8x8, Inc.

Cloud infrastructure multi-cloud dependency on Oracle (OCI) and Amazon (AWS) for core platform hosting; any disruption or pricing change at either provider could materially impact service delivery and margins

Customer

Medium

No single customer exceeds 10% of revenue per 10-K disclosures; however enterprise customers (revenue >$1B) represented 18% of ARR, creating retention concentration risk

Other

Medium

Carrier/telephony network dependency on third-party SIP trunking and voice termination providers (Bandwidth, IntelePeer, KCOM); voice quality and reliability tied to these partners

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Subscription Revenue (UCaaS, CCaaS, CPaaS platform seats/licenses)

77.7%

$0.6B

Drives demand for cloud compute and telephony infrastructure; requires reliable uptime from Oracle Cloud and AWS

Usage-Based Service Revenue (AI interactions, CPaaS API usage, overage, SMS, video minutes)

19.5%

$0.1B

Directly tied to carrier network costs and cloud egress; AI growth drives need for GPU compute capacity from cloud partners

Other Revenue (hardware/phones, professional services, managed services)

2.8%

$0.0B

Hardware procurement from third-party OEM handset/desk phone manufacturers (Poly, Yealink, etc.)

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

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8x8, Inc.

EGHT 공급망

상류

Oracle Corporation

Amazon.com, Inc. (Amazon Web Services)

Microsoft Corporation

Bandwidth Inc.

KCOM Group

IntelePeer

NVIDIA Corporation

하류

TD SYNNEX Corporation

Pax8

Sandler Partners

Softcat plc

Optus (Singtel Group)

Spectrotel

Wavenet

Upstack

View More

대체 기업

RingCentral, Inc.

Zoom Communications, Inc.

Five9, Inc.

Twilio Inc.

NICE Ltd.

지역

North America

Europe (EMEA)

Asia-Pacific (APAC)