eGain Q4 Earnings Call Highlights

EGAIN Corp reported FY 2026 revenue of $91.14M, up from $88.43M, but net income fell to $8.88M and EPS declined to $0.32. Growth was driven by higher demand and price realization, with a shift to direct-to-consumer channels. The company completed capacity expansions and projects continued growth and margin improvement.

eGain (EGAN) reported fiscal 2026 revenue of $91.1M, up 3% YoY, with AI customer revenue growing 20%. Adjusted EBITDA was $13.6M, a 15% margin. Q4 revenue was $22.2M, down from $23.2M YoY. The company guided Q1 2027 revenue to $20.9M-$21.4M and fiscal 2027 revenue to $84.5M-$86.0M, with AI revenue growth expected at 8%-10%. Management targets $100M-$120M in AI ARR by 2030. Share repurchases totaled $11.5M for the year.

eGain (EGAN) stock fell 22.5% to $5.51 after reporting Q4 and FY2026 earnings. While AI revenue grew 20% to $55.1M, total Q4 revenue declined 4% to $22.2M. FY2027 guidance projects 7% lower revenue and a GAAP net loss, despite recognition in Gartner's Magic Quadrant. The S&P 500, Dow Jones, and Nasdaq showed minimal movement, indicating the drop was company-specific.

EGAIN Corp (EGAN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ​ eGain Reports Fiscal 2026 Results: Total Revenue Up 3%, AI Customer Revenue Up 20%, Company Named a Leader in Gartner's First Customer Service Knowledge Management MQ ​ Sunnyvale, CA (September 3, 2026) – eGain (Nasdaq: EGAN), a leading provider of AI-powered knowl

Meta Platforms (META) reported Q3 2026 revenue of $64.6B, up 26% YoY, with strong user growth and engagement. Expenses rose 68% YoY to $51.6B, including legal charges, reducing GAAP operating income by 37%. Free cash flow was negative $2.1B. Reality Labs revenue declined 6% YoY. The company launched Muse, an AI agent, and announced a 2-for-1 stock split. Meta expects significant AI investments to continue, with 2026 expenses projected at $175-179B and capital expenditures at $135-145B.

First Merchants (FRME) reported Q3 results with a focus on mid-single-digit loan growth, stable net interest margins, and modest expense increases. Management expects credit costs to normalize to 20–25 basis points. The company's stock is currently trading at $40.93. Investors should watch loan growth, expense impacts, and credit performance.