Earnings summaries and quarterly performance for Five9.
Executive leadership at Five9.
Board of directors at Five9.
Research analysts who have asked questions during Five9 earnings calls.
Meta Marshall
Morgan Stanley
4 questions for FIVN
Also covers: ANET, AXON, BAND +29 more
Arjun Bhatia
William Blair
3 questions for FIVN
Also covers: AMPL, BAND, BRZE +19 more
Catharine Trebnick
Rosenblatt Securities
3 questions for FIVN
Also covers: CXM, EGHT, FTNT +4 more
David Hynes
Canaccord Genuity Group Inc.
3 questions for FIVN
Also covers: BIGC, BRZE, EVCM +17 more
Peter Levine
Evercore ISI
3 questions for FIVN
Also covers: CANF, CGNT, CRWD +7 more
Scott Berg
Needham & Company, LLC
3 questions for FIVN
Also covers: AMPL, BILL, BRZE +22 more
Sitikantha Panigrahi
Mizuho
3 questions for FIVN
Also covers: ADSK, BSY, CDNS +13 more
Billy Fitzsimmons
Jefferies
2 questions for FIVN
Also covers: ALRM, AUDC, OTEX +4 more
Michael Funk
Bank of America
2 questions for FIVN
Also covers: ADSK, AMT, ASAN +22 more
Michael Turrin
Wells Fargo
2 questions for FIVN
Also covers: ADBE, ADSK, CFLT +29 more
Quinton Gabrielli
Piper Sandler
2 questions for FIVN
Also covers: DGII, MANH, PSTG +1 more
Raimo Lenschow
Barclays
2 questions for FIVN
Also covers: APPN, BASE, BIGC +35 more
Ryan MacWilliams
Barclays
2 questions for FIVN
Also covers: AUDC, BAND, BRZE +16 more
Terrell Tillman
Truist Securities
2 questions for FIVN
Also covers: , INST, INTA +16 more
Thomas Blakey
Cantor Fitzgerald
2 questions for FIVN
Also covers: CVLT, DOCN, INFA +4 more
Jackson Ader
KeyBanc Capital Markets
1 question for FIVN
Also covers: AKAM, AMPL, ASAN +13 more
James Fish
Piper Sandler Companies
1 question for FIVN
Also covers: AKAM, ANET, BAND +15 more
Mike Latimore
Northland Capital Markets
1 question for FIVN
Also covers: AI, AXON, CTLP +22 more
Rishi Jaluria
RBC Capital Markets
1 question for FIVN
Also covers: AKAM, BOX, COUR +19 more
Robert Dee
Truist Securities
1 question for FIVN
Also covers: PCTY, QTWO, SMAR
Samad Samana
Jefferies
1 question for FIVN
Also covers: ADP, ALRM, AUDC +18 more
Seth Gilbert
D.A. Davidson & Co.
1 question for FIVN
Also covers: BLND, OTEX, VERI +1 more
Siti Panigrahi
Mizuho Securities
1 question for FIVN
Also covers: ADSK, BSY, CDNS +14 more
Taylor McGinnis
UBS
1 question for FIVN
Also covers: ADSK, AMPL, ASAN +15 more
William Power
Baird
1 question for FIVN
Also covers: AKAM, AXON, BAND +9 more
Recent press releases and 8-K filings for FIVN.
Five9 Provides Updates on AI Growth, Financial Performance, and Strategic Initiatives
FIVN
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- Five9's AI business is a significant growth driver, with AI revenue estimated at $85 million (7% of total revenue) and growing around 40%, supported by 80%+ AI bookings growth in the quarter. New AI-powered capabilities like Agentic Quality Management and Genius routing were also announced.
- Subscription revenue growth decelerated to 10% in Q3 2025 from 16% in Q2, attributed to tough year-over-year comparisons and an unanticipated decline in commercial revenue. However, management anticipates a return to double-digit growth in the back half of 2026, driven by backlog and continued cloud migration opportunities.
- The company projects significant margin expansion, targeting 24% adjusted EBITDA margin in 2026 (up from 23% in 2025) and $175 million in cash flow for 2026. Five9 also initiated a $150 million share repurchase program, with $50 million accelerated into Q1 next year.
3 days ago
Five9 Discusses AI Growth, Revenue Deceleration, and Financial Outlook at UBS Conference
FIVN
Guidance Update
Demand Weakening
Share Buyback
- Five9's AI business is a significant growth driver, with an estimated $85 million in revenue (approximately 7% of total revenue) and 80%+ AI bookings growth in the most recent quarter, sustaining 40%+ AI revenue growth.
