8x8 (EGHT) LD Micro 20th Annual Main Event Conference summary

Financial performance and balance sheet

• FY revenue was $736M; long-term revenue ambition is $1B.

• June-quarter revenue was $190M, with 5%-6% growth and a 10% operating margin; growth would have been 8% excluding Fuze churn.

• Annual growth was 6% excluding Fuze churn; migration of Fuze customers to the network finished at the end of the prior year.

• Cash was $92M at June quarter-end; operating cash flow had remained positive for 22 consecutive quarters and was ~$20M per quarter.

• Debt was slightly above $300M, with more than 43% paid down; management is committed to reaching zero debt using operating cash flow.

Business mix and network strategy

• Revenue mix: ~50% unified communications, ~25% contact center and ~25% messaging; messaging was the fastest-growing segment.

• A global telecommunications network and more than 400 patents underpin voice, SMS, video and messaging services, including WhatsApp, Viber and RCS.

• The platform consolidates fragmented business communications and related data, including calls, messages, email and CRM interactions, into a shared repository for AI use.

• Conversation OS aims to turn complete, authenticated records of communications into actionable customer and employee interaction context.

• Network-level AI can screen fraudulent calls before they reach applications; management sees owned network infrastructure, global connectivity and compliance capabilities as durable advantages.

AI adoption and products

• AI Studio launched in April and had 3,200 agents handling production workloads at the time of the presentation.

• An Irish power company was running ~800 self-built bots; management described bot creation as accessible without coding certification.

• Management characterized AI deployments as early-stage and said customer-service automation should quickly escalate unclear requests to a human, with context passed along and response within 20 seconds.

• Management said bots can resolve 60%-70% of interactions when they answer correctly, with unresolved cases transferred promptly to a human, supporting higher customer satisfaction.

• Management views AI adoption as a major technology shift, likening its current stage to the internet in 1996-1997 and assessing the eventual impact at 10x the internet.