8X8 INC /DE/EGHT

8x8 offers AI Studio agentic AI development environment.

“Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Deep and Expanding Moat Carrier Grade Network Infrastructure ● Difficult to replicate ● Foundational for all human and AI interactions ● 99.999% reliability, backed by financial guarantee ● Cost & margin advantages Communications Intelligence ● Unified platform captures every interaction ○ >16B interactions/year ● Integrations with leading CRMs, marketing automation and other CX and CX adjacent platforms ● AI Studio agentic AI development environment ○ Natural language prompts ● Open platform, enabling deep integrations for specialized and vertical apps Native AI ● Deep expertise ○ Decades of experience ○ >400 patents”

8x8 promotes AI platforms, trusted infrastructure, and vCon standard for conversation intelligence.

“Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. How AI drives outcomes in the business conversation stack BUSINESS OUTCOMES Better AI decisions · Customer trust · Compliance & governance · Relationship memory · Operational intelligence · Growth ENTERPRISE CONVERSATION INTELLIGENCE Where it pays off — the conversation becomes the system of record for the relationship AI PLATFORMS Copilot · Gemini · Claude · Enterprise AI — engines that are only as good as what sits beneath them TRUSTED CONVERSATION INFRASTRUCTURE Identity · Authentication · Governance · Compliance · Retention · Security · Interoperability PERSISTENT CONVERSATION OBJECT The missing layer — the vCon standard (IETF): a portable record that survives the platform it happened on CONVERSATION CHANNELS Voice · Video meetings · Email · Messaging · Contact center · CRM · Web & digital · AI agent sessions One relationship. One trusted conversation. Context for people today. Intelligence for AI tomorrow. Concept: Jeff Pulver, The Pulver vCon Report Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.”

8x8 integrates agentic AI into its unified cloud-native platform for interactions and outcomes.

“Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. Power of the 8x8 Platform 8x8 integrates voice, collaboration, meetings, digital engagement, agentic AI, and communications APIs in a unified, cloud-native platform, so every interaction – human or agentic, voice or digital – increases engagement, strengthens customer relationships, and drives superior outcomes.”

8x8 offers AI Studio for building, testing, deploying, and managing omnichannel AI agents.

“Copyright 2026 8x8, Inc. or its affiliates. All rights reserved.Copyright 2026 8x8, Inc. or its affiliates. All rights reserved. 8x8 AI Studio ● AI Studio Builder — Describe what you need. The Builder creates, tests, and deploys. ● Real-time voice, direct to reasoning engine — Customers can interrupt, pause, and engage naturally. No rigid call flows. ● Omnichannel deployment — Voice, digital channels, routing and telephony are pre-integrated– nothing to configure separately. ● Action-layer connectivity — Connects to any CRM, ticketing system, or business app. ● Unified customer interaction data — Full context from every conversation, across every channel, available to every agent. ● Escalation and access controls — Define handoffs and governance for every deployment. ● Personal AI agents — Any employee creates their own, no developers, no flow charts.”

Company uses AI internally to accelerate innovation, improve sales, and increase operational efficiency.

“Our primary focus involves the following: (i) expanding the features and functionality of our Platform for CX, (ii) increasing the use of our agentic AI solutions and communication APIs, (iii) growing our community of value-added resellers and technology partners as a means to expand distribution, especially in international regions, and (iv) increasing the efficiency of our operations through process improvements, automation, and self-service. We are embracing the use of AI internally to accelerate innovation and the introduction of new products, improve our sales productivity and conversion rates, increase the efficiency and security of our global network infrastructure, and simplify our back-office operations.”

8x8 highlights the importance of its communications platform for AI agents and interactions.

“Communications infrastructure for the AI era Artificial intelligence is not making communications less important. It is making communications infrastructure more important. Every AI agent must communicate—with customers, employees, business applications and, increasingly, other AI agents. Voice, messaging, video, contact center interactions and programmable APIs are becoming the interfaces between people and intelligent software. Voice has a particularly important role in that transition. It remains one of the most natural and widely used ways for people to interact, and it will be an essential interface as AI agents become more capable and broadly adopted. Delivering a production-quality voice experience requires more than attaching a language model to an application. It requires reliable communications infrastructure, global connectivity, low latency, orchestration, security and the ability to move an interaction between AI and human resources without losing context. This is where we believe 8x8 is differentiated. The 8x8 Platform brings together unified communications, contact center, programmable communications, conversational data, orchestration and native AI development in a common architecture. An AI agent and a human employee can draw from the same interaction history and operate across the same communications environment. Every conversation can become useful enterprise data, every channel can become programmable and every interaction can become more intelligent. For ”

8x8 has internally developed and deployed AI Studio as its native agentic AI builder.

