Slide 1: Fourth Quarter & Fiscal Year 2026
Fourth Quarter & Fiscal Year 2026 Ended March 31, 2026 May 19, 2026 Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 2: Forward looking statements
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 statements of historical fact may be deemed to b
Slide 3: Q4 & FY 2026 Earnings Presentation
Q4 & FY 2026 Earnings Presentation Samuel Wilson Kevin Kraus 8x8 Chief Executive Officer 8x8 Chief Financial Officer Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 4: We connect people and organizations through seamless communication
Q4 & FY 2026 Earnings Presentation We connect people and organizations through seamless communication, empowering them to unlock the potential of every interaction. Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 5: A Market Leader in Business Communications
5 A Market Leader in Business Communications Ranked #1 over competitors for Global Reach ® Best of Breed 2 Contact Center integrated with UCaaS1 5 4 3 $735M 50K+ 50+ Annual Global Countries 2 Revenue Customers with PSTN 1 Replacement 0 Dialpad Vonage RingCentral Cisco Zoom GoTo Microsoft Magic Quadr
Slide 6: 8x8 Product Portfolio
Q4 & FY 2026 Earnings Presentation 6 8x8 Product Portfolio Local numbers in 100+ countries including toll-free Technology Partner Ecosystem Professional Service and Support Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 7: Future-ready CX and EX
Q4 & FY 2026 Earnings Presentation 7 Future-ready CX and EX Cutting-edge Insights for smarter Global reach and Optimize IT and platform for better decisions reliability support footprint outcomes Identity CX gaps and eliminate Financially backed, platform- Eliminate multiple vendor Meet your custome
Slide 8: 8x8's Strategic Approach to AI
Q4 & FY 2026 Earnings Presentation 8 8x8's Strategic Approach to AI Enterprise-grade AI built to scale and drive real business outcomes. Practical AI that Full-platform AI Curated AI AI-driven insights AI consulting for meets customers Processing ecosystem with for optimization real-world success wh
Slide 9: 8x8 Momentum
Q4 & FY 2026 Earnings Presentation 9 8x8 Momentum 71% >100% >300% YoY Increase in Voice YoY increase in YoY Increase in # of Self-Service Adoption Voice AI Usage Engage Customers (Q4’26 Year-over-Year) (Q4’26 Year-over-Year) (Q4’26 Year-over-Year) >200% >5B Inbound & Outbound YoY Growth in API Messa
Slide 10: Q4 2026 Financial Highlights
10 Q4 & FY 2026 Earnings Presentation Q4 2026 Financial Highlights Top-Line Profitability & Cash RECORD Service Total Revenue GAAP Operating Non-GAAP Operating Revenue $180M $185M Margin Margin1 +5.0% YoY, +0.3% QoQ +4.6% YoY, +0.1% QoQ 1.8% 10.7% 16% 8% 21st $14M YoY growth in customers Consecutive
Slide 11: FY 2026 Financial Highlights
Q4 & FY 2026 Earnings Presentation 11 FY 2026 Financial Highlights Top-Line Profitability & Cash RECORD Service Total Revenue GAAP Operating Non-GAAP Operating Revenue $715M $736M Margin Margin1 +3.2% YoY +2.9% YoY 2.6% 10.2% 16% ~6% GAAP Net Income Cash flow from operations YoY growth in customers
Slide 12: Q4 2026 Results vs. Guidance
Q4 & FY 2026 Earnings Presentation 12 Q4 2026 Results vs. Guidance Metric Q4 2026 Results Guidance Ranges (US$ millions) (Qtr ended 3/31/2026) (As of 2/3/2026) Service Revenue1 $180.2M $173.5M – $178.5M % Growth Y/Y 5.0% 1% - 4% Total Revenue2 $185.2M $178.5M – $183.5M % Growth Y/Y 4.6% 1% – 4% Non-
Slide 13: FY 2026 Results vs. Guidance
Q4 & FY 2026 Earnings Presentation 13 FY 2026 Results vs. Guidance Metric FY 2026 Results Guidance Ranges (US$ millions) (FY ended 3/31/2026) (As of 2/3/2026) Service Revenue1 $715M $709M - $714M % Growth Y/Y 3.2% 2% - 3% Total Revenue2 $736M $729M - $734M % Growth Y/Y 2.9% 2% – 3% Non-GAAP Gross Ma
Slide 14: Income Statement
