8x8’s leadership provided fourth-quarter fiscal 2026 revenue guidance of $190 million to $193 million, well above the average analyst forecast of $183 million. Chief Financial Officer Kevin Kraus highlighted an expected year-over-year revenue growth rate of approximately 14%, driven by strength in enterprise contact-center and unified-communications bookings. The company also projects non-GAAP operating margin expansion to a midpoint of 11.5%, up from 9.8% in Q3, reflecting ongoing cost discipline and investments in high-margin AI products.

For the third quarter of fiscal 2026, 8x8 reported non-GAAP earnings of $0.12 per share, surpassing the consensus estimate of $0.09 and improving from $0.11 in the year-ago period. Q3 revenue reached $174 million, up 12% year-over-year and outpacing analysts’ $170 million target. The company added 240 new enterprise customers in the quarter, contributing to a sequential increase in annual recurring revenue of 5%, while free cash flow improved to $18 million, compared with $12 million in Q3 last year.

Demand for 8x8’s AI-enabled contact-center and communications APIs accelerated sharply in Q3, with Intelligent Customer Assistant interactions growing 110% year-over-year and voice AI engagements up 212%. API messaging volume climbed 269% year-over-year, and voice API calls nearly tripled. Strategic wins included a major U.S. healthcare provider deploying 8x8 Engage for omnichannel support and a global professional services firm adopting 8x8 Work with AI-driven analytics. These metrics underscore management’s view that AI is shifting from pilot projects to scaled deployments across large enterprises.