8x8 Inc 2026年季度报告

FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026 or For the transition period from ________to _________ Commission file number: 001-38312 77-0142404 Delaware (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15 (d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file reports), and (2) has been subject to such filingrequirements for the past 90 days.☒Yes☐No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or anemerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smaller reporting company" and "emerging growthcompany" in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒The number of shares of the Registrant's Common Stock outstanding as of July31, 2026 was 144,435,501. 8X8, INC. Forward-Looking Statements and Risk Factors2PART I. FINANCIAL INFORMATION3Item 1. Financial Statements (unaudited):3Condensed Consolidated Balance Sheets3Condensed Consolidated Statements of Operations and Comprehensive Income (Loss)4Condensed Consolidated Statements of Stockholders' Equity5Condensed Consolidated Statements of Cash Flows6Notes to Unaudited Condensed Consolidated Financial Statements7Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations21Item 3. Quantitative and Qualitative Disclosures About Market Risk29Item 4. Controls and Procedures29PART II. OTHER INFORMATION30Item 1. Legal Proceedings30Item 1A. Risk Factors30Item 2. Unregistered Sales of Equity Securities and Use of Proceeds30Item 3. Defaults Upon Senior Securities30Item 4. Mine Safety Disclosures30Item 5. Other Information30Item 6. Exhibits31Signature32 Table of Contents Forward-Looking Statements and Risk Factors Statements contained in this quarterly report on Form 10-Q, or this "Quarterly Report", regarding our expectations, beliefs, estimates,intentions or strategies are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995,Section 27A of the Securities Act of 1933 (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934 (the "ExchangeAct"), in each case, as amended from time to time. Any statements contained herein that are not statements of historical fact may bedeemed to be forward-looking statements. For example, words such as "may," "will," "should," "estimates," "predicts," "potential,""continue," "strategy," "believes," "anticipates," "plans," "expects," "intends," “opportunity,” and similar expressions are intended toidentify forward-looking statements. Forward-looking statements contained in this Quarterly Report include, but are not limited to, statements about: our future financialperformance, including revenue, margins, and operating expenses; trends in our business and the technology industry; the sufficiencyof our cash, cash equivalents, investments, and operating cash flows to meet our liquidity needs; our ability to service and refinance ourdebt; our market position, opportunity, and growth strategy; our ability to compete successfully; our product strategy, innovation effortsandevolving artificial intelligence("AI")capabilities;our ability to operate under evolving macroeconomic conditions,includinggeopolitical instability, tariffs, inflationary pressures, increased interest rates, supply chain disruptions, decreased economic output, andcurrency volatility; our ability to attract and retain customers; our ability to expand into new markets and internationally; our ability tomanage growth and future expenses; and the impact of recent accounting pronouncements on our consolidated financial statements. Forward-looking statements may appear throughout this Quarterly Report, including in the section entitled: “Management’s Discussionand Analysis of Financial Condition and Results of Operations” (Part I, Item 2). We describe risks and uncertainties that could impactforward-l