8x8 Inc · NASDAQ:EGHT
8x8 — Investor Day (September 2026)
51 slides from 8x8's investor day presentation, Sep 9, 2026
Slide 1: 8x8 Investor Update: Product Innovation and Financial Model
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8x8 Investor Update Product Innovation and Financial Model September 2026
Slide 2: Today's Speakers
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Samuel Wilson CEO Bryan Martin CTO Kate Patterson Moderator Today’s Speakers Kevin Kraus CFO
Slide 3: Forward Looking Statements
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Forward Looking Statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. Any state
Slide 4: Non-GAAP Measures and Guidance
Non-GAAP Measures and Guidance Non-GAAP Measures This presentation contains certain financial information that has not been prepared in accordance with Generally Accepted Accounting Principles (GAAP). Management uses these non-GAAP financial measures internally in analyzing the Company’s financial r
Slide 5: Why 8x8?
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Why 8x8? Large and growing market opportunity Voice network creates a structural advantage Unified platform with native AI Re-acceleration in growth Proven financial model with increasing profits, declining debt
Slide 6: 8x8: A Market Leader in Business Communications
Copyright 2025 8x8, Inc. or its affiliates. All rights reserved. 7 8x8: A Market Leader in Business Communications Best of Breed2 15x Recognized for UCaaS $736M 52K+ 1. Metrigy Contact Center-as-a-Service MetriRank 2026 2. G-G2 and associated logos are trademarks of G2.com, Inc. TrustRadius and asso
Slide 7: Financial Highlights - Q1'27 (Most Recent Quarter)
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8 Financial Highlights - Q1’27 (Most Recent Quarter) Top-Line RECORD Service Revenue $185M +5.1% YoY, +2.9% QoQ RECORD Total Revenue $190M +4.9% YoY, +2.7% QoQ Profitability & Cash GAAP Operating Margin 2.3% Non-GAAP Operating Margin1
Slide 8: Deep and Expanding Moat
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Deep and Expanding Moat Carrier Grade Network Infrastructure ● Difficult to replicate ● Foundational for all human and AI interactions ● 99.999% reliability, backed by financial guarantee ● Cost & margin advantages Communications Intel
Slide 9: The Foundation: Global Voice Network with Local Experience
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Enterprise-grade communications; 16B interactions annually Best voice quality Geo-routing High availability Country coverage Global solution Unified experience for all users worldwide Number procurement & porting Single currency billin
Slide 10: 8x8 Vision
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8x8 Vision
Slide 11: The Problem: AI Raises CX Expectations, but Siloed Systems Undermine Success
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. The Problem: AI Raises CX Expectations, but Siloed Systems and Data Fragmentation Undermine Success 70% 45% Ratio of times IT professionals cited data fragment- ation as the cause of AI project failure.3 1. Zendesk Customer Experience
Slide 12: The Vision: Make Every Interaction Count
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. One Workspace Regardless of location, role, or device, every employee accesses the same seamless workspace — intuitive, customizable user interfaces, no tool switching, no dropped context, no friction. The Vision: Make Every Interactio
Slide 13: Voice is the dominant interface to AI
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Copyright 2024 8x8, Inc. or its affiliates. All rights reserved. Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Voice is the dominant interface to AI The spoken word is the most undervalued asset in business communica
Slide 14: The conversation is now the best system of record
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. AI compute has changed what a conversation is worth The conversation is now the best system of record THEN Conversations were treated as exhaust. We kept a three-line CRM note typed from memory and threw away the call, the meeting, and
Slide 15: How AI drives outcomes in the business conversation stack
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. How AI drives outcomes in the business conversation stack BUSINESS OUTCOMES Better AI decisions · Customer trust · Compliance & governance · Relationship memory · Operational intelligence · Growth ENTERPRISE CONVERSATION INTELLIGENCE W
Slide 16: 8x8 Products and Platform
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8x8 Products and Platform
Slide 17: Power of the 8x8 Platform
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Power of the 8x8 Platform 8x8 integrates voice, collaboration, meetings, digital engagement, agentic AI, and communications APIs in a unified, cloud-native platform, so every interaction – human or agentic, voice or digital – increases
Slide 18: 8x8 Product Portfolio
