Three Months Ended September 30, Copyright 2023 8x8, Inc. or its affiliates. All rights reserved. ● Concurrent repurchase of 10.7M shares for $60M with Exchange Transaction partially offsets dilution from new convertible notes 201.9 250.0 63.3 2024 Notes 2028 Notes Term Loan Exchange Transaction August 2022 New Convert Notes New Term Loan Retired 201.9 225.0 63.3 $ 201.9 $ 250.0 $ (403.8) $ (6.0) $ (21.8) $ (5.0) $ (25.0) ~$33M Additional Repurchases of 2024 Notes Voluntary Early Repayment Term Loan Retired ...

8x8, Inc. (NASDAQ:EGHT) Q1 2024 Earnings Conference Call August 8, 2023 5:00 PM ET Company Participants Kate Patterson - Vice President of Investor Relations Samuel Wilson - Chief Executive Officer Kevin Kraus - Chief Financial Officer Conference Call Participants Catharine Trebnick - Rosenblatt Securities Inc. Jamie Reynolds - Morgan Stanley Abhinav Kumar - Mizuho Securities Austin Williams - Wells Fargo Securities James Rush - Craig-Hallum Capital Group Operator Good day, and thank you for standing by. We ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q Commission file number: 001-38312 _________________ 8x8, INC. (Exact name of Registrant as Specified in its Charter) _________________ (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identification Number) Delaware 77-0142404 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SEC ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________to _________ Commission file number 000-38312 8x8, Inc. (Exact name of Registrant as Specified in its Charter) (State or Other Jurisdiction of Incorporation or Organizat ...

May 11, 2023 One platform. Every communications experience. Forward looking statements ● Customer adoption and demand for our products may be lower than we anticipate. ● A reduction in our total costs as a percentage of revenue may negatively impact our revenues and our business. ● Impact of economic downturns and political instability on us and our customers, including from the COVID-19 pandemic, the war in Ukraine, rising interest rates and other inflationary pressures. ● Risks related to our new secured ...

Financial Data and Key Metrics Changes - Full year non-GAAP operating profit was $62.3 million, up nearly 500% year-over-year [1][13] - Cash from operations for fiscal 2023 was approximately $49 million, an increase of 41% from fiscal 2022 [2][14] - Total revenue for Q4 was $184.5 million, with service revenue at $176.6 million, both increasing 2% year-over-year [46] Business Line Data and Key Metrics Changes - Service revenue growth was 2% in Q4, with enterprise and XCaaS ARR both up year-over-year, XCaaS increasing in the mid-teens percentage [42] - Fuze accounted for $26.7 million of service revenue in Q4, with its performance exceeding initial expectations [48] - Remaining performance obligation (RPO) was approximately $775 million, up from $750 million in Q3 [50] Market Data and Key Metrics Changes - The CPaaS business saw a year-over-year decline but modestly increased sequentially from Q3 [46] - Customer retention rates were the highest in four years, reflecting strong performance across the customer base [50] Company Strategy and Development Direction - The company is committed to building a sustainable and profitable growth business, with a focus on product innovation and channel go-to-market model [6] - Plans to invest over $100 million annually in R&D for future development, targeting innovations in AI and customer experience [10][43] - The strategy includes leveraging partnerships and focusing on high-quality pipeline opportunities [106][124] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in repaying remaining convertible notes and generating positive cash flow [4][15] - The company anticipates solid profitability to continue throughout fiscal 2024, with gross margin expected to remain consistent [8][62] - Management acknowledged economic headwinds but noted high retention rates and strong collections as positive indicators [68][74] Other Important Information - The company achieved a non-GAAP operating margin of 13.5% in Q4, exceeding the 10% guidance [56] - Total cash, cash equivalents, and restricted cash ended Q4 at approximately $139 million, despite higher cash interest expenses [3] Q&A Session Summary Question: What levels of churn are being seen and how much is attributable to macro factors? - Management noted high retention rates and expects enterprise growth to continue, with new products anticipated to drive revenue acceleration in the back half of the year [85][86] Question: Can you provide insight into customer renewals and any changes due to macro conditions? - Retention rates were at record highs, with no significant changes in renewals attributed to macro conditions [92][93] Question: What initiatives are being taken for sustainable margin expansion? - Continuous improvements in automation and efficiency in sales and marketing are being implemented to maintain or increase operating margins [78] Question: How is the pipeline looking and are there any changes? - Pipeline numbers are positive, suggesting potential revenue reacceleration, although timing remains a factor [105] Question: What is the strategy regarding internal versus external R&D? - The company plans to focus on internal development for core competencies while partnering with specialists for other areas [126][128]

