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eGain (EGAN) investor relations material
eGain Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Sep, 2025
Executive summary
Fiscal 2025 ended with strong bookings, revenue growth, and improved profitability, surpassing projections and consensus, with major new clients including a large nonprofit healthcare network, a top credit union, and a global workforce services leader.
AI Knowledge ARR grew 25% year-over-year in Q4 FY25, now 59% of SaaS ARR, with net retention rising to 115% from 98% a year ago.
Landmark deal signed with JPMorgan Chase, now a strategic partner and board observer.
AI Knowledge Hub and new AI Agent products are driving market momentum and customer wins, with the launch of eGain AI Agent for Contact Center and KCS v6 verification.
Board approved a $20M increase in the stock repurchase program, raising the total authorization to $60M.
Financial highlights
Q4 revenue was $23.2M, up 11% sequentially and 3% year-over-year, with SaaS revenue at $21.7M (+6% YoY) and improved gross margins.
Q4 non-GAAP gross margin was 73% (up from 71% YoY); SaaS gross margin was 80% (up from 76%).
Q4 GAAP net income was $30.9M ($1.13/share basic), including a $29M one-time tax benefit; non-GAAP net income was $2.4M ($0.09/share).
Full-year revenue was $88.4M, down 5% YoY due to messaging business churn; full-year adjusted EBITDA margin was 10% (vs. 12% prior year).
Cash and equivalents at year-end were $62.9M, with $15.8M in share repurchases during FY25.
Outlook and guidance
Fiscal 2026 revenue expected between $90.5M and $92M, returning to growth, with Q1 2026 revenue guidance of $23M–$23.5M.
Fiscal 2026 GAAP net income guidance: $3.5M–$5M; non-GAAP net income: $8.3M–$9.8M; adjusted EBITDA: $10.4M–$11.9M (margin 11%–13%).
Targeting 20%+ ARR growth in core AI knowledge offering, offset by sunsetting messaging product.
Gross margin expected to expand to 74%–75% in fiscal 2026, with adjusted EBITDA growth of 20–40% YoY.
Q1 2026 GAAP net income: $0.9M–$1.6M; Q1 adjusted EBITDA: $3.7M–$4.4M.
FY25 net income excluding tax benefit impact?
What is the total stock repurchase authorization?
What drives FY26 revenue growth expectations?
Why sunset messaging products?
JPMC partnership's strategic value?
AI pilot conversion rate trend?
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Q1 202611 Nov, 2025
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Frequently asked questions
eGain Corporation develops, licenses, implements, and supports customer service infrastructure software solutions in North America, Europe, the Middle East, Africa, and the Asia Pacific. The company's digital-first customer engagement solutions include eGain Digital Customer Engagement Hub that enables companies to sell online; deliver multi-channel customer service and support through chatbots and human agents; deliver digital expertise to share knowledge across employees, customers, and partners; and offers omni-channel interaction management capabilities from a centralized location.
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