8x8 Inc · NASDAQ:EGHT
8x8 — Investor Day (September 2026)
52 slides from 8x8's investor day presentation, September 2026
Slide 1: 8x8 Investor Update: Product Innovation and Financial Model
8x8 Investor Update Product Innovation and Financial Model September 2026 Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 2: Today's Speakers
Today’s Speakers Samuel Wilson Bryan Martin Kevin Kraus Kate Patterson CEO CTO CFO Moderator Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 3: Forward Looking Statements
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 statements that are not statements of historical fact may be deemed to
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 resu
Slide 5: Hover the mouse over the bottom of the screen to see the menu
Hover the mouse over the bottom of the screen to see the menu; choose the chat icon to open the left sidebar. Type your question in the sidebar. CopyrightCopyright 2026 8x8, Inc. 2026 orInc. 8x8, its affiliates. All rights or its affiliates. reserved. All rights reserved.
Slide 6: Why 8x8?
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 Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 7: 8x8: A Market Leader in Business Communications
7 8x8: A Market Leader in Business Communications Ranked #1 over competitors for Global Reach ® Best of Breed2 Customer Business Success 1 $736M 52K+ 50+ 5 4 3 Annual Global Countries 2 Revenue Customers with PSTN 1 Replacement 0 Talkdesk NiCE Five9 Genesys Cisco Twilio AWS Magic Quadrant™ 3 15x Rec
Slide 8: Financial Highlights - Q1'27 (Most Recent Quarter)
8 Financial Highlights - Q1’27 (Most Recent Quarter) Top-Line Profitability & Cash RECORD Service RECORD Total Revenue GAAP Operating Non-GAAP Operating Revenue Margin Margin1 $185M $190M +5.1% YoY, +2.9% QoQ +4.9% YoY, +2.7% QoQ 2.3% 9.9% 18% 8% 22nd $17M YoY growth in customers Consecutive quarter
Slide 9: Deep and Expanding Moat
Deep and Expanding Moat Carrier Grade Communications Native AI Network Infrastructure Intelligence ● Deep expertise ● Unified platform captures ● AI Studio agentic AI ○ Decades of experience every interaction development environment ○ >500 patents ○ >16B interactions/year ○ Natural language ● Difficu
Slide 10: The Foundation: Global Voice Network with Local Experience
The Foundation: Global Voice Network with Local Experience Enterprise-grade communications; 16B interactions annually Best voice quality Global solution Low cost of ownership Geo-routing Unified experience for all users worldwide Instant activation High availability Number procurement & porting Singl
Slide 11: 8x8 Vision
8x8 Vision Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 12: The Problem: AI Raises CX Expectations, but Siloed Systems Undermine Success
The Problem: AI Raises CX Expectations, but Siloed Systems and Data Fragmentation Undermine Success 70% 56% 45% Of customers Of customers Ratio of times IT expect every report having to professionals cited interaction to have repeat their issue to data fragment- the full context of multiple agents.2
Slide 13: The Vision: Make Every Interaction Count
The Vision: Make Every Interaction Count One unified platform Scale without complexity A single vendor, one contract, and one New locations, seasonal staff, and global admin console replace the complexity of teams are onboarded in days — not months managing multiple carriers, systems, and — without a
Slide 14: Voice is the dominant interface to AI
Voice is the dominant interface to AI The spoken word is the most undervalued asset in business communications Copyright 2024 8x8, Inc. or its affiliates. All rights reserved. Copyright2026 Copyright 20268x8, 8x8,Inc. Inc.ororits itsaffiliates. affiliates.All Allrights rightsreserved. reserved.
Slide 15: AI compute has changed what a conversation is worth
AI compute has changed what a conversation is worth The conversation is now the best system of record THEN NOW Conversations were treated as exhaust. We kept a AI compute has removed the constraint. It is now three-line CRM note typed from memory and threw practical to preserve, search, govern, and
Slide 16: How AI drives outcomes in the business conversation stack
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 Where it pays off — the conversation becomes the system of record
Slide 17: 8x8 Products and Platform
8x8 Products and Platform Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 18: Power of the 8x8 Platform
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 engagement, strengthens customer relationships, and drives superi
Slide 19: 8x8 Products Lines at a Glance
19 8x8 Products Lines at a Glance Subscription + Platform Usage Platform Usage Unified Communications CX Beyond the Contact Center Contact Center CPaaS 8x8 Work 8x8 Engage 8x8 Contact Center 8x8 Connect + APIs Calling and Cloud PBX Lightweight contact center for Full featured contact center No-code m
Slide 20: The 8x8 Platform architecture
8x8 Subtitle Archivo Light 10pt Legend Native & Third-party The 8x8 Platform Admin Agent Assist CC Agent Persona-based Microservice Supervisor Agents Front End 8x8 Engage (Humans & Bots) Analytics & Data Visualization Pre/Post Sales Voice & Digital Bots + other Engage OOB Orchestration Extensible In
Slide 21: One Platform, Every Connection
One Platform, Every Connection Integration & interoperability INTEGRATIONS EXPERIENCE Voice · Chat · Email · WhatsApp · RCS · Native Integrations Top 5 CRM WFM SMS Pre-built for the tools your teams Microsoft Teams Operator Connect already use PERSONAS Frontline · Agent · Supervisor · IT/Admin Verti
Slide 22: Regulatory and Compliance
Subtitle Archivo Light 10pt Regulatory and Compliance Built-in, not bolted-on INCLUDED — CORE SECURITY PREMIUM ADD-ON & ROADMAP AI Fraud + Intrusion Detection Encryption STIR/SHAKEN Branded Calling (Hiya + TNS) Standard on every tier US + France Deepfake Voice Detection PCI Secure Pay WCAG 2.1 AA +
Slide 23: The AI Tailwind
The AI Tailwind Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 24: History of AI Innovation at 8x8
