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8x8 Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Feb, 2026
Executive summary
Achieved record service revenue of $179.7 million and total revenue of $185.1 million, marking the third consecutive quarter of year-over-year service revenue growth and 20th consecutive quarter of positive operating cash flow, both exceeding guidance.
Strategic investments in innovation, operational efficiency, and distribution drove measurable results, with usage-based and AI-driven offerings gaining traction and improved customer engagement.
Completed migration of all Fuze customers to the integrated platform, improving operational efficiency and customer satisfaction.
Continued strong growth in usage-based and AI-driven offerings, with increased customer interest in new products.
Strategic investments led to improved execution, profitability, and customer engagement.
Financial highlights
Total revenue reached $185.1 million and service revenue $179.7 million, both up over 3% year-over-year and exceeding guidance by $3 million.
Usage-based offerings grew nearly 60% year-over-year, now representing 21% of service revenue, up from 14% a year ago.
Gross profit was $120 million with a non-GAAP gross margin of 64.8% and GAAP gross margin of 63.9%, slightly down sequentially due to mix shift toward lower-margin usage-based revenue.
Non-GAAP operating income was $21.7 million (11.7% margin), up $4 million sequentially and above guidance; GAAP operating income was $9.7 million.
Non-GAAP net income was $17.1 million and fully diluted EPS $0.12, $0.03 above guidance; GAAP net income was $5.1 million.
Cash flow from operations was $20.7 million; quarter ended with $88.2 million in cash after $5 million debt prepayment.
Outlook and guidance
Raised Q4 guidance: service revenue expected between $173.5M–$178.5M, total revenue $178.5M–$183.5M, both $7M above prior guidance midpoints.
Q4 non-GAAP gross margin expected at 64–65%, operating margin 8.5–9.5%, and EPS $0.07–$0.08; cash flow from operations $1M–$4M.
Full-year (FY26) service revenue guidance increased to $708.6M–$713.6M, total revenue $729M–$734M, gross margin 65–66%, operating margin 9.5–10%, and EPS $0.36–$0.37; cash flow from operations $42M–$45M.
Fiscal 2027 will see headwinds from Fuze churn, especially in the first half, but service revenue growth is still expected.
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Next 8x8 earnings date
Q4 202618 May, 2026
8x8
Next 8x8 earnings date
Q4 202618 May, 2026
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8x8 Inc. provides cloud-based communications and contact center solutions for businesses of all sizes. Its services include voice, video, chat, and contact center capabilities delivered through a unified communications platform. The company is headquartered in Campbell, California, and its shares are listed on the NASDAQ.
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