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 ...

Q1 2026 Financial Performance - Service revenue reached $1763 million, representing a 2% year-over-year growth[39, 40, 42] - Total revenue amounted to $1814 million, showing a 2% year-over-year increase[39, 40, 42] - GAAP operating margin stood at 03%[39] - Non-GAAP operating margin was 9%[39, 40] - Cash flow from operations was $12 million[39] - Cash, equivalents, and restricted cash totaled $82 million at quarter-end[39] Business Highlights - Voice AI Interactions increased more than 7x from Q1 2025[35] - Annual revenue from customers with 3 or more products now represents more than one-third of annual revenue, excluding consumption revenue[35] Future Guidance - Q2 2026 service revenue is projected to be between $170 million and $175 million, with a growth rate ranging from -29% to 00% year-over-year[61] - Q2 2026 total revenue is expected to be between $175 million and $180 million, with a growth rate ranging from -33% to -06% year-over-year[61] - FY 2026 service revenue is projected to be between $685 million and $700 million, with a growth rate ranging from -11% to 10% year-over-year[63] - FY 2026 total revenue is expected to be between $706 million and $720 million, with a growth rate ranging from -13% to 07% year-over-year[63]

Business Highlights - 8x8's Voice AI interactions increased nearly 75% from Q3 2025 [31] - The number of customers with 3 or more 8x8 products increased 13% from Q4 FY 2024 [31] - 8x8 announced Technology Partner EcoSystem partnerships with SpinSci Technologies [32] Financial Performance (Q4 2025) - Service Revenue reached $171.6 million [37, 41] - Total Revenue amounted to $177 million [37, 41] - Non-GAAP Operating Margin was 10% [37, 41] - Cash flow generated by operations was $6 million [37] - Cash, equivalents, and restricted cash at quarter-end totaled $89 million [37] Financial Performance (FY 2025) - Service Revenue was $692.9 million [40] - Total Revenue reached $715.1 million [40] - Non-GAAP Operating Margin was 11% [40] - Principal of term loan debt was reduced by $73 million [40] Guidance - Q1 2026 Service Revenue is projected to be between $170 million and $175 million [73] - Q1 2026 Total Revenue is expected to be between $175 million and $182 million [73] - FY 2026 Service Revenue is projected to be between $682 million and $702 million [74] - FY 2026 Total Revenue is expected to be between $702 million and $724 million [74]