8x8, Inc. (NASDAQ: EGHT) is a leading provider of Software-as-a-Service (SaaS) solutions that integrate communication and collaboration tools for businesses. The company offers a unified platform that combines voice, video, messaging, and contact center services to enhance employee productivity and customer engagement. Its products are designed to meet the needs of small businesses, mid-market enterprises, and public sector organizations globally, with a focus on scalability, security, and data-driven insights.
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Service Revenue - Provides subscription-based communication solutions, including voice, video, messaging, and contact center services, tailored to meet the needs of businesses of all sizes. These services are offered through tiered functionality levels (e.g., X1 through X8) and include both committed and uncommitted platform usage.
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Other Revenue - Includes professional services and product sales, such as hardware and implementation support, to complement the company's communication solutions.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Hunter Middleton Executive | Chief Product Officer | None | Hunter Middleton joined 8x8 in March 2018 and became Chief Product Officer in August 2021. He has led product management and design initiatives. | |
Kevin Kraus Executive | Chief Financial Officer | None | Kevin Kraus became CFO in June 2023, having joined 8x8 in October 2019 as SVP of Finance. He played a key role in driving operational efficiency and profitable growth. | |
Laurence Denny Executive | Chief Legal Officer | None | Laurence Denny is the Chief Legal Officer, confirmed in recent filings. Specific start date and achievements are not detailed in the documents. | |
Samuel Wilson Executive | Chief Executive Officer | None | Samuel Wilson has been the CEO since May 26, 2023, after serving as Interim CEO. He joined 8x8 in September 2017 and has held various leadership roles, including CFO and Chief Customer Officer. | View Report → |
Suzy Seandel Executive | Chief Accounting Officer | None | Suzy Seandel has been the CAO since May 2022, bringing extensive accounting expertise from previous roles at Barracuda Networks and Cavium. | |
Alison Gleeson Board | Director | Board Member at Elasticsearch B.V. and ZoomInfo Technologies, Inc. | Alison Gleeson joined the Board in August 2021, bringing expertise from her role as SVP at Cisco Systems. | |
Andrew Burton Board | Director | President and COO at Rapid7, Inc. | Andrew Burton joined the Board in June 2024. He is also President and COO at Rapid7, overseeing global operations. | |
Elizabeth Theophille Board | Director | CEO of EHT Consulting GmbH; Board Member at SoftwareOne | Elizabeth Theophille has been a director since 2019, with a focus on IT transformation and digital strategy. | |
Jaswinder Pal Singh Board | Chairman of the Board | Professor at Princeton University; Chairman and Co-Founder of Gwynnie Bee, Inc. | Jaswinder Pal Singh has been a director since 2013 and Chairman since December 2020. He is a professor at Princeton and co-founder of Gwynnie Bee. | |
Monique Bonner Board | Director | Board Member at Agero, Inc. and Leaf Home; Founder of Addison West | Monique Bonner has been a director since 2018, with extensive marketing leadership experience, including as CMO at Akamai. | |
Todd Ford Board | Director | Board Member at HashiCorp, Inc. and Arctic Wolf Networks, Inc. | Todd Ford has been a director since 2019, with a background in financial leadership and SaaS business scaling. |
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You mentioned retaining approximately 60% of revenue when migrating Fuze customers to the 8x8 platform; can you explain why the retention rate isn't higher and what specific actions you're taking to improve customer retention during this transition?
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Given your plans for strategic investments in fiscal 2026 that will lower non-GAAP operating margins, can you provide more details on the expected return on these investments and how they will specifically strengthen your market position and accelerate long-term revenue growth?
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With ongoing headwinds in the UCaaS market and fluid market dynamics, how do you plan to drive growth and differentiate your offerings in such a competitive environment?
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Considering the significant foreign exchange headwinds impacting your revenue guidance, what strategies are you implementing to mitigate currency risks and manage these fluctuations moving forward?
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Despite your progress in debt reduction and strong cash flow generation, can you share your target debt level and elaborate on how you balance further debt repayments with the need to invest in growth initiatives?
Research analysts who have asked questions during 8X8 INC /DE/ earnings calls.
