8x8 Inc.

Company Details:

Company Symbol: EGHT
Sector: Alternative Carriers
Company Rating:
URL: http://www.8x8.com

Related Research

  • 07/28/17 Morning Note B. Riley AM Note: BC, COHU, CSGP, CSOD, DHX, EGHT, GPX, IDCC, INTC, KLAC, KTOS, LRCX, MCS, NAME (discontinuation), NTCT, NTRI (transition), SHOO, TST, TYL; Internet (XOXO, RUBI)
  • 07/28/17 Update EGHT ($14.80, Neutral, $14.00 PT): Light Q1 to Start FY ’18 as EGHT Meets/Maintains Revenue Projections but Cuts Expected Pro-forma Pretax Income from $21MM-$26MM to ~$9MM
  • 07/19/17 Morning Note B. Riley AM Note: AMC, CDZI, EGHT, GDDY, IDCC, MCS, SKX
  • 07/19/17 Update EGHT ($14.15, Neutral; $14.00 PT): Earnings Preview: Adjusting Pro Forma Ests. from ~3% Cash Tax Rate to 36% Tax Effective Rate; Believe Revs. Multiple Risk Remains Given Decelerating Growth
  • 05/30/17 Update EGHT ($13.50, Neutral; $14.00 PT): Maintain Neutral as Believe Revenue Multiple Risk Remains Given Decelerating Top-line Growth
  • 05/30/17 Morning Note B. Riley AM Note: ADI, AVGO, CIEN, EGHT, GES, LGF.A, PVH, UTEK (discontinuation), VSAT; Boardsport (DECK, NKE, VFC)
  • 05/23/17 Update EGHT ($13.00, Neutral; $14.00 PT): Earnings Preview: Revenue Growth Divergence as RingCentral Remains at ~30% and EGHT Top-line Trajectory Decelerates Toward 15%
  • 05/23/17 Morning Note B. Riley AM Note: EGHT, GSM, PVH, STMP; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW)
  • 01/26/17 Update EGHT ($16.40, Neutral; $14.00 PT): EGHT Forges Further 52-week Highs Even as Slips Below 20% Revenue Growth Threshold as Top-line Growth Decelerates
  • 01/26/17 Morning Note B. Riley AM Note: AVGO, DLB, EGHT, KLAC, LRCX, MAT, MRVL, SWKS
  • 01/23/17 Morning Note B. Riley AM Note: DLB, EGHT, GSM, IL (discontinuation), KLAC, LRCX, OSIS, PG, RGC; EMS (suspensions: BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Semiconductors (INTC, MXIM, TXN)
  • 01/23/17 Update EGHT ($15.75, Neutral; $14.00 PT): Earnings Preview: See 20% Revenue Growth as Key Threshold as Top-line Growth Decelerates
  • 10/27/16 Morning Note B. Riley AM Note: AXTI, BHE, BOOT, CSGP, DLB, EGHT, GRPN, INFN, KEM, LLNW, NTRI, NVDA, PCMI, PII, PLXS, SIX, SLAB, SONS, TYL, TRUE, TXN, TYPE
  • 10/27/16 Update EGHT ($15.00, Neutral; $14.00 PT): EGHT Beats Again, Again Maintains FY ’17 pro Forma Service Revenues
  • 10/25/16 Morning Note B. Riley AM Note: ADI, AMC, BLKB, BOOT, CSGP, DORM, EGHT, FLEX, IPAR, ISIL, KMB, NTCT, NVDA, OOMA (initiation), PCMI, PLXS, PRGX, RCKY, VFC
  • 10/25/16 Update EGHT ($15.35, Neutral; $14.00 PT): Earnings Preview: Riding High into Print, but Trading at 6x Trailing Service Revenues
  • 08/25/16 Morning Note B. Riley AM Note: AMAT, AVGO, CBR, EGHT, FORM, GES, GSM, KTOS, LRCX, SIMO, SMTC, SWKS, TLYS, TNAV; The Weiser Consumer (COTY, EL, PRGO)
  • 07/22/16 Morning Note B. Riley AM Note: BHE, CAMT, CLS, CTG, DLB, EGHT, FLEX, IPAR, JAKK, KMB, MXIM, P, PLXS (downgrade), RUBI, SIMO, SKX, SWKS, TUP, TYPE, UTEK; Internet (AKAM, BCOV, GOOGL, GRPN, LLNW), Optical Components (AXTI, FNSR, INFN, INPHI, LITE, NPTN, OCLR)
