8x8 (EGHT) Sophon Profile

Balancing growth, margin pressure, and platform expansion

Since launch, our goal with Sophon Microcap Atlas has been to build the definitive research hub for underfollowed sub-$500M companies.

Each month we’re adding deep-dive coverage, proprietary scoring frameworks, and differentiated insights you won’t find anywhere else. With every report, the value of the platform compounds — but so does the subscription price.

We’ve structured it this way deliberately: to reward early adopters who believe in what we’re building. Subscribers who joined at launch are still paying their original rate, and they’ll keep that price for life. By contrast, new readers coming in today are already paying more than they did six months ago.

That’s by design. We’re investing heavily in research, and we want to keep the economics aligned with our most loyal readers.

When you join Sophon Microcap Atlas, your subscription price is locked in for life. We raise rates by $15 every two months to reflect the growing value of our research library, but early subscribers keep their lower rate forever. On November 1, the price rises to $60/month or $540/year — lock in now at $45/month or $400/year and you’ll still be paying that rate years from now, even when the service is worth thousands.

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Disclaimer: Not financial advice

View: Pass

Sophon Score: 57/100

We are passing on 8x8 at this stage despite its return to YoY revenue growth and early traction in AI-powered customer experience solutions. The business remains in transition, with margin pressures from usage-based revenue and ongoing execution risk around Fuze migration and international expansion.

While multi-product adoption and CPaaS growth are encouraging, the incremental impact on profitability is modest and near-term financial visibility is constrained. Competitive dynamics, particularly from large-scale incumbents like Microsoft Teams, limit potential upside, and the R/R balance does not currently justify a position. We prefer to monitor execution progress and margin recovery before considering active coverage.