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8x8 Work Calling and Cloud PBX Video Meetings Team Messaging (SMS/MMS) Frontdesk (AI Operator) 8x8 Engage Lightweight contact center for frontline workers outside the contact center 8x8 Connect + APIs No-code multi-channel campaign pla
Slide 19: The 8x8 Platform
Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.6 The 8x8 Platform Subtitle Archivo Light 10pt Conversation Intelligence Agents (Humans & Bots) Orchestration Channels Data App Ecosystem 8x8 8x8 Voice • 8x8 SMS • 8x8 RCS • 8x8 Video Legend + more CC Agent Supervisor 8x8 Engage Pre/Pos
Slide 20: One Platform, Every Connection
Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.6 One Platform, Every Connection INTEGRATIONS EXPERIENCE Voice · Chat · Email · WhatsApp · RCS · SMS PERSONAS Frontline · Agent · Supervisor · IT/Admin AI LAYER Native AI · BYO LLM · AI Studio · OpenAI DATA Conversation OS — Unified int
Slide 21: Regulatory and Compliance
Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.6 Regulatory and Compliance Subtitle Archivo Light 10pt Built-in, not bolted-on INCLUDED — CORE SECURITY Encryption Standard on every tier STIR/SHAKEN US + France PCI Secure Pay Voice, digital, IVR WCAG 2.1 AA + SSO Enterprise identity
Slide 22: The AI Tailwind
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. The AI Tailwind
Slide 23: History of AI Innovation at 8x8
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. History of AI Innovation at 8x8 AI-based features across the platform + native AI development AI environment = simplified adoption of AI-based and AI-augmented interactions Jan 2023 8x8 integrates OpenAI LLM for transcription, call sum
Slide 24: AI-Driven Momentum
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. AI-Driven Momentum1 Year-over-year increase in recurring revenue for customers who buy AI products1 Year-over-year increase in number of customers with paid AI solutions1 >18% 9% 67% Adoption of paid AI solutions2 is “early innings” bu
Slide 25: AI Studio
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. AI Studio
Slide 26: 8x8 AI Studio
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8x8 AI Studio ● AI Studio Builder — Describe what you need. The Builder creates, tests, and deploys. ● Real-time voice, direct to reasoning engine — Customers can interrup
Slide 27: AI Studio: Rapid Customer Adoption
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. AI Studio: Rapid Customer Adoption1 >250 Customers active in the development environment 75% Converted to paying customers, most choosing self-service with “pay-as-you-go” credit-based pricing Agents built Adoption stats 10 weeks follo
Slide 28: rights reserved.
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 29: Customer testimonial: Specialty Building Products Company
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. “What sold us on 8x8 AI Studio is that it isn't a one-trick pony, we use it across chat, web, email, and phone, all from one place. It's genuinely easy to work with, you guide the agent in plain language, set clear boundaries, and if i
Slide 30: Customer testimonial: Pay-as-You-Go Electricity Supplier
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. “We started by solving one problem and kept going because it kept working. Our highest-value customers get to the front of the queue without anyone touching it, and it worked so well we had to rethink how we staffed those queues. Every
Slide 31: Introducing IRA, 8x8 Investor Relations AI Virtual Assistant
IRA 8x8 Investor Relations AI Virtual Assistant AGENT 11513 MODEL GPT-Realtime-2.1 VOICE Cedar Introducing
Slide 32: What It Does
What It Does Answers investor, analyst, and prospect calls to 8x8 Investor Relations using only publicly disclosed information — then routes what falls outside that scope. Financials Filings Governance Stock Info Events Contacts ESG Routes off-topic calls to Sales, Support, or a live IR representati
Slide 33: Tools
Tools Five tools give Ira everything he needs to answer, route, or hand off a call or digital interaction searchIRKnowledge Custom Two-tier knowledge search (curated → crawled, run in parallel for speed). Includes a date-verification branch so earnings-call questions never mislabel a past date as up
Slide 34: Guardrails
Guardrails Hard rules — never bypassed, regardless of how the question is phrased. No investment advice, price targets, or buy/sell opinions No speculation beyond what’s in a published, dated source No live or current stock price No competitor comparisons Every financial figure stated with its fisca
Slide 35: Digital Ira Demo
Digital “Ira" Demo stor Relations Empowering CX and IT Leaders Lean more
Slide 36: Voice Ira
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 37 Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Voice “Ira" Main investor relations number: +1 833 234 3915
Slide 37: Voice straight into the reasoning engine
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Voice straight into the reasoning engine. 8x8 AI Studio: What I originally told the Builder I wanted Every channel. Already connected. One data layer. No silos.