  • 07/22/16 Update EGHT ($14.59, Neutral; $14.00 PT): EGHT Extends Global Reach; Maintaining Projections and $14.00 PT Reflecting Investor Confidence in Continued Growth
  • 07/15/16 Update EGHT ($15.10, Neutral; $14.00 PT): Earnings Preview: EGHT on Track; Maintaining Projections, Raising PT to Reflect Investor Confidence in Continued Growth
  • 05/20/16 Morning Note B. Riley AM Note: ACLS, AMAT, DKS, EGHT, FNJN, GSM, IVAC, JAKK, MRVL, REIS, SSI, XCRA; Optical Components (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/20/16 Update EGHT ($11.74, Neutral; $9.75 PT): Reports $57MM Revenue/$0.03 Pro Forma EPS in Q4, Guides $249MM-$253MM Top Line in FY ’17, with $16MM-$20MM Pro Forma Net
  • 05/18/16 Morning Note B. Riley AM Note: AEO, EGHT, GSM, LRCX, MAMS, SMTC; Marine (BC, HZO, MBUU, MCFT, MPX), The Weiser Consumer (COTY, IPAR, NWL, PBH, PG, PRGO, RDEN)
  • 05/18/16 Update EGHT ($11.31, Neutral; $9.75 PT): Earnings Preview: Modeling Above-consensus $55MM Revenue/$0.03 Pro Forma EPS as EGHT Keeps Sights Set on Enterprise Markets
  • 01/22/16 Morning Note B. Riley AM Note: AVP, EGHT, IIVI, KTOS, MXIM, PLXS, UFAB
  • 01/22/16 Update EGHT ($11.16, Neutral; $9.75 PT): Beats Revenue Projections Despite Churn Uptick; Lowering FY ’17 but Introducing FY ’18; Increasing PT from $9.00 to $9.75
  • 01/20/16 Update EGHT ($10.86, Neutral; $9.00 PT): Earnings Preview: Model $(0.00)/$0.04 GAAP/Pro-forma EPS for Q3 ’16 (Dec); Management Confident in Top-line Growth Momentum
  • 01/20/16 Morning Note B. Riley AM Note: EGHT, JCP, LLTC, MCHP; Consumer Products (AVP, CLX, EL, FLWS, RDEN, SBH, TUP), Recreational Marine (BC, HZO, MPX, WMAR)
  • 10/23/15 Morning Note B. Riley AM Note: BHE, EGHT, GOOGL, JAKK, LLNW, MXIM, P, PRGO, SKX, TYL, UA, UTEK, VNCE
  • 10/23/15 Update EGHT ($9.90, Neutral; $9.00 PT): Sweet NetSuite Win, Enterprise Deals Outshine Sequential and Y-o-Y EPS Declines as EGHT Invests in Enterprise Channel and Global Reach
  • 10/19/15 Morning Note B. Riley AM Note: DLB, EGHT, RDNT, SIX, WDFC; Semiconductors & Semi. Cap. (LRCX, SNDK, TXN, MXIM, KLAC, UTEK)
  • 10/19/15 Update EGHT ($9.03, Neutral; $9.00 PT): Earnings Preview: Expect Sequential and Y-o-Y EPS Declines in Q2 ’16 (Sep) as EGHT Invests in Enterprise Channel and Global Reach
  • 07/30/15 Morning Note Morning Notes: AMC, CALD, CLX, CSGP, DORM, DWA, EGHT, FORM, HSKA, IDSY, ISIL, LRCX, MCS, NTRI, PCMI, SKX, SLAB, SONS, TYPE, UNTD
  • 07/23/15 Update EGHT ($8.41, Neutral; $9.00 PT): Meets Our Above-consensus Q1 Estimates; Slightly Lowering Projections as EGHT Targets Enterprise Growth, Global Reach
  • 07/23/15 Morning Note Morning Notes: AFOP, CIEN, DLB, DMRC, DRAD, EGHT, HZO, IPAR, JAKK, PII, RCKY, RNWK, SIX, SNDK, TIVO, TRUE, TUP, TXN, TYL, TYPE, VFC, YELP
  • 07/21/15 Morning Note Morning Notes: EGHT, IPAR, KMB, NEWP, P, SIX, SMTC, SWKS, TROX, TYL
  • 07/20/15 Update EGHT ($8.23, Neutral; $9.00 PT): Earnings Preview: Targeting Enterprise Growth, Global Reach
  • 06/05/15 Morning Note B. Riley & Co. Morning Notes: BV, EGHT, VNCE, ZUMZ