FORM10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________to _________ Commission file number 001-38312 8x8, INC. (Exact name of Registrant as Specified in its Charter) Delaware 77-0142404 (State or ...

8x8, Inc. (NASDAQ:EGHT) Q3 2023 Results Conference Call February 1, 2023 4:30 PM ET Company Participants Kate Patterson - VP of IR Samuel Wilson - Interim CEO Kevin Kraus - Interim CFO Conference Call Participants Matt VanVliet - BTIG Meta Marshall - Morgan Stanley Siti Panigrahi - Mizuho Catharine Trebnick - Roth Capital Partners George Sutton - Craig-Hallum Will Power - Baird Peter Levine - Evercore ISI Ryan Koontz - Needham Ryan MacWilliams - Barclays Austin Williams - Wells Fargo Michael Funk - Bank of ...

Table of Contents Title of each class Trading Symbol Name of each exchange on which registered COMMON STOCK, PAR VALUE $.001 PER SHARE EGHT New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __ ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2023 was $187.4 million, a 24% increase year-over-year, within the guidance range of $185 million to $188 million [28] - Service revenue was $178.6 million, up 25% year-over-year, also in line with guidance [28] - Non-GAAP gross margin was 70.1%, up nearly 600 basis points year-over-year [33] - Non-GAAP operating profit was $9.1 million, reflecting a year-over-year increase but a slight sequential decline [36] Business Line Data and Key Metrics Changes - Enterprise ARR grew more than 40% year-over-year, accounting for 58% of total ARR [10] - XCaaS ARR continued to grow at approximately 40% year-over-year, representing over 35% of total ARR [10] - CPaaS business faced challenges with a sequential decline for the third consecutive quarter, impacted by currency fluctuations and macroeconomic headwinds [11][27] Market Data and Key Metrics Changes - The strengthening dollar negatively impacted total revenue by about $1 million for the quarter [29] - Small business ARR showed modest sequential growth, reflecting good retention and upsell in the U.S. and U.K. [12] Company Strategy and Development Direction - The company is focusing on profitability and cash flow generation, increasing operating margin guidance to above 5% for the year [13] - Continued investment in innovation and customer experience is emphasized, particularly in the contact center and unified communications sectors [9][50] - The company aims to leverage its unified XCaaS platform as a competitive advantage, especially in a cautious spending environment [14] Management's Comments on Operating Environment and Future Outlook - Management noted that while revenue may fluctuate due to foreign exchange, operating income and cash flow remain less impacted [43] - The company is optimistic about achieving double-digit operating margins in fiscal year 2024 through improved efficiency and cost containment [13][45] Other Important Information - The Fuze acquisition has exceeded expectations and contributed positively to operating margins [9] - The company has made significant progress in refinancing its debt, enhancing financial flexibility [39][40] - Cash from operations was approximately $13 million for the quarter, indicating solid cash flow management [41] Q&A Session Summary Question: Can you discuss the slight change in revenue guidance related to FX and CPaaS? - Management confirmed that the change in guidance is primarily due to foreign exchange effects, with CPaaS stabilizing [52][54] Question: How is the channel business shaping up, particularly with XCaaS? - The channel is a significant driver of new business, with over half of new business coming from partners selling XCaaS [59] Question: Are you seeing reductions in headcount within your existing customer base? - Management indicated that while there are occasional reductions during renewals, most enterprise customers have well-structured contracts [66] Question: What trends are seen in the enterprise segment and visibility for the second half of the fiscal year? - The enterprise segment is performing well, with FX being a significant headwind; visibility remains consistent with past performance [72][73] Question: How is the integration of Fuze progressing? - The integration is on track, with plans to launch seamless upgrades to the XCaaS platform early next year [81]