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8X8 Inc (EGHT)
NASDAQ:EGHT
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.08Last Year’s EPS
0.08Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial positives: return to service revenue growth, record service revenue, rapid scaling of usage-based and AI-driven offerings, improved profitability (operating margin and EPS beats), substantial debt reduction, and raised guidance for the fiscal year. Key challenges include near-term revenue headwinds and churn from the Fuze migration, mix-driven gross margin pressure as usage-based revenue scales, seasonality in CPaaS, and a materially lower expected Q4 cash flow due to timing and higher interest payments. Management characterized the quarter as an inflection point but acknowledged execution work ahead to expand installed base and channel reach.Company Guidance
Return to Top-Line Growth and Record Service Revenue
Total revenue of $185.0M and service revenue of $179.7M, both exceeding the high end of guidance by approximately $3M. Service revenue grew ~3.4-3.6% year-over-year and marked the third consecutive quarter of YoY service revenue growth and an all-time record high for service revenue.
Rapid Growth in Usage-Based Offerings
Usage-based offerings (CPaaS APIs, digital channels, AI) grew nearly 60% year-over-year and accounted for ~21% of service revenue in Q3, up from ~14% in Q3 2025 (~7 percentage point increase).
Strong AI and Voice Momentum
Customer contracts for the intelligent customer assistant increased ~70% year-over-year. Voice AI interactions increased more than 200% and now represent the majority of AI interactions on the platform, driving higher usage and adoption.
Profitability and Cash Generation
Operating income of $21.7M and operating margin of 11.7%, substantially above guidance (9-10%). Net income of $17.1M and fully diluted non-GAAP EPS of $0.12, which was $0.03 above the high end of guidance. Operating cash flow was $20.7M for the quarter, continuing the twentieth consecutive quarter of positive operating cash flow.
Improved Gross Profit and Margin Visibility
Gross profit approximately $120M (about $3M above the midpoint-implied guidance). Q3 gross margin was 64.8%, with full-year gross margin guidance updated to 65-66% reflecting the current mix.
Balance Sheet Strength and Debt Reduction
Ended the quarter with $88.2M in cash. Since August 2022, reduced debt principal by $224M (41%), resulting in interest expense down more than 20% YoY for Q3 and annualized interest expense reduced by over 50% versus H2 FY2023.
Product and Commercial Momentum
Four strategic new products grew triple-digits year-over-year (including 8x8 Engage, one of the fastest-growing products). All top 20 customers now use multiple products (most 3+), and customers with 3+ products generate more than 3x the revenue of customers with two products. Total contact center seats were up both quarter-over-quarter and year-over-year.
Guidance Raised and FY 2026 Update
Raised Q4 implied revenue and operating margin guidance by about $7M versus prior implied midpoint. Updated FY2026 service revenue guidance to $708.6M–$713.6M (≈$12M above prior midpoint) and total revenue to $729M–$734M (≈$12.5M above prior midpoint).
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 |
|---|---|---|---|
Feb 03, 2026 | $1.66 | ― | ― |
Nov 04, 2025 | $1.77 | $2.20 | +24.29% |
Aug 05, 2025 | $1.91 | $1.76 | -7.85% |
May 19, 2025 | $1.80 | $1.80 | 0.00% |
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 May 13, 2026, After Close (Confirmed).
What is 8X8 Inc (EGHT) earnings time?
8X8 Inc (EGHT) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EGHT EPS forecast?
EGHT EPS forecast for the fiscal quarter 2026 (Q4) is 0.08.