  • 06/05/15 Update EGHT (B. Riley & Co. Update: $8.95, Neutral; $9.00 PT): Investing in Push to Enterprise; Technology Investments Limit EPS; Maintain 25x FY ’17 Valuation Methodology but Lower from Buy to Neutral with $9.00 PT
  • 05/28/15 Morning Note B. Riley & Co. Morning Notes: BRCM, DSW, EGHT, SMTC, SPCB, TLYS, YELP; Wireless Data (SWKS)
  • 05/21/15 Morning Note Morning Notes: ABTL, AEO, CROX, EGHT, MRVL, SPLS, TIVO, TRUE; B. Riley Conference Recap
  • 05/21/15 Update EGHT ($8.51, Buy; $10.25 PT): EGHT Caps FY ’15 with Strong Q4; Enterprise Sales Investments Hold Profits Growth in Check in FY ’16; 50%+ Earnings Growth in CY ‘16/FY ’17
  • 05/20/15 Morning Note Morning Notes: ADI, CHKE, EGHT, FTD, FLWS, GUID, IPAR, JAKK, LGF, LOV, NTRI, P, SSI, SWKS, VSAT, WDFC, YHOO
  • 05/19/15 Earnings Preview EGHT (B. Riley & Co. Update: $8.60, Buy; $10.25 PT): Look for EGHT to Cap FY ’15 with Strong Q4; Projecting $0.22 EPS in FY ’16 and 50% Growth in CY ‘16/FY ’17
  • 01/23/15 Update EGHT ($8.80, Buy; $10.25 PT): Maintains Mid-Market MRR March, up 42% y-o-y; Meets with $41MM Revenue and $0.04 Pro Forma EPS
  • 01/23/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AVP, DWA, EGHT, IIVI, KLAC, KLIC, KTOS, MXIM, NTCT, SWKS; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR)
  • 01/14/15 Morning Note B. Riley & Co. Morning Notes: AFOP, BRKS, DTSI, EGHT, FNSR, GME, IIVI, LLTC
  • 01/14/15 Update EGHT ($9.15, Buy; $10.25 PT): Earnings Preview: Raising PT from $8.50 to $10.25 as Margins Recover into Calendar 2016; Building Comprehensive Cloud Collaboration Suite
  • 01/12/15 Morning Note B. Riley & Co. Morning Notes: IMAX, NTRI, SHOO, VNCE, VOXX; CES Notes (EGHT, ELNK, GTRQ, IMMR, SIMO, SWIR, VSAT), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC)
  • 10/29/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AMC, CSCD, DORM, EGHT, FORM, GRPN, GSM, HGG, IIVI, IMMR, IPAR, LGF, NILE, OPLK, PRGX, SWKS, UNTD
  • 10/23/14 Update EGHT ($6.70, Buy; $8.50 PT): Beats, Raises Operating Leverage Guidance; Raising Estimates and PT from $8.00 to $8.50
  • 10/23/14 Morning Note B. Riley & Co. Morning Notes: AMZN, ANGI, DCO, DECK, EGHT, IMAX, IPAR, LRCX, P, RNWK, RUBI, SKX, TUP, YELP, YHOO; Optical Components
  • 10/14/14 Morning Note B. Riley & Co. Morning Notes: EBAY, EGHT, GSM, INTC, MCHP, NTCT, SWKS
  • 10/14/14 Update EGHT ($5.84, Buy; $8.00 PT): Upgrading from Neutral to Buy on Selloff; PT Unchanged at $8.00
  • 10/10/14 Morning Note B. Riley & Co. Morning Notes: EGHT, EVOL, IIVI, JOEZ, MCHP, PRGX, RLD, SNDK; Consumer Products (AVP, CL, CLX, COTY, RDEN, EL, IPAR, JAKK, KMB, MAT, NWL, NTRI, PRGO, PBH, PG, SBH, TUP, WDFC), Optical Components (AFOP, EMKR, FNSR, JDSU, NPTN, OCLR, OPLK)
  • 10/10/14 Update EGHT ($6.32, Neutral; $8.00 PT): Earnings Preview: CFO Departure, Comp Multiples Contraction Confound Investors as EGHT Slips to New 52-week Lows
  • 07/24/14 Morning Note B. Riley & Co. Morning Notes: ANGI, DCO, EGHT, IVAC, JAKK, MPX, SKX