Slide 38: Built into 8x8. Not bolted on.
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Built into 8x8. Not bolted on. Voice straight into the reasoning engine. 8x8 AI Studio: The English prompt Builder provided for me to further customize for future modifications to my agent, The Perfect CTO Agent! Every channel. Already
Slide 39: Built into 8x8. Not bolted on.
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Built into 8x8. Not bolted on. Voice straight into the reasoning engine. 8x8 AI Studio: The configuration page, simple enough that anyone can use! Every channel. Already connected. One data layer. No silos.
Slide 40: 8x8 Financial Model
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8x8 Financial Model
Slide 41: Financial Model Highlights
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Financial Model Highlights ● Revenue growth driven by increase in platform usage ○ Long tails of Fuze customer attrition and post-Covid downsell created headwinds for subscription revenue and accelerate shift in Service revenue mix ○ U
Slide 42: Underlying Growth Masked by Long-tail Headwinds
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Underlying Growth Masked by “Long-tail” Headwinds YoY Excl Fuze Customer Revenue YoY Incl Fuze Customer Revenue (reported) Guidance Midpoint Service Revenue $M Excluding revenue from Fuze customers (upgraded or remaining on Fuze platfo
Slide 43: Revenue Growth Re-Accelerates after FY'27
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Revenue Growth Re-Accelerates after FY’27… Dual headwinds from long tail of Fuze customer attrition and post-COVID “right-sizing” dissipate Guide Range ~20% 2-3% ~8% CAGR Growth Drivers: Continued adoption of AI customer engagement (in
Slide 44: And Drives Increased Profits in the Future
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. …And Drives Increased Profits in the Future1 FY’26A1 FY’27 Guidance2 As of 8/4/26 Trend 3-Year Target Model ~ FY’30 Platform Usage % of Service Revenue 20% 25-30% Mix continues to shift to usage as adoption of AI-based customer engagem
Slide 45: Debt Reduction Continues to be a Priority
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Debt Reduction Continues to be a Priority… 40% reduction since end of Fiscal 2023 ● Achieving zero net debt increases flexibility in capital allocation to drive shareholder value ● Repaid ~$206M since end of FY’23, funded by cash flow
Slide 46: Resulting in Progress to Zero Net Debt
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. …Resulting in Progress to Zero Net Debt 1 2 1. 2. ● Anticipate refinancing our term loan this fiscal year (maturity in Aug. 2027) ● Expect to ramp debt repayments annually, funded by cash flows 3 Year Operating Model Net debt = Debt Ou
Slide 47: Why 8x8?
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Why 8x8? Large and growing market opportunity Voice network creates a structural advantage Unified platform with native AI Re-acceleration in growth Proven financial model with increasing profits, declining debt
Slide 48: Appendix
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Appendix
Slide 49: GAAP to NON-GAAP Reconciliation
GAAP to NON-GAAP Reconciliation FY2025 FY2026 FY2027 Fiscal Years Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 FY24 FY25 FY26 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 6/30/26 3/31/24 3/31/25 3/31/26 Reconciliation of GAAP to Non-GAAP Financial Measures: Cost of Revenue: GAAP cost of service r
Slide 50: GAAP to NON-GAAP Reconciliation (continued)
GAAP to NON-GAAP Reconciliation (continued) FY2025 FY2026 FY2027 Fiscal Years Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 FY24 FY25 FY26 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 6/30/26 3/31/24 3/31/25 3/31/26 GAAP general and administrative $ 23,091 $ 19,848 $ 16,629 $ 22,839 $ 23,327 $ 22,
Slide 51: GAAP to NON-GAAP Reconciliation (continued)
GAAP to NON-GAAP Reconciliation (continued) FY2025 FY2026 FY2027 Fiscal Years Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 FY24 FY25 FY26 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 6/30/26 3/31/24 3/31/25 3/31/26 Net Income (Loss): GAAP net income (loss) $ (10,290) $ (14,543) $ 3,022 $ (5,401)