Egain Corporation · NASDAQ:EGAN
Egain — Investor Presentation (September 2026)
27 slides from Egain's investor presentation, September 2026
Slide 1: The Trusted Knowledge Platform for Enterprise AI
INVESTOR PRESENTATION The Trusted Knowledge Platform for Enterprise AI NASDAQ: EGAN September 2026
Slide 2: Safe Harbor statement
Safe 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 first quarter of fiscal 2027 and fiscal 2027 full year ending June 30
Slide 3: Investment highlights
Investment highlights Category leadership, AI customer revenue growth and a highly profitable SaaS model Large, Underpenetrated Market Category Leadership Enterprise AI adoption is increasing demand for governed, Named a Leader in the 2026 Gartner® Magic Quadrant reliable and continuously improving
Slide 4: The Enterprise AI problem
The quality of knowledge determines the The quality of AI outcomes Enterprise Without trusted knowledge, AI produces inconsistent answers, struggles to gain adoption, and creates AI problem compliance and reputational risk. 95% of enterprise generative AI pilots fail1 The problem isn’t the model; it
Slide 5: The solution: AI KnowledgeOps
The solution: AI KnowledgeOps eGain manages enterprise knowledge through a governed, continuously improving lifecycle – similar to the way enterprises manage software 1 2 3 4 5 6 Source & Synthesize Govern Personalize Deploy Measure Capture & Curate & Manage & Publish & Operate & Learn OUTCOME: Trus
Slide 6: Why enterprises choose eGain
Why enterprises choose eGain A purpose-built knowledge platform designed to make enterprise AI trusted, governed and continuously improving Category Leader for AI Knowledge Closed-Loop Improvement More than 25 years of knowledge-management Real-world usage identifies knowledge gaps expertise embedde
Slide 7: Trusted knowledge delivers measurable customer outcomes
Trusted knowledge delivers measurable customer outcomes Global enterprises are using eGain to improve productivity, customer experience, and KPIs TELECOM BRANDED MANUFACTURER CONSUMER BRAND $7M 47% 64 projected annual benefits from AI lower abandonment, with a 19-point NPS markets in a global rollou
Slide 8: Most enterprises lack the governed knowledge required to scale AI
Most 4% | HIGH MATURITY enterprises Governed, AI-ready, continuously improving lack the governed 16% | MEDIUM MATURITY Some structure, inconsistent knowledge governance required to 80% | LOW MATURITY scale AI Siloed, unstructured, stale knowledge — not AI-ready *Based on internal survey results from
Slide 9: Customer operations represent the largest near-term opportunity for enterprise AI
Customer operations represent the largest near-term opportunity for enterprise AI Contact Center Ops $1.5T+ AI-powered agent assist, routing, summarization, and quality monitoring — with human oversight Leading wave Accelerating Annual global spend on Customer Self Service customer service & AI-powe
Slide 10: Enterprise-scale deployment across 125K users
Enterprise-scale deployment across 125K users that solves complex challenges for customer operations Client Success Challenge How we are solving it #1 US Bank Centralize all policies, Single source of truth Guided Help for procedures, SOPs Unified hub consolidating complex inquiries Home-grown and v
Slide 11: eGain Named a Leader in the Inaugural Gartner Magic Quadrant
eGain Named a Leader in the Inaugural Gartner® Magic Quadrant for Customer Service Knowledge Management Systems Gartner category recognition is a key market milestone 16 July 2026 Magic Quadrant for Customer Service Knowledge Management Systems | By: Pri Rathnayake, Jennifer MacIntosh, Patrick Quinl
Slide 12: Enterprise leaders view knowledge as foundational AI infrastructure
I have two foundational platforms in my AI architecture blueprint: Amazon Data Lakehouse and eGain AI Knowledge Hub. Enterprise Everything else builds on these two. CIO — $20B+ Health Insurance leaders view eGain is partnering with us to drive AI outcomes knowledge as in EBITDA and CSAT improvement,
Slide 13: AI Customers — The Growth Engine
AI Customers — The Growth Engine A customer-centric framework that better reflects eGain's AI growth and expansion opportunity The AI Customer Segment AI Customers are customers actively using one or more eGain AI +20% +13% 72% offerings. We measure this segment using two key metrics: FY26 AI Custom
Slide 14: Strong AI customer revenue and ARR growth
Strong AI customer revenue and ARR growth Double-digit growth validating eGain's strategic transition to AI as its core business AI CUSTOMER REVENUE (YOY%) AI CUSTOMER ARR (YOY%) % of Total Revenue % of Total SaaS ARR 60% 72% +20% +13% 63% 52% $55.1 $54.3 $45.9 $48.1 FY25 FY26 FY25 FY26 $ IN MILLION
Slide 15: Total and SaaS revenue growth during AI transition phase
Total and SaaS revenue growth during AI transition phase Near-term reported growth reflecting the runoff of non-AI products TOTAL REVENUE (YOY%) SAAS REVENUE (YOY%) +3% +4% $91.1 $88.4 $85.3 $81.9 FY25 FY26 FY25 FY26 $ IN MILLIONS $ IN MILLIONS | 15 Note: Fiscal year end is June 30th.
