8x8 Inc. Chief Product Officer Hunter Middleton reported equity compensation activity tied to performance share units (PSUs). On May 27, 2026, 60,000 PSUs from a September 15, 2024 award vested at 111% of target, making 66,600 shares issuable; 32,714 shares were delivered and 33,886 shares were withheld to cover taxes. On the same date, 39,600 PSUs from a June 6, 2025 award vested at 111% of target, making 43,956 shares issuable; 21,592 shares were issued and 22,364 shares were withheld for taxes. The tax-withholding entries are not market sales but shares retained by the issuer to satisfy income tax obligations. After these transactions, Middleton directly holds 677,867 shares of common stock.
8x8, Inc. Chief Financial Officer Kevin Kraus reported compensation-related equity activity in the company’s common stock. On May 27, 2026, two tranches of previously granted performance share units (PSUs) vested at 111% of target, creating new share awards.
From a 2024 PSU grant, 74,000 shares became issuable, with 36,349 shares delivered to Kraus and 37,651 shares withheld to cover taxes. From a 2025 PSU grant, 45,787 shares became issuable, with 22,491 issued and 23,296 withheld for taxes. The Form 4 shows award acquisitions and tax-withholding dispositions only, with no open-market purchases or sales.
8x8, Inc. Chief Legal Officer Laurence Denny reported equity compensation activity tied to performance share units (PSUs). On May 27, 2026, portions of two PSU awards granted on September 15, 2024 and June 6, 2025 vested at 111% of target, making 41,625 and 31,746 common shares issuable, respectively.
From these amounts, 23,415 and 17,858 shares were issued to Denny, while 18,210 and 13,888 shares were withheld by 8x8 to cover tax obligations at a reference price of $2.12 per share, which the filing notes are not open-market sales. Following these transactions, Denny directly holds 409,282 shares of 8x8 common stock.
8x8, Inc. provides a global, cloud-based Platform for CX that unifies contact center, unified communications, and communications APIs with embedded AI features such as sentiment analysis, intelligent routing, and virtual agents. The company targets mid-market, small and mid-sized enterprises, and public sector customers, often with 500 to 10,000 employees, using a mix of direct sales and a broad partner ecosystem.
8x8 reported operating income of $18.9 million for the year ended March 31, 2026, but still has an accumulated deficit of about $886.1 million, highlighting ongoing profitability risk. As of March 31, 2026, it employed 1,819 people, about 70% outside the U.S., and held at least 422 patents with 54 applications pending.
The company emphasizes AI-driven innovation, large tax-loss carryforwards, and an extensive regulatory footprint across U.S. and international markets, while warning of intense competition, rapid technology change, customer churn risk, and potential limitations on using its substantial net operating losses and tax credits.
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.
8x8 Inc. amendment to a Schedule 13G/A reports that Boston Partners beneficially owns 6,674,315 shares of common stock, representing 4.79% of the class as reported. The filing states Boston Partners has sole voting and sole dispositive power over these shares. The form is signed by a compliance manager on 05/14/2026.
8x8 Inc. reported that Vanguard Portfolio Management beneficially owns 7,480,632 shares of Common Stock, representing 5.36% of the class. The filing shows sole voting power for 342,418 shares and sole dispositive power for 7,480,632 shares. The filer states this includes holdings of affiliated Vanguard entities and client accounts.
Sylebra Capital entities and Daniel Patrick Gibson report a reduced, passive stake in 8x8, Inc. common stock. The group now beneficially owns 6,757,049 shares of EGHT, representing 4.85% of the company’s common stock, with shared voting and dispositive power and no sole authority.
The filing notes that this Amendment No. 5 reflects a disposal of securities and follows an earlier filing where the group had contemplated potentially influencing management or policies. They state they have since adopted a passive investment stance and currently have no plans or proposals for actions listed under Item 4(a)–(j), such as mergers, board changes, or significant strategic shifts.
Sylebra Capital and related entities have updated their ownership disclosure for 8x8, Inc. common stock. The group reports beneficial ownership of 8,367,394 shares, representing 6.01% of the outstanding common stock, with shared voting and dispositive power and no sole authority.
The amendment notes that the position reflects a disposal of securities, and the reporting persons now describe their stance as a passive investment. They state that they have no current plans or proposals regarding 8x8 that would trigger the types of corporate actions listed under Item 4, and report no special contracts or arrangements beyond a Joint Filing Agreement.
The Vanguard Group amended its Schedule 13G/A to report zero beneficial ownership of 8x8 Inc. common stock. The filing states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report holdings separately on a disaggregated basis.
The filing shows 0 shares and 0% ownership, with no sole or shared voting or dispositive power. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.