“AI Studio is important not only because of its early adoption, but because of what it represents strategically. AI Studio is our agentic AI builder, internally developed and built natively into 8x8 Platform. It enables customers to connect communications channels, business systems, dashboards and analytics into purpose-built applications simply and easily, using natural- language prompts. Customers can build AI agents without adding vendors or consultants, or undertaking a lengthy custom-development project. That levels the playing field for smaller organizations and creates a significant opportunity for our reseller partners. AI Studio can allow a partner to act as a virtual systems integrator—building differentiated applications for individual customers, industries and use cases on top of the 8x8 Platform. Beyond AI, the number of customers using three or more paid 8x8 products increased 18% year over year. These customers now represent approximately 38% of recurring revenue, compared with 35% one year ago. Overall recurring revenue from newer products grew 18% year over year. Those metrics matter because they indicate that customers are increasingly viewing 8x8 as a platform rather than as a provider of a single communications product. Innovation organized around customer outcomes We introduced a broad range of capabilities during the quarter. Rather than viewing them as a list of separate product announcements, I believe they are best understood through the customer outco”

8x8 sees growing market opportunity in programmable communications and agentic AI interactions.

“Our second priority is improving customer satisfaction and retention. Our focus is on engaging customers around outcomes, helping them understand the full breadth of the platform, and giving partners better tools and information to support regular customer business reviews. Our third priority is expanding multi-product adoption. The increase in customers using three or more paid products is an encouraging early indicator, but we believe the opportunity within the installed base remains substantial. Product-led growth, self-enablement and consumption- based pricing should make it easier for customers to discover and adopt additional capabilities without a disruptive replacement project. An expanding opportunity and evolving revenue model The market is increasingly moving toward a higher mix of consumption-based revenue. We view that transition positively. The market for customer engagement through programmable communications and agentic AI interactions is evolving rapidly, creating a -growing opportunity for 8x8. Consumption-based pricing also reduces barriers to adoption. Customers can begin with a defined use case, measure the outcome and expand as value becomes clear. In this model, customer value and our revenue grow together. While this shift can drive higher top-line growth for 8x8, as we have seen in recent quarters, it also results in a higher mix of lower-gross-margin platform usage revenue, resulting in lower gross margin compared to prior periods. However, gross mar”

Customers use 8x8 AI Studio to build and adopt a wide variety of AI agents.

“• Adoption of AI solutions accelerates as customers use AI Studio to build a wide variety of AI agents”

8x8 AI Studio supports multiple models and connectors to deploy AI agents without extra vendors.

“• Support for multiple AI models, voice-powered agent building, and one-click connectors to third-party business applications in 8x8 AI Studio, enabling teams to deploy AI agents without additional vendors or custom development.”

8x8 Platform for CX includes 8x8 AI Studio for customers to build voice and digital AI agents.

“Unified Platform for Customer Experience ("CX"): Our cloud-native 8x8 Platform for CX integrates contact center, unified communications, and communications platform-as-a-service capabilities into a single, secure architecture. Since March 2026, the platform has also included access to our 8x8 AI Studio, enabling customers to build voice and digital AI agents directly in the platform using natural language prompts. The platform is powered by our Customer Interaction Data Platform, which captures, connects, and contextualizes interaction data across the organization. With embedded AI and omnichannel functionality, the 8x8 Platform for CX enables consistent, intelligent customer and employee experiences across voice, video, chat, and messaging, helping businesses drive operational efficiency, elevate service quality, and unlock actionable insights at scale.”

8x8 platform uses AI models from OpenAI, Anthropic, Google, Eleven Labs and xAI Grok.

“The platform also includes tools such as 8x8 AI Studio for developing voice and digital AI agents, AI Orchestrator for managing multi-vendor virtual agent environments, JourneyIQ for visualizing end-to-end customer journeys and moving customer engagement from reactive to proactive, Workforce Engagement Management to efficiently schedule and manage contact center resources, and 8x8 Engage™, a mobile-inclusive solution extending modern customer experience capabilities beyond the contact center to all customer-facing teams. With support for omnichannel communications, including short messaging service (“SMS”), rich messaging services ("RCS") for business messaging, WhatsApp, video, and voice, as well as AI-powered features like real-time transcription, live summaries, Customer 360, Agent Assist, customer AI-health scoring, and Compose with AI for message generation, 8x8 enables enterprises to deliver faster, more intelligent, and more empathetic customer service across every channel and interaction. The AI features in the platform leverage a variety of AI models, including models from OpenAI, Anthropic, Google, Eleven Labs and xAI Grok.”

8x8 AI Studio is a no-code tool enabling contact center teams to build and deploy AI agents.

“• AI Studio: 8x8 AI Studio is a no-code, natural language interface that enables contact center teams to build, test, and deploy voice and digital AI agents directly on the 8x8 Platform for CX without additional engineering resources.”

8x8 uses AI internally to accelerate innovation, improve sales, and simplify operations.

