eGain (EGCA) Q4 2026 Earnings Report
DE:EGCA Q4 2026 EPS Results
- Actual EPS
- EUR 0.07
- Consensus EPS
- EUR 0.03
- Beat/Miss
- Beat by +EUR 0.04
- One Year Ago EPS
- EUR 0.08
DE:EGCA Q4 2026 Revenue Results
- Actual Revenue
- EUR 19.83M
- Expected Revenue
- EUR 19.47M
- Beat/Miss
- Beat by +EUR 360.85K
- YoY Revenue Growth
- -4.67%
Earnings Announcement Details
- Quarter
- Q4 2026
- Date
- 09/03/2026
- Time
- After Close
- Conference Call
- Thursday, September 3, 2026
eGain's next earnings date is estimated for November 5, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
The call was positive overall, supported by Gartner leadership recognition, double-digit AI customer growth, increased new-logo and pipeline momentum, improved full-year profitability, record operating cash flow, and a substantial long-term AI growth opportunity. These positives were tempered by declining legacy revenue and ARR, lower retention and RPO, weaker fourth-quarter profitability metrics, fiscal 2027 guidance for lower total revenue and sharply reduced legacy ARR, and emerging pricing pressure.
For the first quarter of fiscal 2027, eGain expects AI customer revenue of between $13.7 million to $14 million, total revenue of between $20.9 million and $21.4 million, GAAP net income of $500,000 to $1 million or $0.02 to $0.04 per share, non-GAAP net income of $1.4 million to $2 million or $0.05 to $0.08 per share, and adjusted EBITDA of $1.4 million to $1.9 million or a margin of 7% to 9%; for fiscal 2027, it expects AI customer revenue of between $59.5 million to $60.5 million, representing growth approximately of 8% to 10%, total revenue of between $84.5 million and $86 million, a 20% decline in revenue from profitable legacy customers, ARR from AI customers to grow approximately 20%, ARR from legacy customers to decline by 60%, GAAP net loss of $2 million to $3 million or $0.08 to $0.11 per share, non-GAAP net income of $1 million to $2 million or $0.04 to $0.07 per share, adjusted EBITDA of $650,000 to $1.4 million or a margin of 1% to 2%, and weighted average shares outstanding of approximately 26.6 million for the first quarter and 26.8 million for the full fiscal 2027; for fiscal 2030 relative to fiscal 2026, it targets AI customer ARR of between $100 million to $120 million, a 17% to 22% CAGR, total SaaS ARR of $100 million to $120 million, AI customer ARR representing approximately 100% of total SaaS ARR, AI customer revenue of $105 million to $115 million, representing a 17% to 20% CAGR and a 20% plus growth year-over-year by fiscal 2030, total revenue of $110 million to $120 million, representing approximately 15% to 20% growth year-over-year by fiscal 2030, AI customer revenue representing approximately 95% of total revenue, SaaS gross margins of approximately 80%, and an adjusted EBITDA margin that remains positive; non-AI business is expected to be to 0 as we get to the 2030 time frame, and there may be 1 or 2 points pressure over the next 2 to 3 years.
- Gartner Recognized eGain as a Category LeaderGartner published its first Magic Quadrant for customer service knowledge management systems and named eGain a leader, positioning it highest for ability to execute and furthest for completeness of vision.
- AI Customer Revenue and ARR Delivered Double-Digit GrowthFor fiscal 2026, total revenue increased 3% to $91.1 million, AI customer revenue grew 20% year-over-year, and AI customer ARR grew 13%. AI customers represented 72% of total SaaS ARR at year-end, up from 63% at the midpoint of fiscal 2026.
- New Logo Momentum IncreasedNew logo wins increased 27% year-over-year in fiscal 2026. eGain added several new logos, including a leading European insurance company and a global multi-energy operator deploying its knowledge platform and AI agent.
- Paid Pilot Activity ExpandedeGain added several new paid pilots during the quarter, reflecting increased customer willingness to validate the platform in their own environments before committing to full rollouts. Converting these paid pilots into at-scale production deployments is a focus for fiscal 2027.
- Strong Early Pilot ResultsAn early deployment for a global leader in testing, inspection and certification indicated 95% self-service resolution and 80% customer user satisfaction in surveys.
- Pipeline Growth AcceleratedPipeline opportunities valued at $500,000 ARR or more doubled in count year-over-year. Pipeline opportunities in compliance-heavy core verticals, including banking, financial services, insurance and health care, grew 40% year-over-year.
