EGAN
eGain Corporation10.16
+0.08+0.79%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Replacements, partners, cash plans detailed
Q&A shed light on recent wins, with most displacing SharePoint RAG failures, Salesforce delays, or legacy KM tools unfit for AI. Partner traction detailed boutique consultancies swapping legacy vendors and TSD networks for contact center deals. Management sees AI eroding coding barriers but moats in architecture and use cases persisting. Cash pile favors internal growth first, buybacks next, M&A opportunistic. JPMorgan rollout sits halfway. Hiring targets Bay Area product talent, marketing, and specialist sales. Watch partner ramp and enterprise use cases beyond CX.
Key Stats
Market Cap
274.84MP/E (TTM)
8.40Basic EPS (TTM)
1.21Dividend Yield
0%Recent Filings
8-K
AI Hub ARR surges 27%
10-Q
Q2 FY2026 results
eGain's Q2 FY2026 revenue hit $23.0M, up 3% y/y yet flat q/q, with SaaS at $21.8M (up 5% y/y) driving gross profit to $16.8M (73% margin, up from 70%). Operating income jumped to $2.0M (9% margin) from $0.7M, fueled by cost cuts across R&D, sales, and services; diluted EPS rose to $0.08 from $0.02 on 28.3M shares. Cash swelled to $83.1M after $20.5M operating cash flow (less $0.5M capex), no debt, while share repurchases trimmed the float. North America grew 6% y/y to 80% of sales. Customer concentration persists.
8-K
eGain elects directors, approves pay
eGain Corporation's stockholders at the December 9, 2025 annual meeting elected Ashutosh Roy, Gunjan Sinha, Phiroz P. Darukhanavala, and Brett Shockley as directors until 2026. They approved executive compensation on a non-binding basis (18.1M for, 2.1M against) and ratified BPM LLP as auditors for fiscal 2026 (23.2M for). Board continuity holds firm.
8-K
eGain Q1 beats EBITDA guide
eGain kicked off fiscal 2026 with Q1 revenue of $23.5M, up 8% year-over-year, while AI Knowledge Hub ARR surged 23% to $45.9M. Gross margins expanded to 75% GAAP, driving $2.8M net income and 21% adjusted EBITDA margin. New AI products drew strong interest. Q2 revenue guides $22.3M-$22.8M; full-year $90.5M-$92.0M.
10-Q
Q1 FY2026 results
eGain's Q1 FY2026 revenue climbed 8% y/y to $23.5M, driven by 10% SaaS growth to $21.9M while professional services dipped 19%; gross margin expanded to 75% from 69% as costs fell 13%. Operating income surged 457% y/y to $2.8M, diluted EPS held at $0.10 on 27.5M shares (anti-dilution from warrants/options), with net income at $2.8M. Cash jumped to $70.9M after $10.4M operating cash flow minus $0.2M capex (FCF $10.2M, derived); share repurchases totaled $1.5M. No debt. Steady cash flow funds buybacks. Lengthy sales cycles pose risks.