- Subscription revenue growth decelerated to 10% in Q3 2025 from 16% in Q2, primarily due to expected tough year-over-year comparisons and an unanticipated decline in commercial revenue.
- The company is focused on margin expansion, guiding to at least 100 basis points of Adjusted EBITDA margin expansion for 2026, targeting 24% EBITDA margin. It also expects $175 million in cash flow for 2026 and has initiated a $150 million share repurchase program.
- CEO Mike Burkland is transitioning out, with the search for a successor focusing on a proven track record of innovation, AI expertise, a growth mindset, and operational excellence.
3 days ago
Five9 Discusses AI Growth, Revenue Deceleration, Margin Expansion, and CEO Transition at UBS Conference
FIVN
Guidance Update
Share Buyback
CEO Change
- Five9's AI business is estimated at $85 million in revenue, representing approximately 7% of total revenue, and has been growing at 40% or more. AI bookings growth was over 80% in the most recent quarter.
- Subscription revenue growth decelerated from 16% in Q2 to 10% in Q3, primarily due to expected tough year-over-year comparisons and an unanticipated decline in commercial revenue. Management anticipates a return to double-digit growth in the second half of 2026, supported by a strong backlog and normalizing commercial trends.
- The company achieved approximately 500 basis points of adjusted EBITDA margin expansion in the past year and guided to at least 100 basis points for 2026, targeting 24% EBITDA margin. Five9 also guided to $175 million in cash flow for 2026.
- Five9 announced a $150 million share repurchase program, with $50 million to be accelerated through Q1 next year, supported by a strong cash balance of over $675 million and increasing free cash flow.
- CEO Mike Burkland will step down, remaining a board member, with the search for a successor focusing on innovation, AI expertise, growth mindset, operational excellence, and culture fit.
3 days ago
Five9 Reports Strong Q3 2025 Results, Raises Full-Year EPS Guidance, and Announces Share Repurchase Program
FIVN
Earnings
Guidance Update
Share Buyback
- Five9 reported Q3 2025 revenue of $286 million, an 8% year-over-year increase, with subscription revenue growing 10% year-over-year and enterprise AI revenue up 41% year-over-year. Adjusted EBITDA grew 37% year-over-year to a 25% margin, and free cash flow increased 84% year-over-year to $38 million.
- For Q4 2025, the company guides to a revenue midpoint of $297.7 million and non-GAAP EPS of $0.78 per diluted share. Full-year 2025 non-GAAP EPS guidance was raised to $2.94 per diluted share, and adjusted EBITDA margin expectations were increased to approximately 23%.
- Five9 announced an inaugural $150 million share repurchase program, with $50 million allocated through an accelerated repurchase program expected to complete before the end of Q1 2026.
- The company anticipates revenue to return to double-digit growth in the second half of 2026 and expects to exceed street consensus non-GAAP EPS of $3.14 per diluted share for 2026. Enterprise AI bookings grew over 80% year-over-year, and year-to-date ACV bookings with ServiceNow quadrupled following the launch of Five9 Fusion for ServiceNow.
Nov 6, 2025, 9:30 PM
Five9 Announces Q3 2025 Results and Share Repurchase Program
FIVN
Earnings
Share Buyback
Guidance Update
- Five9 reported Total Revenue of $286 million, an Adjusted EBITDA Margin of 25%, and a Free Cash Flow Margin of 13% for Q3 2025. Total Revenue grew 8% year-over-year.
- The company authorized an inaugural $150 million share repurchase program expiring December 31, 2027, and intends to enter into an Accelerated Share Repurchase (ASR) agreement to repurchase $50 million of common stock, with final settlement expected by the end of Q1 2026.
- AI-related metrics showed strong growth in Q3 2025, with Enterprise AI Revenue YoY Growth at 41% and Enterprise AI Bookings YoY Growth exceeding 80%.
- For Q4 2025, Five9 expects Revenue between $294.7 million and $300.7 million and Non-GAAP Net Income Per Diluted Share between $0.76 and $0.80. Full-year 2025 Revenue is guided to be between $1.1435 billion and $1.1495 billion, with Non-GAAP Net Income Per Diluted Share between $2.92 and $2.96.
Nov 6, 2025, 9:30 PM
Five9 Reports Record Q3 2025 Revenue and Announces Share Repurchase Program
FIVN
Earnings
Share Buyback
Guidance Update
- Five9 reported record revenue of $285.8 million for the third quarter of 2025, an 8% increase compared to $264.2 million for the third quarter of 2024.
