Egain Corporation · NASDAQ:EGAN
Egain — Q3 2026 Earnings Presentation
27 slides from Egain's earnings presentation, May 14, 2026
Slide 1: #1 AI Knowledge Platform for CX Automation
INVESTOR PRESENTATION #1 AI Knowledge Platform for CX Automation NASDAQ: EGAN May 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 fourth Harbor quarter of fiscal 2026 and fiscal 2026 full year ending
Slide 3: Knowledge is the instruction layer for AI
Knowledge is the instruction layer for AI Trusted Knowledge is the essential foundation for enterprise AI | 3
Slide 4: The problem
The To build reliable agentic systems, enterprises must first centralize, govern, and continuously problem improve their knowledge foundation. The quality of knowledge determines the quality of AI outcomes. Trusted knowledge is required to scale enterprise AI initiatives. Without it, AI initiatives
Slide 5: The biggest near-term opportunity: customer operations
The biggest near-term opportunity: customer operations Contact Center Ops Leading wave $1.5T+ Agent assist, routing, summarization, quality monitoring — with human oversight Accelerating Annual global spend on customer service & Customer Self Service Accelerating contact center operations Highest vo
Slide 6: Where enterprises stand today in the knowledge maturity pyramid
Where 4% | HIGH MATURITY enterprises Governed, AI-ready, continuously improving stand today 16% | MEDIUM MATURITY in the Some structure, inconsistent governance knowledge maturity 80% | LOW MATURITY pyramid Siloed, unstructured, stale knowledge — not AI-ready * | 6 Internal Estimates.
Slide 7: The modern knowledge lifecycle
The modern knowledge lifecycle Knowledge requires a structured, managed, and governed lifecycle – just like software 1 2 3 4 5 6 Source & Synthesize Govern Personalize Deploy Measure Capture & Curate & Manage & Publish & Operate & Learn OUTCOME: Trusted Knowledge — Reliable • Consistent • AI-Ready •
Slide 8: Trusted knowledge comes from eGain's AI Knowledge Platform
Trusted knowledge comes from eGain’s AI Knowledge Platform, a single source of truth powered by experts and AI Experts Customer AI SharePoint Knowledge Author Knowledge Manager CREATE ORGANIZE Agent PDF Trusted SOURCE Answers PUBLISH Knowledge Hub CRM Field Rep Video . Audio . Text SINGLE SOURCE OF
Slide 9: Global brands trust us
Global brands trust us FINANCIAL SERVICES HEALTHCARE & RETAIL & TELECOM & FEDERAL & STATE OTHER & INSURANCE INSURANCE MANUFACTURING MEDIA GOVERNMENT INDUSTRIES | 9
Slide 10: What our customers say and why it matters
What our I have two foundational platforms in my AI architecture blue-print: Amazon Data Lakehouse and eGain AI Knowledge Hub. customers say Everything else builds on these two. CIO — $20B+ Health Insurance and why it eGain is partnering with us to drive AI outcomes matters in EBITDA and CSAT improv
Slide 11: Our Progress: Growing AI Knowledge ARR
Our Progress: Growing AI Knowledge ARR AI KNOWLEDGE ARR $ IN MILLIONS AI Knowledge % of Total SaaS ARR 64% +26% AI Knowledge Hub ARR is +11% 54% +4% experiencing accelerated 46% 44% growth, validating eGain's strategic focus on AI Knowledge as its core business $48.0 $38.0 $32.8 $34.2 AI Knowledge H
Slide 12: Where We Are Today — And Where We Are Going
Where We Are Today — And Where We Are Going 64% of Total Saas ARR AI Knowledge Hub Conversation Hub Analytics Hub Growing Stabilizing Managed Decline Knowledge management, AI Digital engagement: email, chat, Cisco on-premise contact agents, and guided resolution and contact center tooling. center an
Slide 13: AI Knowledge Platform — The Growth Engine
AI Knowledge Platform — The Growth Engine Category leader in AI knowledge for CX Automation in enterprises that are complex or compliance-driven Pipeline Building Strongly Compelling Customer Metrics Qualified pipeline with Ideal Customer Profile-aligned AI Knowledge LTM net dollar retention rate of
Slide 14: Industry Recognition and Awards
