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]

Financial Data and Key Metrics Changes - Total revenue for Q3 2026 was $185 million, and service revenue was $179.7 million, both exceeding guidance by approximately $3 million, with year-over-year growth of 3.4% and 3.6% 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, exceeding the high end of guidance by $0.03 [20] Business Line Data and Key Metrics Changes - Usage-based offerings grew nearly 60% year-over-year and now account for 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 has completed the upgrade of the Fuze customer base to the 8x8 platform, which is expected to improve efficiency and customer satisfaction [18][27] - The increase in consumption of usage-based solutions reflects a broader industry shift towards hybrid and tokenized pricing models [8] Company Strategy and Development Direction - The company is focusing on innovation, operational efficiency, and distribution, with a multi-product strategy gaining traction among top customers [5][9] - The strategic shift towards usage-based revenue models is seen as a future direction, appealing to customers by reducing risk as they adopt new technologies [8] 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 sustained profitability [15] - The company acknowledges the competitive landscape and aims to accelerate installed base expansion and channel momentum [15] Other Important Information - The company has reduced its debt principal by $224 million since August 2022, resulting in a more than 50% reduction in annualized interest expense [20] - The company expects continued year-over-year growth headwinds related to Fuze churn in fiscal 2027, particularly in the first half [28] 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 over 5% year-over-year growth, consistent with previous quarters [31][32] Question: Operating margin sustainability and targets - Management indicated that while gross margins may trend lower due to the usage-based model, operating margins are expected to remain strong as the business scales [34][36] Question: Adoption of voice AI and customer interactions - Management noted a significant increase in voice AI interactions, with customers moving from pilot projects to larger-scale deployments, validating the usage-based model [40][42] Question: Impact of new partner programs on sales momentum - Management reported quarter-on-quarter increases in pipeline and sales, particularly in AI-based products, indicating growing comfort among channel partners [64][65]

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 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

STOCKHOLM, Jan. 19, 2026 /PRNewswire/ -- During week 3, 12-16 January 2026, Truecaller AB (publ) (LEI code 549300TEYF1FA5G5GK26) has repurchased in total 616,000 own B shares (ISIN: SE0016787071), corresponding to 0.17% of outstanding capital. In accordance with the applicable regulations for the share buyback, the buybacks were paused after 14th January ahead of the year-end report, which will be published on 17 February 2026. Since the start of the current program Truecaller has bought back 9,260,594 sha ...

Core Viewpoint - The main market experienced a net outflow of 33.352 billion yuan in major funds as of January 16, with significant withdrawals from various sectors [1]. Sector Summary - **Internet Services**: Experienced a decline of 2.97% with a net outflow of 10.411 billion yuan, primarily affected by Guo Wang Xin Tong [2]. - **Software Development**: Saw a decrease of 2.16% and a net outflow of 7.195 billion yuan, with major impact from Ke Da Xun Fei [2]. - **Cultural Media**: Faced a drop of 4.52% and a net outflow of 5.818 billion yuan, influenced by Wan Run Ke Ji [2]. - **Aerospace and Aviation**: Recorded a slight decline of 0.81% with a net outflow of 3.219 billion yuan, affected by Bo Yun Xin Cai [2]. - **Communication Equipment**: Experienced a minor decrease of 0.45% and a net outflow of 2.505 billion yuan, primarily impacted by Tian Fu Tong Xin [2]. - **Communication Services**: Saw a decline of 2.43% with a net outflow of 1.994 billion yuan, influenced by Dong Ruan Zai Bo [2]. - **Gaming**: Experienced a drop of 3.07% with a net outflow of 1.842 billion yuan, primarily affected by Ming Chen Jian Kang [3]. - **Medical Services**: Faced a decline of 2.8% with a net outflow of 1.781 billion yuan, influenced by Yao Ming Kang De [3]. - **Batteries**: Recorded a decrease of 1.03% with a net outflow of 1.668 billion yuan, primarily impacted by En Jie Gu Fen [3]. - **Computer Equipment**: Experienced a decline of 1.3% with a net outflow of 1.591 billion yuan, influenced by Na Si Da [3].

