### π WL β #BAND | AI Communications Infrastructure
#BAND β $54.61 | +8% | Approx. $100M newly invested by Hood River Capital in Q2 2026.
β’ Sept. 15: Expanded collaboration with **Salesforce (#CRM)** to support the global rollout of its native AI-powered Contact Center. ([Bandwidth][1])
β’ Q2 2026: Revenue **$220M, +22% YoY**; Adjusted EBITDA **$28M, +27% YoY**, with FY2026 guidance raised to **$900Mβ$910M revenue** and **$123Mβ$125M EBITDA**. ([Bandwidth][1])
β’ AI catalyst: Every Q2 customer win/expansion above $1M included **Maestro or AI services**, highlighting growing AI-driven demand.
β’ Institutional support: Hood River Capital newly bought **2.30M shares (~$103M invested)** in Q2; Marshall Wace also reported a BAND position.
β’ AI infrastructure: Bandwidth's Communications Cloud, Maestro and Build platform provide voice/messaging infrastructure for AI agents.
π Bottom Line: #BAND combines strong Q2 growth, raised FY2026 guidance, major Salesforce collaboration and increasing AI-driven demand, while the new Hood River position adds a notable institutional catalyst.
β οΈ Do your own DD.
[ThinkSabio](https://www.thinksabio.com?utm_source=chatgpt.com)
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