10-Q · February 4, 2026
8x8 reported quarterly revenue of $185,050 (in thousands) and GAAP diluted EPS of $0.04 for the three months ended December 31, 2025. Revenue increased versus the prior-year quarter ($178,882 in Q3 FY2024) and operating…
Earnings analysis · 10-K
EGHT earnings analysis
Filed May 22, 2026 · Our reading of the company's report
The latest report
8x8 Inc. posted a solid fiscal year 2026, achieving a service revenue of $715.3 million, growth driven by a strong increase in usage-based revenue. The completion of upgrades for all former Fuze customers enabled…
Read full summary
8x8 Inc. posted a solid fiscal year 2026, achieving a service revenue of $715.3 million, growth driven by a strong increase in usage-based revenue. The completion of upgrades for all former Fuze customers enabled significant operational efficiencies and profitability, with the company reporting net income of $1.6 million for the year, compared to a significant net loss in the previous year. Nevertheless, the firm faces ongoing challenges with customer churn and intensifying competition in the cloud communications sector.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.01
- Segment
- Service Revenue
- Segment
- Other Revenue
What stood out
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Service Revenue Growth
Service revenue reached $715.3 million in FY2026, an increase of 3.2% year-over-year.
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Net Income Achieved
Net income attributable to 8x8 was $1.6 million for fiscal 2026, recovering from a loss of $27.2 million in fiscal 2025.
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Increase in Usage Revenue
Revenue from usage-based services surged by 56% in FY2026, reflecting heightened customer engagement.
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Debt Reduction Strategy
Total debt decreased by 43% year-over-year, with a focus on managing and reducing liabilities.
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Operational Efficiency Improvements
Completed platform upgrades for all legacy Fuze customers, enhancing operational efficiencies and service delivery.
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Cash Flow Generation
Net cash provided by operating activities was $55.8 million in FY2026.
What to watch
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High Customer Churn Rates
Ongoing customer churn remains a concern, potentially impacting future revenue growth and stability.
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Rising Competition in Cloud Services
The market for cloud communications is increasingly competitive, with significant threats from larger players and emerging AI-focused companies.
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Reliance on AI Adoption
The shift towards AI in cloud solutions presents risks if customer expectations are not met, especially as usage-based revenue becomes a larger part of the business model.
Management's outlook
Revenue outlook for FY2027 projected between $727 million and $747 million, with EPS guidance between $0.08 and $0.09.
Earlier filings 4
10-Q · November 5, 2025
8x8 reported a modest revenue increase to $184.1M for the three months ended September 30, 2025, with diluted EPS turning positive to $0.01 versus a $(0.11) loss a year ago. Gross margin compressed materially to 64.8%…
10-Q · August 6, 2025
8x8 reported revenue of $181,361,000 for the quarter ended June 30, 2025, up $3,214,000 (+1.8%) versus the prior-year quarter. Gross profit was essentially flat at $120,440 (gross margin ~66.4%) and the company moved to…
10-K · May 22, 2025
8x8 positions itself around an AI-powered, unified "Platform for CX" that combines CCaaS, UCaaS and CPaaS and emphasizes go-to-market focus on mid-market and public sector customers. Revenue appears broadly stable…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.