analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
EGHT: 3—APLD: 2wins
Rule of 40
8.5EGHT
124.2APLD
check_circleAPLD leads
Revenue Growth
0.1%EGHT
171.1%APLD
check_circleAPLD leads
Gross Margin
67%EGHT
3%APLD
check_circleEGHT leads
FCF Margin
8.4%EGHT
-46.9%APLD
check_circleEGHT leads
Operating Margin
2.1%EGHT
-4.5%APLD
check_circleEGHT leads
NRR
—EGHT
—APLD
Metric
Rule of 40Efficiency score
EGHT
8.5
APLD
124.2check_circle
Revenue GrowthYoY
EGHT
0.1%
APLD
171.1%check_circle
Gross Margin% of revenue
EGHT
67%check_circle
APLD
3%
FCF MarginFree cash flow
EGHT
8.4%check_circle
APLD
-46.9%
Operating MarginGAAP
EGHT
2.1%check_circle
APLD
-4.5%
NRRNet retention
EGHT
N/A
APLD
N/A
EV / RevenueValuation multiple
EGHT
0.8xcheck_circle
APLD
27.0x
Market CapUSD
EGHT
$266.1M
APLD
$10.0Bcheck_circle
ARR GrowthYoY
EGHT
N/A
APLD
N/A
CAC PaybackMonths to recover
EGHT
N/A
APLD
N/A
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insights
Analysis
As of Q4 2025, 8X8 INC /DE/ trades at 0.8x EV/Revenue versus Applied Digital Corp. at 27.0x. On the Rule of 40, 8X8 INC /DE/ scores 8.5 compared to Applied Digital Corp.'s 124.2, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at 8X8 INC /DE/ 67% vs Applied Digital Corp. 3%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.