Slide 1: CEO Letter & Financial Highlights
Exhibit 99.2 Q3 2026 CEO Letter & Financial Highlights
Slide 2: Our third quarter results reflect continued progress
Exhibit 99.2 Our third quarter results reflect continued progress as our strategic investments translated into improving execution across the business. We delivered another quarter of year-over-year revenue growth and solid cash flow performance, while seeing increased customer interest in our new p
Slide 3: CEO Letter to Stockholders: Third Quarter Fiscal 2026
CEO Letter to Stockholders Exhibit 99.2 Third Quarter Fiscal 2026 Dear Stockholders, Customers, Partners and Employees, I'm pleased to share our third quarter results, which show strong evidence that our strategic investments across innovation, operational efficiency, and distribution are beginning
Slide 4: Growth in Usage-Based Revenue
Q3 2026 Letter to Stockholders Exhibit 99.2 Growth in Usage-Based Revenue A key driver of our growth was increased consumption of our usage-based offerings, which grew nearly 60% year-over-year. Usage-based revenue represented more than 20% of service revenue for the quarter, up from the mid-teens a
Slide 5: AI Adoption is Accelerating; Multi-Product Strategy and Channel Expansion
CEO Letter to Stockholders Exhibit 99.2 AI Adoption is Accelerating AI adoption is moving beyond pilot projects into production at scale, and the numbers tell a compelling story. Customer adoption of our Intelligent Customer Assistant increased 70% year- over-year. Interactions with our Intelligent
Slide 6: New Products Gaining Traction; Customer Wins Validate Our Strategy
CEO Letter to Stockholders Exhibit 99.2 New Products Gaining Traction Sales of new and strategic products re-accelerated in Q3, growing more than 20% year-over- year. Four of our strategic new products grew triple digits year-over-year, including 8x8 Engage. Specifically, our AI solutions grew over
Slide 7: Customer wins: flexible OpEx model and veterinary services
CEO Letter to Stockholders Exhibit 99.2 This was a complex sale requiring a flexible OpEx model that aligned with their finance-driven, stage-gated approval process. We bundled unified communications, professional services, deployment, monitoring, and dedicated resources into a structure that met bo
Slide 8: Completing the Fuze Migration; Positioned for Key Industry Trends
CEO Letter to Stockholders Exhibit 99.2 Completing the Fuze Migration In Q3, we reached a significant operational milestone with the completion of the final upgrades of Fuze customers to the 8x8 platform. Every one of our customers is now on our modern, unified 8x8 communications platform. This sets
Slide 9: Future-proofed approach; Voice as the AI Interface
CEO Letter to Stockholders Exhibit 99.2 Customers appreciate this "future-proofed" approach. They know their investment in the 8x8 platform doesn't box them in as technology evolves. Providers want to partner with us because instead of competing with their AI offerings, we provide the communications
Slide 10: Looking Ahead
CEO Letter to Stockholders Exhibit 99.2 Looking Ahead To wrap up, we're seeing encouraging signs across the business. Usage-based revenue is scaling rapidly. AI adoption is accelerating as customers move from pilots to production. Existing customers are expanding their commitments with multiple prod
Slide 11: CFO quote on third quarter performance
CEO Letter to Stockholders Exhibit 99.2 Our third quarter performance reflected improved execution across revenue, non-GAAP operating margin and cash flow, enabling us to raise our guidance for the fourth quarter and the full fiscal year. This momentum is supported by disciplined cost management, on
Slide 12: Financial Highlights
Q3 2026 Letter to Stockholders Exhibit 99.2 Financial Highlights Our fiscal third quarter reflected strong financial execution and continued progress against our operating priorities. We delivered our third consecutive quarter of year-over-year revenue growth and achieved an all-time high for servic
