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eGain Corporation 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:EGAN) 2026-02-04
Seeking Alpha· 2026-02-04 21:32
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EGain outlines $90.5M–$92M fiscal 2026 revenue target as AI Knowledge ARR jumps 27% (NASDAQ:EGAN)
Seeking Alpha· 2026-02-04 02:41
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eGain (EGAN) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2026-02-03 23:21
eGain (EGAN) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +50.07%. A quarter ago, it was expected that this maker of customer engagement software would post earnings of $0.11 per share when it actually produced earnings of $0.17, delivering a surprise of +54.55%.Over the last four ...
eGain(EGAN) - 2026 Q2 - Earnings Call Transcript
2026-02-03 23:02
Financial Data and Key Metrics Changes - Total revenue for Q2 was $23 million, up 3% year-over-year, exceeding guidance and street consensus [14] - SaaS revenue increased by 5% year-over-year, accounting for 95% of total revenue, up from 93% in Q2 last year [14] - Non-GAAP net income was $3 million or $0.11 per share, up from $1.3 million or $0.05 per share in the year-ago quarter [16] - Adjusted EBITDA margin for the quarter was 14%, up from 7% in the year-ago quarter [16] - Operating cash flow was $10.1 million, representing a 44% operating cash flow margin, compared to $6.4 million at 29% in the year-ago quarter [17] Business Line Data and Key Metrics Changes - SaaS ARR for AI knowledge customers increased 27% year-over-year, now representing 64% of total SaaS ARR [18][22] - SaaS ARR for all customers increased 7% year-over-year, and 11% when excluding non-core messaging products [18] - LTM dollar-based SaaS net retention for AI knowledge customers was 116%, up from 99% a year ago [18] Market Data and Key Metrics Changes - More than 50% year-over-year increase in top-of-the-funnel AI knowledge leads [4] - Partner-sourced leads in the first half of fiscal 2026 increased 80% year-over-year [10] Company Strategy and Development Direction - The company is focused on becoming a leader in AI-driven knowledge automation, with a strategy centered around customer experience (CX) and extending to enterprise use cases [12][39] - The introduction of the eGain Composer is aimed at driving product sales and attracting new ecosystem partners [11] - The company is investing in product innovation while reducing spending on legacy products [16] Management's Comments on Operating Environment and Future Outlook - Management noted strong business momentum and positive results from go-to-market strategies, with expectations for continued growth [12][22] - The company anticipates total revenue for Q3 to be between $22.2 million and $22.7 million, and for the full year to be between $90.5 million and $92 million [19][21] - Management expressed confidence in capturing market leadership in AI-driven knowledge automation [22] Other Important Information - The company has a strong balance sheet with total cash and cash equivalents at $83.1 million, up from $62.9 million as of June 30, 2025 [17] - The company did not repurchase any shares during the quarter and has $19.7 million remaining under the buyback program [17] Q&A Session Summary Question: Can you provide more details about the large software deal? - The deal involved a long sales cycle of about a year and a half, replacing a lack of an enterprise-wide knowledge platform [26] Question: Can you clarify the impact of the non-core messaging products? - 50% of the non-core messaging revenue was reduced in Q2, with the remainder to be phased out in Q1 2027 [29] Question: What is driving the strength in partner-driven lead generation? - Momentum is seen from small boutique knowledge consulting firms and contact center knowledge deals [30] Question: What are the barriers to replicating the company's software platform? - Key barriers include architecture, understanding use cases, and non-functional requirements like reliability and scalability [36] Question: How is the company planning to deploy its cash reserves? - The focus will remain on internal investments to drive top-line growth, with share buybacks and opportunistic inorganic options being considered [40][41] Question: What are the hiring plans moving forward? - The company is reallocating resources towards high-end engineering and technology talent while increasing marketing investments [44]
eGain(EGAN) - 2026 Q2 - Earnings Call Transcript
2026-02-03 23:02
eGain (NasdaqCM:EGAN) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAshu Roy - CEOEric Smit - CFOJim Byers - Head of Investor RelationsConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystJeff Van Rhee - Partner and Equity Research AnalystRichard Baldry - Managing Director and Senior Research AnalystOperatorGood day, and welcome to the eGain Fiscal 2026 second quarter financial results conference call. All participants will be in listen-only mode ...
eGain(EGAN) - 2026 Q2 - Earnings Call Transcript
2026-02-03 23:00
eGain (NasdaqCM:EGAN) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker5Good day, and welcome to the eGain Fiscal 2026 second quarter financial results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdraw your question, ple ...
eGain(EGAN) - 2026 Q2 - Earnings Call Presentation
2026-02-03 22:00
AI CX Automation Platform Earnings Call Slides Powered by Trusted Knowledge NASDAQ: EGAN February 2026 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 third quarter of fiscal 2026 and fiscal 2026 full year ending June 30, 2026. The achievement or success of the matters covered by such forward-looking statements ...
eGain(EGAN) - 2026 Q2 - Quarterly Report
2026-02-03 21:30
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-35314 eGain Corporation (Exact name of registrant as specified in its charter) Delaware 77-0466366 (State or o ...
eGain(EGAN) - 2026 Q2 - Quarterly Results
2026-02-03 21:19
Exhibit 99.1 eGain Announces Second Quarter 2026 Financial Results AI Knowledge Hub ARR Increases 27% Year Over Year ● Total revenue was $23.0 million, up 3% year over year. ● AI Knowledge Hub annual recurring revenue grew 27% year over year to $48.4 million, contributing 64% of total SaaS annual recurring revenue. ● GAAP gross margin was 73%, compared to 70% in Q2 fiscal 2025. ● Non-GAAP gross margin was 74%, up from 71% in Q2 fiscal 2025. ● GAAP net income was $2.3 million, or $0.09 per share on a basic b ...
eGain Announces Second Quarter 2026 Financial Results
Globenewswire· 2026-02-03 21:05
AI Knowledge Hub ARR Increases 27% Year Over YearSUNNYVALE, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- eGain (Nasdaq: EGAN), a leading provider of AI-powered knowledge management solutions, today announced financial results for its fiscal 2026 second quarter ended December 31, 2025. “I am pleased with our second-quarter performance, highlighted by the 27% year-over-year growth in AI Knowledge Hub ARR,” said Ashu Roy, eGain’s CEO. “AI Knowledge Hub now represents 64% of our total SaaS ARR, and we continued to ...