8x8’s latest quarter saw continued revenue growth, supported by robust expansion in usage-based offerings and rising adoption of AI-powered products. Management emphasized that the company’s platform usage, especially in Asia Pacific, grew sharply as some competitors exited the market. CEO Samuel Wilson highlighted that AI now represents a growing share of revenue, pointing out that “13% of our revenue now has an AI product attached to it,” helping to drive the business forward. The company’s ongoing focus on multi-product adoption and leveraging its global carrier-grade voice network also contributed to performance.
Is now the time to buy EGHT? Find out in our full research report (it’s free for active Edge members).
8x8 (EGHT) Q3 CY2026 highlights:
- Revenue $192 million vs S&P analysts’ estimates of $187.6 million (4.3% year-on-year growth, 2.4% beat)
- Adjusted EPS $0.12 vs S&P analysts’ estimates of $0.08 (50% beat)
- Adjusted EBITDA $24.91 million vs analyst estimates of $21.71 million (13% margin, 14.8% beat)
- Revenue guidance The company slightly lifted its revenue guidance for the full year to $760 million at the midpoint from $755 million
- Adjusted EPS guidance Management raised its full-year adjusted EPS guidance to $0.38 at the midpoint, a 7% increase
- Operating margin 5.1%, up from 2.9% in the same quarter last year
- Market capitalization $328.2 million
While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our top analyst questions from 8x8’s Q3 earnings call
- Josh Nichols (B. Riley Securities) asked what’s fueling usage-based revenue growth, especially regarding core CPaaS versus AI and Engage offerings. CEO Samuel Wilson explained that APAC CPaaS demand and rapid AI adoption are the main contributors, with competitor exits creating new opportunities in the region.
- Josh Nichols (B. Riley Securities) questioned whether new customers start with usage-based products or multi-product offerings. Wilson replied that while APAC CPaaS customers are mostly usage-based, in other regions, the majority still land via the core UC/CC platform and later expand to additional products.
- Josh Nichols (B. Riley Securities) sought clarity on multi-product customer growth. Wilson said most usage additions are “add-ons to existing UC/CC customers,” but noted increasing success with multi-product new logos as well.
- No further analyst questions on the call.
Catalysts in upcoming quarters
In coming quarters, the StockStory team will be watching (1) further adoption and monetization of AI Studio and AI-powered agents, (2) the pace of expansion in usage-based revenue, especially in APAC and new geographies, and (3) the impact of Microsoft Teams integration and partner-led initiatives on customer growth and retention. Continued margin performance as the revenue mix evolves will also be a key signpost.
8x8 currently trades at $2.34, up from $2.26 just before the earnings. Is the company at an inflection point that warrants a buy or sell? The answer lies in our full research report (it’s free).
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