8x8, Inc.

EGHT

$1.92

+4.35%

N/A+$0.08

Technology

Software - Application

NASDAQ

Active Trading

8x8, Inc. delivers a comprehensive suite of cloud-based communication and collaboration tools, encompassing telephony, video conferencing, instant messaging, customer engagement platforms, and ...

Supply Chain of EGHT

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

Amazon.com, Inc. (Amazon Web Services)

KCOM Group

IntelePeer

NVIDIA Corporation

Oracle Corporation

NYSE:ORCL

Primary cloud infrastructure provider for 8x8 video meeting solutions (OCI); reduced costs by ~80% vs prior provider

Amazon.com, Inc. (Amazon Web Services)

NASDAQ:AMZN

Cloud infrastructure partner (AWS) hosting various 8x8 platform workloads; 8x8 is an AWS Partner; callstats.io runs on AWS AI services

Microsoft Corporation

NASDAQ:MSFT

Strategic technology partner via 8x8 Operator Connect for Microsoft Teams; certified Teams Phone provider enabling PSTN calling natively in Teams; Teams integration partner

Bandwidth Inc.

NASDAQ:BAND

Tier-1 SIP trunking and carrier services provider; potential wholesale voice termination partner for 8x8's global calling network

KCOM Group

UK carrier-grade network partnership (announced Feb 2026) to deliver enterprise voice and contact center solutions to ~8,000 UK enterprise customers

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

Pax8

Sandler Partners

Softcat plc

Optus (Singtel Group)

Spectrotel

Wavenet

Upstack

TD SYNNEX Corporation

NYSE:SNX

Strategic distribution agreement (since 2021); distributes 8x8 XCaaS to SYNNEX's partner community of traditional resellers and MSPs across North America

Pax8

Strategic channel partnership (since 2020); Pax8 offers 8x8 solutions to its cloud marketplace MSP partners across the US

Sandler Partners

Strategic partnership; Sandler Partners (America's largest master agent) distributes 8x8 XCaaS to its network of 9,000+ technology partners

Softcat plc

LSE:SCT

Platinum Partner and EMEA Agent Partner of the Year (2026); one of the UK's largest IT solutions providers reselling 8x8 to enterprise clients

Optus (Singtel Group)

SGX:ST

North America Agent Partner of the Year (2026); resells 8x8 solutions to customers

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

NICE Ltd.

RingCentral, Inc.

NYSE:RNG

Direct UCaaS/CCaaS competitor; comparable cloud-native business model, customer demographics (SMB to enterprise), and channel distribution strategy

Zoom Communications, Inc.

NASDAQ:ZM

Competing UCaaS provider with Zoom Phone and contact center offerings; similar go-to-market through direct sales and channel partners

Five9, Inc.

NASDAQ:FIVN

Pure-play CCaaS competitor; comparable cloud contact center business with enterprise focus and partner ecosystem

Twilio Inc.

NYSE:TWLO

CPaaS competitor; directly comparable to 8x8's Communications APIs business segment for programmable voice/SMS

NICE Ltd.

NASDAQ:NICE

CXone platform competes with 8x8 in enterprise CCaaS; cloud-native contact center with AI capabilities

Geographic

Region-level exposures that can distort the supply network.

Geographic

North America

Europe (EMEA)

Asia-Pacific (APAC)

TD SYNNEX Corporation

Pax8

Sandler Partners

Optus (Singtel)

Softcat plc

Wavenet

KCOM Group

King Power Corporation

North America

Primary revenue base (majority of revenue); concentrated customer and partner ecosystem

TD SYNNEX CorporationNYSE:SNXPrimary North American distribution partner

Pax8US cloud marketplace distribution partner

Sandler PartnersUS master agent distributer

Europe (EMEA)

Second-largest region; growing via Softcat, Wavenet, and KCOM partnerships

Softcat plcLSE:SCTPlatinum Partner; EMEA Agent Partner of the Year 2026

WavenetEMEA Resell Partner of Year 2026

KCOM GroupUK carrier network partner for enterprise voice

Asia-Pacific (APAC)

Growing presence via partnerships with Optus/Singtel in ANZ region; King Power in Thailand

King Power CorporationThailand-based enterprise customer

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Other

High

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

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

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.)

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8x8, Inc.

Supply Chain of EGHT

Upstream

Oracle Corporation

Amazon.com, Inc. (Amazon Web Services)

Microsoft Corporation

Bandwidth Inc.

KCOM Group

IntelePeer

NVIDIA Corporation

Downstream

TD SYNNEX Corporation

Pax8

Sandler Partners

Softcat plc

Optus (Singtel Group)

Spectrotel

Wavenet

Upstack

View More

Proxies

RingCentral, Inc.

Zoom Communications, Inc.

Five9, Inc.

Twilio Inc.

NICE Ltd.

Geographic

North America

Europe (EMEA)

Asia-Pacific (APAC)

Supply Chain of EGHT

Upstream

Oracle Corporation

Amazon.com, Inc. (Amazon Web Services)

Microsoft Corporation

Bandwidth Inc.

KCOM Group

IntelePeer

NVIDIA Corporation

Downstream

TD SYNNEX Corporation

Pax8

Sandler Partners

Softcat plc

Optus (Singtel Group)

Spectrotel

Wavenet

Upstack

View More

Proxies

RingCentral, Inc.

Zoom Communications, Inc.

Five9, Inc.

Twilio Inc.

NICE Ltd.

Geographic

North America

Europe (EMEA)

Asia-Pacific (APAC)