- Growing Demand for Knowledge Infrastructure and Self-ServiceManagement said businesses are treating knowledge as core AI infrastructure, driving demand for richer platform capabilities such as real-time knowledge APIs and stringent service levels. Several recent new logos started with self-service deployments, whereas contact-center use cases were more common a year ago.
- Product Innovation Expanded Across AI and Vertical SolutionseGain launched or expanded several capabilities, including the intelligent voice agent, Agentic Studio zero-code application development environment, general availability of the Evaluator continuous AI pipeline evaluation tool, and an AI Knowledge Suite purpose-built for health plans and health systems.
- Fiscal 2026 Profitability ImprovedAdjusted EBITDA increased to $13.6 million, representing a 15% margin versus $8.6 million and a 10% margin in fiscal 2025. Non-GAAP net income increased to $13 million, or $0.48 per basic share and $0.47 per diluted share, from $5.7 million, or $0.20 per share, in fiscal 2025.
- Record Operating Cash Flow and Stronger Cash PositionCash provided by operating activities reached a record $21.2 million, representing a 23% operating cash flow margin versus $5.3 million and 6% in fiscal 2025. Cash and cash equivalents totaled $73.3 million at June 30, 2026, compared with $62.9 million a year earlier.
- Full-Year Gross Margin ImprovedFiscal 2026 non-GAAP total gross margin was 74%, up from 71% in fiscal 2025. Non-GAAP operating costs were $55.3 million, compared with $56 million in the prior year.
- Share Repurchases ContinuedeGain repurchased 1.6 million shares for $11.5 million during fiscal 2026 at an average price of $7.16 per share. At year-end, $9.7 million remained available under the $60 million buyback authorization.
- Fourth-Quarter Results Exceeded Guidance and ConsensusFourth-quarter total revenue was $22.2 million, exceeding both company guidance and Street consensus. Non-GAAP net income was $2.1 million, or $0.08 per share, also exceeding guidance and Street consensus.
- Planned Go-to-Market Investment ContinuedSales and marketing expenses increased 21% sequentially to $5.5 million, reflecting planned investments in go-to-market initiatives, including the eGain Solve event held in London.
- Long-Term AI Growth FrameworkFor fiscal 2030 relative to fiscal 2026, eGain is targeting AI customer ARR of $100 million to $120 million, representing a 17% to 22% CAGR from $54 million; AI customer revenue of $105 million to $115 million, representing a 17% to 20% CAGR from $55 million; and total revenue of $110 million to $120 million. Management expects AI customer revenue to represent approximately 95% of total revenue and AI customer ARR to represent approximately 100% of total SaaS ARR by fiscal 2030.
- AI Cost-Management Value PropositionManagement said that being more precise in the content and context fed into AI tools can reduce costs significantly, sometimes by a factor of 10. It also said the cost difference between frontier and open-source models can be more than a factor of 10, while the quality advantage on relevant benchmarks is probably not more than 10% to 15%.
- Positive Long-Term Profitability FrameworkThe fiscal 2030 model targets SaaS gross margins of approximately 80% and an adjusted EBITDA margin that remains positive while eGain funds AI growth, described by management as a deliberate balance between growth investments and profitability discipline.
DE:EGCA Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Nov 05, 2026 | 2027 (Q1) | 0.05- | 0.15 | ― | ― |
| Sep 03, 2026 | 2026 (Q4) | 0.030.07 | 0.08 | -11.11% (-0.01) | |
| May 14, 2026 | 2026 (Q3) | 0.100.10 | 0.03 | 266.67% (+0.07) | |
| Feb 03, 2026 | 2026 (Q2) | 0.070.10 | 0.04 | 175.00% (+0.06) | |
| Nov 12, 2025 | 2026 (Q1) | 0.090.15 | 0.04 | 325.00% (+0.12) | |
| Jun 30, 2025 | 2025 (Q4) | 0.060.08 | 0.07 | 12.50% (+0.01) | |
| May 14, 2025 | 2025 (Q3) | 0.010.03 | 0.07 | -62.50% (-0.04) | |
| Feb 13, 2025 | 2025 (Q2) | 0.020.04 | 0.1 | -63.64% (-0.06) | |
| Nov 12, 2024 | 2025 (Q1) | 0.000.04 | 0.11 | -66.67% (-0.07) | |
| Sep 05, 2024 | 2024 (Q4) | 0.020.07 | 0.1 | -27.27% (-0.03) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