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 8x8 integrates OpenAI LLM for Internal use of AI accelerates; R&D AI Studio released in open beta transcription, call summaries
Slide 25: AI-Driven Momentum
AI-Driven Momentum1 Adoption of paid AI solutions2 is “early innings” but broadly based across all customer sizes 67% >100% Year-over-year increase in number of Average net retention of customers customers with paid AI solutions1 adopting paid AI solutions2 >18% Year-over-year increase in recurring
Slide 26: AI Studio
AI Studio Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 27: 8x8 AI Studio
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 interrupt, pause, and engage naturally. No rigid call flows. ● Omnichannel deployment — Voice, digital channels, routing and telephony are
Slide 28: AI Studio: Rapid Customer Adoption
AI Studio: Rapid Customer Adoption1 Adoption stats 10 weeks following launch of open beta Available to all customers through the 8x8 App Store since April 2026 >250 75% >3,200 Customers active in the Converted to paying customers, Agents built development environment most choosing self-service with
Slide 29: Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 30: Specialty Building Products Company
Specialty Building Products Company “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 it doesn't know something it a
Slide 31: Pay-as-You-Go Electricity Supplier
Pay-as-You-Go Electricity Supplier >20 Agents “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 inbound call gets
Slide 32: Introducing IRA
Introducing IRA 8x8 Investor Relations AI Virtual Assistant AGENT MODEL VOICE 11513 GPT-Realtime-2.1 Cedar Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 1
Slide 33: 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 34: Tools
Tools Five tools give Ira everything he needs to answer, route, or hand off a call or digital interaction searchIRKnowledge Two-tier knowledge search (curated → crawled, run in parallel for speed). Includes a Custom date-verification branch so earnings-call questions never mislabel a past date as up
Slide 35: Guardrails
Guardrails Hard rules — never bypassed, regardless of how the question is phrased. No investment advice, price targets, or Every financial figure stated with its fiscal buy/sell opinions period No speculation beyond what’s in a published, Anything outside IR scope is routed, not dated source answere
Slide 36: Digital Ira Demo
Digital “Ira" Demo stor Relations Empowering CX and IT Leaders
Slide 37: Voice Ira
37 Voice “Ira" Main investor relations number: +1 833 234 3915 Copyright Copyright 20262026 8x8, 8x8, Inc. or Inc. itsor affiliates. its affiliates. All rights All rights reserved. reserved.
Slide 38: 8x8 AI Studio: What I originally told the Builder I wanted
8x8 AI Studio: What I originally told the Builder I wanted Voice straight into the reasoning engine. Every channel. Already connected. One data layer. No silos. Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 39: 8x8 AI Studio: The English prompt
8x8 AI Studio: The English prompt Built into 8x8. Builder provided for me Not bolted on. to further customize for future modifications to myVoice agent, straight The Perfect into the CTO Agent! reasoning engine. Every channel. Already connected. One data layer. No silos. Copyright 2026 8x8, Inc. or
Slide 40: 8x8 AI Studio: The configuration page
8x8 AI Studio: The configuration page, Built into 8x8. simple enough that Not bolted on. anyone can use! Voice straight into the reasoning engine. Every channel. Already connected. One data layer. No silos. Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 41: 8x8 Financial Model
8x8 Financial Model Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 42: Financial Model Highlights
Financial Model Highlights FY’26 - FY’27 FY’28 - FY’30 Return to Growth Accelerate ● Revenue growth driven by increase in platform usage ● Revenue growth accelerates to mid-to-high single digits ○ Long tails of Fuze customer attrition and post-Covid ○ Mix continues to shift to platform usage as adop
Slide 43: Underlying Growth Masked by Long-tail Headwinds
Underlying Growth Masked by “Long-tail” Headwinds Service Revenue $M YoY Excl Fuze Customer Revenue YoY Incl Fuze Customer Revenue (reported) Excluding revenue from Fuze customers (upgraded or remaining on Fuze platform), Service revenue growth rate was ~6% in FY’26 (~8% in Q1’27) vs. reported growt
Slide 44: Revenue Growth Re-Accelerates after FY'27
3 Year Operating Model Revenue Growth Re-Accelerates after FY’27… Dual headwinds from long tail of Fuze customer attrition and post-COVID “right-sizing” dissipate CAGR Growth Drivers: ~8% Continued adoption of AI customer engagement (inbound & outbound) ~20% Retention of existing base 2-3% Increased
Slide 45: …And Drives Increased Profits in the Future
3 Year Operating Model …And Drives Increased Profits in the Future1 FY’27 3-Year Guidance2 Target Model FY’26A1 As of 8/4/26 Trend ~ FY’30 Platform Usage 20% 25-30% 35-40% % of Service Revenue Mix continues to shift to usage as Subscriptions 80% 70-75% adoption of AI-based customer 60-65% % of Servic
Slide 46: Debt Reduction Continues to be a Priority
3 Year Operating Model 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 Copyright 2026 8x8, Inc. or its affiliates.
Slide 47: …Resulting in Progress to Zero Net Debt
3 Year Operating Model …Resulting in Progress to Zero Net Debt 1 ● Anticipate refinancing our term loan this fiscal year (maturity in Aug. 2027) ● Expect to ramp debt repayments annually, funded by cash flows 2 1. Net debt = Debt Outstanding - Cash & Equivalents 2. Adjusted EBITDA is a non-GAAP metric.
Slide 48: Why 8x8?
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 Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 49: Appendix
Appendix Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.
Slide 50: Historical Financial Results Page 7
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 51: Historical Financial Results Page 8
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 52: Historical Financial Results Page 9
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)