Slide 13: Revenue & Business Performance
Q3 2026 Letter to Stockholders Exhibit 99.2 Revenue & Business Performance • Total Revenue reached $185.1 million, above the high end of guidance. • Record Service Revenue of $179.7 million, an increase of 4% year-over-year, driven by strength in our usage-based offerings. Excluding revenue from for
Slide 14: Profitability & Margin
Q3 2026 Letter to Stockholders Exhibit 99.2 Profitability & Margin • GAAP Gross Profit was $118.2 million, or 63.9% of revenue, compared to gross profit of $ $121.1 million, or 67.7% of revenue, in the third quarter of fiscal 2025. • Non-GAAP Gross Profit was $119.9 million, or 64.8% of revenue, com
Slide 15: Non-GAAP Gross Margins and Operating Income and Margin
Q3 2026 Letter to Stockholders Exhibit 99.2 Non-GAAP Gross Margins1 72.6% 69.5% 68.4% 67.4% 65.7% 64.8% Q3 2025 Q2 2026 Q3 2026 Service Gross Margin Total Gross Margin Non-GAAP Operating Income and Margin1 Non-GAAP Operating Income Non-GAAP Operating Margin (US$ millions) (% of revenue) 11.7% $22 10
Slide 16: Operating Cash Flow & Capital Allocation; Balance Sheet & Debt Management
Q3 2026 Letter to Stockholders Exhibit 99.2 Operating Cash Flow & Capital Allocation • Cash Flow from Operations was $20.7 million, marking the 20th consecutive quarter of positive cash flow. • Ended the quarter with $88.2 million in cash, cash equivalents, and restricted cash. The ending balance re
Slide 17: Q4'26 and Updated Fiscal Year 2026 Guidance
Q3 2026 Letter to Stockholders Exhibit 99.2 Q4’26 and Updated Fiscal Year 2026 Guidance Following our strong Q3 results, we are raising our fourth quarter revenue and operating margin guidance relative to the midpoint of the implied Q4 guidance from our Q2 earnings call. Our revenue outlook reflects
Slide 18: Forward-Looking Statements
Q3 2026 Letter to Stockholders Exhibit 99.2 Forward-Looking Statements: This presentation includes 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 statements that are not sta
Slide 19: Explanation of GAAP to Non-GAAP Reconciliation
Q3 2026 Letter to Stockholders Exhibit 99.2 Explanation of GAAP to Non-GAAP Reconciliation Non-GAAP Service Revenue Gross Margin, Other Revenue Gross Margin, and Total Revenue Gross Margin Non-GAAP Service Revenue Gross Profit and Margin as a percentage of Service Revenue and Non-GAAP Other Revenue
Slide 20: Reconciliation Of GAAP To Non-GAAP Financial Measures
Q3 2026 Letter to Stockholders Exhibit 99.2 Reconciliation Of GAAP To Non-GAAP Financial Measures (Unaudited, in thousands) Three Months Ended 12/31/2025 9/30/2025 12/31/2024 Cost of Revenue GAAP cost of service revenue $ 59,515 $ 57,699 $ 50,529 Amortization of acquired intangible assets (513) (514
Slide 21: Business Highlights
Q3 2026 Letter to Stockholders Exhibit 99.2 Business Highlights Innovation on the 8x8 Platform for CX 8x8 continued to advance the 8x8 Platform for CX with new capabilities that strengthen collaboration, streamline omnichannel engagement, and simplify operations for global enterprises. Recent innova
Slide 22: Recognition and Awards; Executive Insights; Recent Blog Posts
Q3 2026 Letter to Stockholders Exhibit 99.2 Recognition and Awards • Chief Marketing Officer Bruno Bertini won Platinum in the Pinnacle Business Awards in the category of Executive Leadership. • 8x8 was recognized as a Major Player in the IDC MarketScape: Worldwide AI-Enabled Contact Center Workforc
Slide 23: Q3 2026 Press Releases
Q3 2026 Letter to Stockholders Exhibit 99.2 Q3 2026 Press Releases Dec 19, 2025 8x8 to Showcase Unified Retail Communications at NRF 2026 Nov 26, 2025 8x8 Engage Wins Gold at 2025 London Design Awards for Outstanding User Experience Nov 25, 2025 8x8 Strengthens Customer Data Privacy With New Interna
Slide 24: Q3 2026 Letter to Stockholders
Q3 2026 Letter to Stockholders Exhibit 99.2 24