Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find compa ...

8x8, Inc. (EGHT) shares have fallen 19.6% since it reported third-quarter fiscal 2025 results on Feb. 4. The stock has lagged the broader  Zacks Computer and Technology sector’s 6.2% decline and the Zacks Internet – Software industry’s 6.3% drop in the past month.8x8 also underperformed its industry peers, including CLEAR Secure (YOU) , Olo (OLO) and Guidewire Software (GWRE) .While YOU shares have returned 9.2% over the past month, OLO and GWRE shares have lost 8% and 14.3%, respectively, during the same p ...

8x8 (EGHT) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a changing earnin ...

Investors interested in stocks from the Internet - Software sector have probably already heard of 8x8 (EGHT) and BlackLine (BL) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revisi ...

Investors might want to bet on 8x8 (EGHT) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.Analysts' growing optimism on the earnings prospects of this telecommunications services company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in ear ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________to _________ Commission file number: 001-38312 _________________ 8x8, INC. (Exact name of Registrant as Specified in its Charter) _________________ (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identification Number) Delaware 77-0142404 For the quart ...

Investors interested in Internet - Software stocks are likely familiar with 8x8 (EGHT) and Five9 (FIVN) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highli ...

Financial Data and Key Metrics Changes - For Q3 2025, total revenue was $178.9 million, near the midpoint of guidance, with service revenue at $173.5 million, exceeding guidance by $1 million [36] - Operating margin was reported at 10.7%, slightly above the midpoint of guidance, while gross margin was 69.5% [40] - The company generated record cash flow from operations of $27.2 million, marking the 16th consecutive quarter of positive cash flow [46] Business Line Data and Key Metrics Changes - New product monthly recurring revenue (MRR) increased over 60% year-over-year, driven by growth in AI-based solutions and video-enabled services [10] - Committed MRR from customers using three or more products increased over 10% since the start of the fiscal year, indicating effective cross-selling strategies [38] - The remaining Fuze customer base now accounts for approximately 5% of service revenue, down from 7% in the previous quarter [37] Market Data and Key Metrics Changes - The Asia-Pacific region saw significant growth, including the largest deal booked with a well-known auto manufacturer [11] - Customer satisfaction scores remained high, with CSAT scores in the mid- to high-90% range for targeted enterprise customers [12] Company Strategy and Development Direction - The company is focused on transforming into a customer experience (CX) leader, with a bold plan to enhance its product offerings and market presence [17] - The integration of Fuze is a priority, with plans to shut down the platform by the end of the calendar year [30] - Investments in R&D are being increased to design a CX platform tailored for small- and medium-sized enterprises, emphasizing simplicity and reliability [20] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in the UC space, including pricing aggressiveness and market dynamics, but expressed confidence in the company's positioning and strategy [72][74] - The company aims to return to growth through a combination of new product revenue, multi-product customer retention, and customer acquisition [64] - Management remains optimistic about the future, despite acknowledging potential bumps along the transformation journey [31] Other Important Information - The company has reduced total debt from a peak of $548 million in August 2022 to approximately $354 million today, a 35% reduction [19] - The company was included in Newsweek's annual Excellence 1000 Index, highlighting its commitment to ethics and social responsibility [16] Q&A Session Summary Question: Record operating cash flow and growth progress - Management confirmed that service revenue would have been up quarter-over-quarter and year-over-year without FX impacts, with Q4 guidance reflecting similar trends [60] Question: AI offerings growth and future revenue - Management noted that new product revenue from AI is growing rapidly but still represents a small portion of overall revenue, with a goal to achieve consistent growth next fiscal year [63] Question: Transition from Fuze platform and cost savings - Management confirmed they are on track to shut down the Fuze platform by the end of the fiscal year, estimating mid-single-digit millions in hard savings from this transition [66] Question: Turbulence in the UC space - Management acknowledged pricing aggressiveness in the UC market but emphasized that their CX messaging is resonating well, leading to more platform wins [74] Question: International market opportunities - Management expressed optimism about international growth, particularly in the CPaaS business, and noted a more stable competitive environment compared to the U.S. [78] Question: Customer appetite for AI products - Management indicated strong interest in AI capabilities, particularly in the upper small business to low-end enterprise segments, with a focus on solving CX problems [86] Question: Go-to-market strategy adjustments - Management confirmed ongoing evolution in the sales organization towards consultative solution selling and emphasized the importance of branding as a CX company [118]

Third Quarter Fiscal 2025 For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see "Risk Factors" in the Forms 10-K and 10-Q filed by 8x8, Inc. with the Securities and Exchange Commission. All forward-looking statements are qualified in their entirety by this cautionary statement, and 8x8, Inc. undertakes no obligation to update publicly any forward-looking statement for any reason, except as required by law, eve ...