Industry Recognition and Awards Leader in Gartner Peer Insights Emerging MQ for Customer Reviews GenAI Apps (4.9/5.0) Readers’ Choice Award, 2025 and 2024 | 14
Slide 15: Financials
Financials | 15
Slide 16: AI Knowledge and total SaaS ARR
AI Knowledge and total SaaS ARR • AI Knowledge ARR increased 26% YoY AI Knowledge now represents 64% of total SaaS ARR, • AI Knowledge’s net retention rate = 116% in Q326 up from 54% a year ago AI KNOWLEDGE ARR TOTAL SAAS ARR AI Knowledge % of Total SaaS ARR +7% $74.7 64% $69.9 +26% 54% 11% growth e
Slide 17: Revenue and growth
Revenue and growth LTM revenue of $92 million with LTM SaaS revenue growth of 7% LTM TOTAL REVENUE (YOY%) LTM SAAS REVENUE (YOY%) +5% +7% $92.2 $86.3 $87.7 $80.7 Q325 Q326 Q325 Q326 $ IN MILLIONS $ IN MILLIONS | 17 Note: Fiscal year end is June 30th. Q326 represents quarter period ending March 31, 2
Slide 18: Gross margins
Gross margins ~75% gross margins ~80% SaaS gross margins LTM GROSS PROFIT & MARGIN 1 LTM SAAS GROSS PROFIT & MARGIN 1 % of Revenue % of Revenue 74% 80% 70% 77% $68.4 $68.9 $61.7 $62.1 Q325 Q326 Q325 Q326 $ IN MILLIONS $ IN MILLIONS | 18 Note: Fiscal year end is June 30th. Q326 represents quarter per
Slide 19: Adjusted EBITDA and operating cash flow
Adjusted EBITDA and operating cash flow Expanding margins driving substantial growth in Adjusted EBITDA and Operating Cash Flow LTM ADJUSTED EBITDA & MARGIN1 LTM OPERATING CASH FLOW & MARGIN % of Revenue % of Revenue +143% 17% 16% +223% 7% $15.9 $14.4 5% $6.6 $4.5 Q325 Q326 $ IN MILLIONS $ IN MILLIO
Slide 20: Q326 financial results
Q326 Metric Performance Total Revenue $22.5 million, up 7% year-over-year financial SaaS Revenue $20.9 million, up 7% year-over-year results Non-GAAP SaaS Gross Margin 78%, up from 77% in Q325 Non-GAAP Gross Margin1 74%, up from 69% in Q325 Non-GAAP Net Income1 $3.2 million, or EPS of $0.11 Adjusted
Slide 21: Q426 and FY26 guidance
Q426 and FY26 Q426 FY26 Total Revenue $21.5 M – $22.0 M $90.5 M – $91.0 M guidance GAAP Net Income ($0.3 M) – $0.4 M $7.0 M – $7.8 M GAAP EPS ($0.01) – $0.01 $0.25 – $0.28 Non-GAAP Net Income1 $0.6 M – $1.3 M $11.3 M – $12.1 M Non-GAAP EPS1 $0.02 – $0.05 $0.39 – $0.42 Adjusted EBITDA2 $0.5 M – $1.0M
Slide 22: Appendix
© 2026 eGain Corporation. All rights reserved. | 22
Slide 23: GAAP P&L last 5 quarters
GAAP P&L last 5 quarters $ in thousands Q325 Q425 Q126 Q226 Q326 SaaS 19,563 21,691 21,900 21,799 20,917 Professional services 1,446 1,543 1,608 1,180 1,582 Total Revenue 21,009 23,234 23,508 22,979 22,499 Cost of revenue 6,723 6,354 5,831 6,172 5,994 Gross Profit 14,286 16,880 17,677 16,807 16,505
Slide 24: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation $ in thousands Q325 Q425 Q126 Q226 Q326 Gross profit $14,286 $16,880 $17,677 $16,807 $16,505 Gross profit % 68% 73% 75% 73% 73% Stock-based compensation expense 232 186 95 133 149 Non-GAAP gross profit 14,503 17,066 17,772 16,940 16,654 Non-GAAP gross profit % 69% 73%
Slide 25: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation $ in thousands Q325 Q425 Q126 Q226 Q326 GAAP Cost of SaaS $4,594 $4,233 $4,171 $4,438 $4,532 Stock-based compensation expense - - - - - Non-GAAP cost of SaaS $4,594 $4,233 $4,171 $4,438 $4,532 GAAP Cost of professional services $2,129 $2,121 $1,660 $1,734 $1,462 Stock
Slide 26: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation $ in thousands Q325 Q425 Q126 Q226 Q326 GAAP Net income $66 $30,865 $2,820 $2,336 $2,416 Stock-based compensation expense 699 496 523 645 789 Issuance of common stock warrant for services - - 1,350 - - Valuation allowance - (28,964) - - - Non-GAAP Net income $765 $2,3
Slide 27: Balance sheet
Balance sheet $ in thousands Mar-31-2026 Jun-30-2025 $ in thousands as of: Mar-31-2026 Jun-30-2025 Current Assets Current Liabilities Cash and Cash Equivalents 80,462 62,909 Accounts Payable 1,524 2,596 Accounts Receivables 8,715 32,775 Accrued Expenses 8,430 9,570 Prepaid & Other C/A 3,961 4,875 Op