- The company achieved GAAP net income of $18.0 million, or $0.21 per diluted share, for Q3 2025, a significant improvement from a GAAP net loss of $(4.5) million in Q3 2024.
- Non-GAAP net income for Q3 2025 was $60.6 million, or $0.78 per diluted share, up from $50.5 million in Q3 2024.
- Adjusted EBITDA for the third quarter of 2025 was $71.7 million, representing a 25.1% of revenue, compared to $52.4 million, or 19.8% of revenue, for Q3 2024.
- Five9 announced a $150 million share repurchase program, which includes a $50 million accelerated share repurchase.
- For the full year 2025, Five9 expects revenue in the range of $1.1435 to $1.1495 billion and non-GAAP net income per share in the range of $2.92 to $2.96.
Nov 6, 2025, 9:16 PM
Five9 Reports Strong Q2 2025 Results and Provides Q3 and Full-Year 2025 Guidance
FIVN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Five9 reported strong Q2 2025 financial results, with total revenue growing 12% year-over-year and subscription revenue increasing 16% year-over-year.
- The company achieved an all-time high Adjusted EBITDA Margin of 24% in Q2 2025, alongside 63% year-over-year growth in Adjusted EBITDA.
- Five9's AI initiatives demonstrated significant growth in Q2 2025, with Enterprise AI Revenue increasing 42% year-over-year and Enterprise AI Bookings growing over 3x year-over-year.
- For Q3 2025, Five9 projects revenue between $283.0 million and $286.0 million and Non-GAAP Net Income Per Diluted Share between $0.72 and $0.74.
- The full-year 2025 guidance includes revenue of $1.1435 billion to $1.1495 billion and Non-GAAP Net Income Per Diluted Share of $2.86 to $2.90.
Aug 22, 2025, 12:00 AM
Five9 Reports Strong Q2 Results and Announces CEO Transition
FIVN
CEO Change
CFO Change
Revenue Acceleration/Inflection
- Five9 reported a strong Q2, with AI bookings tripling year over year and AI revenue accelerating to 42% year over year, now comprising 10% of enterprise subscription revenue. The company also achieved record profitability with 24% EBITDA margins.
- CEO Mike announced his transition out of the CEO role to become executive chairman, citing health reasons, while Brian was confirmed as the permanent CFO.
- The company set a medium-term revenue growth target of 10-15% by 2027 and aims for gross margins of 66-68%. They expect annual EBITDA margin to be a minimum of 22% in 2025, up from 19% last year.
- Five9's AI strategy, embedded in its platform, is a key growth driver, with AI agents contributing to higher gross margins (high seventies and low eighties). The company anticipates AI will lead to a 5-15% reduction in agent count over time, but their ARR with these accounts increases significantly.
Aug 13, 2025, 2:50 PM
Five9 Highlights at Growth Stock Conference
FIVN
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Five9 Inc. emphasized its position as a pure cloud-based provider in the CCaaS market with over $1B in revenue and more than 50% of recurring revenue coming from enterprise customers generating over $1M in ARR.
- The company is accelerating its AI initiatives—including self-service AI agents, agent assist, and workflow automation—with its AI offerings growing at 32% year-over-year and contributing 9% to subscription revenue.
- Management outlined a disciplined go-to-market strategy and maintained annual guidance at $1.14B with 10% growth, reflecting confidence despite ongoing macro uncertainties.
Jun 5, 2025, 3:56 PM
Five9 Announces Q1 2025 Record Revenue & Results
FIVN
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Record Revenue & Cash Flow: Q1 revenue reached a record ~$280 million (13% YoY) with record GAAP operating cash flow of about $48 million .
- Profitability & Net Income Improvements: Adjusted EBITDA margin hit a Q1 record of 18.8% with marked improvements in both GAAP and non-GAAP net income, driven by disciplined expense management and a 4% workforce reduction , , .
- Subscription Revenue Growth: Subscription revenue increased 14% YoY, now comprising 80% of total revenue .
- Enterprise AI Momentum: Enterprise AI revenue surged 32% YoY, supported by high attachment rates on new logo deals and the success of the AI Blueprint program , .
- Guidance Update: Full-year revenue guidance remains at $1.14 billion, with a Q2 revenue midpoint of $275 million and an increased non-GAAP EPS target of $2.76 .
May 1, 2025, 8:31 PM
Quarterly earnings call transcripts for Five9.
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