View Past PerformanceFive9 バランスシートの健全性財務の健全性 基準チェック /66Five9の総株主資本は$829.6M 、総負債は$736.4Mで、負債比率は88.8%となります。総資産と総負債はそれぞれ$1.9Bと$1.0Bです。 Five9の EBIT は$69.0Mで、利息カバレッジ比率-5.8です。現金および短期投資は$723.9Mです。主要情報88.76%負債資本比率US$736.37m負債インタレスト・カバレッジ・レシオ-5.8x現金US$723.88mエクイティUS$829.63m負債合計US$1.04b総資産US$1.87b財務の健全性に関する最新情報分析記事 • Jan 08Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Sep 06Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Apr 27We Think Five9 (NASDAQ:FIVN) Has A Fair Chunk Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...すべての更新を表示Recent updatesナラティブ更新 • May 05FIVN: AI Execution Risk Will Constrain 2026 Outlook Despite Share BuybacksFive9's fair value estimate has been raised by $1 to $20 as analysts factor in a lower discount rate, slightly softer revenue growth assumptions, a higher profit margin profile, and a modestly lower future P/E multiple in light of recent Street price target revisions across firms such as Mizuho, UBS, Baird, Barclays, and others. Analyst Commentary Recent research on Five9 reflects a mixed backdrop where several bearish analysts have reset expectations, even as others highlight positives around AI and Q4 execution.ライブニュース • May 05Five9 Raises Outlook as AI Sales Surge and Launches $200 Million Share Buyback ProgramFive9 reported Q1 2026 revenue of $305.3 million, up 9.2% year over year, and raised full-year guidance to about $1.26 billion with adjusted EPS guidance at $3.26 at the midpoint. The company saw 13% subscription revenue growth and a 68% rise in AI-related sales, while announcing a new $200 million share repurchase program after completing a $90 million accelerated buyback. Five9 was named to CRN’s 2026 AI 100 list for the third consecutive year and listed among CRN’s Top 20 Hottest AI Software Companies, reflecting ongoing recognition of its AI-powered customer experience platform. For you as an investor, the latest quarter shows Five9 leaning further into AI-driven cloud contact center solutions, with AI-related sales rising much faster than overall revenue. Management is also shifting from selling individual seats to a broader platform approach. This may affect how growth and margins change over time as larger, more integrated deals become a bigger part of the mix. The expanded $200 million share repurchase authorization, in addition to the recently completed $90 million buyback, indicates that capital returns are part of the current approach alongside investment in AI and partnerships. Recognition from CRN and relationships with partners such as Google Cloud, Salesforce, ServiceNow and Epic highlight a focus on embedding AI directly into customer workflows. This may be an area to watch as you evaluate how sticky Five9’s solutions are within large enterprises.Seeking Alpha • May 04Five9: I'm Buying The AI Growth ReaccelerationSummary Five9, Inc. receives a high-risk Buy rating due to discounted valuation, improving cash flow, and accelerating AI-driven subscription revenue growth. FIVN's Q1 2026 revenue beat expectations at $305M (+9% Y/Y), with AI revenue up 68% and now 13% of subscription revenue. Profitability improved: adjusted gross margin 64% (+200 bps Y/Y), adjusted EBITDA $74M (24% margin), and free cash flow $49M (16% margin). Despite strong AI momentum, FIVN growth remains uneven; competition is intense, and the stock appears technically overbought after a sharp rally. Read the full article on Seeking Alphaお知らせ • May 03Five9, Inc. Reports Unaudited Consolidated Impairment Charges for the First Quarter Ended March 31, 2026Five9, Inc. reported unaudited consolidated impairment charges for the first quarter ended March 31, 2026. for the quarter, the company reported Impairment charge of long-lived assets of $136,000 against $322,000 a year ago.お知らせ • May 02+ 1 more updateFive9, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and Full Year Ending December 31, 2026Five9, Inc. provided earnings guidance for the second quarter ending June 30, 2026 and full year ending December 31, 2026. For the quarter, the company expected revenue in the range of $303.0 million to $309.0 million, GAAP net loss of $6,840,000 to GAAP net income of $176,000, Basic GAAP net loss per share of $0.00 to $0.09; Diluted GAAP net loss per share in the range of $0.00 to $0.09. For the full year, the company expected revenue in the range of $1.254 billion to $1.266 billion. GAAP net income of $62,394,000 to $72,474,000; Basic GAAP net income per share of $0.83 to $0.96; Diluted GAAP net income per share in the range of $0.73 to $0.85.ナラティブ更新 • Apr 21FIVN: Enterprise AI Momentum Will Support 2026 Outlook Despite Multiple CompressionNarrative Update on Five9 The analyst price target for Five9 is now $19, as analysts adjust their models for mixed Q4 results, peer multiple compression, AI related uncertainty, and what they describe as limited long term visibility, despite growing AI contributions and healthy enterprise traction. Analyst Commentary Recent Street research on Five9 reflects a reset in expectations, with a series of price target cuts clustering in a relatively short period.お知らせ • Apr 17Five9, Inc. to Report Q1, 2026 Results on Apr 30, 2026Five9, Inc. announced that they will report Q1, 2026 results at 4:30 PM, US Eastern Standard Time on Apr 30, 2026お知らせ • Apr 07Five9, Inc. Appoints Jay Lee as Chief Marketing and Growth Officer, Effective April 6, 2026Five9, Inc. announced the appointment of Jay Lee as Chief Marketing and Growth Officer, effective April 6, 2026. This new role unites global marketing with revenue strategy and operations to create a more powerfully aligned go-to-market (GTM) engine for a cohesive, insights-driven, and streamlined experience for customers and partners at every stage of their journey with Five9. Lee brings extensive experience driving business transformation, growth, and measurable financial outcomes across enterprise technology and payments industries. Lee joins Five9 from Icertis, where he served as Chief Marketing Officer, leading a global marketing and sales development organization driving brand, demand generation, and GTM planning and execution. Prior to Icertis, he served as Chief Marketing Officer at Avalara, where he led global demand generation and communications strategies to support commercial growth across markets and customer segments. Earlier in his career, Lee held senior leadership roles across B2B and B2C organizations, including GE Capital, American Express, and PayPal. His background across consulting, finance, marketing, and enterprise technology has shaped a disciplined, data-first approach to go-to-market strategy, with deep expertise in revenue operations and execution. Lee is known for his collaborative leadership style, emphasizing idea generation, thoughtful problem-solving, and mentorship to help teams build durable, real-world skills across strategy, storytelling, and execution. He holds an MBA from Columbia University and a Bachelor of Science in Electrical Engineering from Cornell University.ナラティブ更新 • Apr 06FIVN: AI Momentum And Partnerships Will Support Future CX Platform UpsideNarrative Update The updated analyst price target for Five9 moves lower to reflect reduced fair value to about $27 per share, as analysts recalibrate their models for Q4 results, lower software multiples, and cautious 2026 new business assumptions, despite ongoing AI momentum and margin strength. Analyst Commentary Recent Street research on Five9 points to a reset in expectations, with most firms trimming price targets while still highlighting key strengths around AI, margins, and the core contact center as a service, or CCaaS, business.ナラティブ更新 • Mar 23FIVN: AI Traction And 2026 Outlook Will Counter Software Multiple CompressionAnalysts have reduced Five9's average price target, with several firms cutting expectations into a $19 to $33 range as they recalibrate models around Q4 results, AI driven contributions, and reduced long term visibility. Analyst Commentary Recent research updates show a wide spread of opinions on Five9, but the common thread is that price targets are being reset lower even where ratings remain positive.ナラティブ更新 • Mar 09FIVN: AI Adoption And 2026 Outlook Will Counter Software Multiple CompressionAnalysts have lowered our Five9 price target to $19. This reduction is consistent with recent Street target cuts into the low to mid $20s, as they factor in lower software multiples, more cautious assumptions for new business, and updated long-term outlooks, even as AI-related revenue contributions increase.ナラティブ更新 • Feb 23FIVN: AI Momentum And 2026 Guidance Will Offset Multiple Compression RisksThe analyst fair value estimate for Five9 has been reduced from $22.00 to $19.00, reflecting broadly lower Street price targets as analysts factor in compressed software multiples, cautious assumptions for new business and 2026 visibility, and a lower future P/E of about 14.9x in their updated models. Analyst Commentary Recent Street research on Five9 points to a reset in expectations, with multiple firms cutting their price targets while largely maintaining positive or neutral ratings.お知らせ • Feb 21Five9, Inc., Annual General Meeting, May 20, 2026Five9, Inc., Annual General Meeting, May 20, 2026.お知らせ • Feb 20Five9, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2026 and Full Year Ending December 31, 2026Five9, Inc. provided earnings guidance for the first quarter ending March 31, 2026 and full year ending December 31, 2026. For the quarter, the company expected revenue in the range of $296.5 million to $302.5 million. GAAP net income of $8,874,000 to $14,954,000; Basic GAAP net income per share of $0.12 to $0.19; Diluted GAAP net income per share in the range of $0.10 to $0.17, assuming diluted shares outstanding of approximately 86.4 million. For the full year, the company expected revenue in the range of $1.247 billion to $1.261 billion. GAAP net income of $75,496,000 to $83,176,000; Basic GAAP net income per share of $0.97 to $1.07; Diluted GAAP net income per share in the range of $0.86 to $0.95, assuming diluted shares outstanding of approximately 87.4 million.ナラティブ更新 • Feb 09FIVN: AI Partnerships And CX Platform Advances Will Support Future UpsideAnalysts have trimmed their average price target on Five9 by about US$1, reflecting slightly lower fair value estimates and margin expectations, even as they continue to factor in a higher future P/E multiple for the stock. Analyst Commentary Recent research highlights a mix of optimism and caution around Five9, with price targets trimmed but longer term growth and valuation potential still part of the debate.お知らせ • Feb 03Five9, Inc. to Report Q4, 2025 Results on Feb 19, 2026Five9, Inc. announced that they will report Q4, 2025 results on Feb 19, 2026ナラティブ更新 • Jan 26FIVN: AI Progress And Buybacks Will Support Future Upside PotentialAnalysts have trimmed their average price target on Five9 by a few dollars to reflect slightly lower fair value estimates, a modest uptick in discount rates and profit margin assumptions, and recent Street research that reduced targets into the mid $20 range, while still highlighting AI traction and an overall constructive view on software into 2026. Analyst Commentary Bullish Takeaways Bullish analysts continue to highlight Five9's AI traction, pointing to recent Q3 commentary as a sign that the company is still finding ways to deepen its product value and support revenue growth over time.ナラティブ更新 • Jan 10FIVN: AI Execution And Share Repurchases Will Support Future Upside PotentialNarrative Update The analyst price target for Five9 has been reduced by about US$6. This reflects updated models that factor in recent Q3 results, where positive AI traction is balanced against deceleration concerns and potential competitive pressure in commercial accounts.ナラティブ更新 • Dec 26FIVN: AI Traction Will Outweigh Competitive Headwinds At Current Share PriceAnalysts have modestly reduced their average price target on Five9 by a few dollars per share, toward the mid 20s. They are balancing early AI traction and improved bookings against a weaker recent quarter and ongoing competitive and growth headwinds.お知らせ • Dec 18+ 1 more updateFive9, Inc. Appoints Amit Mathradas as Director, Effective February 2, 2026Five9, Inc. has appointed Amit Mathradas as a director, effective February 2, 2026. Until recently, Mr. Mathradas served as CEO of Nintex, serving more than 7,000 public and private-sector organizations across over 90 countries. Under his leadership, Nintex built out the company’s AI-centric, agentic business orchestration platform, reflecting his track record of scaling global businesses, driving product innovation, and delivering through a strong partner-led ecosystem. Prior to that, he was President and Chief Operating Officer of Avalara (formerly NYSE: AVLR), where he helped grow the business by over 250% over the course of four years. Avalara was acquired by Vista Equity Partners in 2022 for $8.4 billion. Amit Mathradas is an accomplished senior executive in the commercial technology sector with more than two decades of experience leading growth and transformation at global companies. He is also a recognized thought leader who regularly publishes insights on digital transformation, intelligent automation, and the strategic application of AI in business. Mr. Mathradas recently served as Chief Executive Officer of Nintex, an AI-centric, agentic business orchestration platform company, where he led the organization’s overall strategy, operations, and execution. Prior to Nintex, Mr. Mathradas was President and Chief Operating Officer at Avalara, a tax compliance automation company, where he oversaw day-to-day operations and helped scale the business from approximately $300 million to approaching $1 billion in revenue before it was acquired by Vista Equity Partners for $8.4 billion. Earlier in his career, Mr. Mathradas led and grew global teams at PayPal, Web.com, and Dell. He holds an MBA from Northwestern University’s Kellogg School of Management and a bachelor’s degree in management and economics from Wittenberg University.ナラティブ更新 • Dec 12FIVN Will Balance AI Progress And Competitive Pressures At Current Share PriceAnalysts have reduced their price target on Five9 to approximately $22 from about $28. This reflects concerns about weaker recent results and competitive pressures, even as they acknowledge improving revenue growth, margins, and early artificial intelligence traction.ナラティブ更新 • Nov 28FIVN: AI Progress Will Drive Potential Share Repurchase Upside AheadAnalysts have lowered their average price target for Five9 by nearly $5. This adjustment reflects a more cautious outlook due to decelerating growth and increased competitive concerns, despite ongoing progress in artificial intelligence initiatives.お知らせ • Nov 18Five9 Launches New Genius AI Innovations to Accelerate Agentic CX at Five9 CX Summit 2025Five9 introduced a powerful suite of AI-powered innovations at Five9 CX Summit 2025, extending the next evolution of its Five9 Genius AI suite. The updates introduce AI across routing, quality management, and analytics - bringing these capabilities together within a unified ecosystem designed to support how organizations enhance customer engagement. As AI adoption becomes an increasing priority for CX leaders, many organizations are accelerating efforts to move beyond pilot programs toward enterprise-scale AI utilization. However, progress is often limited by fragmented systems, siloed data, and uncertainty around achieving measurable value on AI investment. Five9's latest innovations are designed to address these challenges by positioning AI as a connective layer across the CX environment. By incorporating AI into routing, quality management, and Analytics, Five9 is introducing new capabilities intended to achieve more integrated operations, enrich engagement, and strengthen customer connections at scale. New AI-powered capabilities introduced by Five9: Agentic Quality Management (AQM): A next-generation, agentic quality management solution that can be configured to evaluate up to 100% of customer interactions designed to provide insights organizations can use to support agent performance and customer satisfaction. AQM provides performance data that organizations can use to support routing decisions, coaching, and continuous improvement initiatives. Genius Routing: A dynamic matching engine that assists with connecting customers with agents based on defined attributes, agent characteristics, and proficiency levels. The API-driven design allows for acceptance of real-time inputs from AI performance management and self-service applications helping with faster solutions and more personalized customer experiences. OneVUE: A unified reporting and analytics application offering self-service and customizable dashboards to customers of varying sizes - building on the powerful and advanced data aggregation capabilities previously offered with Aceyus VUE. OneVUE provides flexible metrics and visualization options designed for modern, AI-enhanced contact centers, providing organizations with options to define and adjust KPIs for visibility across both traditional operations and multi-vendor environments. Adaptive Digital Engagement: A modernized digital engagement solution that evolves as AI capabilities expand. With the new Dynamic Web Messenger Configurator, businesses can create and deploy webchat experiences in real time without coding. Five9 also announced a new partnership with Meta, bringing a native WhatsApp integration, offering embedded templates, broadcasts, and AI Agents. The goal is to provide businesses with modular digital channels that align and work with the Five9 AI ecosystem.