8x8, Inc. (EGHT)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$1.89-1.56%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · EGHT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 0.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow total and service revenue year-over-year, driven by usage-based communications and AI solutions adoption.
Stated as a priority in 3 of last 3 quarters. Total revenue grew from $181.4 million in 2026-Q1 to $190.2 million in 2027-Q1, a 5% increase year-over-year. Service revenue similarly grew 5% over the same period. Management consistently emphasizes revenue growth driven by usage-based communications and AI adoption, and the financials show delivering progress.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We delivered a strong start to fiscal 2027, exceeding our guidance for revenue...”
“Fiscal 2026 marked a turning point for 8x8. We delivered four consecutive quarters of revenue growth...”
“Total revenue increased 5% to $185.2 million, compared to $177.0 million in the fourth quarter of fiscal 2025.”
Focus on improving non-GAAP gross margins despite evolving revenue mix toward usage-based and AI solutions.
Stated as a priority in 3 of last 3 quarters. Non-GAAP gross margin declined from 68% in 2026-Q1 to 62% in 2027-Q1, reflecting margin pressure from evolving revenue mix. Management acknowledges this shift and guides for margins around 60.5% to 61.5% in the near term, indicating ongoing focus but limited margin expansion so far.
“We are actively working to expand gross margins within this portfolio.”
“Non-GAAP gross margin was 64%, compared to 69% in the same period last year.”
“Non-GAAP gross margin was 64%, compared to 69% in the same period last year.”
Drive higher operating cash flow through profitable growth and disciplined capital allocation.
Stated as a priority in 3 of last 3 quarters. Cash from operations increased from $11.9 million in 2026-Q1 to $17.0 million in 2027-Q1, showing improvement. Management continues to emphasize disciplined capital allocation and cash generation, with guidance for $9 million to $11 million in the next quarter, indicating delivering progress.
“Our focus remains on growing operating income dollars, generating cash and allocating capital with discipline.”
“Cash provided by operating activities was $11.9 million in 2026-Q1.”
“Cash provided by operating activities was $14.4 million for the fourth quarter of fiscal 2026.”
Over the trailing year it converted -2.36x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.