Slide 16: High SaaS gross margins support scalable growth
High SaaS gross margins support scalable growth ~75% gross margins ~80% SaaS gross margins GROSS PROFIT & MARGIN 1 SAAS GROSS PROFIT & MARGIN 1 % of Revenue % of Revenue 74% 79% 71% 78% $67.4 $67.6 $62.9 $63.9 FY25 FY26 FY25 FY26 $ IN MILLIONS $ IN MILLIONS | 16 Note: Fiscal year end is June 30th. 1
Slide 17: Operating efficiencies driving margin expansion
Operating efficiencies driving margin expansion Expanding margins driving substantial growth in Adjusted EBITDA and Operating Cash Flow ADJUSTED EBITDA & MARGIN1 OPERATING CASH FLOW & MARGIN % of Revenue % of Revenue 23% 15% +3x +58% 10% $21.2 $13.6 6% $8.6 $5.3 FY25 FY26 FY25 FY26 $ IN MILLIONS $ I
Slide 18: FY26 results highlight AI customer revenue growth and strong cash generation
Metric Performance AI Customer Revenue $55.1M, up 20% year-over-year FY26 results Total Revenue $91.1M, up 3% year-over-year Highlight AI SaaS Revenue $85.3M, up 4% year-over-year Non-GAAP SaaS Gross Margin 79%, up from 78% in FY25 Customer Adjusted EBITDA Margin2 15%, up from 10% in FY25 Revenue Gr
Slide 19: Q127 and FY27 guidance
Q127 FY27 AI Customer Revenue $13.7 M – $14.0 M $59.5 M – $60.5 M Total Revenue $20.9 M – $21.4 M $84.5 M – $86.0 M Q127 GAAP Net Income (Loss) $0.5 M – $1.1 M ($3.0 M) – ($2.0 M) and FY27 GAAP EPS $0.02 – $0.04 ($0.11) – ($0.08) guidance Non-GAAP Net Income1 $1.4 M – $2.0 M $1.0 M – $2.0 M Non-GAAP
Slide 20: Long Term Model: Transition to a Higher-Growth AI Business
Long Term Model: Transition to a Higher-Growth AI Business AI revenue growth and completion of non-AI runoff deliver meaningful acceleration in reported growth by FY30 Metric (Non-GAAP) FY26 FY30 Target Investor Takeaway 17-22% AI Customer ARR $54M $100 - $120M AI ARR compounds toward scale CAGR Tot
Slide 21: The eGain investment thesis
The eGain investment thesis Enterprise AI depends on eGain is a recognized trusted, governed leader in knowledge AI Knowledge AI Customer revenue expected Strong balance sheet and to grow at ~20% CAGR cash generation support through FY30 growth initiatives eGain is positioned to emerge as a larger a
Slide 22: © 2026 eGain Corporation. All rights reserved.
© 2026 eGain Corporation. All rights reserved. | 22
Slide 23: GAAP P&L last 5 quarters
GAAP P&L last 5 quarters $ in thousands Q425 Q126 Q226 Q326 Q426 AI customer revenue 12,807 13,455 13,589 13,881 14,204 SaaS 21,691 21,900 21,799 20,917 20,670 Professional services 1,543 1,608 1,180 1,582 1,480 Total Revenue 23,234 23,508 22,979 22,499 22,150 Cost of revenue 6,354 5,831 6,172 5,994
Slide 24: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation $ in thousands Q425 Q126 Q226 Q326 Q426 Gross profit $16,880 $17,677 $16,807 $16,505 $15,861 Gross profit % 73% 75% 73% 73% 72% Stock-based compensation expense 186 95 133 149 151 Non-GAAP gross profit 17,066 17,772 16,940 16,654 16,012 Non-GAAP gross profit % 73% 76%
Slide 25: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation $ in thousands Q425 Q126 Q226 Q326 Q426 GAAP Cost of SaaS $4,233 $4,171 $4,438 $4,532 $4,591 Stock-based compensation expense - - - - - Non-GAAP cost of SaaS $4,233 $4,171 $4,438 $4,532 $4,591 GAAP Cost of professional services $2,121 $1,660 $1,734 $1,462 $1,698 Stock
Slide 26: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation $ in thousands Q425 Q126 Q226 Q326 Q426 GAAP Net income $30,865 $2,820 $2,336 $2,416 $1,304 Stock-based compensation expense 496 523 645 789 845 Issuance of common stock warrant for services - 1,350 - - - Valuation allowance (28,964) - - - - Non-GAAP Net income $2,397
Slide 27: Balance sheet
Balance sheet $ in thousands Jun-30-2026 Jun-30-2025 $ in thousands as of: Jun-30-2026 Jun-30-2025 Current Assets Current Liabilities Cash and Cash Equivalents 73,336 62,909 Accounts Payable 2,486 2,596 Accounts Receivables 24,391 32,775 Accrued Expenses 8,877 9,570 Prepaid & Other C/A 4,256 4,875 O