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 quarterly period ended December 31, 2025 or ☐ TRANSITION 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) ___________ ...

8x8 (EGHT) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +33.33%. A quarter ago, it was expected that this telecommunications services company would post earnings of $0.07 per share when it actually produced earnings of $0.09, delivering a surprise of +28.57%.Over the last four quar ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2026 was $185 million, with service revenue at $179.7 million, both exceeding guidance by approximately $3 million and growing 3.4% and 3.6% year-over-year respectively [17] - Operating income reached $21.7 million, resulting in an operating margin of 11.7%, significantly above the guidance range of 9%-10% [19] - Net income was $17.1 million with fully diluted EPS of $0.12, which was $0.03 above the high end of guidance [20] Business Line Data and Key Metrics Changes - Usage-based offerings grew nearly 60% year-over-year and now represent over 21% of service revenue, up from approximately 14% in Q3 2025 [17][7] - Service revenue, excluding Fuze customers, rose approximately 6% year-over-year, maintaining a growth rate similar to the previous quarter [17] Market Data and Key Metrics Changes - The company is experiencing a shift in customer preferences from pure SaaS subscriptions to hybrid and tokenized pricing models, which is reflected in the increased consumption of usage-based solutions [8] - Voice AI interactions increased more than 200%, now representing a vast majority of all AI interactions on the platform [7] Company Strategy and Development Direction - The company is focused on operational efficiency, innovation, and distribution, with a multi-product strategy gaining traction among top customers [9] - Investments are being made to enable simplified, consumption-based pricing and AI-driven automations to enhance customer success [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's momentum entering Q4, highlighting the return to top-line growth and the importance of execution in the upcoming quarters [15] - The company acknowledges the competitive landscape and aims to accelerate installed base expansion and drive stronger channel momentum [15] Other Important Information - The completion of the Fuze customer base upgrade to the 8x8 platform marks a significant operational milestone, allowing the company to focus on growth and customer success [13][27] - The company has reduced its debt principal by $224 million, or 41%, since August 2022, leading to a more than 50% reduction in annualized interest expense [20] Q&A Session Summary Question: Insights on fiscal Q4 service revenue guidance considering Fuze headwinds - Management confirmed that the service revenue guidance for Q4, excluding Fuze, implies a year-over-year increase of over 5% [31][32] Question: Operating margin sustainability and targets for 2027 - Management indicated that while gross margins on usage-based business may be structurally lower, operating margins are expected to improve with scale, targeting a return to double-digit operating margins [34][36] Question: Adoption of voice AI and customer interactions - Management noted a significant shift towards production use of voice AI technologies, with customers increasingly adding use cases as they see positive ROI [42][43] Question: Revenue impact from Maven Lab and operational headwinds - Maven Lab had no contribution to revenue for the quarter, and any revenue headwinds were minimal, under $1 million [45][55] Question: Customer projects and monetization strategies - Management discussed the transition from pilot projects to larger scale deployments, emphasizing the importance of micro use cases in driving customer engagement and revenue [63][64]

8x8 (NasdaqGS:EGHT) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsKate Patterson - Head of Investor RelationsKevin Kraus - CFOPeter Levine - Managing DirectorSamuel Wilson - CEOSiti Panigrahi - Managing DirectorConference Call ParticipantsJosh Nichols - Senior Research AnalystOperatorGood day, everyone, and welcome to 8x8 Inc.'s third quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a qu ...

8x8 (NasdaqGS:EGHT) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Speaker3Good day, everyone, and welcome to 8x8 Inc.'s third quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To participate, you will need to press star one one on your telephone. You will then hear a message advising your hand is raised. To withdraw your question, simply press star one one again. Please note, t ...

8x8 Third Quarter Fiscal 2026 Ended December 31, 2025 February 3, 2026 Copyright 2025 8x8, Inc. or its affiliates. All rights reserved. Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. Any statements that are not statements of historical fact may be deemed to be forward-looking statements. For example, words such as "may," "will," "sho ...

Exhibit 99.1 8x8, Inc. Announces Third Quarter Fiscal Year 2026 Financial Results Record service revenue of $179.7 million Strong year-over-year growth in revenue from usage-based offerings, including AI-based solutions 20th consecutive quarter of positive cash flow from operations CAMPBELL, Calif., February 3, 2026 – 8x8, Inc. (NASDAQ: EGHT), a leading global business communications platform provider, today reported financial results for the third quarter of fiscal year 2026 ended December 31, 2025. "Our t ...

Time: Date: February 3, 2026 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) Dial In: Register to participate in the live call. Upon registering, you will receive dial-in numbers and a unique PIN to join the call. You will also receive an email confirmation with the same information. Webcast: Access to the live webcast is available from the company's investor relations events and presentations page. ...

Core Insights - 8x8, Inc. has acquired Maven Lab, enhancing its customer engagement strategy in the Asia-Pacific region [1] - The acquisition aims to strengthen 8x8's messaging, automation, and customer engagement capabilities for enterprise and public-sector organizations [1][2] Strategic Expansion in CPaaS - The integration of Maven Lab's Moobidesk platform with 8x8's existing capabilities will create a more scalable and unified platform for customer engagement [2] - This will improve performance in enterprise messaging and broaden the range of customer interaction channels [2][3] Enhanced Engagement Capabilities - The combined teams will focus on enhancing engagement capabilities, including smarter automation and support for emerging communication channels [3] - Industries such as finance, eCommerce, healthcare, logistics, and travel will benefit from improved customer communication speed, consistency, and governance [3] Real-World Impact - Maven Lab's platforms are already utilized by regional organizations, delivering millions of customer engagements annually [5] - The acquisition is expected to enhance throughput, reliability, and data protection for customers through 8x8's advanced security features [6] Unified Platform Vision - The collaboration aims to transition enterprises from merely sending messages to orchestrating comprehensive customer engagement [4] - This partnership is positioned to accelerate the launch of richer customer journeys and more intelligent automation across Southeast Asia and beyond [4]

Core Insights - GreetEat Corp has announced a strategic technology integration with 8x8, Inc. to enhance its virtual dining infrastructure through video-conferencing capabilities [1][9] About the Integration - GreetEat will utilize 8x8 Jitsi as a Service (JaaS) for hosting video meetings, providing a branded, secure, and scalable experience for various dining events [2][3] Key Features Enabled via 8x8 JaaS - Features include secure end-to-end encryption, HD video conferencing for up to 500 participants, group and private chat, remote control capabilities, connection quality controls, cloud recording, brand customization, AI-powered insights, virtual backgrounds, calendar integrations, YouTube integration, and multi-language support [6][7] Strategic Benefits to GreetEat Corp and Its Investors - The partnership allows GreetEat to scale its user base globally without the need to build its own video infrastructure, enhances user experience, and provides cost efficiency through a monthly active user pricing model [7][8][11] Why 8x8 (EGHT) Is a Strong Strategic Partner - 8x8 offers a unified communications platform with a global cloud-native architecture, ensuring high availability and security, which aligns with GreetEat's needs for a reliable video infrastructure [4][7] Company Overview - GreetEat Corporation is a technology-driven platform that combines video conferencing with meal delivery to create shared dining experiences, also owning WallStreetStats.io, a fintech app leveraging AI for market analysis [9]