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eGain(EGAN) - 2024 Q3 - Earnings Call Transcript
2024-05-12 22:51
财务数据和关键指标变化 - 总收入为2240万美元,同比下降3% [27] - 北美地区收入占总收入的78%,同比持平 [28] - 欧洲地区收入为500万美元,同比下降4% [28] - 非GAAP毛利率为71%,同比提升2个百分点 [29] - 非GAAP净利润为260万美元,同比增长142% [31] - 经调整EBITDA利润率为10%,同比提升5个百分点 [31] - 经营活动现金流为170万美元,同比增长88% [32] - 总现金和现金等价物为8310万美元,同比增长2% [34] 各条业务线数据和关键指标变化 - 知识管理客户的年度经常性收入(ARR)同比增长4%,而总SaaS ARR同比下降1% [36] - 知识管理客户的年度经常性收入(ARR)净留存率为97%,总体净留存率为96% [35] - 知识管理客户的年度经常性收入(ARR)净增长率为109%,总体净增长率为105% [35] 各个市场数据和关键指标变化 - 新logo和RFP数量在过去9个月同比增长50%,反映出对知识管理的需求持续增长 [19] 公司战略和发展方向及行业竞争 - 公司推出了AssistGPT解决方案,帮助客户自动化知识创建和管理,大幅降低知识建设成本和提高质量 [23] - 公司正在加大研发和营销投入,以抓住人工智能知识管理的市场机遇 [25] - 公司的复合架构可以让客户灵活接入自己的大语言模型,满足个性化需求 [21] - 公司看到客户对知识管理和人工智能的结合需求不断增加,这是公司的核心竞争力 [20][21][22] 管理层对经营环境和未来前景的评论 - 公司看到新logo签约和业务活动持续增长,对未来前景保持乐观 [25] - 公司将继续投资研发和营销,以巩固在人工智能知识管理领域的领先地位 [25] - 公司将保持谨慎的成本管控,确保资源集中在最有前景的机会上 [25] 问答环节重要的提问和回答 问题1 **Richard Baldry 提问** - 公司是否看到销售周期的变化,是否更快或更短? [47] - 之前提到的6个大客户试用项目的进展如何? [47] **Ashu Roy 回答** - 销售周期虽然没有缩短,但更加可预测,公司正在看到更多大型企业的RFP [49] - 之前提到的6个大客户试用项目,有2个已经转化为新客户,其他4个仍在进行中,没有流失 [48][49] 问题2 **Daniel Hibshman 提问** - 以美国大型银行为例,公司是否会将AssistGPT作为新的增量业务来销售? [56] - 思科OEM业务收入时间性调整对本季度收入的影响有多大? [61] **Ashu Roy 和 Eric Smit 回答** - 美国大型银行是新客户,公司将AssistGPT作为进一步拓展的机会,可以覆盖自助服务等更多场景 [57][58][59] - 思科OEM业务收入时间性调整,如果没有这个影响,公司本季度收入可能达到上限 [61]
eGain(EGAN) - 2024 Q1 - Earnings Call Presentation
2024-05-12 22:51
INVESTOR PRESENTATION AI Knowledge for Service ...
EGain (EGAN) Beats Q3 Earnings Estimates
Zacks Investment Research· 2024-05-10 07:26
EGain (EGAN) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.29%. A quarter ago, it was expected that this maker of customer engagement software would post earnings of $0.08 per share when it actually produced earnings of $0.11, delivering a surprise of 37.50%.Over the last four qu ...
eGain(EGAN) - 2024 Q3 - Quarterly Report
2024-05-10 04:03
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-35314 eGain Corporation (Exact name of registrant as specified in its charter) Delaware 77-0466366 (State or othe ...
eGain(EGAN) - 2024 Q3 - Quarterly Results
2024-05-10 04:01
Exhibit 99.1 eGain Reports Continued Momentum in New Logo Wins Driven by AI Knowledge Offering Sunnyvale, CA (May 9, 2024) – eGain (Nasdaq: EGAN), a knowledge platform for customer engagement, today announced financial results for its fiscal 2024 third quarter ended March 31, 2024. “Our new knowledge customer win momentum continued this quarter, including a U.S. megabank,” said Ashu Roy, eGain’s CEO. “Through the first nine months of the year, our new logo acquisition has grown 50% - year over year - thanks ...
eGain Announces Webinar on Gen AI for Service, Featuring Success Story from Leading Utility Client
Newsfilter· 2024-05-02 18:30
SUNNYVALE, Calif., May 02, 2024 (GLOBE NEWSWIRE) -- eGain (NASDAQ:EGAN), the leading AI knowledge platform for customer service, today announced an online seminar on generative AI for customer service, featuring one of its leading utility clients. "Most AI projects fail. Some estimates place the failure rate as high as 80%—almost double the rate of corporate IT project failures a decade ago," writes the Harvard Business Review. Businesses are hungry for lessons learned in implementing Generative AI so they ...
eGain to Announce Fiscal 2024 Third Quarter Financial Results on May 9, 2024
Newsfilter· 2024-04-30 18:30
SUNNYVALE, Calif., April 30, 2024 (GLOBE NEWSWIRE) -- eGain (NASDAQ:EGAN), a knowledge automation platform for customer engagement, will announce its fiscal 2024 third quarter financial results after the close of regular market trading on Thursday, May 9, 2024, followed by an investor conference call and webcast at 2:00 p.m. Pacific Time (5:00 p.m. ET). Chief Executive Officer Ashu Roy and Chief Financial Officer Eric Smit will host the call and webcast. When:Thursday, May 9th at 2:00 p.m. Pacific Time (5:0 ...
EGain (EGAN) Exceeds Market Returns: Some Facts to Consider
Zacks Investment Research· 2024-04-06 07:06
eGain (EGAN) closed the latest trading day at $6.34, indicating a +1.12% change from the previous session's end. This change outpaced the S&P 500's 1.11% gain on the day. Meanwhile, the Dow experienced a rise of 0.8%, and the technology-dominated Nasdaq saw an increase of 1.24%.Heading into today, shares of the maker of customer engagement software had gained 3.81% over the past month, outpacing the Computer and Technology sector's gain of 0.85% and the S&P 500's gain of 0.48% in that time.Market participan ...
Investors Heavily Search eGain Corporation (EGAN): Here is What You Need to Know
Zacks Investment Research· 2024-04-04 22:05
eGain (EGAN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this maker of customer engagement software have returned +7%, compared to the Zacks S&P 500 composite's +1.6% change. During this period, the Zacks Internet - Software industry, which eGain falls in, has lost 1.5%. The key question now is: What could be the stock's future di ...
EGain (EGAN) Stock Sinks As Market Gains: Here's Why
Zacks Investment Research· 2024-03-22 07:05
eGain (EGAN) closed the latest trading day at $6.43, indicating a -0.16% change from the previous session's end. The stock's performance was behind the S&P 500's daily gain of 0.32%. On the other hand, the Dow registered a gain of 0.68%, and the technology-centric Nasdaq increased by 0.2%.Coming into today, shares of the maker of customer engagement software had gained 10.46% in the past month. In that same time, the Computer and Technology sector gained 6.04%, while the S&P 500 gained 5.11%.Market particip ...