8x8 revenue up to $190.2M, but gross margin falls 5.2 pts on usage mix; net loss narrows 72.2% to -$1.2M

Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read

Key Changes

• high

  Gross margin fell 5.2 percentage points as revenue shifted toward lower-margin usage-based offerings; network and carrier costs jumped $15.8M.

  MD&A: Revenue mix and gross margin verify on EDGAR →
• high

  Operating income rose to $4.4M from $0.6M, driven by a 13.8% cut in sales and marketing expenses, even as gross profit declined.

  MD&A: Operating income improvement verify on EDGAR →
• high

  Net loss narrowed 72.2% to -$0.7M, but the improvement came from below-the-line items (non-operating/other -$983K, income tax +$284K), not operations.

  Key Signals: Earnings-quality divergence view on EDGAR →