8X8 INC /DE/ (EGHT) Company Report

8x8 has significantly reduced its debt by approximately 41% since August 2022, from $558 million, and has generated positive cash flow from operations for 19 consecutive quarters. This debt reduction has also lowered interest expense by about $10 million annually.
The company has achieved year-over-year revenue growth in the last two quarters, with its service business growing almost 6% year over year when excluding the impact of the Fuze acquisition.
Usage-based revenue now constitutes 19% to 20% of service revenue, an increase from 13% last year, driven by new AI-based products, and is expected to continue growing as a proportion of total revenue.
8x8 is nearing completion of the Fuze acquisition integration by the end of the calendar year, which is anticipated to eliminate associated revenue headwinds, and continues to invest approximately 15% of non-GAAP revenue in R&D for product-led growth, including AI-driven offerings.
The capital allocation strategy primarily focuses on debt paydown to enhance financial flexibility for future investments or M&A, and the company also executed an opportunistic small stock buyback.

3 days ago

Transcript

8x8 CFO Highlights Debt Reduction and Usage Revenue Growth

EGHT

Revenue Acceleration/Inflection

New Projects/Investments

8x8 has significantly reduced its debt load by approximately 41% since August 2022, when it was $558 million, and has generated positive cash flow from operations for 19 consecutive quarters. This debt reduction is expected to decrease interest expense by about $10 million annually.
The company has achieved year-over-year revenue growth in the last two quarters, ending an "eight-quarter drought" primarily due to headwinds from the Fuze acquisition, which are expected to conclude by the end of the calendar year.
Usage-based revenue has grown to almost 20% of service revenue from approximately 13% last year, driven by new AI-based and consumption-based products, and has seen eight or nine quarters of successive growth.

3 days ago

Transcript

8x8 Discusses Debt Reduction, Revenue Growth, and AI Strategy

EGHT

Debt Issuance

Revenue Acceleration/Inflection

New Projects/Investments

8x8 has significantly reduced its debt by approximately 41% since August 2022, from $558 million, and has achieved positive cash flow from operations for 19 consecutive quarters.
The company has reported year-over-year revenue growth in the last two quarters, following an approximate eight-quarter drought, with Fuze acquisition headwinds expected to conclude by the end of the calendar year.
Usage-based revenue has grown substantially, now accounting for 19% to 20% of service revenue, an increase from 13% last year, driven by new AI-based products and a focus on multi-product customers.

3 days ago

Transcript

8x8 Reports Surge in AI Adoption and Platform Innovation

EGHT

Revenue Acceleration/Inflection

New Projects/Investments

Product Launch

8x8 Intelligent Customer Assistant customer contracts increased 59% year-over-year in Q2 FY26, with AI interactions growing 167% year-over-year and voice AI interactions surging 592% year-over-year.
Total 8x8 communication API customer interactions grew over 24% in Q2 FY26 compared to the prior year, driven by significant increases in messaging (181% year-over-year) and voice interactions (5X year-over-year).
In Q2 FY26, 8x8 introduced several AI-forward innovations, including native transcription in 8x8 Work, 8x8 Workforce Management, live summarizations for voice, and real-time active calls reporting.
The company secured new customer wins in Q2 FY26 across various sectors, including European healthcare, a UK non-profit, a U.S. regional financial service provider, and a global professional services company.

Nov 6, 2025, 2:00 PM

Press Release

8x8 Reports Q2 2026 Revenue and Operating Margin Growth

EGHT

Earnings

Guidance Update

Revenue Acceleration/Inflection

8x8 reported Q2 2026 total revenue of $184 million, a 1.7% year-over-year increase, and service revenue of $179 million, up 2.3% year-over-year.
The company achieved a Non-GAAP operating margin of 9.4% and generated $8.8 million in cash flow from operations in Q2 2026, marking its 19th consecutive quarter of positive operating cash flow.
Business highlights include 11% year-over-year growth in customers with 3+ products, which now contribute over one-third of recurring revenue (excluding usage revenue), and a more than 5x year-over-year increase in Voice AI Interactions.
For FY 2026, 8x8 updated its guidance, projecting total revenue between $712 million and $726 million and a Non-GAAP operating margin between 8.5% and 9.5%.