  • 07/24/14 Update EGHT ($7.59, Neutral; $8.00 PT) Delivers Spot-on Performance with Q1 (Jun) Report, Affirms Guidance; Maintaining Neutral Rating and $8.00 PT
  • 07/22/14 Morning Note B. Riley & Co. Morning Notes: EGHT, IMAX, SIX, TXN, TYPE; Footwear (DECK, FINL, SHOO, SKX)
  • 07/21/14 Update EGHT ($7.37, Neutral; $8.00 PT) Earnings Preview: EGHT is Enough; Maintain Neutral as Investors Continue to Digest Comp Multiple & Earnings Contractions
  • 05/23/14 Update EGHT ($7.33, Neutral; $8.00 PT) EGHT is Enough; Lowering PT from $10.00 to $8.00, Maintain Neutral as Investors Digest Earnings Contraction
  • 05/23/14 Morning Note B. Riley & Co. Morning Notes: BBY, EGHT, GME, KTOS, MCHP, MRVL, SSI, TIVO, XCRA, ZUMZ
  • 05/14/14 Morning Note B. Riley & Co. Morning Notes: AKAM, CALD, CAMT, COHU, CSCD, EGHT, UTEK
  • 05/13/14 Update EGHT ($8.69, Neutral; $10.00 PT): Earnings Preview: Expect Single-digit Pro Forma Net Margins in Q4 ’14 & FY ’15 as EGHT Attempts to Goose Sales; Trading 4x EV/Revs and 41x EV/EBITDA
  • 01/23/14 Update EGHT ($11.47, Neutral; $10.00 PT): Customer Adds and Services Sold Shine in Q3, While Earnings Slip to $0.03; Lowering Estimates
  • 01/23/14 Morning Note B. Riley & Co. Morning Notes: AEO, ASML, CAMP, EGHT, PRGO, SNDK, VSAT; Consumer Products (CL, COTY, EL, PG, RDEN, UN)
  • 01/15/14 Morning Note B. Riley & Co. Morning Notes: EGHT, GME, LLTC, PBH, VSAT
  • 01/14/14 Update EGHT ($11.06, Neutral; $10.00 PT): Earnings Preview: Lowering Estimates to Account for Voicenet Acquisition, Equity Raise; Lowering PT from $10.75 to $10.00
  • 10/25/13 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BC, BCOV, BJRI, CSGP, DAVE, DCO, EGHT, IIVI, IMAX, IPAR, ITI, KLAC, MDSO, MXIM, OUTR, RGC, QSII, SIMO, SLAB, TUP, TYL
  • 10/24/13 Update EGHT ($11.13, Neutral; $10.75 PT): Shifting into Higher Gear; Hiring Sales Reps and Investing in R&D to Push Revenue Growth at Expense of Near-term Profitability; Lower PT from $11.50 to $10.75
  • 10/22/13 Update EGHT ($11.77, Neutral; $11.50 PT): Earnings Preview: Incorporating $3MM Central Host Sale; Introducing FY ’16 Estimates and Increasing PT from $8.12 to $11.50
  • 10/22/13 Morning Note B. Riley & Co. Morning Notes: ANGI, Consumer Products (IPAR, JAKK, MAT, PG), CSGP, EGHT, MDSO, OUTR, ROVI, QSII, STMP, SYMM, TXN
  • 09/10/13 Morning Note B. Riley & Co. Morning Notes: DIS, EGHT, NLS, PANW, PBH, UNTD
  • 09/03/13 Update Industry Update: Silicon Valley Tech Tour Wrap Up: A Walk on the Eclectic Side
  • 09/03/13 Morning Note B. Riley & Co. Morning Notes: ADSK, ANSS, COHR, EBAY, Focus List Update, Media (BTN, CKEC, CIDM, CNK, DCIN, IMAX, MCS, NCMI, RLD, RGC), MPAA, Tech Tour Wrap-Up
  • 08/20/13 Morning Note Morning Notes: AVP, GWAY, P, Tech Tour Preview (EGHT, ELNK, IMMR, SANM, SIMO)
  • 08/20/13 Update B. Riley & Co. Industry Update: 2013 Tech Tour Preview: A Walk on the Eclectic Side (EGHT, ELNK, IMMR, SANM, SIMO)
  • 07/25/13 Morning Note B. Riley & Co. Morning Notes: AKAM, ANGI, CAKE, EGHT, EXAR, FIRE, IMAX, IPAR, MTSN, Optical Components (AFOP, EMKR, FNSR, JDSU, OCLR, OPLK), OUTR, SKX, SNAK, SPRT, STMP, TUP
