NYSE$EGHT

8x8 Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported second quarter fiscal 2022 financial results with service revenue growth of 18% year-over-year and total ARR increased 18% year-over-year.

8x8, Inc. reported strong second-quarter fiscal 2022 results, demonstrating growing adoption and enterprise demand for its integrated 8x8 XCaaSTM solution. Total revenue increased by 17% year-over-year, and service revenue grew by 18% year-over-year. The company also saw a significant contribution from channel partners and introduced two industry advancements.

  • Total revenue increased 17% year-over-year to $151.6 million.
  • Service revenue increased 18% year-over-year to $142.4 million.
  • GAAP Operating Loss was $37.2 million; Non-GAAP Operating Profit was $1.9 million.
  • Total ARR of $553 million, an increase of 18% from the same period last year.

Headline financials

Total Revenue

$152M

Previous: $129M+17.4%
EPS (adj)

$0.01

Previous: -$0.03+133.3%
Capital Expenditures

-$2.36M

Previous: -$4.17M+43.5%
Free Cash Flow

-$44.7M

Previous: -$42.6M-4.9%
Net Income

-$42.3M

Previous: -$38.4M-10.2%
Operating Income

-$37.2M

Previous: -$33.1M-12.3%
Gross Profit

$92.1M

Previous: $72.6M+26.8%
Cash & Equivalents

$103M

Previous: $122M-15.5%
Total Assets

$673M

Previous: $687M-2.1%
Stock-Based Comp

$35.8M

Previous: $25.3M+41.5%

Revenue & EPS history

8x8 · Revenue · Quarterly

$152M

Q2 2022+17.4%vs Q2 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

8x8 · $152M total across 2 segments · Q2 2022

  • Service Revenue
    $142M+17.7%
  • Other Revenue
    $9.18M+12.1%

Forward guidance

Management provides expected ranges for total revenue, service revenue and non-GAAP operating margin based on its evaluation of the current business environment.

Tailwinds

  • Total revenue in the range of $152.7 million to $154.2 million, representing approximately 12% to 13% year-over-year growth.
  • Service revenue in the range of $144 million to $145 million, representing approximately 13% to 14% year-over-year growth.
  • Total revenue increased to a range of $611 million to $615 million from the prior range of $604 million to $612 million.
  • The updated outlook represents year-over-year growth of approximately 15% to 16%.
  • Service revenue increased to a range of $572.5 million to $576.5 million from the prior range of $564 million to $572 million.

Headwinds

  • These expectations are subject to various important cautionary factors referenced in the section entitled "Forward-Looking Statements".
  • Customer adoption and demand for our products may be lower than we anticipate.
  • The impact of economic downturns on us and our customers, including from the COVID-19 pandemic.
  • Competitive dynamics of the cloud communication and collaboration markets, including voice, contact center, video, messaging, and communication application programming interfaces ("APIs"), in which we compete may change in ways we are not anticipating.
  • Our Investments we make in marketing, channel and value-added resellers (VARs), e-commerce, new products, may not result in revenue growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.6%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.5%

Avg return

30 days after

41%

26 / 64 earnings

Positive

+38.7%

Q3 2026

Best reaction

-29.0%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+4.8%+6.6%+47.0%
Q3 2026+38.7%+62.0%+51.8%
Q2 2026+25.3%+11.3%+14.7%
Q1 2026-7.4%-8.4%+8.4%
Q4 2025+0.0%-11.7%+2.2%
Q3 2025-5.3%+0.7%-19.0%
Q2 2025+25.0%+35.5%+41.8%
Q1 2025-24.5%-30.8%-30.4%
Q4 2024+10.7%+18.8%+11.1%
Q3 2024-16.6%-23.9%-20.8%
Q2 2024+31.1%+26.1%+36.6%
Q1 2024-29.0%-24.5%-42.6%
Q4 2023-3.7%-3.4%+20.4%
Q3 2023+35.5%+26.8%+19.1%
Q2 2023+20.1%+22.1%+25.0%
Q1 2023+5.7%+0.0%-2.6%
Q4 2022-2.9%+2.9%-16.0%
Q3 2022-9.1%-6.4%-24.1%
Q2 2022-5.7%-3.3%-21.2%
Q1 2022-0.9%-1.6%-2.0%
Q4 2021-13.0%-15.4%-15.9%
Q3 2021-3.3%-4.8%-6.2%
Q2 2021+9.4%+4.1%+22.1%
Q1 2021-7.0%-4.0%-0.3%
Q4 2020-24.4%-22.8%-28.6%
Q3 2020+7.8%+3.4%-9.5%
Q2 2020-0.5%-0.6%+5.7%
Q1 2020-6.0%-7.8%-4.8%
Q4 2019-4.5%+0.8%+5.1%
Q3 2019-9.3%-8.0%+1.2%
Q2 2019-0.7%+7.5%+13.2%
Q1 2019-5.5%-9.1%+3.4%
Q4 2018-14.3%-16.6%-9.5%
Q3 2018+13.4%+14.4%+18.5%
Q2 2018+5.2%+6.8%+12.8%
Q1 2018-11.5%-9.8%-8.7%
Q4 2017+3.1%+3.8%+15.3%
Q3 2017-1.8%-4.2%-2.1%
Q2 2017-6.2%-7.5%-1.3%
Q1 2017-0.8%-4.1%-10.9%
Q4 2016+6.1%
Q3 2016+13.4%
Q2 2016+9.5%
Q1 2016+4.4%
Q4 2015-0.1%
Q3 2015-6.1%
Q2 2015+12.2%
Q1 2015-4.6%
Q4 2014-7.0%
Q3 2014-2.3%
Q2 2014-2.6%
Q1 2014+9.3%
Q4 2013+5.3%
Q3 2013-8.4%
Q2 2013+3.8%
Q1 2013+14.2%
Q4 2010-0.5%
Q3 2011+1.4%
Q3 2012+1.4%
Q2 2012+0.3%
Q1 2011-7.5%
Q4 2011-7.5%
Q2 2011-7.5%
Q1 2012-7.5%

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