Nov 4, 2025, 10:00 PM

Presentation

EGHT Reports Strong Q2 2026 Results and Updates Full-Year Guidance

EGHT

Earnings

Guidance Update

Revenue Acceleration/Inflection

For Q2 2026, EGHT reported total revenue of $184.1 million and service revenue of $179.1 million, both exceeding the high end of guidance by approximately $4 million. Non-GAAP fully diluted EPS was $0.09 per share, and cash flow from operations was $8.8 million, also above guidance.
The company updated its full fiscal year 2026 guidance, anticipating total revenue between $712 million and $726 million and non-GAAP fully diluted EPS in the range of $0.31-$0.33.
EGHT continued its strategic shift towards usage-based offerings, with usage revenue comprising approximately 19% of service revenue in Q2 2026, up from 13% in Q2 2025. The company also significantly reduced its debt principal by $224 million (41%) since August 2022.
The company is actively deploying AI technologies internally and for customers, noting that AI is sold on a consumption-based model. While facing pricing pressure and seat rationalization, particularly in the U.S., EGHT is offsetting these with new products and faster growth in international markets, which account for almost 40% of its business.

Nov 4, 2025, 10:00 PM

Transcript

8x8, Inc. Announces Second Quarter Fiscal Year 2026 Financial Results

EGHT

Earnings

Guidance Update

Revenue Acceleration/Inflection

8x8, Inc. reported total revenue of $184.1 million and service revenue of $179.1 million for the second quarter of fiscal year 2026, marking its second consecutive quarter of year-over-year revenue growth.
The company achieved GAAP net income of $0.8 million and Non-GAAP net income of $13.1 million for the quarter, with GAAP net income per share (basic) of $0.01 and Non-GAAP net income per share (diluted) of $0.09.
Cash flow from operations was $8.8 million, representing the 19th consecutive quarter of positive cash flow, and total debt has been reduced by $224 million (approximately 41%) since August 2022.
For the third quarter of fiscal year 2026, 8x8 projects total revenue in the range of $177 million to $182 million and service revenue in the range of $172 million to $177 million.

Nov 4, 2025, 9:11 PM

8-K

8x8, Inc. Announces Second Quarter Fiscal Year 2026 Financial Results

EGHT

Earnings

Guidance Update

Management Change

8x8, Inc. reported total revenue of $184.1 million for the second quarter of fiscal year 2026, an increase from $181.0 million in the second quarter of fiscal 2025, with service revenue reaching $179.1 million.
The company achieved GAAP net income of $0.8 million and non-GAAP net income of $13.1 million for Q2 FY2026, compared to a GAAP net loss of $14.5 million and non-GAAP net income of $12.1 million in the prior year period.
This quarter marks the 19th consecutive quarter of positive cash flow from operations, which stood at $8.8 million.
For the third quarter of fiscal year 2026, 8x8 expects total revenue to be in the range of $177 million to $182 million, and for the full fiscal year 2026, total revenue is projected between $712 million and $726 million.
The company appointed Stephen Hamill as Chief Revenue Officer and reduced its total debt by $224 million, or 41%, since August 2022, including a $10 million early term loan payment in Q2 FY2026.

Nov 4, 2025, 9:05 PM

Press Release

Hut 8 Announces New Site Development

EGHT

New Projects/Investments

Debt Issuance

Guidance Update

Hut 8 Corp. announced plans to develop four new sites across the U.S., reclassifying 1,530 MW of capacity into "Capacity Under Development".
This expansion is projected to increase Hut 8's total platform capacity under management to over 2.5 gigawatts across 19 sites upon commercialization.
The company reported $2.4 billion in liquidity as of August 25, 2025, including 10,278 Bitcoin valued at approximately $1.2 billion, to finance the expansion.
The new sites aim to diversify Hut 8's geographic footprint and meet growing demand for energy-intensive use cases.

Aug 26, 2025, 10:30 AM

Press Release

8x8 Enhances CX Platform with New AI Capabilities and Reports Strong AI/API Adoption

EGHT

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

8x8, Inc. has introduced new AI-powered enhancements to its CX Platform in Q1 FY26, including 8x8 Smart Assist + Conversation Intelligence, 8x8 Secure Pay, and enhanced 8x8 Intelligent Customer Assistant features.
Customer contracts for 8x8 Intelligent Customer Assistant grew 75% year-over-year in Q1 FY26, with overall AI interactions increasing 150% year-over-year.
Total 8x8 communication API customer interactions rose over 39% in Q1 FY26 compared to FY25 Q1, with messaging interactions specifically increasing over 220% year-over-year.
The company reported notable new customer wins in Q1 FY26, highlighting the platform's adaptability across diverse industries and regions.

Aug 6, 2025, 1:00 PM

Press Release

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