Meta Marshall
Morgan Stanley
3 questions for EGHT
Michael Funk
Bank of America
3 questions for EGHT
Peter Levine
Evercore ISI
3 questions for EGHT
Catharine Trebnick
Rosenblatt Securities
2 questions for EGHT
Josh Nichols
B. Riley Financial
2 questions for EGHT
Ryan Koontz
Needham & Company, LLC
2 questions for EGHT
Ryan MacWilliams
Barclays
2 questions for EGHT
Sitikantha Panigrahi
Mizuho
2 questions for EGHT
Andrew King
Rosenblatt Securities
1 question for EGHT
James Faucette
Morgan Stanley
1 question for EGHT
Michael Berg
Wells Fargo & Company
1 question for EGHT
Michael Turrin
Wells Fargo
1 question for EGHT
Ronit Shah
Wells Fargo
1 question for EGHT
Siti Panigrahi
Mizuho Securities
1 question for EGHT
William Power
Baird
1 question for EGHT
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Competes in the cloud communications industry, offering overlapping services such as voice, video meetings, chat, team messaging, contact center, and enterprise-class application program interface solutions. | |
Genesys Telecommunications Laboratories, Inc. | Provides cloud service solutions that overlap with offerings in voice, video meetings, chat, team messaging, contact center, and enterprise-class application program interface solutions. |
Operates in the cloud communications space, competing in areas such as video meetings, voice, and team collaboration. | |
Vonage Holdings Corp. | Acquired by Ericsson, competes in cloud communications with services overlapping in voice, video meetings, and contact center solutions. |
Competes in the contact center as-a-service market, overlapping with offerings in cloud-based communication solutions. | |
NICE inContact, Inc. | Provides cloud-based contact center solutions, competing in overlapping markets with voice and customer engagement services. |
Talkdesk, Inc. | Operates in the cloud contact center market, competing with similar solutions for customer engagement and communication. |
Competes in the communications platform as-a-service market, offering APIs for voice, messaging, and video integration. | |
Avaya, Inc. | A legacy on-premises communications equipment provider that competes with cloud-based communication solutions. |
A legacy provider of on-premises communications equipment, competing in areas such as voice and video communication. | |
Mitel Networks Corp. | Competes as a legacy provider of on-premises communications equipment, overlapping with cloud-based communication services. |
Competes in the cloud communications industry with offerings like Google Voice and Google Meet, targeting voice and video meeting solutions. | |
Operates in the cloud communications space, potentially expanding its offerings to compete with unified communication solutions. | |
Invests significantly in its Microsoft Teams product, competing in unified communication and collaboration solutions. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Fuze, Inc. | 2022 | The acquisition by 8x8, Inc. was valued at $213.8 million (comprising $132.9 million in cash and $80.9 million in common stock), strategically aimed at expanding its enterprise customer base and accelerating innovation on the XCaaS platform while acquiring key capabilities—including customer relationships and developed technology—and assuming $75.5 million in liabilities; integration into 8x8’s operations began in Q4 FY 2022. |
Recent press releases and 8-K filings for EGHT.
- 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.
- 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%.
- 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.
- 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.
- 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.
- 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.
- 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.
- 8x8 Inc. reported Q1 2026 financial results, with service revenue of $176.3 million and total revenue of $181.4 million, marking the first year-over-year growth in service and total revenue in nine quarters.
- The company achieved GAAP operating profit for the fourth consecutive quarter with a 0.3% GAAP operating margin, and recorded its 18th consecutive quarter of positive cash flow from operations totaling $11.9 million.
- For Q2 2026, 8x8 Inc. provided guidance including total revenue between $175 million and $180 million and Non-GAAP diluted EPS between $0.06 and $0.08.
- The updated FY 2026 guidance projects total revenue between $706 million and $720 million and Non-GAAP diluted net income per share between $0.28 and $0.33. The company also repurchased 1 million shares of common stock for approximately $1.8 million in Q1 2026.
- Q4 2025 performance: Total revenue reached $177M with service revenue of approximately $171.6M–$172M, including adjustments for former Fuze impacts .
- Fiscal year 2025 highlights: Achieved total revenue of $715.1M, service revenue of about $692.9M, and GAAP operating income improved to $15.2M from a prior loss .
- Strong financial execution: 17 consecutive quarters of positive operating cash flow, a $15M term loan prepayment, and a 38% reduction in debt since its 2022 peak .
- Strategic transformation: Accelerated core business with 4.6% growth excluding Fuze revenue, reduced Fuze’s contribution to under 5% of service revenue, and invested in new products including integrated communications APIs, AI enhancements, and omnichannel solutions .
- Operational and product growth: Voice AI interactions surged nearly 75% from Q3 2025, alongside a 13% increase in customers using three or more products .
- Forward guidance: Fiscal Q1 2026 guidance projects service revenue of $170M–$175M, supporting nearly 5% YoY growth excluding former Fuze revenue .