Q4 & FY 2026 Earnings Presentation 14 Q4 & FY 2026 Financial Metrics Q4 2026 % of Total Revenue % Change YoY FY 2026 % of Total Revenue % Change YoY (US$ millions) Revenue Service Revenue1 $180.2 97% 5% $715.3 97% 3% Other Revenue2 $5.1 3% (7)% $20.5 3% (7)% Income Statement Total Revenue $185.2 100
Slide 15: Income Statement: Q4 2026 Financial Metrics (Cont'd)
Q4 & FY 2026 Earnings Presentation 15 Q4 2026 Financial Metrics (Cont’d) (in US$ millions) Q4 2026 Change QoQ Change YoY Liquidity and Cash Flow Cash & Investments1 $95.0 $6.8 $5.6 Income Statement Operating Cash Flow $14.4 $(6.3) $8.5 CapEx + Cap SW $(3.2) $1.0 $(0.2) TTM Operating Cash Flow $55.8
Slide 16: Q4 2026 Revenue
Q4 & FY 2026 Earnings Presentation 16 Q4 2026 Revenue Total Revenue (US $ millions) Service Revenue (US $ millions) $185 $185 $180 $180 $177 $172 0.1% QoQ 0.3% QoQ 4.6% YoY 5.0% YoY Q4 2025 Q3 2026 Q4 2026 Q4 2025 Q3 2026 Q4 2026 Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 17: FY 2026 Revenue
Q4 & FY 2026 Earnings Presentation 17 FY 2026 Revenue Total Revenue (US $ millions) Service Revenue (US $ millions) $729 $715 $736 $715 $701 $693 2.9% YoY 3.2% YoY (1.9)% YoY (1.1)% YoY FY24 FY25 FY26 FY24 FY25 FY26 Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 18: Q4 2026 Non-GAAP Gross Margins
Q4 & FY 2026 Earnings Presentation 18 Q4 2026 Non-GAAP Gross Margins1 Non-GAAP Total and Service Gross Margins as a % of Revenue impacted by shift to a higher mix of usage revenue 71.9% 69.0% 67.4% 66.8% 64.8% 64.2% Q4 2025 Q3 2026 Q4 2026 Service Gross Margin Total Gross Margin 1. See Appendix for
Slide 19: Q4 2026 Non-GAAP Operating Expenses and Total Costs
Q4 & FY 2026 Earnings Presentation 19 Q4 2026 Non-GAAP Operating Expenses and Total Costs1,2,3 YoY decline in operating expenses offsets mix-related decline in gross margins; total costs decline YoY as a % of revenue YoY (As a % of Revenue) 90.0% 88.3% 89.3% 59.0% 53.1% 53.5% Q4 2025 Q3 2026 Q4 2026
Slide 20: Q4 2026 Non-GAAP Operating Expense Profile
Q4 & FY 2026 Earnings Presentation 20 Q4 2026 Non-GAAP Operating Expense Profile1,2 (As a % of Revenue) 59.0% 53.1% 53.5% 10.0% 9.2% 9.7% 34.2% 30.1% 29.7% G&A S&M R&D 14.7% 13.8% 14.2% Q4 2025 Q3 2026 Q4 2026 1. See Appendix for reconciliation of Non-GAAP metrics to nearest GAAP metric. 2. Non-GAAP
Slide 21: Q4 2026 Non-GAAP Operating Income and Margin
Q4 & FY 2026 Earnings Presentation 21 Q4 2026 Non-GAAP Operating Income and Margin1 Non-GAAP Operating Income Non-GAAP Operating Margin % ($ in millions) (% of revenue) 11.7% $22 10.7% $20 10.0% $18 Q4 2025 Q3 2026 Q4 2026 Q4 2025 Q3 2026 Q4 2026 1. See Appendix for reconciliation of Non-GAAP metric
Slide 22: Non-GAAP Interest Expense and Cash Interest Expense
Q4 & FY 2026 Earnings Presentation 22 Non-GAAP Interest Expense1 and Cash Interest Expense Non-GAAP Interest Expense Quarter-Over-Quarter Cash Interest Expense Quarter-Over-Quarter $5,000 $8,000 $4,558 $4,480 $4,226 $4,058 $6,471 $4,000 $6,053 $6,000 $2,019 $2,019 $2,019 $3,000 $2,020 $4,038 $4,000
Slide 23: Cash & Investments Quarterly Trend
Q4 & FY 2026 Earnings Presentation 23 Cash & Investments Quarterly Trend No debt payoff in Q4, but paid $14.5M $15M debt payoff + $15M debt payoff in April 2026 $1.8M stock buyback $5M debt payoff $10M debt payoff $100 $95 $89 $88 $82 $77 $75 (millions) $50 $25 $— Q4'25 Q1'26 Q2'26 Q3'26 Q4’26 Cash
Slide 24: History of Reducing Debt Outstanding
Q4 & FY 2026 Earnings Presentation 24 History of Reducing Debt Outstanding Principal repayments of $44.5M YTD; Cumulative repayments of ~$239M since August 2022 Ending Principal Amount Outstanding by Quarter ($ millions) $600.0 $548.1 $542.1 $520.2 $515.2 $500.0 $500.0 $250.0 $250.0 $490.2 $490.2 $4
Slide 25: Q1 2027 Guidance Ranges
Q4 & FY 2026 Earnings Presentation 25 Q1 2027 Guidance Ranges1 As of 5/19/2026 ($ in millions) Q1 2027 Service Revenue $175 million – $180 million % Growth Y/Y (1)% – 2% Total Revenue $180 million – $185 million % Growth Y/Y (1)% – 2% Non-GAAP Gross Margin1 63.5% – 64.5% Non-GAAP Operating Margin1 8
