analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
EGHT: 3—APLD: 2wins
Rule of 40
10.3EGHT
118.6APLD
check_circleAPLD leads
Revenue Growth
2.0%EGHT
171.1%APLD
check_circleAPLD leads
Gross Margin
66%EGHT
1%APLD
check_circleEGHT leads
FCF Margin
8.3%EGHT
-52.5%APLD
check_circleEGHT leads
Operating Margin
3.4%EGHT
-42.6%APLD
check_circleEGHT leads
NRR
—EGHT
—APLD
Metric
Rule of 40Efficiency score
EGHT
10.3
APLD
118.6check_circle
Revenue GrowthYoY
EGHT
2.0%
APLD
171.1%check_circle
Gross Margin% of revenue
EGHT
66%check_circle
APLD
1%
FCF MarginFree cash flow
EGHT
8.3%check_circle
APLD
-52.5%
Operating MarginGAAP
EGHT
3.4%check_circle
APLD
-42.6%
NRRNet retention
EGHT
N/A
APLD
N/A
EV / RevenueValuation multiple
EGHT
0.7xcheck_circle
APLD
30.6x
Market CapUSD
EGHT
$266.8M
APLD
$11.3Bcheck_circle
ARR GrowthYoY
EGHT
N/A
APLD
N/A
CAC PaybackMonths to recover
EGHT
N/A
APLD
N/A
Advertisement
insights
Analysis
As of Q4 2025, 8X8 INC /DE/ trades at 0.7x EV/Revenue versus Applied Digital Corp. at 30.6x. On the Rule of 40, 8X8 INC /DE/ scores 10.3 compared to Applied Digital Corp.'s 118.6, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at 8X8 INC /DE/ 66% vs Applied Digital Corp. 1%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.