momentum is underpinned by accelerating adoption of the Maestro orchestration platform and high-value enterprise voice wins displacing legacy carriers. Management expressed heightened visibility for sustained expansion, raising full-year targets while actively deleveraging the balance sheet and retiring convertible debt.
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BAND operating KPIs by quarter
| KPI | Jun 2026 Q2 FY26 | This call Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Net retention rate | 107%Our reported net retention rate for the second quarter was 107 percent.Source: earnings call transcript | 113%Our reported net retention rate for the third quarter was 113%.Source: earnings call transcript | +6 pt |
| Commercial net retention rate | 113%Adjusted to normalize for the cyclical political campaign revenue impact, our commercial net retention rate was 113%, growing 3% sequentially.Source: earnings call transcript | 114%Adjusted to normalize for the cyclical political campaign revenue impact, our commercial net retention rate was 114%.Source: earnings call transcript | +1 pt |
| Customer name retention rate | 99%+Customer name retention rate remained above 99%, reflecting the mission critical nature of our communications cloud and the very low churn we have consistently delivered.Source: earnings call transcript | 99%+Customer name retention rate remained above 99%, reflecting the mission-critical nature of our Communications Cloud and the very low churn we consistently deliver.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.