8x8 Inc

8x8.com

What Do They Do?

Sells cloud-based business communications and contact center services to small businesses, mid-market and enterprise companies, and public-sector organizations.

How Do They Make Money?

Customers pay per user for cloud communications subscriptions, the largest revenue stream; these are generally billed monthly under annual or multi-year contracts. They also pay for platform use as it occurs, and for equipment when shipped or professional services as work is performed or completed.

revenue

Segment	Share	How money arrives
Subscription revenue Recurring	78%	Recurring
Platform usage revenue Usage-based	19%	Usage-based
Other revenue Sold outright	2.8% FY2023: 4.6%	Sold outright

Who Are Their Customers?

The company sells both directly and through technology distributors, sub-agent networks, resellers, carriers, independent software vendors, system integrators, and service providers.

Do Revenues Turn Into Profits?

Yes. It kept less than a cent of every revenue dollar as net income in FY2026 and turned 7 cents into free cash flow.

Operating income, FY2026

3% of revenue

▲ +25% vs FY2025 ($15.2M, 2%)

Net income, FY2026

0% of revenue

▲ Now profitable vs FY2025 (−$27.2M, −4%)

Free cash flow, FY2026

7% of revenue

▼ −15% vs FY2025 ($61.2M, 9%)

How Are They Changing?

Since the FY2026 annual report

Latest quarter: Q1 FY2027, the three months to Jun 30, 2026

Revenue: ▲ +5%; vs $181.4M in Q1 FY2026
Net income: ▼ −72% (Loss); vs −$4.3M in Q1 FY2026

Subscription revenue share of revenue vs 81.0% in Q1 FY2026

Jun 23, 2026 Customer and prospect information was accessed through a third-party integration An unauthorized actor took customer, former-customer, and prospect information from the company's Salesforce system. The company said its services continued normally and no material financial impact was expected.

Growing. Revenue grew 15% in 4 years, from $638.1M in FY2022 to $735.8M in FY2026, about 4% a year.

Customer engagement The older report centered its offering on communications, collaboration, and contact center tools; the latest adds an engagement product for customer-facing teams beyond contact centers.

Consumption-priced services The older report describes usage-based communications APIs; the latest also sells consumption-priced AI and API services, including digital and voice AI interactions.

Revenue over time

Subscription revenue Platform usage revenue Other revenue Service

$1B$500M$0

FY2022 FY2023 FY2024 FY2025 FY2026

Who Do They Compete With?

Competes with RingCentral, Zoom Video Communications, Twilio, Five9, NICE, Genesys Telecommunications Laboratories, Dialpad, Talkdesk, Cisco Systems, Mitel Networks, Avaya Holdings, Microsoft, Alphabet, and Amazon.com

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