8x8 Inc (EGHT)
NASDAQ:EGHT
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.09Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial progress — four consecutive quarters of revenue growth, the first GAAP profitable fiscal year since 2015, robust product launches (8x8 Engage, AI Studio), significant usage-revenue growth (>70% YoY and now ~23% of service revenue), margin-aware operating discipline (10.7% operating margin in Q4), meaningful debt reduction (~43% from peak), and guidance that preserves profitability and cash flow. Offsetting these positives are margin pressure from a growing (but lower-margin) usage mix, limited visibility and quarter-to-quarter variability in usage and AI costs, and remaining leverage on the balance sheet. Overall, the positives materially outweigh the risks cited by management.Company Guidance
Return to Growth and GAAP Profitability
8x8 delivered its fourth consecutive quarter of year-over-year revenue growth and reported its first GAAP profitable full fiscal year since 2015, demonstrating improved execution and operating discipline.
Quarterly Revenue and Service Revenue
Q4 total revenue was $185.2M with service revenue of $180.2M, representing approximately 4.65% year-over-year growth.
Rapid Expansion of Usage-Based Revenue
Usage-based revenue (CPaaS communications APIs, AI solutions, digital channels, telecom usage) grew more than 70% year-over-year and comprised ~23% of service revenue in Q4, up from ~14% a year ago (a +9 percentage point increase).
Strong Gross Profit and Margin
Gross profit was approximately $118.9M in Q4 with a gross margin of 64.2%; gross profit was ~$2M above the midpoint of Q4 guidance.
Operating Income and Margin Outperformance
Operating income was $19.8M in Q4, yielding a 10.7% operating margin — well above the high end of guidance — with operating expenses down 5% year-over-year for the quarter (full fiscal year operating expenses down ~3%).
Net Income, EPS, and Cash Flow Beats
Net income was $16.6M and fully diluted non-GAAP EPS was $0.11 (beating the high end of guidance by $0.03). Cash flow from operations was $14.4M for the quarter, significantly above guidance.
Balance Sheet Strengthening and Debt Reduction
Cash and cash equivalents were $93.3M at quarter end (up ~$6.4M sequentially). Principal debt outstanding declined to ~$323.9M in Q4 and a $14.5M principal payment in April reduced the balance to ~$309.4M entering FY Q1 27 — a ~43% reduction from the August 2022 peak of $548M.
Lower Interest Expense
Trailing 12-month cash interest paid fell approximately 51% from fiscal 2024 to fiscal 2026 (from ~$35.6M to ~$17.3M), reducing leveraging costs materially.
Product and Platform Milestones
Launched GA of 8x8 Engage (extending CX beyond contact center) and introduced AI Studio (native agentic AI for voice and digital agents), expanded analytics, authentication, CRM integrations, and orchestration capabilities.
Strategic Partnerships, Acquisitions, and Customer Wins
Expanded partner ecosystem (Synflow AI, Maven Labs, CallRoute), and secured notable customer wins including a U.S. insurance company (full UCaaS/CCaaS replacement), a multi-location healthcare org (omnichannel patient communications), a UK automotive retailer (UC + contact center), and a Philippine bank (authentication/fraud prevention).
Forward Guidance Emphasizes Profitability and Cash Flow
Fiscal Q1 27 guidance: service revenue $175–180M, total revenue $180–185M, gross margin 63.5–64.5%, operating margin 8.5–9.5%, EPS $0.08–0.09, cash flow $10–12M. Fiscal 27 full-year guidance: service revenue $707–727M, total revenue $727–747M, gross margin 62.5–63.5%, operating margin 9–10%, EPS $0.33–0.38, and cash flow $45–52M.
EGHT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EGHT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 19, 2026 | $2.41 | ― | ― |
Feb 03, 2026 | $1.66 | $2.44 | +46.99% |
Nov 04, 2025 | $1.77 | $2.20 | +24.29% |
Aug 05, 2025 | $1.91 | $1.76 | -7.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does 8x8 Inc (EGHT) report earnings?
8x8 Inc (EGHT) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is 8x8 Inc (EGHT) earnings time?
8x8 Inc (EGHT) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is EGHT EPS forecast?
EGHT EPS forecast for the fiscal quarter 2027 (Q1) is 0.09.