Core Insights - eGain Corporation has been selected by Achmea to provide its AI Knowledge Hub and AI Agent software to enhance knowledge management and support Achmea's transformation into a Digital Insurer [1][3]. Company Overview - Achmea is a major cooperative insurance and financial services group in Europe, headquartered in Zeist, Netherlands, serving over 10 million customers with various services including health, life, and banking [2]. Strategic Shift - Achmea is focusing on becoming a Digital Insurer, prioritizing customer experience and self-service adoption, and has identified the need for a Knowledge-as-a-Service (KaaS) partner to modernize its knowledge management [3][4]. Implementation Details - The deployment will empower 21,000 users within Achmea, including 8,225 contact center users and 12,750 enterprise users, with an AI Agent license for each [5]. - The solution will integrate over 26,000 documents into a centralized knowledge base, creating a single source of trusted knowledge for customer inquiries across Achmea's operations [6]. Expected Outcomes - Achmea's integrated approach will unify its knowledge ecosystem, ensuring consistent responses for agents and staff while enhancing operational efficiency [7]. - The implementation aims to deliver seamless customer experiences, accelerate self-service adoption, and provide agents with relevant answers to improve service efficiency [8]. Leadership Insights - Achmea's IT Director emphasized the commitment to delivering personalized and efficient service as part of their Digital Insurer transformation, highlighting the importance of eGain's solutions in providing a unified knowledge foundation [9]. - eGain's CEO noted that Achmea's vision requires enterprise-wide access to trusted knowledge to enhance both employee productivity and customer experience [9].

Core Insights - eGain Corporation (EGAN) recently reported its Q1 earnings, showing strong performance in its share price over the past year, indicating investor interest in the company [1] Financial Performance - The company has been steadily growing, which is a positive sign for long-term investors [1] Investment Strategy - The investment approach discussed emphasizes a mix of growth, value, and dividend-paying stocks, with a particular focus on value investments [1]

Core Insights - eGain Corporation has been selected by OCCU || Oregon Community Credit Union to implement its AI Knowledge Hub and AI Agent software to enhance service delivery and member experience [1][3]. Company Overview - OCCU is a not-for-profit financial cooperative with over $3.5 billion in assets, serving approximately 284,000 member-owners [7]. - The credit union aims to modernize its knowledge management system to address operational inefficiencies and improve member service [2]. Solution Details - The eGain AI Knowledge Hub will support over 700 users, including contact center representatives and enterprise users, through a unified platform [3]. - The solution is designed to optimize authoring and governance procedures, enhancing compliance and operational efficiency while improving user experience [4]. Expected Outcomes - The implementation of eGain's solutions is anticipated to increase efficiency by allowing technical writers to focus on strategic initiatives and reduce onboarding time for new agents [4]. - The unified knowledge management system is expected to empower service teams with instant access to trusted answers, thereby improving employee productivity and member experience [5].

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Core Insights - eGain is set to participate in the 14th Annual Roth Technology Conference on November 19, 2025, where CFO Eric Smit and VP of Finance Gautam Garg will meet with institutional investors [1] - The company reported a strong start to the fiscal year with a 23% year-over-year growth in Annual Recurring Revenue (ARR) for its AI Knowledge Hub and a 21% EBITDA margin [2] - eGain recently launched three new AI products at the Solve25 event, which have garnered significant interest from customers and partners, indicating a positive market response [2] Company Overview - eGain provides an AI CX automation platform aimed at enhancing customer experience and reducing operational costs through its AI Knowledge Hub [3]

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Core Insights - eGain (EGAN) reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and showing a significant increase from $0.04 per share a year ago, resulting in an earnings surprise of +54.55% [1][2] - The company achieved revenues of $23.51 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.15% and up from $21.8 million year-over-year [2] - eGain shares have appreciated approximately 142.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.4% [3] Earnings Outlook - The future performance of eGain's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $21.54 million, and for the current fiscal year, it is $0.35 on revenues of $91.74 million [7] Industry Context - The Internet - Software industry, to which eGain belongs, is currently ranked in the top 24% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact eGain's stock performance [5]