“Our primary focus involves the following: (i) expanding the features and functionality of our Platform for CX, (ii) increasing the use of our agentic AI solutions and communication APIs, (iii) growing our community of value-added resellers and technology partners as a means to expand distribution, especially in international regions, and (iv) increasing the efficiency of our operations through process improvements, automation, and self-service. We are embracing the use of AI internally to accelerate innovation and the introduction of new products, improve our sales productivity and conversion rates, increase the efficiency and security of our global network infrastructure, and simplify our back-office operations.”

8x8 describes its platform combining communications, AI, and workflow automation for human and AI-driven interactions.

“Building for the Next Phase of Enterprise Communications More importantly, we believe fiscal 2026 validated the strategy we have been building toward for several years. The communications market is undergoing a structural transition. Enterprises are moving away from disconnected point solutions and toward integrated platforms that combine communications, customer engagement, APIs, AI, and workflow automation. At the same time, the industry is shifting from traditional seat-based economics toward usage-based engagement models tied directly to customer interactions and business outcomes. We built 8x8 for this transition. Today, our platform combines carrier-grade global voice infrastructure, programmable communication APIs, UCaaS, CCaaS, digital engagement, authentication capabilities, workflow orchestration, and embedded AI into a single architecture designed to support both human and AI-driven interactions at enterprise scale. Why Communications Infrastructure Matters in the AI Era We believe this matters more than ever in the AI era. Voice is not a legacy channel in an AI-driven world. It is the bridge between automated execution and human judgment. As enterprises move from human-to-human communications toward human-to-agent and agent-to-agent interactions, communications infrastructure increasingly becomes a strategic control layer. Reliability, security, trust, and orchestration are foundational requirements for every interaction. The challenge is no longer using AI to gen”

8x8 builds an open AI integration layer for orchestration across human and agentic interactions.

“interactions to a human employee. That requires more than another AI model. It requires highly reliable communications infrastructure and a platform capable of orchestrating interactions seamlessly across both human and agentic layers. The Shift Toward Open and Adaptable AI Platforms This shift is redefining where value accrues in enterprise communications. We believe the winners in this next phase of the market will not simply be companies with AI models, but companies that can combine carrier-grade infrastructure with orchestration across communications, workflows, APIs, analytics, and customer engagement. One of the defining characteristics of the current AI cycle is how quickly the technology is evolving. Models that were state-of-the-art a year ago, or even six months ago, are rapidly being replaced by systems that are faster, more capable, and significantly lower cost. In that kind of environment, customers do not want to be locked into a single model, vendor, or AI architecture. They want platforms that can evolve alongside the market. Our approach has been different from many of our peers. Instead of building around a single AI model or closed ecosystem, we have focused on building an open integration and orchestration layer directly into the platform itself. This allows customers to adopt new AI capabilities quickly, integrate emerging models as the landscape evolves, and deploy AI across voice, messaging, and customer engagement workflows without rebuilding infrastr”

8x8 introduced native agentic AI capabilities through AI Studio and partnered with Synthflow AI.

“In mid-April 2026, we introduced native agentic AI capabilities through AI Studio, enabling customers to build and deploy AI-powered voice and digital agents directly on the 8x8 Platform for CX using natural language prompts. During the fourth quarter, we also expanded platform capabilities across analytics, authentication, CRM integrations, and orchestration workflows designed to simplify deployment and improve how AI-powered interactions move across human and digital engagement channels. This same integration-first platform strategy allows us to rapidly integrate new technologies as the AI landscape evolves. In May 2026 we moved quickly to support OpenAI’s latest real-time voice capabilities, reinforcing our broader strategy of building an open and adaptable AI integration layer rather than depending on a single model provider or proprietary ecosystem. The same philosophy also shapes how we approach technology partnerships and tuck-in acquisitions. Our partnership with Synthflow AI expands the capabilities of AI Studio and strengthens our position in agentic AI-powered engagement. Our acquisition of Maven Labs expanded our messaging, automation, and digital customer engagement capabilities, while our acquisition of CallRoute strengthened our Microsoft Teams integration strategy and will simplify platform-to- platform migrations. Customer Wins Reinforce Strategic Direction Most importantly, we believe our customer wins continue to validate this strategy. During the quarter, ”

8x8 introduced native agentic AI capabilities with AI Studio and launched 8x8 Engage.

“• Introduced native agentic AI capabilities with AI Studio, launched general availability of 8x8 Engage TM , and added support for OpenAI's latest real-time voice model”

8x8 AI Studio in early availability lets organizations build, test, deploy, and manage AI agents natively.

“• 8x8 AI Studio, a modern AI development environment now in early availability, lets organizations use natural language to build, test, deploy, and manage AI agents and agentic workflows natively on the 8x8 Platform on the channels they already use, without new infrastructure or additional vendors.”

8x8 launched AI Agent Boost to provide real-time contextual support to contact center agents.

“• 8x8 AI Agent Boost, embedded directly within 8x8 Agent Workspace, delivers contextual, AI-powered support to contact center agents in real time – improving response accuracy, streamlining workflows, and boosting performance.”