eGain Q4 Revenue Up With JPMorgan Win
eGain(NASDAQ:EGAN) reported fourth quarter 2025 results on Sept. 4, 2025, with total revenue (GAAP) rising 11% sequentially and 3% year over year to $23.2 million, and a record non-GAAP Software-as-a-Service (SaaS) gross margin of 80%. The company announced a marquee design partnership with JPMorgan Chase (NYSE:JPM) in April, outlined the sunset of its legacy messaging product, and guided for a return to full-year revenue growth in fiscal 2026 (period ending June 30, 2026), with annual recurring revenue (ARR) in its core AI knowledge business expected to grow 20% or more.
ARR from AI knowledge customers increased 25% year over year, reaching nearly 60% of total company ARR as of September 2025. Net dollar-based SaaS retention for these customers improved to 115% for the last twelve months, up from 98% a year earlier. Management guided for approximately $4.7 million in current ARR from the legacy messaging product to run off throughout fiscal 2026, beginning in the second quarter.
This rapid growth in AI knowledge ARR and improved retention rates (now at 115%) highlights the company's successful transition away from legacy products and its ability to drive higher-value, recurring revenue streams.
Source Fool.com
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