Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
8x8, Inc. (EGHT)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$2.25-0.44%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.37 → 0.37 EPS · FY ending Mar 31, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for EGHT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Increase cash flow from operations to $45 million to $52 million in fiscal 2027 | Cash flow from operations is targeted between $45 million and $52 million. | Improving | Cash flow from operations stays below $45 million in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-03-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a smaller-cap growth business with a loss-making earnings profile and high risk, rather than a proven durable compounder. Its multi-year view is intact, though momentum has weakened and evidence on execution is mixed.
The valuation evidence is mixed: EGHT is described as cheap versus peers, yet the valuation model also shows an 18% premium to peers and has low confidence. The priced-in assessment is tagged justified, with no fragility flags, so the evidence does not point to clearly stretched expectations, but it also offers limited certainty about what the market assumes.
Revenue has grown steadily, reaching $190.2 million in 2027-Q1, and quarterly cash from operations rose to $17.0 million. But gross margin fell to 62%, and full-year cash from operations declined, while company momentum dropped sharply; the next guidance update and continued margin pressure are near-term risks.
The multi-year thesis depends on revenue growth continuing while management improves margins and sustains cash generation. Near term, a guidance cut would be a meaningful negative; easier rates or steadier results from large tech peers could provide a more favorable sector backdrop.
EGHT’s growth and recent operating performance support an intact 1-to-3-year thesis, but loss-making results, falling margins, and weakened momentum keep the setup risky. The key test is whether growth translates into stronger margins and cash generation. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 3 of 3 supplied quarters. Management reported: ““We continue to execute against a financial model designed to support long-term value creation, with a focus on generating cash and allocating capital with discipline,” said Kevin Kraus, Chief Financial Officer at 8x8, Inc. “Our increased full-year outlook incorporates our outperformance in the second quarter and a measured view of the second half of fiscal 2027 as our revenue mix continues to evolve.” “As the usage business scales, we believe it supports our ability to grow operating income in dollars and strengthen cash flow over time.”” Operating cash flow was $17.034 million in 2027-Q1.
Maintain operating margin near 8.5% to 9.5% in fiscal Q4 2026 | 8x8 aims for revenue near $737 million in fiscal 2027. | Under Pressure | Operating margin falls below 8.5% next quarter | Operating margin: 2.3% FY2027-Q1; GAAP. Published target: 8.5% to 9.5%. Target period ends 2026-03-31; this observation covers 2027-Q1. Aug 5, 20262.302677 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “"Our guidance reflects both the macro and geopolitical uncertainty in the current environment and a continued mix shift toward usage-based revenue, the part of our business tied to AI adoption and communications APIs, where customer demand is strongest,” said Kevin Kraus, Chief Financial Officer at 8x8, Inc. “We expect this shift to continue and we are actively working to expand gross margins within this portfolio.” “While those offerings carry a different gross margin profile than SaaS software subscriptions, they also expand our market opportunity and contribute meaningful operating profit and cash flow as they scale.” Gross profit was $116.371 million in 2027-Q1. Delivery assessment Nov 4, 2026 |
Achieve total revenue near $737 million in fiscal 2027 | 8x8 aims for revenue near $737 million in fiscal 2027. | Under Pressure | Revenue falls below $727 million in FY27 | Revenue: $190.17M FY2027-Q1; GAAP. Published target: ~$737 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026190,170,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: ““We delivered our sixth consecutive quarter of year-over-year revenue growth, and our second quarter outperformance led us to raise our full-year outlook for revenue, profitability and operating cash flow,” said Samuel Wilson, Chief Executive Officer at 8x8, Inc. “We have a growing business and significant opportunities to build on it.” Revenue was $190.170 million in 2027-Q1. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.36 → $0.37 · observed estimates
$0.74B → $0.78B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.36 | $744,179,500 | 1 / 1 |
| 2026-07-25 | $0.36 | $744,179,500 | 2 / 2 |
| 2026-07-26 | $0.37 | $747,686,333 | 1 / 1 |
| 2026-07-27 | $0.36 | $744,179,500 | 2 / 2 |
| 2026-07-28 | $0.37 | $747,686,333 | 1 / 1 |
| 2026-07-29 | $0.36 | $744,179,500 | 2 / 2 |
| 2026-07-30 | $0.36 | $744,179,500 | 2 / 2 |
| 2026-07-31 | $0.36 | $744,179,500 | 2 / 2 |
| 2026-08-01 | $0.37 | $747,686,333 | 1 / 1 |
| 2026-08-02 | $0.36 | $744,179,500 | 2 / 2 |
| 2026-08-03 | $0.37 | $747,686,333 | 1 / 1 |
| 2026-08-04 | $0.37 | $747,686,333 | 1 / 1 |
| 2026-08-05 | $0.37 | $747,686,333 | 1 / 1 |
| 2026-08-06 | $0.36 | $744,179,500 | 2 / 2 |
| 2026-08-07 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-08 | $0.37 | $770,089,000 | 3 / 3 |
| 2026-08-09 | $0.37 | $770,089,000 | 3 / 3 |
| 2026-08-10 | $0.37 | $770,089,000 | 3 / 3 |
| 2026-08-11 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-12 | $0.37 | $770,089,000 | 3 / 3 |
| 2026-08-13 | $0.37 | $770,089,000 | 3 / 3 |
| 2026-08-14 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-15 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-16 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-17 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-18 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-19 | $0.37 | $770,089,000 | 1 / 2 |
| 2026-08-20 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-21 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-22 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-23 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-24 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-25 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-26 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-27 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-28 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-29 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-30 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-08-31 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-01 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-02 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-03 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-04 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-05 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-06 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-07 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-08 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-09 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-10 | $0.37 | $770,089,000 | 2 / 2 |
| 2026-09-11 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-12 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-13 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-14 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-15 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-16 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-17 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-18 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-19 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-20 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-21 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-22 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-23 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-24 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-25 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-26 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-27 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-28 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-29 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-09-30 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-01 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-02 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-03 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-04 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-05 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-06 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-07 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-08 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-09 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-10 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-11 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-12 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-13 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-14 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-15 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-16 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-17 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-18 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-19 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-20 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-21 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-22 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-23 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-24 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-25 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-26 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-27 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-28 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-29 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-30 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-10-31 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-11-01 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-11-02 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-11-03 | $0.37 | $779,022,333 | 2 / 2 |
| 2026-11-04 | $0.37 | $779,022,333 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.