8x8 Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of 8x8 Inc (EGHT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: 8x8 Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 745M vs 872,416M combined for tracked competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.1% annualized vs trailing 12 months), vs accelerating (+7.9%) for its tracked peer group.
- Growth: 8x8 Inc generated 5.4% revenue growth year over year in Q1 2026, vs 21.3% for its tracked competitors combined.
- Profitability: Its -0.6% net margin compares with 66.2% for the peer group.
- Scale: 8x8 Inc ranks #80 of 165 companies by market capitalization in the Cloud Computing & Data Analytics industry, holding 0.1% of industry market cap.
- Peer revenue share: 8x8 Inc accounted for 0.1% of combined revenue among its tracked peer group, down from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $1.79M compares with $2.30M for the peer group (0.8x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
EGHT Sales vs. its Competitors, Q1 2026
8x8 Inc reported revenue growth of 5.39 % year on year in Q1 2026, below its competitors' combined revenue growth of 21.34 %.
With a net margin of -0.63 %, 8x8 Inc reported lower profitability than its competitors (66.22 %).
8x8 Inc generated 0.08 % of the combined sales of its peer group, down from 0.09 % a year earlier.
8x8 Inc vs. its Competitors, Q1 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across 8x8 Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| 8x8 Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (8) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (2) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across 8x8 Inc's competitor groups requires a Commercial License.
For context: the Cloud Computing & Data Analytics industry grew revenue 1.3% year over year, combined, vs 5.4% for 8x8 Inc. 8x8 Inc's share of combined industry revenue moved from 0.13% to 0.14%, a gain of 0.01 percentage points.
8x8 Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| 8x8 Inc | Yes | Yes | No | No |
| Competitors combined (11) | ||||
| High-Confidence Competitors (10) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 50.00 % (4 of 8) | 62.50 % (5 of 8) | 37.50 % (3 of 8) | 37.50 % (3 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
EGHT Stock Performance relative to its Competitors
EGHT Stock Performance relative to High-Confidence Competitors
EGHT Stock Performance relative to Similar-Size Competitors
EGHT Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Twilio Inc | 282.9% | Outperformed |
| 2 | Ringcentral Inc | 282.9% | Outperformed |
| 3 | Cisco Systems Inc | 282.9% | Outperformed |
| 4 | Five9 Inc | 282.9% | Outperformed |
| 5 | Zoom Communications Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for 8x8 Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of 8x8 Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| 8x8 Inc | 308.08 | 744.78 |
| Alphabet Inc | 4,152,071.88 | 445,866.00 |
| Microsoft Corporation | 3,793,278.88 | 331,839.00 |
| Cisco Systems Inc | 426,369.78 | 63,325.00 |
| Twilio Inc | 46,439.94 | 5,572.76 |
| Venture Global Inc | 33,143.22 | 16,951.00 |
| SUBTOTAL | 8,494,599.22 | 876,385.79 |
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Sources: 8x8 Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on 8x8 Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
8x8 Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Zoom Communications Inc | Named by the company | 85% |
| Nice Ltd | Named by the company | 85% |
| Crexendo Inc | Named by the company | 85% |
| Ooma Inc | Named by the company | 85% |
| Mitel Networks Corp | Named by the company | 85% |
| Twilio Inc | Named by the company | 85% |
| Microsoft Corporation | Named by the company | 85% |
| Alphabet Inc | Named by the company | 85% |
| Cisco Systems | Named by the company | 85% |
| Zoom Video Communications | Named by the company | 85% |
| Vonage Holdings Corp | Named by the company | 85% |
| Amazon Inc | Named by the company | 85% |
| Five9 Inc | Named by the company | 85% |
| Avaya Inc | Named by the company | 85% |
| Alphabet Inc | Named by the company | 85% |
| Venture Global Inc | Named by the company | 85% |
| Ringcentral Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for 8x8 Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
8x8 Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Alphabet Inc | Google Services 85.60 % |
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Cisco Systems Inc | Americas 60.41 % |
| Venture Global Inc | Plaquemines Project 73.78 % |
| Nice Ltd | Customer Engagement 83.52 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
8x8 Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| 8x8 Inc | 308 | 1,790,334 | 11,450 |
| Alphabet Inc | 4,152,072 | 9,645,768 | 5,283,078 |
| Microsoft Corporation | 3,793,279 | 1,488,067 | 599,771 |
| Cisco Systems Inc | 426,370 | 768,507 | 161,007 |
| Twilio Inc | 46,440 | 997,451 | 205,610 |
| Venture Global Inc | 33,143 | 8,475,500 | 1,891,500 |
| PEERS TOTAL | 8,494,291 | 2,295,060 | 1,048,917 |
8x8 Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| 8x8 Inc | United States 60.85 % |
| Alphabet Inc | United States 47.77 % |
| Microsoft Corporation | US 51.47 % |
| Twilio Inc | United States 64.13 % |
| Zoom Communications Inc | Americas 72.14 % |
| Nice Ltd | Americas 83.71 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
8x8 Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 148 companies in 8x8 Inc's industry classification, broader than the peer set above. Market cap in millions of $.8x8 Inc ranks #80 of 148 companies by market capitalization in its industry, holding 0.05 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 547, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Automatic Data Processing Inc | 104,826 | 16.88 % |
| 2 | Workday Inc | 45,825 | 7.38 % |
| 3 | Infosys Limited | 43,323 | 6.98 % |
| 4 | Zscaler Inc | 31,614 | 5.09 % |
| 5 | Reddit Inc | 1,234 | 5.2% |
| 6 | Cognizant Technology Solutions Corporation | 1,234 | 5.2% |
| 7 | Verisign Inc | 1,234 | 5.2% |
| 8 | Verisk Analytics Inc | 1,234 | 5.2% |
| 9 | Toast Inc | 1,234 | 5.2% |
| 10 | Wipro Limited | 1,234 | 5.2% |
| 80 | 8x8 Inc | 312 | 0.05 % |
Market cap and industry share for the rest of 8x8 Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-29.
