eGain Communications Corporation (EGAN)
NASDAQ:EGAN
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Earnings Data
Report Date
Sep 03, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.03Last Year’s EPS
0.09Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong momentum in the AI Knowledge business with clear improvements in ARR growth (AI Knowledge ARR +26% YoY), profitability (non‑GAAP net income up to $3.2M, adjusted EBITDA margin 14%), margin expansion, healthy cash generation (YTD CFO $18.7M, cash $80.5M) and significant customer/partner traction (partner-sourced opportunities +67%, RFP activity roughly doubled). Near-term headwinds are largely timing and one-off: a single EMEA on‑prem customer termination (~$1.6M ARR), the impact of sunsetting noncore messaging (~$600k), seasonality (Q3 softer, Q4 guidance slightly lower than Q3) and longer sales cycles for larger deals. Overall the positives — broad ARR and retention strength, product launches and a strong balance sheet — materially outweigh these localized/near-term negatives.Company Guidance
Revenue Growth and SaaS Mix
Total Q3 revenue of $22.5M, up 7% year-over-year; SaaS represented 93% of revenue. Excluding ~ $600k quarterly impact from noncore messaging products being sunset, total revenue and SaaS revenue would have grown ~13% and ~14% YoY, respectively. Q3 was impacted by ~ $450k due to two fewer days in the quarter.
AI Knowledge ARR and Customer Expansion
AI Knowledge ARR grew 26% year-over-year. Notable customer expansions include a top-10 U.S. insurer expanding by ~5,600 licenses and a top-10 global airline adding licenses for customer care. Partner-sourced opportunities are up 67% year-to-date, and RFP activity in the last 60 days is roughly double the prior average, with many from Fortune 1000 BFSI and healthcare customers.
Profitability and Margin Expansion
Total gross margin expanded to 74% (up 500 basis points vs. 69% a year ago); SaaS gross margin 78% (up 100 bps YoY). Non-GAAP net income was $3.2M ($0.12 basic EPS) vs. $0.765M ($0.03) year-ago. Adjusted EBITDA margin was 14%, up from 6% a year ago.
Strong Cash Flow and Balance Sheet
Year-to-date cash flow from operations of $18.7M, representing a 27% cash flow margin. Ending cash balance of $80.5M (up from $62.9M on June 30, 2025) and no debt, providing financial flexibility. Company has ~ $20M remaining authorization under the buyback program.
Retention, Expansion and RPO Strength
LTM dollar-based SaaS net retention for Knowledge customers 116% (up from 97% a year ago); net retention for all customers 101% (up from 88%). LTM dollar-based net expansion rate 120% for Knowledge customers and 107% for all customers. Total RPO increased 11% YoY and short-term RPO of $48.5M was up 9% YoY.
Product and Ecosystem Momentum
Launched multiple product initiatives: eGain AI Knowledge Suite for retail banking; AI Agent for Cisco Webex Contact Center; connectors to Microsoft Teams, Slack, Zoom Team Chat; enterprise AI connectors (Copilot, Claude, Gemini, Cursor); IVA product and AI Agent for Salesforce v2. Hosted Solve 26 event and appointed Steve Pappas as Head of Innovation to accelerate go-to-market and product development.
EGAN Earnings History
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.
Beat
Missed
EGAN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $6.73 | $6.49 | -3.57% |
Feb 03, 2026 | $9.56 | $9.55 | -0.10% |
Nov 12, 2025 | $15.10 | $11.35 | -24.83% |
Jun 30, 2025 | $6.25 | $6.80 | +8.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does eGain Communications Corporation (EGAN) report earnings?
eGain Communications Corporation (EGAN) is schdueled to report earning on Sep 03, 2026, TBA (Confirmed).
What is eGain Communications Corporation (EGAN) earnings time?
eGain Communications Corporation (EGAN) earnings time is at Sep 03, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EGAN EPS forecast?
EGAN EPS forecast for the fiscal quarter 2026 (Q4) is 0.03.