  • 07/25/13 Update EGHT ($8.67, Neutral; $8.12 PT): No Surprises; EGHT Reports Q1 in Line; Little Change to Model
  • 07/24/13 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BRCM, CBS, CTG, DCO, EGHT, HZO, LLTC, MOVE, PBH, PII, RSH
  • 07/23/13 Update EGHT ($8.79. Neutral; $8.12 PT): Earnings Preview: Not Expecting Any Surprises When EGHT Reports Q1 Results; Increase Valuation Methodology from 15x to 20x Pro Forma EPS, PT to $8.12
  • 05/24/13 Morning Note B. Riley & Co. Morning Notes: AEO, AFOP, EGHT, GME, MRVL, QSII, Semiconductors (CY, MXL, RDA, SNDK, SWKS, SLAB, SPRD, VLTR), SPLS, ZUMZ
  • 05/23/13 Update EGHT ($7.37, Neutral; $5.33 PT): Subscriber Metrics Track with Projections; Lowering EPS on Higher Sales & Marketing Costs, PT to $5.33 from $5.87 on Estimates Change
  • 05/20/13 Morning Note B. Riley & Co. Morning Notes: Consumer Products (AVP, CLX, EL, F-Milan, JNJ, PG, PRGO, RDEN, UN, WMT), EGHT, JOEZ, MSG, RRGB, SPLS, SSI, TIVO, VIAB
  • 05/17/13 Update EGHT ($7.41, Neutral; $5.87 PT): Earnings Preview: International Expansion Could Spur Growth
  • 01/25/13 Morning Note B. Riley Caris Morning Notes: BC, COHR, EGHT, ITI, KLAC, MSPD, MXIM, UNTD, VRSN
  • 01/25/13 Update EGHT ($7.94, Neutral; $5.87 PT): Delivers Expected Strong Q3 ’13 though Short on Subscriber Growth
  • 01/24/13 Morning Note B. Riley Caris Morning Notes: CCO, CWTR, EGHT, EXAR, KEYN, LRCX, NFLX, PPC, SNDK, SYMM, TUP, VRSN, WWWW, YHOO
  • 01/24/13 Update EGHT ($7.73, Neutral; $5.87 PT): Previewing Expected Strong Q3 ‘13; Introducing FY ‘15 Estimates
  • 10/25/12 Morning Note B. Riley & Co. Morning Notes: AIXG, AKAM, ANGI, BIRT, CAKE, DAVE, DCO, EGHT, EXAR, PPC, SIX, SKX, SRI, STMP, SYMM, SIMO
  • 10/25/12 Update EGHT (Neutral; $5.23 PT): Meets Q2 (Sep) expectations; raising estimates $0.01 on higher service margins
  • 10/23/12 Morning Note B. Riley & Co. Morning Notes: BIRT, BOH, BSRR, EGHT, EXAR, PPC, PVSW, SKX, SUPX, SYMM, VECO, YHOO
  • 07/19/12 Morning Note B. Riley & Co. Morning Notes: AXTI, BPOP, EGHT, EMKR, GOOG, GSM, PACW, PPC, Retail M&A Update, RGC, WWWW
  • 07/19/12 Update EGHT (Neutral; $4.76 PT): Patently good results; EGHT meets Q1 (Jun) expectations, model little changed
  • 07/17/12 Morning Note B. Riley & Co. Morning Notes: BBCN, BOH, BSRR, Commercial Real Estate Analytics (CSGP, REIS), CSGP, EGHT, FCS, IMAX, OFG, PPC, ROVI, WIBC, YHOO
  • 06/28/12 Morning Note B. Riley & Co. Morning Notes: API, BBCN, CAMP, EGHT, EMKR, FCS, PPC, RRGB
  • 05/17/12 Morning Note B. Riley & Co. Morning Notes: Clean Energy Semiconductors - LEDs, CLNY, CSTR, DRL, EGHT, HOTT, JACK, PPC, RRGB, SKX, ZUMZ
  • 05/17/12 Update EGHT (Neutral; $4.76 PT): Demand strong; street embracing results despite EPS miss and lowered estimates
  • 05/15/12 Morning Note B. Riley & Co. Morning Notes: AGNC, EGHT, GRPN, JACK, MPAA, OPNT, OPXT, RRGB, TLYS, VRML, VSAT
  • 05/02/12 Morning Note B. Riley & Co. Morning Notes: BEBE, EGHT, EXAR, EXAS, FEIC, HOTT, KEYN, KSWS, MYGN, OPLK, PII, PRGX, RBCN, RGC, SIMG, WWWW