8x8 Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 75 | Sohu com Limited | 376 | -13.91 % |
| 76 | Simulations Plus Inc | 374 | 24.04 % |
| 77 | Ecarx Holdings Inc | 367 | -47.84 % |
| 78 | Perion Network Ltd | 358 | -10.38 % |
| 79 | Telos Corporation | 1,234 | 12.3% |
| 80 | 8x8 Inc | 312 | -2.22 % |
| 81 | Ribbon Communications inc | 1,234 | 12.3% |
| 82 | Movano Inc | 1,234 | 12.3% |
| 83 | Ridenow Group Inc | 1,234 | 12.3% |
| 84 | Smartrent Inc | 1,234 | 12.3% |
| 85 | Asure Software Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of 8x8 Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-29. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
8x8 Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Cloud Computing & Data Analytics industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (202 companies). See the full Cloud Computing & Data Analytics industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 63.24 % | 51.77 % (avg) | +11.5 pp |
| Operating Margin | 3.05 % | industry median | +4.0 pp |
| EBITDA Margin | 6.14 % | 2.99 % (avg) | +3.1 pp |
| Capital Intensity (Capex / Revenue) | 1.94 % | 5.27 % (avg) | -3.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
8x8 Inc's Valuation vs Competitive Position
Valuation multiples vs the Cloud Computing & Data Analytics industry average (202 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Cloud Computing & Data Analytics industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 50.1x | 27.7x | +22.5x |
| EV / EBITDA | 12.9x | 16.4x | -3.6x |
| P/B | 2.1x | 4.0x | -1.9x |
| Return on Equity | 3.47 % | industry aggregate | -7.25 % |
| Return on Invested Capital | 3.40 % | 1.95 % (avg) | 1.45 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
8x8 Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 19.22 % | 23.76 % | 21.64 % | 18.14 % | 23.16 % | -0.94 % | -2.60 % | 1.58 % |
| Operating Margin | -22.46 % | -34.03 % | -29.91 % | -25.54 % | -14.90 % | -1.34 % | 0.08 % | 2.21 % |
| Return on Invested Capital | -16.07 % | -18.70 % | -20.36 % | -21.30 % | -13.45 % | -1.40 % | 0.08 % | 2.54 % |
| P/E | - | - | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
8x8 Inc's Strategic Group Map
Every company in 8x8 Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. 8x8 Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
8x8 Inc's BCG Growth-Share Matrix
Relative market share (vs 8x8 Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
8x8 Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 5.4% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
8x8 Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 547 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.94 % vs industry average 5.27 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See 8x8 Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See 8x8 Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
8x8 Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
8x8 Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
8x8 Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+2.1% annualized vs trailing 12 months).
Weaknesses
- Return on equity 7.3 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
8x8 Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| 8x8 Inc | 0.46 | 1.11 | 2.80 |
| Alphabet Inc | 0.55 | 2.13 | 0.13 |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Cisco Systems Inc | 0.25 | 0.94 | 0.63 |
| Twilio Inc | 0.87 | 4.48 | 0.12 |
| Venture Global Inc | 0.57 | 0.95 | 3.44 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
8x8 Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| 8x8 Inc | Q2 2026 | +5.4 % | - |
| Alphabet Inc | Q2 2026 | +24.2 % | +297.9 % |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Cisco Systems Inc | Q2 2026 | +17.6 % | +51.3 % |
| Twilio Inc | Q2 2026 | +22.1 % | +4,659.4 % |
| Venture Global Inc | Q2 2026 | +47.6 % | +198.3 % |
| PEERS TOTAL | +21.1 % | +164.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
8x8 Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| 8x8 Inc | Q2 2026 | +23.0 % | -33.9 % |
| Alphabet Inc | Q2 2026 | +17.7 % | +100.1 % |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Cisco Systems Inc | Q2 2026 | +14.8 % | +79.7 % |
| Twilio Inc | Q2 2026 | +23.7 % | +45.2 % |
| Venture Global Inc | Q2 2026 | +17.0 % | +24.8 % |
8x8 Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| 8x8 Inc | 0.71% | 0.90% | 3.47% |
| Alphabet Inc | 35.42% | 42.01% | 50.84% |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Cisco Systems Inc | 10.64% | 11.94% | 27.52% |
| Twilio Inc | 11.52% | 12.51% | 14.15% |
| Venture Global Inc | 6.84% | 6.98% | 35.80% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
8x8 Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| 8x8 Inc | 53.36 | 0.41 |
| Alphabet Inc | 16.94 | 9.31 |
| Microsoft Corporation | 28.35 | 11.43 |
| Cisco Systems Inc | 32.02 | 6.73 |
| Twilio Inc | 40.44 | 8.33 |
| Venture Global Inc | 9.95 | 1.96 |
| PEERS AVERAGE | 21.23 | 9.69 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.