eGain Corporation 2026年第四季度及全年财报电话会议

发布时间：2026-09-04 一、AI总结内容 一、核心要点 1. eGain获Gartner客户服务知识管理系统魔力象限领导者，执行能力与愿景完整性评分最高，该类别为企业基础设施新范畴，需知识治理支撑AI落地2. 2026财年总营收9110万美元，同比增3%；AI客户营收同比增20%，AI客户年度经常性收入（ARR）同比增13%，占总ARR72%，较年中63%提升3. 2026财年第四季度总营收2220万美元，超指引与市场预期，总营收同比降因 legacy 产品客户收入减少，AI客户营收同比增11%4. 2026财年完成向AI客户分层报告转型，以是否使用AI功能为核心，替代原按产品类型划分的方式 二、产品与市场动态 1. 2026财年推出智能语音代理（IvA）、零代码应用构建环境（Agent Hub Studio）、AI管道评估工具（Evaluator），新增医疗保健垂直领域知识治理方案2. 市场呈现两大趋势：知识为核心AI基础设施，驱动对实时知识API等能力的需求；企业更多从自助服务切入AI项目，追求规模化ROI3. 2026财年新签客户同比增27%，大型客户付费试点增多，重点垂直市场（合规、金融保险、医疗）管线机会同比增40% 三、财务与展望 1. 2026财年非GAAP毛利率74%，非GAAP运营费用5530万美元，同比降；非GAAP净利润1300万美元，每股48美分，超预期2. 2027财年Q1指引：AI客户营收1370-1400万美元，总营收2090-2140万美元，非GAAP净利润140-200万美元3. 2027财年指引：AI客户营收5950-6050万美元（同比增约84%-86%），AI客户ARR同比增约20%，legacy客户营收降约40%4. 长期（2030财年）目标：AI客户ARR达1-1.2亿美元，占总ARR100%，总营收1.1-1.2亿美元，毛利率约80% 二、音频原文（转写） Good day and welcome to the egain fischool twenty twenty sixth fourth quarter and full year financial results call.All participants will be in lesson only modeshould you need assistance pleasesignal a conference specialists by pressing thestar key followed by zero.After to day's presentation there will be an opportunity to ask questions.To ask a question you may press star then one on a touch tone sound.To withdraw your questi on please press star then two.Please note this event is being recordedi would now like to turn the conference over to jim byers industry relationsplease go aheadthank your operator and good afternoon everyone welcome to egaine fiscal twentytwenty sixth fourth quarter and full year financial results conference call.On the call today are egaine's chief executive officer ashu roy andchief financial officer eric smithbefore we begin i would like to remind everyone that during this conference call management will make certainforward looking statementswhich convey management's expectations beliefs plans and objectives regarding future financial and operational performanceforward looking statements are generally preceded by words such as believe plan and tend expect anticipate or similar expressions forward looking statements are protected by safe harbor provisions contained in the private securities litigation reform act of ninety ninety fivethese horrid looking statements are subject to a wide range of risks and uncertainties that could causeactual results to differ in material respectsinformation on various factors that could affect egaine's results are detailed on the company's reports filed with the securities in exchange commission egaine is making these statements as of to day sep twenty twenty sixth and assumes no obligation to publicly update or revive any of theforward looking formation in this conference call.In addition to gap results we will also discuss certain nongap financial measures as itexcuseme such as non gap operating income the tables included with the earnings press release includereconciliation of the historical non gap financial measures to the most directly comparable gapfinancial measuresegaine's earnings press release can be found by clicking the press releases link on the investor relations page of egain's website and egain dot com and along with the earnings release we will post an updated investor pres entation to the investor relations pageand lastly a phone replay of this conference call will beavailable for one week.And now with that saidi'd like to turn the call over to egaine's ceo ashi roy.Thank you jim good afternoon every one.Right at the end of fiscal twenty twenty sixth thecategory we've been building to work for years got a name.In july this year gartner published its first ever magic portland for customer serviceknowledge management systemsand then he gain aleader.Positioned highest for ability to executeand for guest for completeness of visionthis inaugural magic quadrant matters more than just our position in it.This is the first time a top analyst one has drawn a sharp boundary around thismarket.An explicitly called out knowledge management for customer serviceas its own category ofenterprise infrastructure.Now they base it on the volume and kind of fine inquiries they get inthis area.And therefore they are chosen to invest.Magic quarant levels resources and attentionto it.It's a very important signal for the market and the category that's building around ithe said there's good reason this buying category isemerging now.General way i had collapsed the oldseparation between instruction and data.Woodenai agent origintic workflow does in any live customer or employee assistance conversation is determined entirely by the policies procedures andknow how it is fedwhen that knowledge is wrong.The air is confidently wrongwhen it fails the a idoesn't know its elevate.So knowledge is no more documentation just for humans who optionally use这个这个上。 For a iwrong, knowledge, equals wrong, airengineering that instruction layer governing it operating it continuously is what we call ai knowledgeox the term that gartner reflected in their magic gord