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8x8, Inc. 8-K Filings

EGHT NASDAQ

Every 8-K that 8x8, Inc. (EGHT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow EGHT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EGHT filings page.

Rhea-AI Summary

8x8, Inc. (EGHT) released an investor presentation with business updates, highlighting that in Q1’27 it achieved record service revenue of $185 million (up 5.1% year over year and 2.9% quarter over quarter) and record total revenue of $190 million (up 4.9% YoY and 2.7% QoQ).

GAAP operating margin was 2.3% and non-GAAP operating margin 9.9%, with $17 million of operating cash flow and the 22nd consecutive quarter of positive operating cash flow; cash, equivalents and restricted cash totaled $92 million. The company reports strong AI traction, including over 18% year-over-year increase in recurring revenue from customers who buy AI products and a 67% increase in the number of customers with paid AI solutions, which now contribute more than 10% of total recurring revenue. For FY’27, service revenue is guided to $725–$745 million and total revenue to $745–$765 million, implying service revenue growth of about 6% at the midpoint excluding Fuze-related headwinds, while non-GAAP gross margin is expected to decline from 65.6% in FY’26 to around 61% and non-GAAP operating margin to decrease by roughly 1 percentage point. Management’s three-year model targets mid‑to‑high single‑digit revenue growth, non‑GAAP operating margin of 10–12%, and operating profit above $100 million, alongside continued debt reduction after repaying about $206 million since the end of FY’23, a reduction of roughly 40% in debt outstanding.

Rhea-AI Summary

8x8, Inc. filed an amended report to correct final voting tallies from its 2026 annual meeting of stockholders. A quorum was present, with 113,553,716 of 141,782,325 common shares entitled to vote represented virtually or by proxy.

Stockholders elected eight directors, each receiving at least 79,583,932 votes for, with 25,470,117 broker non-votes for each nominee. They approved, on an advisory basis, executive compensation for the fiscal year ended March 31, 2026 with 85,482,059 votes for, and ratified Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending March 31, 2027 with 112,263,108 votes for. They also approved an amendment to the Amended and Restated 2022 Equity Incentive Plan, adding 8,338,000 shares available for issuance, with 79,480,286 votes for, 8,562,761 against, 40,552 abstentions and 25,470,117 broker non-votes.

Rhea-AI Summary

8x8, Inc. reported results for the quarter ended June 30, 2026, the first quarter of fiscal 2027. Total revenue was $190.2 million, up 5% year over year, with service revenue of $185.3 million, also up 5%. Platform usage revenue, including CPaaS and AI-based solutions, grew 63% year over year and reached approximately 26% of service revenue.

GAAP gross margin declined to 61.2% from 66.4% as mix shifted toward lower-margin usage revenue, but GAAP operating income improved to $4.4 million and GAAP net loss narrowed to $1.2 million. On a non-GAAP basis, operating income was $18.9 million and net income was $13.6 million, both higher than a year earlier.

Operating cash flow was $17.0 million, the 22nd consecutive positive quarter. Cash, cash equivalents and restricted cash totaled $92.3 million, while total debt fell to $309.4 million after a $14.5 million term-loan prepayment. Management now expects fiscal 2027 total revenue of $745–$765 million and second-quarter revenue of $185–$190 million, with non-GAAP operating margins in the high-single digits.

Rhea-AI Summary

8x8, Inc. held its 2026 annual meeting of stockholders on August 3, 2026, with a quorum present. Shares of common stock entitled to vote totaled 141,782,325, and 113,553,670 shares were voted.

Stockholders elected eight directors, approved on an advisory basis the executive compensation for the fiscal year ended March 31, 2026, and ratified the appointment of Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending March 31, 2027. They also approved an amendment to the Amended and Restated 2022 Equity Incentive Plan to increase the number of shares of common stock available for issuance by 8,338,000 shares.

Rhea-AI Summary

8x8, Inc. appointed Colleen Martin-Garcia, Senior Vice President and Chief Accounting Officer, as its principal accounting officer effective July 29, 2026. Kevin Kraus, previously acting as principal accounting officer, returns to his role as Chief Financial Officer and principal financial officer, and his change in role is stated not to reflect any disagreement on company operations, policies, or practices.

