From $EGHT 8x8 Q4 2026 Earnings Conference Call · · EARNMOAR
“Usage-based revenue, including CPaaS communications APIs, AI solutions, digital channels, telecom usage, grew more than 70% year-over-year and represented approximately 23% of service revenue, up from 14% a year ago.”
On , Samuel Wilson, Chief Executive Officer & Director at 8X8 INC, spoke about revenue growth during $EGHT 8x8 Q4 2026 Earnings Conference Call on EARNMOAR.
Samuel Wilson, CEO of 8x8, discussed the company's fiscal 2026 fourth-quarter results during a May 19, 2026 earnings call. He stated that the company is "operating from a position of strength" and has a "clear strategy" that is "working" after four quarters of growth. Wilson described the company's approach as focusing on a "business communications platform discussion" rather than engaging in "dive-bomb pricing" conversations, which he said competitors favor. He noted that the market is "somewhere between 70, 80, 90 billion dollars in size" depending on the third-party analyst cited. Wilson commented on pricing models, saying that "as AI takes on more of the interactions, pricing needs to shift towards usage and outcomes" and that "per-seat pricing made sense when every interaction needed a human." Regarding capital allocation, Wilson stated his preference "in rank order" is to "acquire things that help us improve our customer outcomes, pay off debt, and then buy back stock number three." The company provided fiscal 2027 guidance, with Wilson noting it anticipates cash flow from operations of approximately $45 million to $52 million for the full year.