Slide 26: FY 2027 Guidance Ranges
Q4 & FY 2026 Earnings Presentation 26 FY 2027 Guidance Ranges1 As of 5/19/2026 ($ in millions) FY 2027 Service Revenue $707 million – $727 million % Growth Y/Y (1)% – 2% Total Revenue $727 million – $747 million % Growth Y/Y (1)% – 2% Non-GAAP Gross Margin1 62.5% – 63.5% Non-GAAP Operating Margin1 9
Slide 27: Thank You
Thank You 8x8.com NEW! @8x8 facebook.com/8x8Inc linkedin.com/company/8x8 youtube.com/8x8Inc Executive Insights instagram.com/8x8inc Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 28: Appendix
Appendix GAAP to non-GAAP Reconciliations and Historical Financial Results Copyright 2025 8x8, Inc. or its affiliates. All rights reserved.
Slide 29: Outstanding Debt - Principal Amount
Q4 & FY 2026 Earnings Presentation 29 Outstanding Debt - Principal Amount Components of convertible senior notes and term loans were as follows as of March 31, 2026 and March 31, 2025, respectively (in thousands): March 31, 2026 March 31, 2025 2024 Term Loan 2028 Notes Total 2024 Term Loan 2028 Note
Slide 30: Interest Expense Detail - Senior Convertible Notes and Term Loan
Q4 & FY 2026 Earnings Presentation 30 Interest Expense Detail - Senior Convertible Notes and Term Loan Components of interest expense were as follows as of the three months ended March 31, 2026 and 2025, respectively (in thousands): Three Months Ended March 31, 2026 Three Months Ended March 31, 2025
Slide 31: Non-GAAP Measures and Guidance
Q4 & FY 2026 Earnings Presentation 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
Slide 32: GAAP Consolidated Statement of Operations
GAAP CONSOLIDATED STATEMENT OF OPERATIONS (Unaudited, in thousands except per share amounts) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 Service revenue $ 172,801 $ 175,075 $
Slide 33: GAAP Consolidated Statement of Operations (continued)
GAAP CONSOLIDATED STATEMENT OF OPERATIONS (Unaudited, in thousands except per share amounts, continued)) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 Supplemental Information:
Slide 34: Non-GAAP Consolidated Statement of Operations
NON-GAAP CONSOLIDATED STATEMENT OF OPERATIONS (Unaudited, in thousands except per share amounts) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 Service revenue $ 172,801 $ 175,0
Slide 35: GAAP Consolidated Balance Sheet
GAAP CONSOLIDATED BALANCE SHEET (Unaudited, in thousands) FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 6/30/23 9/30/23 12/31/23 3/31/24 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 ASSETS Current assets: Cash and cash equivalents $ 122,229 $ 144,030 $ 168,513 $ 116,2
Slide 36: GAAP Consolidated Statement of Cash Flows
GAAP CONSOLIDATED STATEMENT OF CASH FLOWS (Unaudited, in thousands) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 Cash flows from operating activities: Net income (loss) $ (10,
Slide 37: GAAP Consolidated Statement of Cash Flows (continued)
GAAP CONSOLIDATED STATEMENT OF CASH FLOWS (Unaudited, in thousands, continued) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 Cash flows from investing activities: Purchases of
Slide 38: GAAP to Non-GAAP Reconciliation
GAAP to NON-GAAP RECONCILIATION (Unaudited, in thousands except per share amounts) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 Reconciliation of GAAP to Non-GAAP Financial Me
Slide 39: GAAP to Non-GAAP Reconciliation (continued)
GAAP to NON-GAAP RECONCILIATION (Unaudited, in thousands except per share amounts, continued) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 GAAP general and administrative $ 23
Slide 40: GAAP to Non-GAAP Reconciliation (continued)
GAAP to NON-GAAP RECONCILIATION (Unaudited, in thousands except per share amounts, continued) FY2025 FY2026 FY2024 FY2025 FY2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 YTD Q4 YTD Q4 YTD 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/24 3/31/25 3/31/26 Other Income (Expenses): GAAP other