Logotype for 8x8 Inc

8x8 (EGHT) investor relations material

8x8 Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for 8x8 Inc
Q3 2026 earnings summary3 Feb, 2026

Executive summary

  • Achieved record service revenue of $180M and total revenue of $185.1M, up 3.6% and 3.5% year-over-year, respectively, with 20th consecutive quarter of positive operating cash flow.

  • Strategic investments in innovation, operational efficiency, and distribution drove measurable results, with usage-based and AI solutions gaining traction.

  • Completed migration of all Fuze customers to the integrated platform, improving operational efficiency and customer satisfaction.

  • 14% year-over-year growth in customers with three or more products, and focus on expanding mid-market, enterprise, and public sector customer base.

  • 20th consecutive quarter of positive operating cash flow, totaling $20.7 million.

Financial highlights

  • Total revenue reached $185.1M and service revenue $179.7M, both up over 3% year-over-year and exceeding guidance.

  • Usage-based offerings grew nearly 60% year-over-year, now representing 21% of service revenue, up from 14% a year ago.

  • Gross profit was $120M with a gross margin of 64.8% (non-GAAP) and 63.9% (GAAP), slightly down sequentially due to mix shift toward lower-margin usage-based revenue.

  • Operating income was $21.7M (non-GAAP, 11.7% margin) and $9.7M (GAAP), both up year-over-year and above guidance.

  • Net income was $17.1M (non-GAAP) and $5.1M (GAAP); fully diluted EPS $0.12 (non-GAAP), $0.04 (GAAP).

  • Cash flow from operations was $20.7M; quarter ended with $88.2M in cash after $5M debt prepayment.

Outlook and guidance

  • Raised Q4 guidance: service revenue expected between $173.5M–$178.5M, total revenue $178.5M–$183.5M, both $7M above prior guidance midpoints.

  • Q4 gross margin expected at 64–65%, operating margin 8.5–9.5%, and EPS $0.07–$0.08.

  • Full-year service revenue guidance increased to $708.6M–$713.6M, total revenue $729M–$734M, gross margin 65–66%, operating margin 9.5–10%, and EPS $0.36–$0.37.

  • FY 2026 cash flow from operations projected at $42M–$45M.

  • Fiscal 2027 will see headwinds from Fuze churn, especially in the first half, but service revenue growth is still expected.

Usage-based growth: gross vs. operating margin impact
FY27 service revenue growth despite Fuze churn
Voice AI adoption: current use cases and seat count
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next 8x8 earnings date

Logotype for 8x8 Inc
Q4 202618 May, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next 8x8 earnings date

Logotype for 8x8 Inc
Q4 202618 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

8x8 Inc. provides cloud-based communications and contact center solutions for businesses of all sizes. Its services include voice, video, chat, and contact center capabilities delivered through a unified communications platform. The company is headquartered in Campbell, California, and its shares are listed on the NASDAQ.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage