Five9 Inc
F:1F9

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Five9 Inc Logo
Five9 Inc
F:1F9
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Price: 20.38 EUR -4.54% Market Closed
Market Cap: €1.5B

Five9 Inc
Investor Relations

Five9 sells cloud software that helps companies run customer service and sales call centers. Its main product is a contact center platform that lets agents handle phone calls, chat, email, and other customer interactions from one system instead of old on-premise equipment. Its customers are businesses that need to manage large volumes of customer conversations, especially in industries like retail, financial services, healthcare, and technology. Five9 usually makes money through subscriptions to its software, along with usage-based charges for things like call minutes and other services, plus setup and support work. What makes Five9 different is that it sits in the middle of a company’s customer-facing operations. It replaces traditional call center hardware with software delivered over the internet, which makes it easier for businesses to add agents, support remote teams, and connect the contact center to other business tools such as CRM systems.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Apr 30, 2026
AI Summary
Q1 2026

Beat and raise: Five9 said Q1 revenue, subscription revenue, and profitability all came in above the high end of guidance, with subscription growth accelerating for a second straight quarter.

AI growth: AI revenue grew 68% year over year to an annual run rate of over $125 million, and management said full-year AI growth should exceed 40%.

Backlog visibility: Management said the second-half revenue acceleration is backed by a healthy backlog of new-logo and installed-base bookings, with no dependency on new-logo go-get activity for the rest of the year.

Capital return: The company plans to finish the remaining $150 million share repurchase authorization by the end of Q3 and has a new $200 million buyback program in place.

Strategic reset: New CEO Amit Mathradas framed the company around tighter accountability, operational simplification, and a stronger push into AI-enabled customer experience.

Guidance: Full-year 2026 revenue and EPS guidance were both nudged up, and management still expects adjusted EBITDA margin above 24% and free cash flow of about $175 million.

Key Financials
Revenue
$305 million
Subscription revenue
up 13% year over year
CCaaS revenue growth
up 8% year over year
AI revenue
up 68% year over year
AI annual run rate
over $125 million
LTM dollar-based retention rate
105%
LTM subscription dollar-based retention rate
107%
Adjusted gross margin
64%
Adjusted EBITDA
$74 million
Adjusted EBITDA margin
24%
Cash from operations
$64 million
Free cash flow
$49 million
Cash and investments
$724 million
Q2 revenue guidance
$306 million midpoint
Q2 EPS guidance
$0.60 midpoint
Full-year 2026 revenue guidance
$1.26 billion midpoint
Full-year 2026 EPS guidance
$3.26 midpoint
Share repurchase authorization
$150 million remaining
Purchase of PP&E
approximately 3.5% of revenue
Earnings Call Recording
Other Earnings Calls

Management

Mr. Michael Burkland M.B.A.
CEO & Chairman
No Bio Available
Mr. Barry Zwarenstein
Chief Financial Officer
No Bio Available
Mr. Andy Dignan
Chief Operating Officer
No Bio Available
Mr. Daniel P. Burkland
EVP of Go-to-Market Strategy
No Bio Available
Mr. Panos Kozanian
Executive Vice President of Product Engineering
No Bio Available
Ms. Leena Mansharamani
Chief Accounting Officer & Corporate Controller
No Bio Available
Ms. Niki Hall
Chief Marketing Officer
No Bio Available
Ms. Tricia Yankovich
Chief People Officer
No Bio Available
Mr. James B. Doran
Executive Vice President of Strategy & Operations
No Bio Available
Mr. Callan Schebella
Executive Vice President of Product Management
No Bio Available

Contacts

Address
CALIFORNIA
San Ramon
3001 Bishop Drive, Suite 350
Contacts
+19252012000.0
www.five9.com
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