NYSE$EGHT

8x8 Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported financial results for the third quarter of fiscal year 2022.

8x8, Inc. reported a 15% year-over-year increase in total revenue, reaching $156.9 million. Service revenue increased by 18% year-over-year to $149.4 million. The company achieved non-GAAP operating profitability and positive cash flow from operations for the fourth consecutive quarter.

  • Total revenue increased 15% year-over-year to $156.9 million.
  • Service revenue increased 18% year-over-year to $149.4 million.
  • GAAP operating loss was $37.6 million; Non-GAAP operating profit was $3.1 million.
  • Total ARR of $572 million, an increase of 16% from the same period last year.

Headline financials

Total Revenue

$157M

Previous: $137M+14.8%
EPS (adj)

$0.02

Previous: -$0.02+200.0%
Non-GAAP Gross Margin

65.0%

Previous: 60.0%+8.3%
Capital Expenditures

-$2.92M

Previous: -$4.98M+41.4%
Free Cash Flow

-$46.5M

Previous: -$45.2M-2.8%
Net Income

-$43.6M

Previous: -$40.2M-8.3%
Operating Income

-$37.6M

Previous: -$35.3M-6.7%
Gross Profit

$98.1M

Previous: $76.3M+28.6%
Cash & Equivalents

$200M

Previous: $107M+87.5%
Total Assets

$756M

Previous: $693M+9.1%
Stock-Based Comp

$33.7M

Previous: $26.8M+25.7%

Revenue & EPS history

8x8 · Revenue · Quarterly

$157M

Q3 2022+14.8%vs Q3 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

8x8 · $157M total across 2 segments · Q3 2022

  • Service Revenue
    $149M+17.5%
  • Other Revenue
    $7.48M-21.9%

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. The acquisition of Fuze, Inc. closed on January 18, 2022. Fourth quarter and fiscal year 2022 results, when reported, will include Fuze revenue and expenses from the closing date.

Tailwinds

  • Service revenue in the range of $173.5 million to $175.5 million, including estimated Fuze revenue of approximately $20 million. At the midpoint, this represents year-over-year growth of 30% inclusive of estimated Fuze revenue.
  • Other revenue in the range of $6 million to $7 million.
  • Total revenue in the range of $180 million to $182 million, including estimated Fuze revenue of approximately $20 million. At the midpoint, this represents year-over-year growth of 25% inclusive of estimated Fuze revenue.
  • Positive non-GAAP operating margin.
  • The range for service revenue is increased to $603 million to $605 million, including estimated Fuze revenue of approximately $20 million, from the prior range of $572.5 million to $576.5 million.

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 Q3 2022

Historical avgQ3 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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