Financial Data and Key Metrics Changes - Total revenue for Q1 was RMB23.5 million, an increase of 8% year over year, reaching the high end of guidance [24] - SaaS revenue increased by 10% year over year, accounting for 93% of total revenue compared to 91% in the previous year [24] - Non-GAAP gross margin for the quarter was 76%, up 600 basis points from 70% a year ago, driven by SaaS gross margin expansion [25] - Non-GAAP net income was RMB4.7 million or $0.17 per share, significantly up from RMB1.3 million or $0.04 per share in the year-ago quarter [27] - Adjusted EBITDA margin for the quarter was 21%, exceeding guidance and up from 6% in the previous year [28] - Cash flow from operations was RMB10.4 million, representing a 44% operating cash flow margin compared to 4% in the year-ago quarter [28] Business Line Data and Key Metrics Changes - ARR for AI knowledge products increased by 23% year over year, while SaaS ARR for all customers increased by 8% [29] - SaaS net retention for knowledge customers was 104%, up from 103% a year ago, while net retention for all customers was 102%, up from 90% [30] Market Data and Key Metrics Changes - Total remaining performance obligations (RPO) increased by 23% year over year, with short-term RPO up 7% [30] Company Strategy and Development Direction - The company is focusing on product-led growth and has made significant product announcements, including the eGain AI knowledge method and eGain AI agent [12][13][15] - The introduction of the Composer product aims to target developers and partners, allowing for a composable platform to operationalize AI solutions [17][21] - The company is investing in building out its leadership team to support growth and product innovation [19][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong start to the fiscal year, with solid results that beat consensus across the board [33] - The company anticipates a sequential decline in revenue due to the sunsetting of the messaging platform business and delays from government shutdowns affecting professional services [31] - For Q2, the company expects GAAP net income of $1.2 million to $1.7 million and non-GAAP net income of $1.9 million to $2.4 million [31] Other Important Information - The company bought back $1.5 million in stock at an average price of $6.38 per share during the quarter [28] - The balance sheet remains strong, with total cash and cash equivalents at RMB70.9 million, up from RMB62.9 million [29] Q&A Session Summary Question: Sales trends and marketing spend - Management noted a summer slowdown in marketing spend but expects to increase sales hiring investment in the second half of the fiscal year [36][37] Question: Proliferation of AI agents - Management believes that while many companies are experimenting with AI agents, they will ultimately seek to integrate with trusted knowledge systems for serious applications [38][39][40] Question: Composer product integration - The Composer product is designed to allow developers to integrate various AI engines easily, with a focus on providing a trusted knowledge backend [41][42][43] Question: Cash balance strategy - Management indicated that while buybacks will continue, they are also open to tuck-in acquisitions but primarily focus on investing in the business [45][46][47] Question: Update on large knowledge hub opportunities - Management reported steady progress in large opportunities and increased partner engagement in the knowledge hub category [51][52] Question: JPMorgan deployment update - Management confirmed that the first phase of the JPMorgan deployment has gone live, with plans for the next phase underway [54][55]

AI CX Automation Platform November 2025 INVESTOR PRESENTATION Powered by Trusted Knowledge NASDAQ: EGAN Safe Harbor statement This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including without limitation: our financial guidance for the second quarter of fiscal 2026 and fiscal 2026 full year ending June 30, 2026; our focus; demand for our products and market opportunity; our sales pipeline; exp ...

Revenue Performance - SaaS revenue for the three months ended September 30, 2025, was $21.9 million, representing a 10% increase from $19.82 million in the same period of 2024[124]. - Total revenue for the same period was $23.51 million, an 8% increase from $21.8 million year-over-year[124]. - Total revenue for the three months ended September 30, 2025, was $23.5 million, an increase of $1.7 million or 8% compared to $21.8 million in the same period of 2024[147]. - SaaS revenue accounted for 93% of total revenue, increasing by $2.1 million or 10% to $21.9 million, while professional services revenue decreased by $371,000 or 19% to $1.6 million[149][151]. Profitability and Expenses - Non-GAAP income from operations for the three months ended September 30, 2025, was $4.71 million, compared to $1.14 million in 2024[128]. - Gross profit margin improved to 75% for the three months ended September 30, 2025, compared to 69% in the same period of 2024, driven by a reduction in total cost of revenue[146][156]. - Operating income increased significantly to $2.8 million with an operating margin of 12%, up from $509,000 and 2% in the prior year[171]. - Research and development expenses decreased by $106,000 to $7.3 million, representing 31% of total revenue, down from 34% in the previous year[162]. - Sales and marketing expenses decreased by $731,000 to $4.0 million, accounting for 17% of total revenue, down from 22% in the prior year[165]. - General and administrative expenses increased by $1.1 million to $3.5 million, representing 15% of total revenue, up from 11% in the previous year[168]. Cash Flow and Investments - Net cash provided by operating activities rose by $9.5 million to $10,432,000 for the three months ended September 30, 2025, compared to $954,000 in 2024[179][180]. - Net cash used in investing activities increased by $115,000 to $224,000 for the three months ended September 30, 2025, primarily for equipment purchases[182]. - Net cash used in financing activities decreased by $3.2 million to $1.5 million for the three months ended September 30, 2025, compared to $4.6 million in 2024[183]. - Cash and cash equivalents, along with restricted cash, totaled $70.9 million as of September 30, 2025, down from $62.9 million as of June 30, 2025[177]. Market and Operational Insights - The company believes that contact centers offer significant opportunities for automation using AI technology[115]. - The company operates in the U.S., U.K., and India, indicating a diverse geographical presence[121]. - The company expects SaaS revenue to continue increasing, reflecting positive market opportunities[115]. Risks and Liabilities - The company faces risks related to cybersecurity, including potential breaches that could impact customer trust and financial exposure[125]. - The company relies on a relatively small number of customers for a substantial portion of its revenue, which poses a risk if significant customers are lost[119]. - Future non-cancelable minimum payments under lease commitments were approximately $4.3 million as of September 30, 2025[184]. - Identifiable assets denominated in foreign currency totaled approximately $27.5 million as of September 30, 2025, with a potential $2.7 million decrease in value from a 10% increase in the dollar[188]. - The company does not currently hedge against foreign exchange risk, exposing it to market fluctuations[188]. Other Financial Metrics - Interest income decreased to $462,000 from $771,000 due to lower interest rates and reduced funding in money market accounts[174]. - Other income increased to $455,000 compared to an expense of $140,000 in the prior year, primarily due to foreign exchange rate fluctuations[175]. - Income tax provision increased to $930,000 for the three months ended September 30, 2025, compared to $488,000 for the same period in 2024[176]. - The company has not experienced a loss of principal on investments, which are primarily in short-term, low-risk, investment-grade debt instruments[190]. - The company expects that changes in market interest rates would not materially impact the fair value of its securities or cash flows[190].