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Jun 30, 2021

8x8 Q1 2022 Earnings Report

Reported first quarter results with service revenue and total ARR growth year-over-year, and raised fiscal full-year service revenue guidance.

Key Takeaways

8x8, Inc. reported a 22% year-over-year increase in total revenue, reaching $148.3 million, with service revenue growing by 21% to $137.8 million. The company's total ARR grew by 24% year-over-year to $535.8 million. GAAP Operating Loss was $38.8 million, while Non-GAAP Operating Profit was $1.3 million.

Total revenue increased 22% year-over-year to $148.3 million.

Service revenue increased 21% year-over-year to $137.8 million.

Total ARR grew to $535.8 million, an increase of 24% from the same period last year.

Introduced XCaaS (eXperience Communications as a Service) for customer and employee engagement.

Total Revenue
$148M
Previous year: $122M
+21.8%
EPS
$0.01
Previous year: -$0.07
-114.3%
Gross Profit
$89.8M
Previous year: $69.7M
+28.9%
Cash and Equivalents
$109M
Previous year: $117M
-6.3%
Free Cash Flow
$3.15M
Previous year: -$11.7M
-127.0%
Total Assets
$676M
Previous year: $688M
-1.8%

8x8

8x8

Forward Guidance

For the second quarter of fiscal 2022, 8x8 anticipates total revenue to be in the range of $147.5 million to $149.0 million, representing approximately 14% to 15% year-over-year growth, and service revenue to be in the range of $138.5 million to $139.5 million, representing approximately 15% year-over-year growth. The company expects to be operating margin positive on a non-GAAP basis. For the full fiscal year 2022, 8x8 is raising its total revenue outlook from $595 million - $605 million to $604 million - $612 million, representing approximately 13% to 15% year-over-year growth, and its service revenue range from $555 million - $565 million to $564 million - $572 million, representing approximately 14% to 15% year-over-year growth. The company maintains its guidance of non-GAAP operating margin to be positive for the remainder of fiscal 2022, with Q4 fiscal 2022 at roughly 2%.

Positive Outlook

  • Total revenue in the range of $147.5 million to $149.0 million, representing approximately 14% to 15% year-over-year growth (Q2 2022).
  • Service revenue in the range of $138.5 million to $139.5 million, representing approximately 15% year-over-year growth (Q2 2022).
  • Expect to be operating margin positive on a non-GAAP basis (Q2 2022).
  • Total revenue outlook raised to $604 million to $612 million, representing approximately 13% to 15% year-over-year growth (FY 2022).
  • Service revenue range raised to $564 million to $572 million, representing approximately 14% to 15% year-over-year growth (FY 2022).