Bandwidth BAND
Application Software UCaaS Infrastructure Software B2B SaaS DevOps/Dev Tools

Bandwidth trades at 1.6x EV/NTM revenue on a $1.4B enterprise value. Revenue grew 22.2% year over year to $219.9M in the quarter ending June 2026, an annual run rate of $879.0M. Bandwidth reports net dollar retention of 107%, a 35.7% gross margin, and 19.9-month CAC payback.

ARR ($M)
879
Net Dollar Retention
107%
ARR Growth
22.1%
EV / NTM Revenue
1.6x
Payback Period
19.9
EV / Run Rate
1.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 49.0
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2000
IPO Year: 2017
% of 52 wk High: 62%
Description
Bandwidth is a Communications Platform as a Service company. They sell software application programming interfaces for voice and messaging, using their own IP voice network
Reporting Notes
Publishes full-time employee count in 10-K under Employees. NDR and Customer count are published in 10-Qs under Key Performance Indicators and Management's Discussion and Analysis.
Categories
Application Software UCaaS Infrastructure Software B2B SaaS DevOps/Dev Tools
Valuation
Market Cap: 1,576.859
Enterprise Value: 1,402.502
EV / Revenue Run Rate: 1.6x
EV / NTM Revenue: 1.6x
EV / 2026 Revenue Estimates: 1.6x
EV / 2027 Revenue Estimates: 1.5x
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: 107%
Customers: --
ARR: 879
ARR Growth %: 22%
ARR/Customer ($K): --
ARR/Employee ($K): 799
Revenue
Revenue Run Rate: 879
ARR: 879
2026 Revenue Estimates: 891
2027 Revenue Estimates: 941
2028 Revenue Estimates: --
LTM Revenue: 828
Last Year Run Rate: 720
Growth
Revenue Growth: 22%
ARR Growth: 22%
Growth Persistence: 600%
2026 Revenue Growth Estimates: 18%
2027 Revenue Growth Estimates: 6%
2028 Revenue Growth Estimates: --
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Bandwidth growing?

Bandwidth grew revenue 22.2% year over year, reaching $219.9M in the quarter ending June 2026.

What multiple does Bandwidth trade at?

Bandwidth trades at 1.6x EV/NTM revenue and 1.6x EV/run-rate, on an enterprise value of $1.4B.

Is Bandwidth profitable?

For Bandwidth, operating income was -$4.6M last quarter and LTM free cash flow margin is 8.1%.

What is Bandwidth's net dollar retention?

Bandwidth reports net dollar retention of 107%, measuring revenue expansion within its existing customer base.

How long does it take Bandwidth to pay back CAC?

Bandwidth recovers customer acquisition cost in about 19.9 months.

What sector is Bandwidth in?

Public Comps classifies Bandwidth under Application Software, UCaaS, Infrastructure Software, B2B SaaS, and DevOps/Dev Tools.

Where does Public Comps get Bandwidth's data?

Figures come from Bandwidth's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.