8x8 Sees Significant Growth in AI-Driven Customer Experience Tools in Q3
The company states: "Enterprises are doubling down on AI to improve responsiveness and streamline customer engagement. As a result, 8x8, Inc. is experiencing strong momentum in platform-wide adoption of intelligent automation and API-driven communications. In Q3 of fiscal 2026, organizations chose the 8x8 Platform for CX to unify their customer journeys, reduce service friction, and operationalize AI at scale. Demand for AI-driven customer experience tools continued to accelerate in Q3 FY26, with significant growth in both adoption and usage across 8x8 Intelligent Customer Assistant solutions: Customer contracts for 8x8 Intelligent Customer Assistant for digital and voice self-service and AI auto attendants increased 70% year-over-year and 20% quarter-over-quarter, helping to drive the overall growth in AI-based customer experience solutions; 8x8 Intelligent Customer Assistant digital, voice and auto attendant AI interactions grew nearly 110% year-over-year; Voice AI interactions increased 212% year-over-year, representing more than 86% of all AI interactions in FY26 Q3; 8x8 saw strong growth in communications API usage in Q3 FY26 as organizations increasingly turned to messaging and voice APIs to power seamless."
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- Earnings Beat Expectations: In Q3 FY2026, 8x8 reported a 3.4% year-over-year revenue increase to $185 million, with adjusted earnings rising from $0.11 to $0.12 per diluted share, significantly surpassing the market's expectation of $0.09, indicating strong business growth potential.
- Stock Price Surge: Following the impressive earnings report, 8x8's stock price peaked at $2.56, reflecting a 54.22% increase by 11 a.m. ET, marking a new high not seen since March 2025, showcasing market optimism about its future growth.
- Successful Customer Transition: The company successfully migrated all customers from the 2021 Fuze acquisition to its core 8x8 platform, shifting from fixed subscription fees to usage-based pricing, which has led to increased acceptance of its voice-driven AI tools and further revenue growth.
- Attractive Market Valuation: Despite the significant stock price increase, 8x8 trades at just 6.8 times forward earnings and 8.2 times reported free cash flow, indicating that the stock remains attractive and warrants attention from both growth and value investors.
- Earnings Beat: Super Micro Computer reported Q2 earnings of $0.69 per share, surpassing the analyst consensus of $0.49 by 41.68%, indicating a significant improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The quarterly revenue reached $12.68 billion, exceeding the market estimate of $10.22 billion and representing a 123.76% increase from $5.68 billion in the same period last year, showcasing the company's strong market performance and growth potential.
- Optimistic Outlook: Super Micro expects Q3 adjusted EPS of $0.60, above the analyst estimate of $0.53, and anticipates revenue in the range of $12.3 billion to $12.6 billion, reflecting confidence in future performance.
- Positive Stock Reaction: In pre-market trading, Super Micro's shares jumped 10.5% to $32.79, indicating a favorable market response to its strong earnings and optimistic outlook.
- Sustained Growth: 8x8 reported total revenue of $185 million and service revenue of $179.7 million in Q3, exceeding guidance by approximately $3 million, with year-over-year growth rates of 3.4% and 3.6%, respectively, indicating strong momentum in revenue growth.
- Innovation-Driven: Usage-based offerings grew nearly 60% year-over-year, now accounting for 21% of service revenue, primarily driven by CPaaS APIs, showcasing the company's success in adopting new technologies.
- Multiproduct Strategy: All top 20 customers are using multiple products, with most utilizing three or more, leading to increased revenue and retention, while four new strategic products saw triple-digit year-over-year growth.
- Optimistic Outlook: Management raised Q4 2026 service revenue guidance to between $173.5 million and $178.5 million, reflecting confidence in future growth despite near-term revenue headwinds from the decommissioning of the Fuze platform.
- Earnings Beat: 8X8 reported a non-GAAP EPS of $0.12 for Q3, exceeding expectations by $0.03, with revenue of $185.1 million reflecting a 3.5% year-over-year increase, indicating ongoing improvements in revenue and profitability.
- Guidance Upgrade: Management has raised its revenue outlook for Q4 FY2026, projecting total revenue between $178.5 million and $183.5 million, and service revenue between $173.5 million and $178.5 million, reflecting optimism about the future business environment.
- Enhanced Profitability: The company anticipates a non-GAAP gross margin of 65% to 66% and an operating margin of 9.5% to 10% for FY2026, demonstrating its commitment to disciplined cost management and sustainable profitability.
- Strong Cash Flow: Expected cash flow from operations for FY2026 is projected to be between $42 million and $45 million, showcasing the company's robust cash generation capabilities that support future investments and growth strategies.
- Earnings Announcement Schedule: 8X8 is set to release its Q3 earnings on February 3 after market close, with consensus EPS estimate at $0.09, reflecting an 18.2% year-over-year decline, and revenue estimate at $179.75 million, indicating a 0.5% year-over-year increase, which could influence investor confidence in the company's future performance.
- Historical Performance Review: Over the past two years, 8X8 has exceeded EPS estimates 88% of the time and revenue estimates 50% of the time, indicating a level of stability in profitability that may positively impact stock prices.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions with no downward adjustments, and revenue estimates have also experienced four upward revisions, reflecting analysts' optimistic outlook on the company's future performance, potentially attracting more investor interest.
- Market Reaction Analysis: Following the Q2 earnings report, 8X8's stock surged, and although analysts' views remain largely neutral, the market's positive response to its expansion in the Asia-Pacific region may be further validated in the upcoming earnings report.
- Enhanced Payment Efficiency: The 8x8 Secure Pay solution accelerates collection processes and reduces manual workloads through automation and conversational AI, thereby improving customer experience and lowering operational costs.
- Global Availability: This solution is now available worldwide, supporting various industries including retail, utilities, transportation, manufacturing, and financial services, catering to diverse customer payment needs.
- Flexible Payment Options: With secure payment links, digital wallets, and IVR payment flows, 8x8 Secure Pay enables customers to complete payments quickly and securely, significantly increasing payment completion rates.
- Automation Driving Revenue: The proactive outreach engine from 8x8 sends secure payment reminders across multiple channels, reducing agent workloads and allowing teams to focus on complex or high-value interactions.