ナラティブ更新 • Nov 14FIVN: Artificial Intelligence Gains Are Expected To Drive Renewed Upside MomentumAnalysts have lowered their price target for Five9 by approximately $1.62 to about $34.76, citing continued revenue growth deceleration and heightened competitive concerns. This adjustment comes despite positive momentum in artificial intelligence initiatives.お知らせ • Nov 08Five9, Inc. (NasdaqGM:FIVN) announces an Equity Buyback for $150 million worth of its shares.Five9, Inc. (NasdaqGM:FIVN) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares.お知らせ • Nov 07Five9, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Five9, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects revenue in the range of $294.7 million to $300.7 million. GAAP net income in the range of $11,986,000 to $18,098,000 and GAAP net income per share in the range of $0.14 to $0.21, assuming diluted shares outstanding of approximately 87.3 million. For the year, the company expects revenue in the range of $1.1435 billion to $1.1495 billion. GAAP net income in the range of $31,681,000 to $37,769,000 and GAAP net income per share in the range of $0.36 to $0.43, assuming diluted shares outstanding of approximately 88.0 million.お知らせ • Oct 24Five9, Inc. to Report Q3, 2025 Results on Nov 06, 2025Five9, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025お知らせ • Oct 01Five9, Inc. Announces Board Changes and Governance Committee Appointments, Effective September 26, 2025On September 26, 2025, David Welsh resigned from the Five9, Inc. Board of Directors (the “Board”) as a Class II director, as the chair and a member of the Nominating and Governance Committee and as Lead Independent Director. Mr. Welsh’s resignation was not due to any disagreement with the Company or its management with respect to any matter relating to the Company’s operations, policies or practices. In connection with Mr. Welsh’s resignation from the Board, the Board appointed Robert Zollars as the Lead Independent Director, Jonathan Mariner as the chair of the Nominating and Governance Committee and Michael Burdiek as the chair of the Compensation Committee (replacing Mr. Zollars who had been serving as chair of the Compensation Committee). On September 26, 2025, the Board appointed Mr. Sudhakar Ramakrishna to serve on the Board. Mr. Ramakrishna will serve as a Class II director, with a term expiring at the Company's 2028 annual meeting of stockholders. Mr. Ramakrishna will also serve on the Nominating and Governance Committee of the Board. Mr. Ramakrishna has served as the Chief Executive Officer and President of SolarWinds Corporation, a provider of secure observability and IT management software, since January 2021 and as a director of SolarWinds Corporation since December 2020. Prior to SolarWinds, Mr. Ramakrishna served as the Chief Executive Officer and director of Pulse Secure, LLC, a provider of secure and zero trust access solutions for Hybrid IT environments, from July 2015 until its acquisition by Ivanti Inc. in December 2020. Mr. Ramakrishna has served as a member of the board of directors of Cardinal Health, Inc., a healthcare services and products company, since April 2025, and as a member of the board of directors of Model N, Inc., a private provider of revenue management systems for life science and advanced technology companies, since November 2024. Mr. Ramakrishna also previously served as a member of the board of directors of SADA Systems, LLC from January 2022 until its acquisition in December 2023, as a member of the board of directors of SailPoint Technologies Holdings, Inc., a provider of enterprise identity security solutions, from July 2021 until its acquisition in August 2022, and as a member of the board of directors of Enterprise 4.0 Technology Acquisition Corp., a special purpose acquisition company focused on technology targets, from October 2021 to March 2023. Mr. Ramakrishna holds an M.S. in Computer Science from Kansas State University and a Master’s of Management from Northwestern University’s Kellogg School of Management.お知らせ • Sep 16Five9 Launches Five9 Fusion for Servicenow to Deliver Unified, Ai-Powered Customer Service ExperiencesFive9 announced Five9 Fusion for ServiceNow, a turnkey AI-powered integration that unifies voice and digital interactions through a real-time AI transcription stream and a single routing engine to empower businesses to deliver faster, more personalized customer service experiences at scale. Five9 Fusion for ServiceNow combines the Five9 real-time system action with the strengths of ServiceNow Customer Service Management (CSM) to give businesses a single, AI platform that addresses one of the biggest challenges in customer service: fragmented systems that slow down agents, limit operational visibility, and frustrate customers. By unifying voice and digital into one intelligent workflow, the integration equips agents with instant context and tools to resolve issues faster and deliver more proactive and personalized experiences at scale, while lowering costs and providing end-to-end visibility across the customer journey. Five9 Fusion for Service Now makes available two of the three AI-enhanced capabilities previewed by Five9 and ServiceNow in late 2024: Now Available: Real-Time Transcription: Five9 TranscriptStream integrates directly within ServiceNow Workspace, providing real-time speech to text capabilities to enable agents to focus entirely on the customer instead of note-taking. Now Assist, powered by generative AI, uses these transcripts to generate case summaries, recommended actions, and resolution notes--reducing call wrap-up times, shortening average handling times, and increasing agent productivity. Now Available: Unified Routing: Five9's intelligent routing engine can now direct ServiceNow digital channels and cases alongside Five9 channels, using ServiceNow metadata to match each interaction with the right agent. The same metadata enriches Five9 Workforce Engagement Management solutions to improve forecasting, scheduling, and operational agility. Single Agent Experience: This new capability will bring Native Call Controls into ServiceNow's Agent workspace, enabling agents to manage Five9 interactions directly in the Universal Agent Inbox, to deliver a consistent, cross-channel experience with complete caller context and relevant data in one view. Availability is scheduled for early 2026. Five9 and ServiceNow have partnered for more than eight years, supporting over 200 mutual customers worldwide. To ensure the highest levels of reliability, integrations are certified twice annually, with the recent Zurich certification reaffirming that customers can seamlessly leverage both platforms with the latest updates.お知らせ • Aug 14Five9, Inc. Launches New Integration in Epic ToolboxFive9, Inc. announced the launch of Five9 Fusion for Epic, an integration with Epic. This integration embeds advanced contact center capabilities directly into Epic, helping healthcare organizations deliver faster, more connected, and personalized patient experiences without adding complexity for agents. Five9, a leading Contact Center as a Service (CCaaS) vendor, has achieved a fully native, standards-based integration approved for Epic's Toolbox, marking a major step forward in healthcare communications technology. Developed in collaboration with leading healthcare providers and rigorously tested for reliability, security, and ease of use, the API-driven integration empowers agents to engage with patients seamlessly from a single screen. Five9 Fusion for Epic streamlines workflows by uniting communication tools and Epic's electronic health record in a single, integrated experience. Instead of switching between multiple systems, agents can work within one environment - enabling faster patient service, simplified authentication, and a more seamless patient journey. Key features and benefits include: Instant Patient Context on Every Call: Inbound screen pops automatically display relevant patient information as soon as a call is received, allowing agents to deliver faster, more personalized service without switching between systems. One-Click Outbound Calling from Epic: Agents can initiate calls directly from Epic modules like Cheers, Cadence, or Resolute, improving speed-to-contact, reducing manual dialing errors, and streamlining patient outreach. Built-In HIPAA-Compliant Call Recording Controls: Pause and resume recording during sensitive interactions (e.g., payment processing) to protect patient privacy, maintain regulatory compliance, and simplify workflows - without the need for manual workarounds. Five9 meets Epic's recommended practices for Contact Center as a Service products and opens new possibilities for healthcare providers looking to elevate their contact center operations while maximizing their existing Epic investment.分析記事 • Aug 07Shareholders Will Be Pleased With The Quality of Five9's (NASDAQ:FIVN) EarningsNasdaqGM:FIVN 1 Year Share Price vs Fair Value Explore Five9's Fair Values from the Community and select yours Even...お知らせ • Aug 01+ 3 more updatesFive9, Inc. Announces Executive Changes, Effective from July 31, 2025On July 31, 2025, Five9, Inc. announced that Michael Burkland has decided to retire from his position as the Principal Executive Officer of the Company (CEO") effective as of the Retirement Date. In connection with Mr. Burkland's retirement and to ensure a smooth transition of the role of CEO to his successor, the Company and Mr. Burkland entered into an Employment Transition Agreement (the Transition Agreement") on July 31, 2025 (the Effective Date"). As of the Effective Date, the Transition Agreement terminates, supersedes and replaces the Offer Letter between Mr. Burkland and the Company, dated as of October 10, 2022. Pursuant to the Transition Agreement, (i) Mr. Burkland will remain employed as the Company's CEO from the Effective Date until the date on which a successor CEO is appointed by the Board of Directors of the Company (the Board") and begins serving as CEO (the CEO Transition Date", such period, the CEO Period") and (ii) Mr. Burkland will remain employed by the Company as the Executive Chairman of the Board (the Executive Chairman") for a period of up to 6 months after the CEO Transition Date (the Transition Period"), to assist with the transition of the role of CEO to his successor and provide advisory services to the successor CEO and the Board. If Mr. Burkland remains employed through the last day of the Transition Period (the Retirement Date"), Mr. Burkland will continue to serve as a director on the Board for at least the remainder of his current term (which ends at the Company's 2026 annual meeting of stockholders (the 2026 Annual Meeting")), if any, subject to his earlier death, resignation or removal. A committee of independent Board directors has initiated a comprehensive search for the Company’s next CEO. On July 31, 2025, Five9, Inc. announced that the Board appointed Bryan Lee, 47, the Company's current Interim Principal Financial Officer, as the Company's Principal Financial Officer, effective as of July 31, 2025. Mr. Lee will also continue to serve as the Company's Treasurer. Mr. Lee has served as Interim Chief Financial Officer and Interim Principal Financial Officer since April 1, 2025. Prior to that, Mr. Lee served as the Executive Vice President, Finance of the Company from December 2024 to April 1, 2025, Treasurer of the Company from April 2024 to present, Senior Vice President, FP&A from September 2019 to December 2024, Vice President, FP&A from April 2015 to September 2019 and Senior Director, FP&A from August 2014 to April 2015. In the role of Interim Chief Financial Officer and Interim Principal Financial Officer, he was responsible for overseeing the Company's finance functions. Previously, Mr. Lee was a Vice President of J.P. Morgan's Technology investment banking group, where he provided strategic advice on mergers and acquisitions, initial public offerings, and other financial transactions for technology clients. Mr. Lee holds a B.A. in Architecture from U.C. Berkeley and an MBA from U.C. Berkeley's Haas School of Business.お知らせ • Jul 11Five9, Inc. to Report Q2, 2025 Results on Jul 31, 2025Five9, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025分析記事 • Jul 04Revenues Working Against Five9, Inc.'s (NASDAQ:FIVN) Share PriceYou may think that with a price-to-sales (or "P/S") ratio of 2x Five9, Inc. ( NASDAQ:FIVN ) is definitely a stock worth...お知らせ • Jun 30+ 4 more updatesFive9, Inc.(NasdaqGM:FIVN) dropped from Russell 1000 Growth IndexFive9, Inc.(NasdaqGM:FIVN) dropped from Russell 1000 Growth Indexお知らせ • Jun 10Five9 Launches Agentic CX with AI Agents That Can Can Reason, Decide, and Take ActionFive9 announced the availability of AI Agents and AI Trust & Governance to usher in a new era of Agentic CX. Powered by the Five9 Agentic Experience Engine, at the core of the Genius AI Architecture, these new capabilities are designed to drive intelligent CX and AI at scale with reasoning, adapting, and action for secure, seamless, and context-aware experiences. Key features of AI Agents and AI Trust& Governance include: AI Agents: Flexible, advanced self-service that adapts to any stage of AI maturity and seamlessly hands off to a human agent if needed; AI Summary Node: Auto-summarizes voice and digital interactions with language-selectable summaries, providing context for live agents or future reference; Intent Detection and Entity Extraction: Amplify intent detection with LLMs to enable seamless, natural conversations, ensuring the quickest path to resolution; Knowledge Node: Uses Retrieval Augmented Generation (RAG) to generate contextual answers based on enterprise knowledge; Pre-built template: Five9 provides a starter kit with a pre-built template associated with an industry vertical. Customers can copy and modify to quickly build new AI agents for their specific needs, dramatically reducing time to value; Code Crafter: Leverage the capabilities of LLMs to generate high-quality JavaScript functions, reducing development effort; AI Trust & Governance: Stronger guardrails and better observability for enterprise-ready AI; Enhanced Decision-Making: Provide granular guardrails to tailor AI behavior across channels and use cases, balancing control with automation; Threat Identification: Proactively monitor and respond quickly to risks such as prompt injection attacks; Prompt Monitoring: Gain better AI observability with a comprehensive reporting dashboard on critical usage metrics and prompt completeness scores; Hallucination Detection: Track closed-domain hallucinations for context adherence and easily correct its behavior for consistent, reliable experiences. AI Agents and the Trust & Governance toolkit draw on the Five9 Agentic Experience engine, which provides the foundation and vision for portfolio of agentic CX capabilities. This powerful engine orchestrates the reason, decisions, and actions of Five9 Genius AI applications.お知らせ • May 02+ 1 more updateFive9, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025Five9, Inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects Revenue in the range of $274.5 million to $275.5 million. GAAP net loss per share in the range of $0.15 to $0.06, assuming basic shares outstanding of approximately 76.6 million. For the year, the company expects Revenue in the range of $1.140 billion to $1.144 billion. GAAP net income per share in the range of $0.14 to $0.24, assuming diluted shares outstanding of approximately 85.6 million.お知らせ • Apr 30Five9 Announces Five9 Fusion for SalesforceFive9 announced Five9 Fusion for Salesforce, an offering that combines Five9's real-time system of action with Salesforce's #1 AI CRM, to create a fully integrated, AI-elevated solution for customer experience. With a new product and services bundle available, this enhanced integration helps businesses deliver better customer experience, hyper-personalized self-service, and achieve smarter results with a future-ready foundation to drive meaningful business outcomes for joint customers. The launch of Five9 Fusion for Salesforce builds on a foundation of deep collaboration and co-development between the two companies. With Five9 Fusion for Salesforce., organizations gain a powerful advantage in delivering seamless, AI-driven customer experiences. This launch also lays a strong foundation for upcoming innovations, including Bring Your Own Channel (BYOC) and integrations with Agentforce, Salesforce's digital labor platform designed to augment teams with trusted autonomous agents, to develop its solution. These innovations give customers even more flexibility and control as they evolve their contact center strategy in the era of AI. Five9 Fusion for Salesforce delivers a unified, AI-powered experience by combining deep integration with Salesforce and the advanced capabilities of the Five9 platform: Five9 Voice: Direct integration with Service Cloud Voice embeds call metadata and recordings directly into the customer record - providing a complete and accessible view of every interaction. AI Agents:Streamlines self-service and seamlessly passes call summaries from the AI agent to the human agent within the voice call object - so customers never repeat themselves and can seamlessly pick up where the customer left off. Five9 TranscriptStream: Enables real-time voice call transcription and streams live data into Salesforce to ground Einstein for Service AI features Next Best Actions, Reply Recommendations, and Call Summaries. Intelligent Voice Routing: Five9's robust real-time system of action automatically and instantly directs interactions to the most appropriate AI or human agent, using real-time insights to drive faster, more personalized service.新しいナラティブ • Apr 23AI, Salesforce And Google Cloud Will Define Future Success Strategic integration and partnerships with key industry players aim to boost innovation, customer acquisition, and revenue growth. お知らせ • Apr 11Five9, Inc. to Report Q1, 2025 Results on May 01, 2025Five9, Inc. announced that they will report Q1, 2025 results on May 01, 2025お知らせ • Apr 04Five9, Inc. Approves Reduction in Force PlanOn March 31, 2025, the Board of Directors of the Five9, Inc. approved a reduction in force plan (the “Plan”) as part of the Company’s broader efforts to prioritize investments in key strategic areas, including artificial intelligence, as well as to drive profitable growth in supporting its positive, long-term outlook and increasing shareholder value. On April 3, 2025, the Company commenced execution of the Plan, which is expected to reduce the Company’s global full-time employees by approximately 4%. The Company estimates the cash expenditures associated with the Plan to be approximately $7 million to $9 million, primarily consisting of severance payments, notice period payments in applicable jurisdictions, employee benefits and related costs. The Company estimates non-cash expenditures associated with the Plan to be approximately $1 million to $1.5 million related to the vesting of share-based awards. The Company expects to incur these expenses primarily in the second and third quarters of 2025. The estimate of the charges that the Company expects to incur in connection with the Plan, and the timing thereof, are subject to a number of assumptions, including local law requirements in various jurisdictions, and actual amounts may differ materially from estimates. In addition, the Company may incur other charges not currently contemplated due to unanticipated events that may occur, including in connection with the implementation of the Plan. The actions associated with the Plan are expected to be substantially complete by the end of the second quarter of 2025.お知らせ • Mar 18Five9, Inc. Introduces Spotlight for Ai Insights and Expands Reporting & Analytics SuiteFive9, Inc. announced Spotlight for Five9 AI Insights, a new offering designed to help companies utilize generative AI-powered insights, using Five9 Genius AI, and unlock the full potential of their customer interaction data. In addition, there are new reporting and analytics capabilities to help businesses access contextual data faster, reduce manual work, and confidently make data-driven decisions to fuel growth and innovation. Real-time Custom Metrics that Matter Most Powered by Genius AI, Five9 AI Insights provides business leaders with rich, actionable insights directly from conversation transcripts. Spotlight for AI Insights brings a new level of customization, simplicity, and flexibility to help customers: Mine for meaning directly from customer conversations to create user-defined metrics that provide business leaders with operational data and tailored intelligence for specialized teams like sales, marketing, and product. Surface business-critical insights on metrics that have been traditionally hard to track, such as upsell success rates, customer retention likelihood, discounting trends, and more. Test and deploy new metrics easily using simple prompts versus requiring weeks of expensive, manual customizations. Person-based, Flexible Operational Reporting The Five9 reporting and analytics suite helps customers gain actionable insights to improve performance and consistently achieve operational and strategic goals. Today's enhancements are designed to help users easily and quickly get the data they need to provide an AI-elevated customer experience. New features include: Five9 Aceyus VUE (Visionary User Experience), tailored to the unique needs of large, complex contact centers, now includes pre-built, persona-based dashboards to make reporting more effortless and efficient for customers with 100 agents or more. Five9 Analytics, designed for customers who prefer do-it-yourself reporting options, includes new pre-built reports so customers don't have to start from scratch. Five9 Reporting, ideal for capturing basic operational and resource efficiency metrics and trends, has a renewed user interface to access an unrivaled 140+ pre-built report library.分析記事 • Mar 15Investors Don't See Light At End Of Five9, Inc.'s (NASDAQ:FIVN) Tunnel And Push Stock Down 29%Five9, Inc. ( NASDAQ:FIVN ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Seeking Alpha • Mar 03Five9: Too Much Competition To Put Pressure On GrowthSummary Five9 has struggled with poor price performance due to accounting losses but shows potential with recent accounting profits. The contact center software market is fragmented, expected to grow over 20% by 2030, but faces intense competition and potential price erosion. FIVN's financials show a median 10-year growth rate of 25.8%, but gross margins lag behind competitors due to high stock-based compensation and other costs. Despite recent positive earnings, high competition and premium pricing make it unlikely for FIVN to double in value; initiating a Hold rating. Read the full article on Seeking Alphaお知らせ • Feb 22Five9, Inc., Annual General Meeting, May 21, 2025Five9, Inc., Annual General Meeting, May 21, 2025.お知らせ • Feb 21+ 2 more updatesFive9, Inc. Announces CFO ChangesFive9, Inc. announced that Barry Zwarenstein has decided to retire from his position as the Chief Financial Officer of Five9, Inc., effective as of March 31, 2025. In connection with Mr. Zwarenstein’s pending retirement, on February 20, 2025, the Company and Mr. Zwarenstein entered into an Employment Transition Agreement (the “Transition Agreement”). Pursuant to the Transition Agreement, (i) from April 1, 2025 through June 30, 2025 (the “Transition Period”), Mr. Zwarenstein will remain employed by Five9 to assist with the transition of the role of CFO to his successor (but will no longer be an executive officer of the Company), and (ii) from July 1, 2025 through September 30, 2025 (the “Consulting Period”), Mr. Zwarenstein will continue to provide transition and advisory services as a consultant to the Company. As consideration for the transition and advisory services he provides during the Transition Period and the Consulting Period, Mr. Zwarenstein will be paid an hourly rate, will be eligible to earn a pro-rated potion of his 2025 annual bonus for the portion of 2025 that occurs prior to April 1, 2025, and will receive subsidized COBRA benefits during the Consulting Period, each as further described in the Transition Agreement. The Transition Agreement also contains customary terms including provisions regarding confidentiality and assignment of inventions. On February 20, 2025, the Company announced that the Board appointed Bryan Lee, 46, the Company’s current Executive Vice President of Finance, as the Company’s Interim Chief Financial Officer and Interim Principal Financial Officer, effective as of April 1, 2025 as the Company conducts a formal search process for the CFO position. Mr. Lee has served as Executive Vice President, Finance of the Company since December 2024 and Treasurer of the Company since April 2024. Prior to that, Mr. Lee served as the Company’s Senior Vice President, FP&A from September 2019 to December 2024, Vice President, FP&A from April 2015 to September 2019 and Senior Director, FP&A from August 2014 to April 2015. In the role of Executive Vice President, Finance and Treasurer of the Company, he is responsible for overseeing the Company's financial planning, analysis and treasury functions, ensuring alignment with the Company’s strategic objectives. Previously, Mr. Lee was a Vice President of J.P. Morgan's Technology investment banking group, where he provided strategic advice on mergers and acquisitions, initial public offerings, and other financial transactions for technology clients. Mr. Lee holds a B.A. in Architecture from U.C. Berkeley and an MBA from U.C. Berkeley's Haas School of Business. Effective upon Mr. Lee’s appointment, Mr. Lee will receive an annual base salary of $456,000 and will be eligible to earn an annual bonus with a target amount of 60% of his base salary under the Company’s 2025 Executive Bonus Program (or successor programs) prorated for the portion of 2025 that he serves as the Interim Chief Financial Officer and Interim Principal Financial Officer of the Company in 2025, subject to the achievement of corporate performance targets that the Compensation Committee approved in February 2025. In addition, Mr. Lee will be eligible to receive benefits under the Company’s 2019 Key Employee Severance Benefit Plan as a Tier 4 Participant. The Company will also grant Mr. Lee a restricted stock unit (“RSU”) award under the Company’s 2014 Equity Incentive Plan with the underlying shares having a dollar value of $2 million, which will vest as to 25% of the total number of shares subject to the RSU on December 3, 2025, and 18.75% of the total number of shares subject to the RSU every three months thereafter, in each case, subject to his continued service with the Company on each vesting date. The RSU award will be granted and calculated in accordance with the Company’s equity award grant policy and will otherwise be on the Company’s standard terms contained in the previously filed form of award agreement.分析記事 • Feb 19An Intrinsic Calculation For Five9, Inc. (NASDAQ:FIVN) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Five9 fair value estimate is US$64.38 Current share price of...お知らせ • Feb 13Five9, Inc. Announces Transition of Daniel Burkland from Executive Vice President, Go-To-Market Strategy to A ConsultantOn February 7, 2025, Daniel Burkland and Five9, Inc. (the “Company”) entered into a six-month consulting agreement (the “Consulting Agreement”) with an effective date of March 8, 2025. Pursuant to the Consulting Agreement, Mr. D. Burkland will transition from the role of Executive Vice President, Go-to-Market Strategy to a consultant to the Company, where he will provide transition and advisory services in the areas of sales, marketing, partnerships and customer relationships. As consideration for his services, Mr. D. Burkland will be paid an hourly rate as set forth in the Consulting Agreement. The Consulting Agreement also contains customary terms including provisions regarding confidentiality and assignment of inventions.Seeking Alpha • Jan 17AI Growth, Improving Margins Show Five9 Deserves A Closer LookSummary Five9, Inc. is a contrarian growth stock in the AI-driven cloud software sector, trading well below its 52-week high. The company leverages AI to enhance call center operations, and is improving that AI through acquisitions like Aceyus and Acqueon. Despite GAAP losses, Five9 shows strong revenue growth, improving margins, and consistent earnings beats, suggesting it is undervalued. With a focus on AI and high-margin subscription models, Five9 is a buy at current prices, though market volatility remains a risk. Read the full article on Seeking Alpha分析記事 • Jan 08Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 10+ 1 more updateFive9, Inc. Launches Industry's First Pre-Built Bi-Directional Presence Feature for Microsoft TeamsFive9, Inc. announced the latest release of the Microsoft Teams UC Integration with bi-directional presence to enhance agent-expert communication and accelerate resolutions for more complex customer requests. For the first time, both Five9 agents and Microsoft Teams users can simultaneously view everyone's presence status, empowering contact center agents and back-office experts to click-to-call, conference in, or transfer calls with confidence. This new capability is the next step in Five9's long-standing strategic partnership with Microsoft, spanning over eight years with more than 500 shared customers worldwide. Five9 and Microsoft's partnership centers around empowering customers with integrations that are distinctly secure and effective. The bi-directional presence feature is built using Microsoft's preferred application-level permission model, which offers a greater level of security and convenience for customers. Together, Five9 and Microsoft are simplifying the complex landscape of business tools with integrations that are innovative and reliable. Five9's UC Integration with Microsoft Teams also recently received Microsoft 365 Certification--a robust security and privacy audit that assess a company's security, data handling, and compliance practices--for the fourth consecutive year.お知らせ • Dec 06Bleichmar Fonti & Auld LLP Announces the Filing of a Securities Class Action Lawsuit Against Five9, IncBleichmar Fonti & Auld LLP filed a class action lawsuit for violations of the federal securities laws against Five9, Inc. (NASDAQ:FIVN) and certain of the Company's senior executives. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Five9 securities, including call options, between June 4, 2024 through the close of trading on August 8, 2024, inclusive (the "Class Period"). The case is pending in the U.S. District Court for the Northern District of California and is captioned Lucid Alternative Fund, LP v. Five9, Inc., et al., No. 24-cv-8725. Five9 provides cloud-based contact center software enabling its clients to manage multi-channel customer interactions through its Virtual Contact Center platform. The complaint alleges that Five9 misrepresented the purported strength of the Company's net new business bookings and visibility into its installed customer base. During the Class Period, Five9 stated its "net new business" experienced "very strong bookings momentum," was "knocking down some of the largest enterprise brands," and was "strong irrespective of the macro" environment. Five9 also touted its visibility into its installed customers base, representing that the Company had "enough information in terms of our existing customers that are going live" such that Five9 would experience a positive inflection in its dollar based retention rate ("DBRR") in the second half of the year. These statements were materially false and misleading. In truth, Five9's net new business was not "strong irrespective of the macro" and was, in fact, hampered by macroeconomic issues such as constrained and scrutinized customer budgets. What's more, Five9 was in the midst of a challenging bookings quarter due, in part, to sales execution and efficiency issues, and the Company was not seeing "very strong bookings momentum." And Five9 did not have "enough information in terms of [its] existing customers that are going live" such that the Company's statements that it would see a positive inflection in its DBRR lacked a reasonable basis. On August 8, 2024, Five9 released its second quarter 2024 financial results. The Company cut its annual revenue guidance and stated that it was "no longer assuming" a DBRR inflection in the second half of the year. The Company revealed it "had a challenging bookings quarter" due to "constrained and scrutinized" customer budgets and was taking remedial action to address sales execution issues. On this news, the price of Five9 stock declined over 26%, from $42.47 per share on August 8, 2024 to $31.22 per share on August 9, 2024. Not later than February 3, 2025, which is the first business day after 60 days from the date of the publication of this notice, any member of the purported class may move the Court to serve as Lead Plaintiff through counsel of their choice, or may choose to do nothing and remain a member of the proposed class. The ability to share in any potential future recovery is not dependent on serving as Lead Plaintiff.お知らせ • Nov 13Five9 Unveils AI Agents to Redefine Hyper-Personalized Self-Service CXFive9 announced the expansion of its Five9 Genius AI suite with the launch of Five9 AI Agents, the next-generation of Five9 Intelligent Virtual Agents (IVA) which incorporates Generative AI. Five9 AI Agents empower businesses to create chat and voice bots that combine the conversational abilities of a human with the speed and extensive knowledge of AI. This will enable businesses to reduce the need for live agent interactions. Five9 AI Agents provides a conceptual dial-of-trust that allows businesses to balance flexibility and control to meet customers' needs by blending generative AI with traditional pre-defined AI in the same conversation. Consumers increasingly expect personalized, human-like interactions, even with automated systems. A recent Five9 survey of 4,000 US and UK consumers found that 56% are still frustrated by self-service chatbots. Traditional chatbots often rely on rigid, scripted responses and lack comprehensive, real-time enterprise knowledge access, limiting their ability to handle complex, fuzzy, and dynamic requests. They fail to meet individual needs, resulting in poor experiences and the need for human intervention. Five9 AI Agents allow customers to combine a mix of generative AI, conversational AI, and NLP in a single AI agent. This allows responses to be scripted when they need to be, or flexible depending on the needs of the customer. As opposed to traditional bots, AI Agents' new descriptive design paradigm significantly reduces complexity and cost of implementing self-service solutions. More businesses can now rapidly power personalized self-service experiences tailored to their unique use cases. Uncover Customer Intent, Deliver Contextual Knowledge-Based Answers: Gen AI enables AI Agents to understand complex language patterns, recognize context, and generate more nuanced and human-like responses. This allows for higher accuracy in understanding customer intents and reduces the need for human intervention. When trust in generative AI is low, or when companies operate in highly regulated industries like banking and healthcare that require precise and legally compliant messaging, every aspect of the dialogue flow is carefully scripted to ensure full control over interactions. As trust in AI increases, companies can begin to allow large language models (LLMs) to handle intent recognition and manage multi-step conversations while maintaining tight control over fulfillment to ensure accuracy. With a high level of trust, LLMs can take on additional responsibilities, autonomously managing conversations and utilizing APIs to perform necessary actions.分析記事 • Nov 12Five9, Inc.'s (NASDAQ:FIVN) Shares Bounce 31% But Its Business Still Trails The IndustryThe Five9, Inc. ( NASDAQ:FIVN ) share price has done very well over the last month, posting an excellent gain of 31...お知らせ • Nov 08Five9, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024Five9, Inc. provided earnings guidance for the fourth quarter and full year of 2024. For the fourth quarter of 2024, the company expects to report revenue in the range of $267.0 to $268.0 million. GAAP net income per share in the range of $0.03 to $0.08, assuming diluted shares outstanding of approximately 88.6 million. For the full year 2024, the company expects to report Revenue in the range of $1.030 to $1.031 billion. GAAP net loss per share in the range of $(0.30) to $(0.23), assuming basic shares outstanding of approximately 74.5 million.お知らせ • Oct 31Five9 Appoints Ajay Awatramani as Chief Product OfficerFive9 announced the appointment of Ajay Awatramani as Chief Product Officer (CPO). With over 25 years of product experience and a proven track record of driving software innovation, Awatramani will lead Five9’s product strategy and product vision as the company continues to enhance its AI and CX offerings. Awatramani joins Five9 after serving as Chief Product Officer of AI-powered workforce agility platform Cornerstone OnDemand, where he successfully led product strategy and development. Prior to that, Awatramani was Head of Product and GTM – B2B at Adobe, and Vice President, Global Product Management at Marketo. In addition, he has built his career in a variety of product and technical leadership roles in Enterprise SaaS companies, including Oracle and Siebel Systems. Most recently, Awatramani was an Entrepreneur in Residence at Storm Ventures advising on investments in Artificial Intelligence. In this new role, Awatramani will oversee all aspects of product vision and strategy. This includes the design and implementation of new features and enhancements that align with Five9’s ambition to become the orchestration engine for every interaction across the entire customer journey.Seeking Alpha • Oct 28Five9 Faces Activist Investor As Call Center Industry Faces AI ThreatSummary Five9's financial performance has worsened, with reduced revenue growth, widening operating losses, and downgraded forward guidance. The contact center industry faces significant disruption from generative AI technologies, threatening potentially large job losses. Despite a projected strong CAGR for the contact center software market, I remain skeptical due to the potential impact of generative AI on underlying industry dynamics. Five9 reportedly has a new activist investor who will seek cost cuts. My outlook remains on hold until we learn how open management is to this approach, which I generally favor given the threats the industry faces. Read the full article on Seeking Alphaお知らせ • Oct 25Five9, Inc. to Report Q3, 2024 Results on Nov 07, 2024Five9, Inc. announced that they will report Q3, 2024 results on Nov 07, 2024分析記事 • Sep 06Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Aug 16Little Excitement Around Five9, Inc.'s (NASDAQ:FIVN) Revenues As Shares Take 27% PoundingUnfortunately for some shareholders, the Five9, Inc. ( NASDAQ:FIVN ) share price has dived 27% in the last thirty days...Seeking Alpha • Aug 12Five9 Q2 Earnings: Revenue Guidance Cut Was A Negative Surprise (Rating Downgrade)Summary Five9, Inc. cut its FY 2024 top-line guidance by -3.8%, which implies that its revenue growth is expected to moderate from +16.9% in 2023 to +11.5% in 2024. But Five9 revised its 2024 EPS guidance upwards by +4.6% considering its cost control plans, and its Total Addressable Market might expand significantly if more clients adopt its Intelligent Virtual Agent solution. I have lowered my rating for FIVN stock to a Hold, considering the company's mixed prospects and the stock's fair valuations. Read the full article on Seeking Alphaお知らせ • Aug 09+ 2 more updatesFive9, Inc. (NasdaqGM:FIVN) agreed to acquire Acqueon Technologies, Inc. from Cisco Investments, Everstone Capital Asia Pte Ltd, Long Ridge Equity Partners LLC and ORIX Growth Capital, LLC.Five9, Inc. (NasdaqGM:FIVN) agreed to acquire Acqueon Technologies, Inc. from Cisco Investments, Everstone Capital Asia Pte Ltd, Long Ridge Equity Partners LLC and ORIX Growth Capital, LLC on August 8, 2024. The expected completion of the transaction is August 8, 2024 to December 31, 2024.お知らせ • Jul 12Anson Funds Management Urges Five9 to Consider a SaleOn July 11, 2024, Anson Funds Management LP announced that it has amassed a stake in Five9, Inc. and is urging the Company to consider a sale. Anson Funds stated that its move comes on the heels of the Company's decision last year to walk away from an acquisition offer from Zoom Video Communications.分析記事 • May 22Cautious Investors Not Rewarding Five9, Inc.'s (NASDAQ:FIVN) Performance CompletelyIt's not a stretch to say that Five9, Inc.'s ( NASDAQ:FIVN ) price-to-sales (or "P/S") ratio of 4.1x right now seems...Seeking Alpha • May 20Five9: Focus On Big Client Win And Margin Expansion LeversSummary Five9 recorded the biggest client win in its history recently, and this validates the company's strategy that focuses on winning over larger customers. FIVN's Q1 2024 EBITDA margin turned out to be +110 basis points above the consensus estimate, and this bodes well for the company's mid-to-long term operating profitability outlook. I am staying bullish on Five9 stock, considering its large customer win and margin improvement drivers. Read the full article on Seeking AlphaMajor Estimate Revision • May 09Consensus EPS estimates upgraded to US$0.45 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.608 to -US$0.451 per share. Revenue forecast steady at US$1.06b. Software industry in the US expected to see average net income growth of 23% next year. Consensus price target broadly unchanged at US$83.36. Share price fell 4.2% to US$54.32 over the past week.New Risk • May 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 108% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (108% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$3.6m sold).Reported Earnings • May 04First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.096 loss per share (improved from US$0.38 loss in 1Q 2023). Revenue: US$247.0m (up 13% from 1Q 2023). Net loss: US$7.08m (loss narrowed 74% from 1Q 2023). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 69%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.お知らせ • May 03Five9, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2024Five9, Inc. provided earnings guidance for the second quarter and full year of 2024. For the second quarter of 2024, the company expects to report revenue in the range of $244.0 to $245.0 million. GAAP net loss per share in the range of $0.28 to $0.23.For the full year 2024, the company expects to report revenue in the range of $1.053 to $1.057 billion. GAAP net loss per share in the range of $0.44 to $0.35.分析記事 • Apr 27We Think Five9 (NASDAQ:FIVN) Has A Fair Chunk Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Apr 20Five9, Inc. to Report Q1, 2024 Results on May 02, 2024Five9, Inc. announced that they will report Q1, 2024 results on May 02, 2024お知らせ • Apr 02Five9, Inc., Annual General Meeting, May 14, 2024Five9, Inc., Annual General Meeting, May 14, 2024, at 08:30 Pacific Daylight. Agenda: To elect the two (2) members of the Board of Directors identified in the accompanying proxy statement to serve until the 2027 annual meeting of stockholders of the Company or until their successors have been duly elected and qualified; to hold a non-binding, advisory vote to approve named executive officer compensation.; to hold an advisory vote on the frequency of advisory votes to approve executive compensation; to ratify the appointment by the Audit Committee of the Board of Directors of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.お知らせ • Mar 26Five9 Launches GenAI StudioFive9, Inc. announced GenAI Studio, an industry-first solution that allows organizations to take general purpose, off-the-shelf Generative AI models, such as OpenAI, and customize them for the contact center in just a few clicks. GenAI Studio is a simple-to-use interface that will power all Five9 applications that use Generative AI models, starting with Agent Assist AI Summaries. It will enable customers to create, deploy, and test Generative AI prompts based on business-specific, contextual data. GenAI Studio also addresses organizational concerns around responsible AI with its ability to control the data that Generative AI can access and share. With a user-friendly, low-code, no-code Generative AI model and prompt management hub, GenAI Studio helps companies deliver: Unparalleled customization that brings more personalized customer and employee experiences by using contextually relevant customer interaction data. Greater control and flexibility by empowering companies to take full control of their GenAI capabilities, ensuring that interactions align closely with organizational goals and values. Responsible AI by providing precise control and monitoring of GenAI outputs using their own trusted generative AI models. Key capabilities include: Engine-Agnostic Layer: Customers can select from a range of Generative AI models. The power of choice helps future-proof a company’s investment and allows them to utilize the model that aligns best with their unique business needs – whether it’s a third party or proprietary Generative AI. Knowledge and Personalization with Customer Data:Five9 allows integration of many forms of contextual data, allowing GenAI Studio to answer questions, summarize calls, or guide agents with information that is unique to their business and personalized to the customer. Testing, Monitoring, and Observability: GenAI Studio provides Quality Management for Generative AI models in the contact center for more controlled outputs. It allows customers to test their customized Generative AI models using real call transcripts and utterances to measure performance and make improvements. Prompt Library:GenAI Studio will come with a repository of sample prompts to help companies get started. This will help accelerate the prompt development processes, reducing the need for expertise in prompt engineering. Powering all Five9 GenAI Applications: GenAI Studio will power all AI applications within Five9, starting with Agent Assist AI Summaries. This capability will give customers control over the output of AI Summaries, including the ability to add customer sentiment, condense or add context to the summaries based on audience, and format the summaries by describing what is desired. GenAI Studio will be available in the second half of 2024.Recent Insider Transactions Derivative • Mar 15Chief Operating Officer notifies of intention to sell stockAndy Dignan intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of March. If the sale is conducted around the recent share price of US$58.50, it would amount to US$429k. Since December 2023, Andy's direct individual holding has increased from 104.78k shares to 136.90k. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.Breakeven Date Change • Mar 12Forecast to breakeven in 2026The 21 analysts covering Five9 expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 61% per year to 2025. The company is expected to make a profit of US$21.5m in 2026. Average annual earnings growth of 65% is required to achieve expected profit on schedule.New Risk • Mar 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$82m Forecast net loss in 3 years: US$28m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Shareholders have been diluted in the past year (3.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.6m sold).Recent Insider Transactions • Mar 09CEO & Chairman recently sold US$2.1m worth of stockOn the 5th of March, Michael Burkland sold around 37k shares on-market at roughly US$57.93 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Mar 07CEO & Chairman notifies of intention to sell stockMichael Burkland intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$62.12, it would amount to US$605k. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since March 2023, Michael's direct individual holding has increased from 111.76k shares to 388.60k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to US$0.61 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$1.08 to -US$0.608 per share. Revenue forecast unchanged from US$1.06b at last update. Software industry in the US expected to see average net income growth of 26% next year. Consensus price target of US$86.00 unchanged from last update. Share price fell 2.6% to US$62.32 over the past week.Seeking Alpha • Feb 29Five9: Good Position To Capture AI Contact Center TailwindsSummary Five9 is a cloud contact center software provider that offers call center functionality, omnichannel communication, and customer analytics. The stock has experienced significant volatility since its IPO in 2014, but has seen a 729% all-time return. Despite sideways and lackluster price action over the past year, my 1-year price target of $72 suggests an 18% upside. Read the full article on Seeking AlphaMajor Estimate Revision • Feb 29Consensus EPS estimates upgraded to US$0.61 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$1.08 to -US$0.612 per share. Revenue forecast steady at US$1.06b. Software industry in the US expected to see average net income growth of 26% next year. Consensus price target down from US$88.10 to US$86.00. Share price fell 15% to US$60.66 over the past week.Reported Earnings • Feb 23Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: US$1.14 loss per share (improved from US$1.35 loss in FY 2022). Revenue: US$910.5m (up 17% from FY 2022). Net loss: US$81.8m (loss narrowed 14% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.Breakeven Date Change • Feb 23Forecast to breakeven in 2026The 20 analysts covering Five9 expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 61% per year to 2025. The company is expected to make a profit of US$28.7m in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.お知らせ • Feb 22Five9, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024Five9, Inc. provided earnings guidance for the first quarter and full year of 2024. For the full year 2024, the company expects to report: Revenue in the range of $1.053 to $1.057 billion. GAAP net loss of $45,238,000 to $39,202,000. GAAP net loss per share, basic and diluted in the range of $0.61 to $0.53. For the first quarter of 2024, the company expects Revenue in the range of $239.0 to $240.0 million. GAAP net loss of $25,349,000 to $20,855,000. GAAP net loss per share, basic and diluted in the range of $0.34 to $0.28.分析記事 • Feb 05Getting In Cheap On Five9, Inc. (NASDAQ:FIVN) Might Be DifficultYou may think that with a price-to-sales (or "P/S") ratio of 6.1x Five9, Inc. ( NASDAQ:FIVN ) is a stock to potentially...財務状況分析短期負債: FIVNの 短期資産 ( $1.0B ) が 短期負債 ( $222.8M ) を超えています。長期負債: FIVNの短期資産 ( $1.0B ) が 長期負債 ( $812.9M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: FIVNの 純負債対資本比率 ( 1.5% ) は 満足できる 水準であると考えられます。負債の削減: FIVNの負債対資本比率は、過去 5 年間で542.4%から88.8%に減少しました。債務返済能力: FIVNの負債は 営業キャッシュフロー によって 十分にカバー されています ( 32.8% )。インタレストカバレッジ: FIVN支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 03:58終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Five9, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34 アナリスト機関William PowerBairdRaimo LenschowBarclaysRyan MacWilliamsBarclays31 その他のアナリストを表示
分析記事 • Jan 08Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Sep 06Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Apr 27We Think Five9 (NASDAQ:FIVN) Has A Fair Chunk Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
ナラティブ更新 • May 05FIVN: AI Execution Risk Will Constrain 2026 Outlook Despite Share BuybacksFive9's fair value estimate has been raised by $1 to $20 as analysts factor in a lower discount rate, slightly softer revenue growth assumptions, a higher profit margin profile, and a modestly lower future P/E multiple in light of recent Street price target revisions across firms such as Mizuho, UBS, Baird, Barclays, and others. Analyst Commentary Recent research on Five9 reflects a mixed backdrop where several bearish analysts have reset expectations, even as others highlight positives around AI and Q4 execution.
ライブニュース • May 05Five9 Raises Outlook as AI Sales Surge and Launches $200 Million Share Buyback ProgramFive9 reported Q1 2026 revenue of $305.3 million, up 9.2% year over year, and raised full-year guidance to about $1.26 billion with adjusted EPS guidance at $3.26 at the midpoint. The company saw 13% subscription revenue growth and a 68% rise in AI-related sales, while announcing a new $200 million share repurchase program after completing a $90 million accelerated buyback. Five9 was named to CRN’s 2026 AI 100 list for the third consecutive year and listed among CRN’s Top 20 Hottest AI Software Companies, reflecting ongoing recognition of its AI-powered customer experience platform. For you as an investor, the latest quarter shows Five9 leaning further into AI-driven cloud contact center solutions, with AI-related sales rising much faster than overall revenue. Management is also shifting from selling individual seats to a broader platform approach. This may affect how growth and margins change over time as larger, more integrated deals become a bigger part of the mix. The expanded $200 million share repurchase authorization, in addition to the recently completed $90 million buyback, indicates that capital returns are part of the current approach alongside investment in AI and partnerships. Recognition from CRN and relationships with partners such as Google Cloud, Salesforce, ServiceNow and Epic highlight a focus on embedding AI directly into customer workflows. This may be an area to watch as you evaluate how sticky Five9’s solutions are within large enterprises.
Seeking Alpha • May 04Five9: I'm Buying The AI Growth ReaccelerationSummary Five9, Inc. receives a high-risk Buy rating due to discounted valuation, improving cash flow, and accelerating AI-driven subscription revenue growth. FIVN's Q1 2026 revenue beat expectations at $305M (+9% Y/Y), with AI revenue up 68% and now 13% of subscription revenue. Profitability improved: adjusted gross margin 64% (+200 bps Y/Y), adjusted EBITDA $74M (24% margin), and free cash flow $49M (16% margin). Despite strong AI momentum, FIVN growth remains uneven; competition is intense, and the stock appears technically overbought after a sharp rally. Read the full article on Seeking Alpha
お知らせ • May 03Five9, Inc. Reports Unaudited Consolidated Impairment Charges for the First Quarter Ended March 31, 2026Five9, Inc. reported unaudited consolidated impairment charges for the first quarter ended March 31, 2026. for the quarter, the company reported Impairment charge of long-lived assets of $136,000 against $322,000 a year ago.
お知らせ • May 02+ 1 more updateFive9, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and Full Year Ending December 31, 2026Five9, Inc. provided earnings guidance for the second quarter ending June 30, 2026 and full year ending December 31, 2026. For the quarter, the company expected revenue in the range of $303.0 million to $309.0 million, GAAP net loss of $6,840,000 to GAAP net income of $176,000, Basic GAAP net loss per share of $0.00 to $0.09; Diluted GAAP net loss per share in the range of $0.00 to $0.09. For the full year, the company expected revenue in the range of $1.254 billion to $1.266 billion. GAAP net income of $62,394,000 to $72,474,000; Basic GAAP net income per share of $0.83 to $0.96; Diluted GAAP net income per share in the range of $0.73 to $0.85.
ナラティブ更新 • Apr 21FIVN: Enterprise AI Momentum Will Support 2026 Outlook Despite Multiple CompressionNarrative Update on Five9 The analyst price target for Five9 is now $19, as analysts adjust their models for mixed Q4 results, peer multiple compression, AI related uncertainty, and what they describe as limited long term visibility, despite growing AI contributions and healthy enterprise traction. Analyst Commentary Recent Street research on Five9 reflects a reset in expectations, with a series of price target cuts clustering in a relatively short period.
お知らせ • Apr 17Five9, Inc. to Report Q1, 2026 Results on Apr 30, 2026Five9, Inc. announced that they will report Q1, 2026 results at 4:30 PM, US Eastern Standard Time on Apr 30, 2026
お知らせ • Apr 07Five9, Inc. Appoints Jay Lee as Chief Marketing and Growth Officer, Effective April 6, 2026Five9, Inc. announced the appointment of Jay Lee as Chief Marketing and Growth Officer, effective April 6, 2026. This new role unites global marketing with revenue strategy and operations to create a more powerfully aligned go-to-market (GTM) engine for a cohesive, insights-driven, and streamlined experience for customers and partners at every stage of their journey with Five9. Lee brings extensive experience driving business transformation, growth, and measurable financial outcomes across enterprise technology and payments industries. Lee joins Five9 from Icertis, where he served as Chief Marketing Officer, leading a global marketing and sales development organization driving brand, demand generation, and GTM planning and execution. Prior to Icertis, he served as Chief Marketing Officer at Avalara, where he led global demand generation and communications strategies to support commercial growth across markets and customer segments. Earlier in his career, Lee held senior leadership roles across B2B and B2C organizations, including GE Capital, American Express, and PayPal. His background across consulting, finance, marketing, and enterprise technology has shaped a disciplined, data-first approach to go-to-market strategy, with deep expertise in revenue operations and execution. Lee is known for his collaborative leadership style, emphasizing idea generation, thoughtful problem-solving, and mentorship to help teams build durable, real-world skills across strategy, storytelling, and execution. He holds an MBA from Columbia University and a Bachelor of Science in Electrical Engineering from Cornell University.
ナラティブ更新 • Apr 06FIVN: AI Momentum And Partnerships Will Support Future CX Platform UpsideNarrative Update The updated analyst price target for Five9 moves lower to reflect reduced fair value to about $27 per share, as analysts recalibrate their models for Q4 results, lower software multiples, and cautious 2026 new business assumptions, despite ongoing AI momentum and margin strength. Analyst Commentary Recent Street research on Five9 points to a reset in expectations, with most firms trimming price targets while still highlighting key strengths around AI, margins, and the core contact center as a service, or CCaaS, business.
ナラティブ更新 • Mar 23FIVN: AI Traction And 2026 Outlook Will Counter Software Multiple CompressionAnalysts have reduced Five9's average price target, with several firms cutting expectations into a $19 to $33 range as they recalibrate models around Q4 results, AI driven contributions, and reduced long term visibility. Analyst Commentary Recent research updates show a wide spread of opinions on Five9, but the common thread is that price targets are being reset lower even where ratings remain positive.
ナラティブ更新 • Mar 09FIVN: AI Adoption And 2026 Outlook Will Counter Software Multiple CompressionAnalysts have lowered our Five9 price target to $19. This reduction is consistent with recent Street target cuts into the low to mid $20s, as they factor in lower software multiples, more cautious assumptions for new business, and updated long-term outlooks, even as AI-related revenue contributions increase.
ナラティブ更新 • Feb 23FIVN: AI Momentum And 2026 Guidance Will Offset Multiple Compression RisksThe analyst fair value estimate for Five9 has been reduced from $22.00 to $19.00, reflecting broadly lower Street price targets as analysts factor in compressed software multiples, cautious assumptions for new business and 2026 visibility, and a lower future P/E of about 14.9x in their updated models. Analyst Commentary Recent Street research on Five9 points to a reset in expectations, with multiple firms cutting their price targets while largely maintaining positive or neutral ratings.
お知らせ • Feb 21Five9, Inc., Annual General Meeting, May 20, 2026Five9, Inc., Annual General Meeting, May 20, 2026.
お知らせ • Feb 20Five9, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2026 and Full Year Ending December 31, 2026Five9, Inc. provided earnings guidance for the first quarter ending March 31, 2026 and full year ending December 31, 2026. For the quarter, the company expected revenue in the range of $296.5 million to $302.5 million. GAAP net income of $8,874,000 to $14,954,000; Basic GAAP net income per share of $0.12 to $0.19; Diluted GAAP net income per share in the range of $0.10 to $0.17, assuming diluted shares outstanding of approximately 86.4 million. For the full year, the company expected revenue in the range of $1.247 billion to $1.261 billion. GAAP net income of $75,496,000 to $83,176,000; Basic GAAP net income per share of $0.97 to $1.07; Diluted GAAP net income per share in the range of $0.86 to $0.95, assuming diluted shares outstanding of approximately 87.4 million.
ナラティブ更新 • Feb 09FIVN: AI Partnerships And CX Platform Advances Will Support Future UpsideAnalysts have trimmed their average price target on Five9 by about US$1, reflecting slightly lower fair value estimates and margin expectations, even as they continue to factor in a higher future P/E multiple for the stock. Analyst Commentary Recent research highlights a mix of optimism and caution around Five9, with price targets trimmed but longer term growth and valuation potential still part of the debate.
お知らせ • Feb 03Five9, Inc. to Report Q4, 2025 Results on Feb 19, 2026Five9, Inc. announced that they will report Q4, 2025 results on Feb 19, 2026
ナラティブ更新 • Jan 26FIVN: AI Progress And Buybacks Will Support Future Upside PotentialAnalysts have trimmed their average price target on Five9 by a few dollars to reflect slightly lower fair value estimates, a modest uptick in discount rates and profit margin assumptions, and recent Street research that reduced targets into the mid $20 range, while still highlighting AI traction and an overall constructive view on software into 2026. Analyst Commentary Bullish Takeaways Bullish analysts continue to highlight Five9's AI traction, pointing to recent Q3 commentary as a sign that the company is still finding ways to deepen its product value and support revenue growth over time.
ナラティブ更新 • Jan 10FIVN: AI Execution And Share Repurchases Will Support Future Upside PotentialNarrative Update The analyst price target for Five9 has been reduced by about US$6. This reflects updated models that factor in recent Q3 results, where positive AI traction is balanced against deceleration concerns and potential competitive pressure in commercial accounts.
ナラティブ更新 • Dec 26FIVN: AI Traction Will Outweigh Competitive Headwinds At Current Share PriceAnalysts have modestly reduced their average price target on Five9 by a few dollars per share, toward the mid 20s. They are balancing early AI traction and improved bookings against a weaker recent quarter and ongoing competitive and growth headwinds.
お知らせ • Dec 18+ 1 more updateFive9, Inc. Appoints Amit Mathradas as Director, Effective February 2, 2026Five9, Inc. has appointed Amit Mathradas as a director, effective February 2, 2026. Until recently, Mr. Mathradas served as CEO of Nintex, serving more than 7,000 public and private-sector organizations across over 90 countries. Under his leadership, Nintex built out the company’s AI-centric, agentic business orchestration platform, reflecting his track record of scaling global businesses, driving product innovation, and delivering through a strong partner-led ecosystem. Prior to that, he was President and Chief Operating Officer of Avalara (formerly NYSE: AVLR), where he helped grow the business by over 250% over the course of four years. Avalara was acquired by Vista Equity Partners in 2022 for $8.4 billion. Amit Mathradas is an accomplished senior executive in the commercial technology sector with more than two decades of experience leading growth and transformation at global companies. He is also a recognized thought leader who regularly publishes insights on digital transformation, intelligent automation, and the strategic application of AI in business. Mr. Mathradas recently served as Chief Executive Officer of Nintex, an AI-centric, agentic business orchestration platform company, where he led the organization’s overall strategy, operations, and execution. Prior to Nintex, Mr. Mathradas was President and Chief Operating Officer at Avalara, a tax compliance automation company, where he oversaw day-to-day operations and helped scale the business from approximately $300 million to approaching $1 billion in revenue before it was acquired by Vista Equity Partners for $8.4 billion. Earlier in his career, Mr. Mathradas led and grew global teams at PayPal, Web.com, and Dell. He holds an MBA from Northwestern University’s Kellogg School of Management and a bachelor’s degree in management and economics from Wittenberg University.
ナラティブ更新 • Dec 12FIVN Will Balance AI Progress And Competitive Pressures At Current Share PriceAnalysts have reduced their price target on Five9 to approximately $22 from about $28. This reflects concerns about weaker recent results and competitive pressures, even as they acknowledge improving revenue growth, margins, and early artificial intelligence traction.
ナラティブ更新 • Nov 28FIVN: AI Progress Will Drive Potential Share Repurchase Upside AheadAnalysts have lowered their average price target for Five9 by nearly $5. This adjustment reflects a more cautious outlook due to decelerating growth and increased competitive concerns, despite ongoing progress in artificial intelligence initiatives.
お知らせ • Nov 18Five9 Launches New Genius AI Innovations to Accelerate Agentic CX at Five9 CX Summit 2025Five9 introduced a powerful suite of AI-powered innovations at Five9 CX Summit 2025, extending the next evolution of its Five9 Genius AI suite. The updates introduce AI across routing, quality management, and analytics - bringing these capabilities together within a unified ecosystem designed to support how organizations enhance customer engagement. As AI adoption becomes an increasing priority for CX leaders, many organizations are accelerating efforts to move beyond pilot programs toward enterprise-scale AI utilization. However, progress is often limited by fragmented systems, siloed data, and uncertainty around achieving measurable value on AI investment. Five9's latest innovations are designed to address these challenges by positioning AI as a connective layer across the CX environment. By incorporating AI into routing, quality management, and Analytics, Five9 is introducing new capabilities intended to achieve more integrated operations, enrich engagement, and strengthen customer connections at scale. New AI-powered capabilities introduced by Five9: Agentic Quality Management (AQM): A next-generation, agentic quality management solution that can be configured to evaluate up to 100% of customer interactions designed to provide insights organizations can use to support agent performance and customer satisfaction. AQM provides performance data that organizations can use to support routing decisions, coaching, and continuous improvement initiatives. Genius Routing: A dynamic matching engine that assists with connecting customers with agents based on defined attributes, agent characteristics, and proficiency levels. The API-driven design allows for acceptance of real-time inputs from AI performance management and self-service applications helping with faster solutions and more personalized customer experiences. OneVUE: A unified reporting and analytics application offering self-service and customizable dashboards to customers of varying sizes - building on the powerful and advanced data aggregation capabilities previously offered with Aceyus VUE. OneVUE provides flexible metrics and visualization options designed for modern, AI-enhanced contact centers, providing organizations with options to define and adjust KPIs for visibility across both traditional operations and multi-vendor environments. Adaptive Digital Engagement: A modernized digital engagement solution that evolves as AI capabilities expand. With the new Dynamic Web Messenger Configurator, businesses can create and deploy webchat experiences in real time without coding. Five9 also announced a new partnership with Meta, bringing a native WhatsApp integration, offering embedded templates, broadcasts, and AI Agents. The goal is to provide businesses with modular digital channels that align and work with the Five9 AI ecosystem.
ナラティブ更新 • Nov 14FIVN: Artificial Intelligence Gains Are Expected To Drive Renewed Upside MomentumAnalysts have lowered their price target for Five9 by approximately $1.62 to about $34.76, citing continued revenue growth deceleration and heightened competitive concerns. This adjustment comes despite positive momentum in artificial intelligence initiatives.
お知らせ • Nov 08Five9, Inc. (NasdaqGM:FIVN) announces an Equity Buyback for $150 million worth of its shares.Five9, Inc. (NasdaqGM:FIVN) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares.
お知らせ • Nov 07Five9, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Five9, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects revenue in the range of $294.7 million to $300.7 million. GAAP net income in the range of $11,986,000 to $18,098,000 and GAAP net income per share in the range of $0.14 to $0.21, assuming diluted shares outstanding of approximately 87.3 million. For the year, the company expects revenue in the range of $1.1435 billion to $1.1495 billion. GAAP net income in the range of $31,681,000 to $37,769,000 and GAAP net income per share in the range of $0.36 to $0.43, assuming diluted shares outstanding of approximately 88.0 million.
お知らせ • Oct 24Five9, Inc. to Report Q3, 2025 Results on Nov 06, 2025Five9, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025
お知らせ • Oct 01Five9, Inc. Announces Board Changes and Governance Committee Appointments, Effective September 26, 2025On September 26, 2025, David Welsh resigned from the Five9, Inc. Board of Directors (the “Board”) as a Class II director, as the chair and a member of the Nominating and Governance Committee and as Lead Independent Director. Mr. Welsh’s resignation was not due to any disagreement with the Company or its management with respect to any matter relating to the Company’s operations, policies or practices. In connection with Mr. Welsh’s resignation from the Board, the Board appointed Robert Zollars as the Lead Independent Director, Jonathan Mariner as the chair of the Nominating and Governance Committee and Michael Burdiek as the chair of the Compensation Committee (replacing Mr. Zollars who had been serving as chair of the Compensation Committee). On September 26, 2025, the Board appointed Mr. Sudhakar Ramakrishna to serve on the Board. Mr. Ramakrishna will serve as a Class II director, with a term expiring at the Company's 2028 annual meeting of stockholders. Mr. Ramakrishna will also serve on the Nominating and Governance Committee of the Board. Mr. Ramakrishna has served as the Chief Executive Officer and President of SolarWinds Corporation, a provider of secure observability and IT management software, since January 2021 and as a director of SolarWinds Corporation since December 2020. Prior to SolarWinds, Mr. Ramakrishna served as the Chief Executive Officer and director of Pulse Secure, LLC, a provider of secure and zero trust access solutions for Hybrid IT environments, from July 2015 until its acquisition by Ivanti Inc. in December 2020. Mr. Ramakrishna has served as a member of the board of directors of Cardinal Health, Inc., a healthcare services and products company, since April 2025, and as a member of the board of directors of Model N, Inc., a private provider of revenue management systems for life science and advanced technology companies, since November 2024. Mr. Ramakrishna also previously served as a member of the board of directors of SADA Systems, LLC from January 2022 until its acquisition in December 2023, as a member of the board of directors of SailPoint Technologies Holdings, Inc., a provider of enterprise identity security solutions, from July 2021 until its acquisition in August 2022, and as a member of the board of directors of Enterprise 4.0 Technology Acquisition Corp., a special purpose acquisition company focused on technology targets, from October 2021 to March 2023. Mr. Ramakrishna holds an M.S. in Computer Science from Kansas State University and a Master’s of Management from Northwestern University’s Kellogg School of Management.
お知らせ • Sep 16Five9 Launches Five9 Fusion for Servicenow to Deliver Unified, Ai-Powered Customer Service ExperiencesFive9 announced Five9 Fusion for ServiceNow, a turnkey AI-powered integration that unifies voice and digital interactions through a real-time AI transcription stream and a single routing engine to empower businesses to deliver faster, more personalized customer service experiences at scale. Five9 Fusion for ServiceNow combines the Five9 real-time system action with the strengths of ServiceNow Customer Service Management (CSM) to give businesses a single, AI platform that addresses one of the biggest challenges in customer service: fragmented systems that slow down agents, limit operational visibility, and frustrate customers. By unifying voice and digital into one intelligent workflow, the integration equips agents with instant context and tools to resolve issues faster and deliver more proactive and personalized experiences at scale, while lowering costs and providing end-to-end visibility across the customer journey. Five9 Fusion for Service Now makes available two of the three AI-enhanced capabilities previewed by Five9 and ServiceNow in late 2024: Now Available: Real-Time Transcription: Five9 TranscriptStream integrates directly within ServiceNow Workspace, providing real-time speech to text capabilities to enable agents to focus entirely on the customer instead of note-taking. Now Assist, powered by generative AI, uses these transcripts to generate case summaries, recommended actions, and resolution notes--reducing call wrap-up times, shortening average handling times, and increasing agent productivity. Now Available: Unified Routing: Five9's intelligent routing engine can now direct ServiceNow digital channels and cases alongside Five9 channels, using ServiceNow metadata to match each interaction with the right agent. The same metadata enriches Five9 Workforce Engagement Management solutions to improve forecasting, scheduling, and operational agility. Single Agent Experience: This new capability will bring Native Call Controls into ServiceNow's Agent workspace, enabling agents to manage Five9 interactions directly in the Universal Agent Inbox, to deliver a consistent, cross-channel experience with complete caller context and relevant data in one view. Availability is scheduled for early 2026. Five9 and ServiceNow have partnered for more than eight years, supporting over 200 mutual customers worldwide. To ensure the highest levels of reliability, integrations are certified twice annually, with the recent Zurich certification reaffirming that customers can seamlessly leverage both platforms with the latest updates.
お知らせ • Aug 14Five9, Inc. Launches New Integration in Epic ToolboxFive9, Inc. announced the launch of Five9 Fusion for Epic, an integration with Epic. This integration embeds advanced contact center capabilities directly into Epic, helping healthcare organizations deliver faster, more connected, and personalized patient experiences without adding complexity for agents. Five9, a leading Contact Center as a Service (CCaaS) vendor, has achieved a fully native, standards-based integration approved for Epic's Toolbox, marking a major step forward in healthcare communications technology. Developed in collaboration with leading healthcare providers and rigorously tested for reliability, security, and ease of use, the API-driven integration empowers agents to engage with patients seamlessly from a single screen. Five9 Fusion for Epic streamlines workflows by uniting communication tools and Epic's electronic health record in a single, integrated experience. Instead of switching between multiple systems, agents can work within one environment - enabling faster patient service, simplified authentication, and a more seamless patient journey. Key features and benefits include: Instant Patient Context on Every Call: Inbound screen pops automatically display relevant patient information as soon as a call is received, allowing agents to deliver faster, more personalized service without switching between systems. One-Click Outbound Calling from Epic: Agents can initiate calls directly from Epic modules like Cheers, Cadence, or Resolute, improving speed-to-contact, reducing manual dialing errors, and streamlining patient outreach. Built-In HIPAA-Compliant Call Recording Controls: Pause and resume recording during sensitive interactions (e.g., payment processing) to protect patient privacy, maintain regulatory compliance, and simplify workflows - without the need for manual workarounds. Five9 meets Epic's recommended practices for Contact Center as a Service products and opens new possibilities for healthcare providers looking to elevate their contact center operations while maximizing their existing Epic investment.
分析記事 • Aug 07Shareholders Will Be Pleased With The Quality of Five9's (NASDAQ:FIVN) EarningsNasdaqGM:FIVN 1 Year Share Price vs Fair Value Explore Five9's Fair Values from the Community and select yours Even...
お知らせ • Aug 01+ 3 more updatesFive9, Inc. Announces Executive Changes, Effective from July 31, 2025On July 31, 2025, Five9, Inc. announced that Michael Burkland has decided to retire from his position as the Principal Executive Officer of the Company (CEO") effective as of the Retirement Date. In connection with Mr. Burkland's retirement and to ensure a smooth transition of the role of CEO to his successor, the Company and Mr. Burkland entered into an Employment Transition Agreement (the Transition Agreement") on July 31, 2025 (the Effective Date"). As of the Effective Date, the Transition Agreement terminates, supersedes and replaces the Offer Letter between Mr. Burkland and the Company, dated as of October 10, 2022. Pursuant to the Transition Agreement, (i) Mr. Burkland will remain employed as the Company's CEO from the Effective Date until the date on which a successor CEO is appointed by the Board of Directors of the Company (the Board") and begins serving as CEO (the CEO Transition Date", such period, the CEO Period") and (ii) Mr. Burkland will remain employed by the Company as the Executive Chairman of the Board (the Executive Chairman") for a period of up to 6 months after the CEO Transition Date (the Transition Period"), to assist with the transition of the role of CEO to his successor and provide advisory services to the successor CEO and the Board. If Mr. Burkland remains employed through the last day of the Transition Period (the Retirement Date"), Mr. Burkland will continue to serve as a director on the Board for at least the remainder of his current term (which ends at the Company's 2026 annual meeting of stockholders (the 2026 Annual Meeting")), if any, subject to his earlier death, resignation or removal. A committee of independent Board directors has initiated a comprehensive search for the Company’s next CEO. On July 31, 2025, Five9, Inc. announced that the Board appointed Bryan Lee, 47, the Company's current Interim Principal Financial Officer, as the Company's Principal Financial Officer, effective as of July 31, 2025. Mr. Lee will also continue to serve as the Company's Treasurer. Mr. Lee has served as Interim Chief Financial Officer and Interim Principal Financial Officer since April 1, 2025. Prior to that, Mr. Lee served as the Executive Vice President, Finance of the Company from December 2024 to April 1, 2025, Treasurer of the Company from April 2024 to present, Senior Vice President, FP&A from September 2019 to December 2024, Vice President, FP&A from April 2015 to September 2019 and Senior Director, FP&A from August 2014 to April 2015. In the role of Interim Chief Financial Officer and Interim Principal Financial Officer, he was responsible for overseeing the Company's finance functions. Previously, Mr. Lee was a Vice President of J.P. Morgan's Technology investment banking group, where he provided strategic advice on mergers and acquisitions, initial public offerings, and other financial transactions for technology clients. Mr. Lee holds a B.A. in Architecture from U.C. Berkeley and an MBA from U.C. Berkeley's Haas School of Business.
お知らせ • Jul 11Five9, Inc. to Report Q2, 2025 Results on Jul 31, 2025Five9, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025
分析記事 • Jul 04Revenues Working Against Five9, Inc.'s (NASDAQ:FIVN) Share PriceYou may think that with a price-to-sales (or "P/S") ratio of 2x Five9, Inc. ( NASDAQ:FIVN ) is definitely a stock worth...
お知らせ • Jun 30+ 4 more updatesFive9, Inc.(NasdaqGM:FIVN) dropped from Russell 1000 Growth IndexFive9, Inc.(NasdaqGM:FIVN) dropped from Russell 1000 Growth Index
お知らせ • Jun 10Five9 Launches Agentic CX with AI Agents That Can Can Reason, Decide, and Take ActionFive9 announced the availability of AI Agents and AI Trust & Governance to usher in a new era of Agentic CX. Powered by the Five9 Agentic Experience Engine, at the core of the Genius AI Architecture, these new capabilities are designed to drive intelligent CX and AI at scale with reasoning, adapting, and action for secure, seamless, and context-aware experiences. Key features of AI Agents and AI Trust& Governance include: AI Agents: Flexible, advanced self-service that adapts to any stage of AI maturity and seamlessly hands off to a human agent if needed; AI Summary Node: Auto-summarizes voice and digital interactions with language-selectable summaries, providing context for live agents or future reference; Intent Detection and Entity Extraction: Amplify intent detection with LLMs to enable seamless, natural conversations, ensuring the quickest path to resolution; Knowledge Node: Uses Retrieval Augmented Generation (RAG) to generate contextual answers based on enterprise knowledge; Pre-built template: Five9 provides a starter kit with a pre-built template associated with an industry vertical. Customers can copy and modify to quickly build new AI agents for their specific needs, dramatically reducing time to value; Code Crafter: Leverage the capabilities of LLMs to generate high-quality JavaScript functions, reducing development effort; AI Trust & Governance: Stronger guardrails and better observability for enterprise-ready AI; Enhanced Decision-Making: Provide granular guardrails to tailor AI behavior across channels and use cases, balancing control with automation; Threat Identification: Proactively monitor and respond quickly to risks such as prompt injection attacks; Prompt Monitoring: Gain better AI observability with a comprehensive reporting dashboard on critical usage metrics and prompt completeness scores; Hallucination Detection: Track closed-domain hallucinations for context adherence and easily correct its behavior for consistent, reliable experiences. AI Agents and the Trust & Governance toolkit draw on the Five9 Agentic Experience engine, which provides the foundation and vision for portfolio of agentic CX capabilities. This powerful engine orchestrates the reason, decisions, and actions of Five9 Genius AI applications.
お知らせ • May 02+ 1 more updateFive9, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025Five9, Inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects Revenue in the range of $274.5 million to $275.5 million. GAAP net loss per share in the range of $0.15 to $0.06, assuming basic shares outstanding of approximately 76.6 million. For the year, the company expects Revenue in the range of $1.140 billion to $1.144 billion. GAAP net income per share in the range of $0.14 to $0.24, assuming diluted shares outstanding of approximately 85.6 million.
お知らせ • Apr 30Five9 Announces Five9 Fusion for SalesforceFive9 announced Five9 Fusion for Salesforce, an offering that combines Five9's real-time system of action with Salesforce's #1 AI CRM, to create a fully integrated, AI-elevated solution for customer experience. With a new product and services bundle available, this enhanced integration helps businesses deliver better customer experience, hyper-personalized self-service, and achieve smarter results with a future-ready foundation to drive meaningful business outcomes for joint customers. The launch of Five9 Fusion for Salesforce builds on a foundation of deep collaboration and co-development between the two companies. With Five9 Fusion for Salesforce., organizations gain a powerful advantage in delivering seamless, AI-driven customer experiences. This launch also lays a strong foundation for upcoming innovations, including Bring Your Own Channel (BYOC) and integrations with Agentforce, Salesforce's digital labor platform designed to augment teams with trusted autonomous agents, to develop its solution. These innovations give customers even more flexibility and control as they evolve their contact center strategy in the era of AI. Five9 Fusion for Salesforce delivers a unified, AI-powered experience by combining deep integration with Salesforce and the advanced capabilities of the Five9 platform: Five9 Voice: Direct integration with Service Cloud Voice embeds call metadata and recordings directly into the customer record - providing a complete and accessible view of every interaction. AI Agents:Streamlines self-service and seamlessly passes call summaries from the AI agent to the human agent within the voice call object - so customers never repeat themselves and can seamlessly pick up where the customer left off. Five9 TranscriptStream: Enables real-time voice call transcription and streams live data into Salesforce to ground Einstein for Service AI features Next Best Actions, Reply Recommendations, and Call Summaries. Intelligent Voice Routing: Five9's robust real-time system of action automatically and instantly directs interactions to the most appropriate AI or human agent, using real-time insights to drive faster, more personalized service.
新しいナラティブ • Apr 23AI, Salesforce And Google Cloud Will Define Future Success Strategic integration and partnerships with key industry players aim to boost innovation, customer acquisition, and revenue growth.
お知らせ • Apr 11Five9, Inc. to Report Q1, 2025 Results on May 01, 2025Five9, Inc. announced that they will report Q1, 2025 results on May 01, 2025
お知らせ • Apr 04Five9, Inc. Approves Reduction in Force PlanOn March 31, 2025, the Board of Directors of the Five9, Inc. approved a reduction in force plan (the “Plan”) as part of the Company’s broader efforts to prioritize investments in key strategic areas, including artificial intelligence, as well as to drive profitable growth in supporting its positive, long-term outlook and increasing shareholder value. On April 3, 2025, the Company commenced execution of the Plan, which is expected to reduce the Company’s global full-time employees by approximately 4%. The Company estimates the cash expenditures associated with the Plan to be approximately $7 million to $9 million, primarily consisting of severance payments, notice period payments in applicable jurisdictions, employee benefits and related costs. The Company estimates non-cash expenditures associated with the Plan to be approximately $1 million to $1.5 million related to the vesting of share-based awards. The Company expects to incur these expenses primarily in the second and third quarters of 2025. The estimate of the charges that the Company expects to incur in connection with the Plan, and the timing thereof, are subject to a number of assumptions, including local law requirements in various jurisdictions, and actual amounts may differ materially from estimates. In addition, the Company may incur other charges not currently contemplated due to unanticipated events that may occur, including in connection with the implementation of the Plan. The actions associated with the Plan are expected to be substantially complete by the end of the second quarter of 2025.
お知らせ • Mar 18Five9, Inc. Introduces Spotlight for Ai Insights and Expands Reporting & Analytics SuiteFive9, Inc. announced Spotlight for Five9 AI Insights, a new offering designed to help companies utilize generative AI-powered insights, using Five9 Genius AI, and unlock the full potential of their customer interaction data. In addition, there are new reporting and analytics capabilities to help businesses access contextual data faster, reduce manual work, and confidently make data-driven decisions to fuel growth and innovation. Real-time Custom Metrics that Matter Most Powered by Genius AI, Five9 AI Insights provides business leaders with rich, actionable insights directly from conversation transcripts. Spotlight for AI Insights brings a new level of customization, simplicity, and flexibility to help customers: Mine for meaning directly from customer conversations to create user-defined metrics that provide business leaders with operational data and tailored intelligence for specialized teams like sales, marketing, and product. Surface business-critical insights on metrics that have been traditionally hard to track, such as upsell success rates, customer retention likelihood, discounting trends, and more. Test and deploy new metrics easily using simple prompts versus requiring weeks of expensive, manual customizations. Person-based, Flexible Operational Reporting The Five9 reporting and analytics suite helps customers gain actionable insights to improve performance and consistently achieve operational and strategic goals. Today's enhancements are designed to help users easily and quickly get the data they need to provide an AI-elevated customer experience. New features include: Five9 Aceyus VUE (Visionary User Experience), tailored to the unique needs of large, complex contact centers, now includes pre-built, persona-based dashboards to make reporting more effortless and efficient for customers with 100 agents or more. Five9 Analytics, designed for customers who prefer do-it-yourself reporting options, includes new pre-built reports so customers don't have to start from scratch. Five9 Reporting, ideal for capturing basic operational and resource efficiency metrics and trends, has a renewed user interface to access an unrivaled 140+ pre-built report library.
分析記事 • Mar 15Investors Don't See Light At End Of Five9, Inc.'s (NASDAQ:FIVN) Tunnel And Push Stock Down 29%Five9, Inc. ( NASDAQ:FIVN ) shareholders that were waiting for something to happen have been dealt a blow with a 29...
Seeking Alpha • Mar 03Five9: Too Much Competition To Put Pressure On GrowthSummary Five9 has struggled with poor price performance due to accounting losses but shows potential with recent accounting profits. The contact center software market is fragmented, expected to grow over 20% by 2030, but faces intense competition and potential price erosion. FIVN's financials show a median 10-year growth rate of 25.8%, but gross margins lag behind competitors due to high stock-based compensation and other costs. Despite recent positive earnings, high competition and premium pricing make it unlikely for FIVN to double in value; initiating a Hold rating. Read the full article on Seeking Alpha
お知らせ • Feb 22Five9, Inc., Annual General Meeting, May 21, 2025Five9, Inc., Annual General Meeting, May 21, 2025.
お知らせ • Feb 21+ 2 more updatesFive9, Inc. Announces CFO ChangesFive9, Inc. announced that Barry Zwarenstein has decided to retire from his position as the Chief Financial Officer of Five9, Inc., effective as of March 31, 2025. In connection with Mr. Zwarenstein’s pending retirement, on February 20, 2025, the Company and Mr. Zwarenstein entered into an Employment Transition Agreement (the “Transition Agreement”). Pursuant to the Transition Agreement, (i) from April 1, 2025 through June 30, 2025 (the “Transition Period”), Mr. Zwarenstein will remain employed by Five9 to assist with the transition of the role of CFO to his successor (but will no longer be an executive officer of the Company), and (ii) from July 1, 2025 through September 30, 2025 (the “Consulting Period”), Mr. Zwarenstein will continue to provide transition and advisory services as a consultant to the Company. As consideration for the transition and advisory services he provides during the Transition Period and the Consulting Period, Mr. Zwarenstein will be paid an hourly rate, will be eligible to earn a pro-rated potion of his 2025 annual bonus for the portion of 2025 that occurs prior to April 1, 2025, and will receive subsidized COBRA benefits during the Consulting Period, each as further described in the Transition Agreement. The Transition Agreement also contains customary terms including provisions regarding confidentiality and assignment of inventions. On February 20, 2025, the Company announced that the Board appointed Bryan Lee, 46, the Company’s current Executive Vice President of Finance, as the Company’s Interim Chief Financial Officer and Interim Principal Financial Officer, effective as of April 1, 2025 as the Company conducts a formal search process for the CFO position. Mr. Lee has served as Executive Vice President, Finance of the Company since December 2024 and Treasurer of the Company since April 2024. Prior to that, Mr. Lee served as the Company’s Senior Vice President, FP&A from September 2019 to December 2024, Vice President, FP&A from April 2015 to September 2019 and Senior Director, FP&A from August 2014 to April 2015. In the role of Executive Vice President, Finance and Treasurer of the Company, he is responsible for overseeing the Company's financial planning, analysis and treasury functions, ensuring alignment with the Company’s strategic objectives. Previously, Mr. Lee was a Vice President of J.P. Morgan's Technology investment banking group, where he provided strategic advice on mergers and acquisitions, initial public offerings, and other financial transactions for technology clients. Mr. Lee holds a B.A. in Architecture from U.C. Berkeley and an MBA from U.C. Berkeley's Haas School of Business. Effective upon Mr. Lee’s appointment, Mr. Lee will receive an annual base salary of $456,000 and will be eligible to earn an annual bonus with a target amount of 60% of his base salary under the Company’s 2025 Executive Bonus Program (or successor programs) prorated for the portion of 2025 that he serves as the Interim Chief Financial Officer and Interim Principal Financial Officer of the Company in 2025, subject to the achievement of corporate performance targets that the Compensation Committee approved in February 2025. In addition, Mr. Lee will be eligible to receive benefits under the Company’s 2019 Key Employee Severance Benefit Plan as a Tier 4 Participant. The Company will also grant Mr. Lee a restricted stock unit (“RSU”) award under the Company’s 2014 Equity Incentive Plan with the underlying shares having a dollar value of $2 million, which will vest as to 25% of the total number of shares subject to the RSU on December 3, 2025, and 18.75% of the total number of shares subject to the RSU every three months thereafter, in each case, subject to his continued service with the Company on each vesting date. The RSU award will be granted and calculated in accordance with the Company’s equity award grant policy and will otherwise be on the Company’s standard terms contained in the previously filed form of award agreement.
分析記事 • Feb 19An Intrinsic Calculation For Five9, Inc. (NASDAQ:FIVN) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Five9 fair value estimate is US$64.38 Current share price of...
お知らせ • Feb 13Five9, Inc. Announces Transition of Daniel Burkland from Executive Vice President, Go-To-Market Strategy to A ConsultantOn February 7, 2025, Daniel Burkland and Five9, Inc. (the “Company”) entered into a six-month consulting agreement (the “Consulting Agreement”) with an effective date of March 8, 2025. Pursuant to the Consulting Agreement, Mr. D. Burkland will transition from the role of Executive Vice President, Go-to-Market Strategy to a consultant to the Company, where he will provide transition and advisory services in the areas of sales, marketing, partnerships and customer relationships. As consideration for his services, Mr. D. Burkland will be paid an hourly rate as set forth in the Consulting Agreement. The Consulting Agreement also contains customary terms including provisions regarding confidentiality and assignment of inventions.
Seeking Alpha • Jan 17AI Growth, Improving Margins Show Five9 Deserves A Closer LookSummary Five9, Inc. is a contrarian growth stock in the AI-driven cloud software sector, trading well below its 52-week high. The company leverages AI to enhance call center operations, and is improving that AI through acquisitions like Aceyus and Acqueon. Despite GAAP losses, Five9 shows strong revenue growth, improving margins, and consistent earnings beats, suggesting it is undervalued. With a focus on AI and high-margin subscription models, Five9 is a buy at current prices, though market volatility remains a risk. Read the full article on Seeking Alpha
分析記事 • Jan 08Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 10+ 1 more updateFive9, Inc. Launches Industry's First Pre-Built Bi-Directional Presence Feature for Microsoft TeamsFive9, Inc. announced the latest release of the Microsoft Teams UC Integration with bi-directional presence to enhance agent-expert communication and accelerate resolutions for more complex customer requests. For the first time, both Five9 agents and Microsoft Teams users can simultaneously view everyone's presence status, empowering contact center agents and back-office experts to click-to-call, conference in, or transfer calls with confidence. This new capability is the next step in Five9's long-standing strategic partnership with Microsoft, spanning over eight years with more than 500 shared customers worldwide. Five9 and Microsoft's partnership centers around empowering customers with integrations that are distinctly secure and effective. The bi-directional presence feature is built using Microsoft's preferred application-level permission model, which offers a greater level of security and convenience for customers. Together, Five9 and Microsoft are simplifying the complex landscape of business tools with integrations that are innovative and reliable. Five9's UC Integration with Microsoft Teams also recently received Microsoft 365 Certification--a robust security and privacy audit that assess a company's security, data handling, and compliance practices--for the fourth consecutive year.
お知らせ • Dec 06Bleichmar Fonti & Auld LLP Announces the Filing of a Securities Class Action Lawsuit Against Five9, IncBleichmar Fonti & Auld LLP filed a class action lawsuit for violations of the federal securities laws against Five9, Inc. (NASDAQ:FIVN) and certain of the Company's senior executives. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Five9 securities, including call options, between June 4, 2024 through the close of trading on August 8, 2024, inclusive (the "Class Period"). The case is pending in the U.S. District Court for the Northern District of California and is captioned Lucid Alternative Fund, LP v. Five9, Inc., et al., No. 24-cv-8725. Five9 provides cloud-based contact center software enabling its clients to manage multi-channel customer interactions through its Virtual Contact Center platform. The complaint alleges that Five9 misrepresented the purported strength of the Company's net new business bookings and visibility into its installed customer base. During the Class Period, Five9 stated its "net new business" experienced "very strong bookings momentum," was "knocking down some of the largest enterprise brands," and was "strong irrespective of the macro" environment. Five9 also touted its visibility into its installed customers base, representing that the Company had "enough information in terms of our existing customers that are going live" such that Five9 would experience a positive inflection in its dollar based retention rate ("DBRR") in the second half of the year. These statements were materially false and misleading. In truth, Five9's net new business was not "strong irrespective of the macro" and was, in fact, hampered by macroeconomic issues such as constrained and scrutinized customer budgets. What's more, Five9 was in the midst of a challenging bookings quarter due, in part, to sales execution and efficiency issues, and the Company was not seeing "very strong bookings momentum." And Five9 did not have "enough information in terms of [its] existing customers that are going live" such that the Company's statements that it would see a positive inflection in its DBRR lacked a reasonable basis. On August 8, 2024, Five9 released its second quarter 2024 financial results. The Company cut its annual revenue guidance and stated that it was "no longer assuming" a DBRR inflection in the second half of the year. The Company revealed it "had a challenging bookings quarter" due to "constrained and scrutinized" customer budgets and was taking remedial action to address sales execution issues. On this news, the price of Five9 stock declined over 26%, from $42.47 per share on August 8, 2024 to $31.22 per share on August 9, 2024. Not later than February 3, 2025, which is the first business day after 60 days from the date of the publication of this notice, any member of the purported class may move the Court to serve as Lead Plaintiff through counsel of their choice, or may choose to do nothing and remain a member of the proposed class. The ability to share in any potential future recovery is not dependent on serving as Lead Plaintiff.
お知らせ • Nov 13Five9 Unveils AI Agents to Redefine Hyper-Personalized Self-Service CXFive9 announced the expansion of its Five9 Genius AI suite with the launch of Five9 AI Agents, the next-generation of Five9 Intelligent Virtual Agents (IVA) which incorporates Generative AI. Five9 AI Agents empower businesses to create chat and voice bots that combine the conversational abilities of a human with the speed and extensive knowledge of AI. This will enable businesses to reduce the need for live agent interactions. Five9 AI Agents provides a conceptual dial-of-trust that allows businesses to balance flexibility and control to meet customers' needs by blending generative AI with traditional pre-defined AI in the same conversation. Consumers increasingly expect personalized, human-like interactions, even with automated systems. A recent Five9 survey of 4,000 US and UK consumers found that 56% are still frustrated by self-service chatbots. Traditional chatbots often rely on rigid, scripted responses and lack comprehensive, real-time enterprise knowledge access, limiting their ability to handle complex, fuzzy, and dynamic requests. They fail to meet individual needs, resulting in poor experiences and the need for human intervention. Five9 AI Agents allow customers to combine a mix of generative AI, conversational AI, and NLP in a single AI agent. This allows responses to be scripted when they need to be, or flexible depending on the needs of the customer. As opposed to traditional bots, AI Agents' new descriptive design paradigm significantly reduces complexity and cost of implementing self-service solutions. More businesses can now rapidly power personalized self-service experiences tailored to their unique use cases. Uncover Customer Intent, Deliver Contextual Knowledge-Based Answers: Gen AI enables AI Agents to understand complex language patterns, recognize context, and generate more nuanced and human-like responses. This allows for higher accuracy in understanding customer intents and reduces the need for human intervention. When trust in generative AI is low, or when companies operate in highly regulated industries like banking and healthcare that require precise and legally compliant messaging, every aspect of the dialogue flow is carefully scripted to ensure full control over interactions. As trust in AI increases, companies can begin to allow large language models (LLMs) to handle intent recognition and manage multi-step conversations while maintaining tight control over fulfillment to ensure accuracy. With a high level of trust, LLMs can take on additional responsibilities, autonomously managing conversations and utilizing APIs to perform necessary actions.
分析記事 • Nov 12Five9, Inc.'s (NASDAQ:FIVN) Shares Bounce 31% But Its Business Still Trails The IndustryThe Five9, Inc. ( NASDAQ:FIVN ) share price has done very well over the last month, posting an excellent gain of 31...
お知らせ • Nov 08Five9, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024Five9, Inc. provided earnings guidance for the fourth quarter and full year of 2024. For the fourth quarter of 2024, the company expects to report revenue in the range of $267.0 to $268.0 million. GAAP net income per share in the range of $0.03 to $0.08, assuming diluted shares outstanding of approximately 88.6 million. For the full year 2024, the company expects to report Revenue in the range of $1.030 to $1.031 billion. GAAP net loss per share in the range of $(0.30) to $(0.23), assuming basic shares outstanding of approximately 74.5 million.
お知らせ • Oct 31Five9 Appoints Ajay Awatramani as Chief Product OfficerFive9 announced the appointment of Ajay Awatramani as Chief Product Officer (CPO). With over 25 years of product experience and a proven track record of driving software innovation, Awatramani will lead Five9’s product strategy and product vision as the company continues to enhance its AI and CX offerings. Awatramani joins Five9 after serving as Chief Product Officer of AI-powered workforce agility platform Cornerstone OnDemand, where he successfully led product strategy and development. Prior to that, Awatramani was Head of Product and GTM – B2B at Adobe, and Vice President, Global Product Management at Marketo. In addition, he has built his career in a variety of product and technical leadership roles in Enterprise SaaS companies, including Oracle and Siebel Systems. Most recently, Awatramani was an Entrepreneur in Residence at Storm Ventures advising on investments in Artificial Intelligence. In this new role, Awatramani will oversee all aspects of product vision and strategy. This includes the design and implementation of new features and enhancements that align with Five9’s ambition to become the orchestration engine for every interaction across the entire customer journey.
Seeking Alpha • Oct 28Five9 Faces Activist Investor As Call Center Industry Faces AI ThreatSummary Five9's financial performance has worsened, with reduced revenue growth, widening operating losses, and downgraded forward guidance. The contact center industry faces significant disruption from generative AI technologies, threatening potentially large job losses. Despite a projected strong CAGR for the contact center software market, I remain skeptical due to the potential impact of generative AI on underlying industry dynamics. Five9 reportedly has a new activist investor who will seek cost cuts. My outlook remains on hold until we learn how open management is to this approach, which I generally favor given the threats the industry faces. Read the full article on Seeking Alpha
お知らせ • Oct 25Five9, Inc. to Report Q3, 2024 Results on Nov 07, 2024Five9, Inc. announced that they will report Q3, 2024 results on Nov 07, 2024
分析記事 • Sep 06Here's Why Five9 (NASDAQ:FIVN) Can Afford Some DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Aug 16Little Excitement Around Five9, Inc.'s (NASDAQ:FIVN) Revenues As Shares Take 27% PoundingUnfortunately for some shareholders, the Five9, Inc. ( NASDAQ:FIVN ) share price has dived 27% in the last thirty days...
Seeking Alpha • Aug 12Five9 Q2 Earnings: Revenue Guidance Cut Was A Negative Surprise (Rating Downgrade)Summary Five9, Inc. cut its FY 2024 top-line guidance by -3.8%, which implies that its revenue growth is expected to moderate from +16.9% in 2023 to +11.5% in 2024. But Five9 revised its 2024 EPS guidance upwards by +4.6% considering its cost control plans, and its Total Addressable Market might expand significantly if more clients adopt its Intelligent Virtual Agent solution. I have lowered my rating for FIVN stock to a Hold, considering the company's mixed prospects and the stock's fair valuations. Read the full article on Seeking Alpha
お知らせ • Aug 09+ 2 more updatesFive9, Inc. (NasdaqGM:FIVN) agreed to acquire Acqueon Technologies, Inc. from Cisco Investments, Everstone Capital Asia Pte Ltd, Long Ridge Equity Partners LLC and ORIX Growth Capital, LLC.Five9, Inc. (NasdaqGM:FIVN) agreed to acquire Acqueon Technologies, Inc. from Cisco Investments, Everstone Capital Asia Pte Ltd, Long Ridge Equity Partners LLC and ORIX Growth Capital, LLC on August 8, 2024. The expected completion of the transaction is August 8, 2024 to December 31, 2024.
お知らせ • Jul 12Anson Funds Management Urges Five9 to Consider a SaleOn July 11, 2024, Anson Funds Management LP announced that it has amassed a stake in Five9, Inc. and is urging the Company to consider a sale. Anson Funds stated that its move comes on the heels of the Company's decision last year to walk away from an acquisition offer from Zoom Video Communications.
分析記事 • May 22Cautious Investors Not Rewarding Five9, Inc.'s (NASDAQ:FIVN) Performance CompletelyIt's not a stretch to say that Five9, Inc.'s ( NASDAQ:FIVN ) price-to-sales (or "P/S") ratio of 4.1x right now seems...
Seeking Alpha • May 20Five9: Focus On Big Client Win And Margin Expansion LeversSummary Five9 recorded the biggest client win in its history recently, and this validates the company's strategy that focuses on winning over larger customers. FIVN's Q1 2024 EBITDA margin turned out to be +110 basis points above the consensus estimate, and this bodes well for the company's mid-to-long term operating profitability outlook. I am staying bullish on Five9 stock, considering its large customer win and margin improvement drivers. Read the full article on Seeking Alpha
Major Estimate Revision • May 09Consensus EPS estimates upgraded to US$0.45 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.608 to -US$0.451 per share. Revenue forecast steady at US$1.06b. Software industry in the US expected to see average net income growth of 23% next year. Consensus price target broadly unchanged at US$83.36. Share price fell 4.2% to US$54.32 over the past week.
New Risk • May 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 108% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (108% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$3.6m sold).
Reported Earnings • May 04First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.096 loss per share (improved from US$0.38 loss in 1Q 2023). Revenue: US$247.0m (up 13% from 1Q 2023). Net loss: US$7.08m (loss narrowed 74% from 1Q 2023). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 69%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
お知らせ • May 03Five9, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2024Five9, Inc. provided earnings guidance for the second quarter and full year of 2024. For the second quarter of 2024, the company expects to report revenue in the range of $244.0 to $245.0 million. GAAP net loss per share in the range of $0.28 to $0.23.For the full year 2024, the company expects to report revenue in the range of $1.053 to $1.057 billion. GAAP net loss per share in the range of $0.44 to $0.35.
分析記事 • Apr 27We Think Five9 (NASDAQ:FIVN) Has A Fair Chunk Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Apr 20Five9, Inc. to Report Q1, 2024 Results on May 02, 2024Five9, Inc. announced that they will report Q1, 2024 results on May 02, 2024
お知らせ • Apr 02Five9, Inc., Annual General Meeting, May 14, 2024Five9, Inc., Annual General Meeting, May 14, 2024, at 08:30 Pacific Daylight. Agenda: To elect the two (2) members of the Board of Directors identified in the accompanying proxy statement to serve until the 2027 annual meeting of stockholders of the Company or until their successors have been duly elected and qualified; to hold a non-binding, advisory vote to approve named executive officer compensation.; to hold an advisory vote on the frequency of advisory votes to approve executive compensation; to ratify the appointment by the Audit Committee of the Board of Directors of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.
お知らせ • Mar 26Five9 Launches GenAI StudioFive9, Inc. announced GenAI Studio, an industry-first solution that allows organizations to take general purpose, off-the-shelf Generative AI models, such as OpenAI, and customize them for the contact center in just a few clicks. GenAI Studio is a simple-to-use interface that will power all Five9 applications that use Generative AI models, starting with Agent Assist AI Summaries. It will enable customers to create, deploy, and test Generative AI prompts based on business-specific, contextual data. GenAI Studio also addresses organizational concerns around responsible AI with its ability to control the data that Generative AI can access and share. With a user-friendly, low-code, no-code Generative AI model and prompt management hub, GenAI Studio helps companies deliver: Unparalleled customization that brings more personalized customer and employee experiences by using contextually relevant customer interaction data. Greater control and flexibility by empowering companies to take full control of their GenAI capabilities, ensuring that interactions align closely with organizational goals and values. Responsible AI by providing precise control and monitoring of GenAI outputs using their own trusted generative AI models. Key capabilities include: Engine-Agnostic Layer: Customers can select from a range of Generative AI models. The power of choice helps future-proof a company’s investment and allows them to utilize the model that aligns best with their unique business needs – whether it’s a third party or proprietary Generative AI. Knowledge and Personalization with Customer Data:Five9 allows integration of many forms of contextual data, allowing GenAI Studio to answer questions, summarize calls, or guide agents with information that is unique to their business and personalized to the customer. Testing, Monitoring, and Observability: GenAI Studio provides Quality Management for Generative AI models in the contact center for more controlled outputs. It allows customers to test their customized Generative AI models using real call transcripts and utterances to measure performance and make improvements. Prompt Library:GenAI Studio will come with a repository of sample prompts to help companies get started. This will help accelerate the prompt development processes, reducing the need for expertise in prompt engineering. Powering all Five9 GenAI Applications: GenAI Studio will power all AI applications within Five9, starting with Agent Assist AI Summaries. This capability will give customers control over the output of AI Summaries, including the ability to add customer sentiment, condense or add context to the summaries based on audience, and format the summaries by describing what is desired. GenAI Studio will be available in the second half of 2024.
Recent Insider Transactions Derivative • Mar 15Chief Operating Officer notifies of intention to sell stockAndy Dignan intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of March. If the sale is conducted around the recent share price of US$58.50, it would amount to US$429k. Since December 2023, Andy's direct individual holding has increased from 104.78k shares to 136.90k. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.
Breakeven Date Change • Mar 12Forecast to breakeven in 2026The 21 analysts covering Five9 expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 61% per year to 2025. The company is expected to make a profit of US$21.5m in 2026. Average annual earnings growth of 65% is required to achieve expected profit on schedule.
New Risk • Mar 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$82m Forecast net loss in 3 years: US$28m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Shareholders have been diluted in the past year (3.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.6m sold).
Recent Insider Transactions • Mar 09CEO & Chairman recently sold US$2.1m worth of stockOn the 5th of March, Michael Burkland sold around 37k shares on-market at roughly US$57.93 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Mar 07CEO & Chairman notifies of intention to sell stockMichael Burkland intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$62.12, it would amount to US$605k. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since March 2023, Michael's direct individual holding has increased from 111.76k shares to 388.60k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to US$0.61 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$1.08 to -US$0.608 per share. Revenue forecast unchanged from US$1.06b at last update. Software industry in the US expected to see average net income growth of 26% next year. Consensus price target of US$86.00 unchanged from last update. Share price fell 2.6% to US$62.32 over the past week.
Seeking Alpha • Feb 29Five9: Good Position To Capture AI Contact Center TailwindsSummary Five9 is a cloud contact center software provider that offers call center functionality, omnichannel communication, and customer analytics. The stock has experienced significant volatility since its IPO in 2014, but has seen a 729% all-time return. Despite sideways and lackluster price action over the past year, my 1-year price target of $72 suggests an 18% upside. Read the full article on Seeking Alpha
Major Estimate Revision • Feb 29Consensus EPS estimates upgraded to US$0.61 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$1.08 to -US$0.612 per share. Revenue forecast steady at US$1.06b. Software industry in the US expected to see average net income growth of 26% next year. Consensus price target down from US$88.10 to US$86.00. Share price fell 15% to US$60.66 over the past week.
Reported Earnings • Feb 23Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: US$1.14 loss per share (improved from US$1.35 loss in FY 2022). Revenue: US$910.5m (up 17% from FY 2022). Net loss: US$81.8m (loss narrowed 14% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
Breakeven Date Change • Feb 23Forecast to breakeven in 2026The 20 analysts covering Five9 expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 61% per year to 2025. The company is expected to make a profit of US$28.7m in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.
お知らせ • Feb 22Five9, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024Five9, Inc. provided earnings guidance for the first quarter and full year of 2024. For the full year 2024, the company expects to report: Revenue in the range of $1.053 to $1.057 billion. GAAP net loss of $45,238,000 to $39,202,000. GAAP net loss per share, basic and diluted in the range of $0.61 to $0.53. For the first quarter of 2024, the company expects Revenue in the range of $239.0 to $240.0 million. GAAP net loss of $25,349,000 to $20,855,000. GAAP net loss per share, basic and diluted in the range of $0.34 to $0.28.
分析記事 • Feb 05Getting In Cheap On Five9, Inc. (NASDAQ:FIVN) Might Be DifficultYou may think that with a price-to-sales (or "P/S") ratio of 6.1x Five9, Inc. ( NASDAQ:FIVN ) is a stock to potentially...
