🐦 推特Wall St EngineCodex · 实盘不做把握 7/10
北京时间·🕒 发布 19:07:19时区推断·⟳ 抓取 19:07:42·⚡ 决策 07-29 19:09:27 +1m45s·90.3 天前
Bandwidth二季度收入和EBITDA超预期并上调全年收入指引
本次财报收入220百万美元高于217百万美元预期，Q3和全年收入指引也高于一致预期，方向上偏正面。
📄 原文Wall St Engine@wallstengine↗ 原文
BANDWIDTH $BAND Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $220M (Est. $217.0M) 🟢; +22% YoY 🔹 Adj. EPS: $0.37 (Est. $0.36) 🟢;…
不做 Bandwidth（BAND.US）
近72小时已处理库命中07-29 04:07同一Bandwidth二季度财报与上调收入指引催化；当前推文未提供新增事实，避免重复出卡和重复交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 high ↗
关键理由
- 本次财报收入220百万美元高于217百万美元预期，Q3和全年收入指引也高于一致预期，方向上偏正面。
- 调整后EPS当季仅小幅高于预期，全年EPS指引1.71-1.79美元低于1.80美元预期，利润端没有形成明确超预期。
- 同一Bandwidth二季度财报催化已在近72小时处理库中命中，当前推文只是同一事件的社媒转述，不应重复出卡。
主要风险
- BAND.US盘前已按财报交易下跌约8.6%，说明市场更重视利润指引或此前预期过高。
- 财报事件属于排期披露，且公司近5日已跌约26.9%，当前不是低扩散新催化窗口。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中Bandwidth本次财报的额外正面解读或可改变重复判定的新事实。
检索:Bandwidth BAND Q2 2026 earnings revenue guide AI communications recent risks
工具调用 · 历史记录,结果未知(3 种)
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原文全文
展开原文 · 1,040 字
BANDWIDTH $BAND Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $220M (Est. $217.0M) 🟢; +22% YoY
🔹 Adj. EPS: $0.37 (Est. $0.36) 🟢; -3% YoY
🔹 Adjusted EBITDA: $28M; +27% YoY
Q3 Guide:
🔹 Revenue: $231-$235 (Est. $224.0M) 🟢
🔹 Adj. EPS: $0.45-$0.49 (Est. $0.46) 🟡
🔹 Adjusted EBITDA: $32-$34
Raises FY26 Guide:
🔹 Revenue: $900-$910 (Est. $890.9M) 🟢
🔹 Adj. EPS: $1.71-$1.79 (Est. $1.80) 🔴
🔹 Adjusted EBITDA: $123-$125
Other Q2 Metrics:
🔹 Non-GAAP Gross Margin: 59%
🔹 Free Cash Flow: $24M
Comments:
🔸 “As adoption of AI-enabled communications accelerates, we believe our global Communications Cloud, Maestro orchestration platform, and growing portfolio of trust capabilities position us to expand our leadership, capture a larger share of the AI communications stack, and create durable long-term shareholder value.”
🔸 “With growing visibility from recent enterprise customer wins, continued momentum in AI-enabled communications, and a strengthened balance sheet, we are again raising our full-year 2026 outlook for both revenue and Adjusted EBITDA.”
🔹 Revenue: $220M (Est. $217.0M) 🟢; +22% YoY
🔹 Adj. EPS: $0.37 (Est. $0.36) 🟢; -3% YoY
🔹 Adjusted EBITDA: $28M; +27% YoY
Q3 Guide:
🔹 Revenue: $231-$235 (Est. $224.0M) 🟢
🔹 Adj. EPS: $0.45-$0.49 (Est. $0.46) 🟡
🔹 Adjusted EBITDA: $32-$34
Raises FY26 Guide:
🔹 Revenue: $900-$910 (Est. $890.9M) 🟢
🔹 Adj. EPS: $1.71-$1.79 (Est. $1.80) 🔴
🔹 Adjusted EBITDA: $123-$125
Other Q2 Metrics:
🔹 Non-GAAP Gross Margin: 59%
🔹 Free Cash Flow: $24M
Comments:
🔸 “As adoption of AI-enabled communications accelerates, we believe our global Communications Cloud, Maestro orchestration platform, and growing portfolio of trust capabilities position us to expand our leadership, capture a larger share of the AI communications stack, and create durable long-term shareholder value.”
🔸 “With growing visibility from recent enterprise customer wins, continued momentum in AI-enabled communications, and a strengthened balance sheet, we are again raising our full-year 2026 outlook for both revenue and Adjusted EBITDA.”
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