Martin-Garcia, age 56, previously served as Vice President and Chief Accounting Officer at CareDx, and held senior finance roles at Carbon, Polycom, and Plantronics after starting her career at KPMG. Under an offer letter, she will receive an annual base salary of $360,000, with a target annual cash bonus equal to 50% of base salary, and will be an at-will employee. She will be eligible for benefits under 8x8's Amended and Restated 2017 Executive Change-in-Control and Severance Policy as an Executive Tier participant.

The compensation committee approved an award of 600,000 restricted stock units under the 2017 New Employee Inducement Incentive Plan, to be granted in the next quarterly grant cycle, anticipated in September 2026. One-third will vest on the first anniversary of the grant date, and the remaining two-thirds will vest quarterly over the following eight quarters, fully vesting by the third anniversary.

Rhea-AI Summary

8x8, Inc. reported a material cybersecurity incident involving a third-party integration to its Salesforce customer system. Between June 11 and 12, 2026, an unauthorized threat actor exploited the Klue Labs integration and accessed 8x8’s Salesforce environment.

The actor exfiltrated competitively sensitive information on current, former and prospective customers, including fragmented contract and opportunity data, sales team notes, and business contact details. 8x8, Klue and Salesforce disabled the compromised integration and removed the unauthorized access, and 8x8 is adding further security measures.

The company states that its core information systems remain operational, its ability to serve customers has not been affected, and, based on its investigation to date, it does not expect a material impact on operations, financial condition or results. 8x8 is continuing its investigation and notifying relevant regulatory authorities.

Rhea-AI Summary

8x8 reported a profitable fiscal 2026 with modest growth and rising AI-driven usage revenue. Total revenue rose 3% to $735.8 million, and service revenue grew 3% to $715.3 million. The company achieved GAAP operating income of $18.9 million and GAAP net income of $1.6 million, compared with a net loss a year earlier.

Non-GAAP operating profit was $75.1 million, while cash from operations was $55.8 million. In Q4, revenue increased 5% year over year to $185.2 million, and usage-based revenue grew more than 70%, reaching about 23% of service revenue. 8x8 ended March 31, 2026 with $95.0 million in cash and $323.9 million of debt, having reduced total debt from prior years.

For fiscal 2027, management guides to total revenue of $727–$747 million, non-GAAP operating margin of 9–10%, non-GAAP diluted EPS of $0.33–$0.38, and operating cash flow of $45–$52 million, reflecting an ongoing mix shift toward usage-based and AI-related services.

Rhea-AI Summary

8x8, Inc. reported a planned leadership change in its finance organization. Chief Accounting Officer and principal accounting officer Suzanne Seandel has notified the company of her intention to resign on a separation date expected in mid-April 2026. Her decision is stated as not due to any disagreement over operations, policies, or practices.

The company is starting a formal search for her successor, and expects to retain Ms. Seandel as a consultant through May 31, 2026, spanning the expected filing of its Form 10-K for the fiscal year ended March 31, 2026. Effective as of the separation date, CFO Kevin Kraus will also serve as principal accounting officer. The filing notes there are no new compensation arrangements, no family relationships with directors or executives, and no related-party transactions requiring disclosure for Mr. Kraus.

Rhea-AI Summary

8x8, Inc. reported its financial results for the three months ended December 31, 2025 and furnished the details through a press release and a stockholder letter with financial and business highlights. These documents, attached as exhibits, include both GAAP and non-GAAP figures, along with reconciliations.

The company also notes that it uses forward-looking non-GAAP financial measures and cannot reconcile these to GAAP in advance because the timing and size of certain items are difficult to predict and could meaningfully affect future reported results.

Rhea-AI Summary

8x8, Inc. (EGHT) reported results for the quarter ended September 30, 2025, via an 8-K that furnished a Press Release and a Stockholder Letter & Financial and Business Highlights. These exhibits contain the company’s detailed financial updates and commentary.

The materials reference non-GAAP metrics, with reconciliations to GAAP included in the exhibits. The information is furnished, not filed, and includes cautionary forward-looking statements. For full figures and context, see Exhibits 99.1 and 99.2.

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