Core Insights - Vonage has launched Vonage Conversations for Agentforce Marketing, integrating messaging channels like SMS, WhatsApp, and RCS into the Salesforce platform, enhancing customer engagement for enterprises [1][6] Group 1: Product Features - The new solution allows users to manage two-way customer conversations from a single interface, utilizing customer data within Salesforce for personalized communications [2] - The integration streamlines workflows, enabling timely messaging and automating interactions with a combination of live agents and AI [2][3] - Vonage's AI-powered APIs automate routine tasks and analyze customer data in real-time, ensuring consistent messaging across channels [3] Group 2: Market Trends - RCS traffic is projected to exceed 200 billion messages globally by 2029, indicating its growing importance in customer engagement [4] - WhatsApp is becoming a dominant platform for business communication, with 57% of consumers using it to engage with businesses, surpassing SMS in EMEA [5] Group 3: Strategic Importance - The integration of rich messaging channels into Agentforce Marketing is designed to meet the high-volume demands of large brands, enhancing customer loyalty and engagement [6] - This launch is part of the Vonage AI Hub, which aims to accelerate digital transformation and enable personalized conversations across customer touchpoints [6]

Core Insights - Publicis Groupe has reported its liquidity contract activities for the second half of 2025, detailing transactions and resources on its liquidity account as of December 31, 2025 [2][7]. Group 1: Liquidity Contract Overview - The liquidity contract with BNP Paribas has been in effect, allowing for the management of share transactions [2][3]. - As of December 31, 2025, the liquidity account held 22,900 shares valued at €17,728,607 [7]. - In the second half of 2025, there were 6,709 buy transactions involving 926,810 shares for a total of €78,066,262, and 7,388 sell transactions involving 940,140 shares for €79,548,580 [7]. Group 2: Historical Comparison - The previous half-year statement on June 30, 2025, indicated a liquidity account with 41,000 shares valued at €15,651,849 [7]. - In the first half of 2025, there were 5,771 buy transactions for 858,989 shares totaling €80,210,909, and 5,599 sell transactions for 869,759 shares totaling €81,615,383 [7]. - The initial activity on September 12, 2022, recorded 95,500 shares valued at €10,076,020 [7]. Group 3: Company Profile - Publicis Groupe is a global leader in communication, involved in marketing transformation and digital business transformation [4]. - The company operates across four main activities: Communication, Media, Data, and Technology, employing around 108,000 professionals in over 100 countries [4].

Core Insights - Truecaller AB has repurchased a total of 2,322,000 B shares during the week of December 15-19, 2025, representing 0.66% of its outstanding capital [1] - Since the initiation of the current buyback program on May 30, 2025, Truecaller has repurchased 6,401,053 shares, which is 1.81% of the outstanding capital [1] - The buyback program is authorized until the Annual General Meeting (AGM) in May 2026, allowing the company to repurchase shares without exceeding 10% of the total outstanding shares [2] Buyback Program Details - The total accumulated buybacks from the current program amount to 6,401,053 shares with a weighted average price of SEK 29.31, totaling SEK 187,646,730 [3][5] - The daily buyback transactions for the week of December 15-19, 2025, included: - December 15: 850,000 shares at SEK 17.44 - December 16: 200,000 shares at SEK 18.72 - December 17: 447,000 shares at SEK 19.16 - December 18: 250,000 shares at SEK 18.82 - December 19: 575,000 shares at SEK 18.68 - The total transaction value for the week was SEK 42,574,235 [3] Current Shareholding - As of December 19, 2025, Truecaller holds 10,346,385 B shares and 5,013,786 C shares, which together account for 4.34% of the outstanding capital [4] - The total number of shares, including Truecaller’s own shares, is now 353,790,721, while the number of outstanding shares, excluding own shares, is 338,430,550 [4] Historical Buyback Summary - Truecaller has conducted multiple buyback programs since October 2022, with a total of 993,500 shares repurchased across various periods, with an average price of SEK 32.59 and a total transaction value of SEK 801,813 [5]