NYSE$EGHT

8x8 Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported third quarter fiscal year 2024 financial results and met guidance ranges for service revenue and total revenue.

8x8 reported its Q3 fiscal year 2024 financial results, achieving total revenue of $181 million and service revenue of $175 million. The company met its guidance ranges for service and total revenue and exceeded its non-GAAP operating margin guidance. Cash flow from operations increased 45% year-over-year to $22.4 million.

  • Total revenue was $181.0 million, compared to $184.4 million in the third quarter of fiscal 2023.
  • Service revenue was $175.1 million, compared to $175.8 million in the third quarter of fiscal 2023.
  • GAAP operating loss was $9.4 million, an improvement of 48.1% compared to GAAP operating loss of $18.1 million in the third quarter of fiscal 2023.
  • Non-GAAP net income was $14.8 million, an increase of 78.5% compared to non-GAAP net income of $8.3 million in the third quarter of fiscal 2023.

Headline financials

Total Revenue

$181M

Previous: $184M-1.8%
EPS

-$0.17

Previous: $0.07-342.9%
Cash Flow from Operations

$22.4M

No prior period
Non-GAAP Gross Margin

72.0%

Previous: 72.0%+0.0%
Capital Expenditures

-$2.34M

Previous: -$2.69M+12.8%
Free Cash Flow

-$23.6M

Previous: -$28.7M+17.9%
Net Income

-$21.2M

Previous: -$26M+18.5%
Operating Income

-$9.39M

Previous: -$18.1M+48.1%
Cash & Equivalents

$169M

Previous: $93M+81.3%
Total Assets

$827M

Previous: $836M-1.1%
Stock-Based Comp

$14.1M

Previous: $21.1M-33.0%

Revenue & EPS history

8x8 · Revenue · Quarterly

$181M

Q3 2024-1.8%vs Q3 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

8x8 · $185M total across 2 segments · Q2 2024

  • Service Revenue
    $178M
  • Other Revenue
    $7.22M

Forward guidance

The company provided financial outlook for the fourth quarter of fiscal year 2024 ending March 31, 2024.

Tailwinds

  • Service revenue is expected to be in the range of $171 million to $175 million.
  • Total revenue is expected to be in the range of $176 million to $181 million.
  • Non-GAAP operating margin is expected to be approximately 10%.

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 2024

Historical avgQ3 2024

+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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