Core Insights - eGain Corporation has partnered with Cabinetworks Group to implement its AI Knowledge Hub and AI Agent for Contact Center, aimed at modernizing Cabinetworks' knowledge management and enhancing customer service operations [1][4]. Company Overview - Cabinetworks Group is the largest privately held kitchen cabinet manufacturer in the United States, featuring iconic brands such as KraftMaid, Medallion, Merillat, and Smart Cabinetry [2][8]. - The company operates over 20 locations, including 15 manufacturing facilities, and employs more than 5,000 team members [8]. Challenges Faced - Cabinetworks identified the need to modernize its customer service approach due to operating across multiple legacy systems, recognizing that AI would be essential for supporting its growth strategy [3]. - The company aimed to transition from outdated document management tools to a best-in-class knowledge management system to improve efficiency and accuracy in responding to customer inquiries [3]. Solution Implementation - The partnership with eGain will replace fragmented information sources with a unified AI Knowledge Hub, providing intelligent search, content lifecycle controls, and analytics [4]. - The implementation includes an AI Agent for Contact Center, which offers contextual assistance to agents, and integrates with Five9 and Salesforce CRM for a seamless user experience [4][6]. - A self-service portal will be established, allowing customers to find answers independently, thereby improving overall efficiency [4][6]. Operational Impact - The unified knowledge foundation will enable real-time access to information, enhancing the speed and quality of service provided to customers [5]. - Agents will have immediate access to up-to-date information across various brands, improving their effectiveness in handling customer inquiries [6]. Executive Insights - Matt Conant, VP of Customer Experience and Care at Cabinetworks, emphasized the importance of modernizing knowledge management to scale operations and improve service quality [7]. - Ashu Roy, CEO of eGain, highlighted the unique knowledge challenges faced by manufacturers and the role of the AI Knowledge Hub in delivering real-time support [7].

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

分组1 - eGain reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and showing an increase from $0.04 per share a year ago, resulting in an earnings surprise of +50.07% [1] - The company achieved revenues of $22.98 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.27% and increasing from $22.39 million year-over-year [2] - eGain has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has added approximately 0.5% since the beginning of the year, while the S&P 500 has gained 1.9%, indicating underperformance relative to the market [3] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $22.13 million, and for the current fiscal year, it is $0.33 on revenues of $91.53 million [7] - The Internet - Software industry, to which eGain belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

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]

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 - ARR from AI Knowledge Hub customers increased 27% year-over-year, now representing 64% of total SaaS ARR [4][18] - 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] - There is an acknowledgment of potential pricing pressure in the future, but the company aims to capture market leadership in AI initiatives [38][39] - The company plans to host events to showcase new products and capabilities, indicating a proactive approach to market engagement [49] 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, with $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? - The company had a 50% reduction in non-core messaging in Q2, with the remainder to be phased out in Q1 2027 [29] Question: What is the focus of partner-driven lead generation? - The company is seeing momentum from small knowledge consulting shops and contact center knowledge deals [30] Question: What are the barriers to replicating the company's software platform? - The company highlighted that while basic programming is becoming easier, challenges remain in architecture and understanding use cases [36] Question: How is the company planning to utilize its cash reserves? - The focus will be on internal investments to drive top-line growth, with share buybacks and potential 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]

Financial Data and Key Metrics Changes - Total revenue for Q2 was $23 million, up 3% year-over-year, exceeding guidance and street consensus [15] - SaaS revenue increased by 5% year-over-year, accounting for 95% of total revenue, up from 93% in Q2 last year [15] - 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 [17] - Adjusted EBITDA margin for the quarter was 14%, up from 7% in the year-ago quarter [17] - 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 [18] 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 [19][22] - SaaS ARR for all customers increased 7% year-over-year, and 11% when excluding non-core messaging products [19] - LTM dollar-based SaaS net retention for AI knowledge customers was 116%, up from 99% a year ago [19] 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 expanding its AI Knowledge Hub and driving product-led growth strategies [12] - There is a convergence of customer service and enterprise use case-oriented buying, driven by corporate AI teams [5] - The company aims to capture market leadership in AI-driven knowledge automation [22] Management's Comments on Operating Environment and Future Outlook - Management noted strong business momentum and positive results from go-to-market strategies [12] - The company expects total revenue for Q3 to be between $22.2 million and $22.7 million, with full-year revenue guidance unchanged at $90.5 million to $92 million [20][21] - Management anticipates continued pressure on pricing but sees opportunities for growth in enterprise knowledge solutions [37] 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 [18] - The company is investing in hiring high-end engineering and technology talent while reallocating resources from distributed teams [42] 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: How does the March quarter compare to the December quarter? - The March quarter will be a clean, sequential comparison, with the non-core messaging products being phased out [28] Question: What partners are driving strength in partner-driven lead generation? - Strong momentum is seen from small boutique knowledge consulting shops and contact center knowledge deals [30] Question: What are the barriers to replicating the software platform? - 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 be on internal investments to drive top-line growth, with share buybacks and opportunistic inorganic options being considered [39] Question: What are the hiring plans moving forward? - The company is investing in product talent while reducing from other distributed teams, with increased activity in marketing expected [42]

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 ...

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 ...

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 ...