8x8 Inc
F:EGT
8x8 Inc
8x8, Inc. engages in the provision of enterprise communication solutions. The company is headquartered in Campbell, California and currently employs 1,696 full-time employees. The firm's solutions are delivered through a software as a service (SaaS) business model. The firm's 8x8 open communications platform is a highly available, fully redundant solution, supported by a single, standard and financially backed service-level agreement across unified communications as a service (UCaaS) and contact center as a service (CCaaS). Through its integrated technology platform, the Company offer its customers a portfolio of voice, video, contact center, chat and team collaboration, communication application programming interface (APIs) and business analytics solutions which include 8x8 Work, 8x8 Contact Center, 8x8 Meet, 8x8 Team Messaging, 8x8 CPaaS, and 8x8 X Series. 8x8 Work is a self-contained, feature-rich, end-to-end United Communications solution that delivers enterprise voice with public switched telephone network (PSTN) connectivity.
8x8, Inc. engages in the provision of enterprise communication solutions. The company is headquartered in Campbell, California and currently employs 1,696 full-time employees. The firm's solutions are delivered through a software as a service (SaaS) business model. The firm's 8x8 open communications platform is a highly available, fully redundant solution, supported by a single, standard and financially backed service-level agreement across unified communications as a service (UCaaS) and contact center as a service (CCaaS). Through its integrated technology platform, the Company offer its customers a portfolio of voice, video, contact center, chat and team collaboration, communication application programming interface (APIs) and business analytics solutions which include 8x8 Work, 8x8 Contact Center, 8x8 Meet, 8x8 Team Messaging, 8x8 CPaaS, and 8x8 X Series. 8x8 Work is a self-contained, feature-rich, end-to-end United Communications solution that delivers enterprise voice with public switched telephone network (PSTN) connectivity.
Revenue Beat: 8x8 reported third quarter total revenue of $185 million and service revenue of $179.7 million, both exceeding the high end of guidance by around $3 million.
Operating Strength: Operating income reached $21.7 million and operating margin was 11.7%, well above the guidance range of 9% to 10%.
Outlook Raised: Management raised Q4 and full-year revenue and operating margin guidance, citing strong momentum and performance.
Usage-Based Growth: Usage-based offerings grew nearly 60% year-over-year and now make up 21% of service revenue, up from 14% a year ago.
AI Momentum: Voice AI interactions increased over 200% and now represent the majority of all AI interactions on the platform.
Fuze Migration Complete: All Fuze customers have been upgraded to the 8x8 platform, creating some short-term churn, but simplifying operations and improving future focus.
Channel Progress: New partner programs are driving improved channel pipeline and sales, with the channel business now outpacing direct sales.
Profitability Focus: The company continues to manage costs tightly and expects to reduce operating expenses by about $12 million in fiscal 2026 compared to 2025.