Dan McGonigle

Dan McGonigle from Barclays inquired about the breakdown of the $100 million AI portfolio ARR between new greenfield customers and existing customer base, and how this portfolio is factored into the 2026 guidance.

Answer

Chairman Mike Burkland stated that both new logo attach and penetration into the installed base are growing significantly, though a specific breakdown was not quantified. CFO Bryan Lee added that while AI will be the fastest-growing part of the portfolio, its growth will ebb and flow through the quarters, aligning with the overall revenue guidance shape.

Dan McGonigle asked about the breakdown of Five9's AI portfolio strength, specifically the $100 million ARR and 50% year-over-year growth, between greenfield opportunities and the existing customer base, and how this is factored into the 2026 guidance.

Answer

Chairman Mike Burkland stated that the AI growth is a combination of new logo attach and installed base penetration, both growing significantly, though a specific breakdown was not quantified. CFO Bryan Lee added that the 2026 revenue guidance implies AI will continue to be the fastest-growing part of the portfolio, with its growth ebbing and flowing through the quarters.