Egain Corporation · NASDAQ:EGAN
Egain — Q4 FY2026 Earnings Presentation
7 slides from Egain's earnings presentation, September 2026
Slide 1: The Trusted Knowledge Platform for Enterprise AI
EARNINGS CALL SLIDES 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: Q426 financial highlights
Q426 financial highlights Revenue • Total revenue of $22.2 M, compared to $23.2 M a year ago • AI customer revenue of $14.2 M up 11% y-o-y Non-GAAP Gross margins1 • Total gross margin of 72%, compared to 73% a year ago • SaaS gross margin of 78%, compared to 80% a year ago Profitability2 • Non-GAAP
Slide 4: FY26 financial highlights
FY26 financial highlights Revenue • Total revenue of $91.1 M up 3% y-o-y • AI customer revenue of $55.1 M up 20% y-o-y Non-GAAP Gross margins1 • Total gross margin of 74% up from 71% a year ago • SaaS gross margin of 79% up from 78% a year ago Profitability2 • Non-GAAP net income of $13.0 M, or EPS
Slide 5: Customer metrics
Customer metrics ARR • AI customer ARR of $54.3 M up 13% y-o-y • AI customer ARR represents 72% of Total SaaS ARR, up from 63% a year ago • Total SaaS ARR of $75.0 M down 1% y-o-y LTM retention rates (dollar-based) • AI customer net retention of 104%, compared to 120% a year ago • Total net retentio
Slide 6: 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 7: 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