eGain (EGAN) Fiscal Q4 2026 Earnings Call: AI Growth and FY2027 Guidance
Source Tradingkey
Key Takeaways
- Fiscal 2026 revenue rose 3% year over year to $91.1 million. AI customer revenue increased 20%, while AI customer ARR grew 13% to $54 million and reached 72% of total SaaS ARR.
- Fourth-quarter revenue was $22.2 million versus $23.2 million a year earlier, reflecting lower revenue from legacy conversation and analytics customers. AI customer revenue grew 11% year over year.
- Fiscal 2026 adjusted EBITDA increased to $13.6 million, or a 15% margin, from $8.6 million and 10% in fiscal 2025. Operating cash flow reached a record $21.2 million.
- For fiscal 2027, management expects AI customer revenue of $59.5 million to $60.5 million, up approximately 8% to 10%, and total revenue of $84.5 million to $86 million.
- Management expects fiscal 2027 AI customer ARR to grow approximately 20%, but legacy customer ARR to decline 60%. Investments in the AI opportunity are expected to reduce adjusted EBITDA margin to 1% to 2%.
- eGain said new-logo wins increased 27% in fiscal 2026, while the number of pipeline opportunities worth at least $500,000 in ARR doubled year over year.
Key Financial Data
| Metric | Fiscal Q4 2026 | Fiscal 2026 | Comparison or context |
|---|---|---|---|
| Total revenue | $22.2 million | $91.1 million | Q4 versus $23.2 million a year earlier; full year up 3% |
| AI customer revenue growth | 11% | 20% | Year over year |
| Non-GAAP total gross margin | 72% | 74% | Q4 was 73% a year earlier; full year was 71% in fiscal 2025 |
| Non-GAAP SaaS gross margin | 78% | — | 80% in the prior-year quarter |
| GAAP net income | $1.3 million | $8.9 million | Fiscal 2025 included an approximately $29 million tax benefit |
| GAAP diluted EPS | $0.05 | $0.32 | Prior-year periods were affected by the tax benefit |
| Non-GAAP net income | $2.1 million | $13.0 million | Full year versus $5.7 million in fiscal 2025 |
| Adjusted EBITDA | $2.2 million | $13.6 million | Margins of 10% and 15%, respectively |
| Operating cash flow | — | $21.2 million | Record level; 23% operating cash flow margin |
| Cash and cash equivalents | — | $73.3 million | As of June 30, 2026 |
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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