Five9 Management
Management criteria checks 2/4
We currently do not have sufficient information about the CEO.
Key information
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | no data |
| CEO ownership | n/a |
| Management average tenure | 2.1yrs |
| Board average tenure | 3.3yrs |
Recent management updates
Recent updates
Narrative Update • May 05
FIVN: AI Execution Risk Will Constrain 2026 Outlook Despite Share Buybacks
Five9'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.Seeking Alpha • May 04
Five9: I'm Buying The AI Growth Reacceleration
Summary 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 AlphaNarrative Update • Apr 21
FIVN: Enterprise AI Momentum Will Support 2026 Outlook Despite Multiple Compression
Narrative 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.
Narrative Update • Apr 06
FIVN: AI Momentum And Partnerships Will Support Future CX Platform Upside
Narrative 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.Narrative Update • Mar 23
FIVN: AI Traction And 2026 Outlook Will Counter Software Multiple Compression
Analysts 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.Narrative Update • Mar 09
FIVN: AI Adoption And 2026 Outlook Will Counter Software Multiple Compression
Analysts 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.Narrative Update • Feb 23
FIVN: AI Momentum And 2026 Guidance Will Offset Multiple Compression Risks
The 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.Narrative Update • Feb 09
FIVN: AI Partnerships And CX Platform Advances Will Support Future Upside
Analysts 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.Narrative Update • Jan 26
FIVN: AI Progress And Buybacks Will Support Future Upside Potential
Analysts 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.Narrative Update • Jan 10
FIVN: AI Execution And Share Repurchases Will Support Future Upside Potential
Narrative 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.Narrative Update • Dec 26
FIVN: AI Traction Will Outweigh Competitive Headwinds At Current Share Price
Analysts 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.Narrative Update • Dec 12
FIVN Will Balance AI Progress And Competitive Pressures At Current Share Price
Analysts 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.Narrative Update • Nov 28
FIVN: AI Progress Will Drive Potential Share Repurchase Upside Ahead
Analysts 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.Narrative Update • Nov 14
FIVN: Artificial Intelligence Gains Are Expected To Drive Renewed Upside Momentum
Analysts 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.Analysis Article • Aug 07
Shareholders Will Be Pleased With The Quality of Five9's (NASDAQ:FIVN) Earnings
NasdaqGM:FIVN 1 Year Share Price vs Fair Value Explore Five9's Fair Values from the Community and select yours Even...Analysis Article • Jul 04
Revenues Working Against Five9, Inc.'s (NASDAQ:FIVN) Share Price
You may think that with a price-to-sales (or "P/S") ratio of 2x Five9, Inc. ( NASDAQ:FIVN ) is definitely a stock worth...
New Narrative • Apr 23
AI, 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.Analysis Article • Mar 15
Investors 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 03
Five9: Too Much Competition To Put Pressure On Growth
Summary 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 AlphaAnalysis Article • Feb 19
An Intrinsic Calculation For Five9, Inc. (NASDAQ:FIVN) Suggests It's 34% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Five9 fair value estimate is US$64.38 Current share price of...Seeking Alpha • Jan 17
AI Growth, Improving Margins Show Five9 Deserves A Closer Look
Summary 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 AlphaAnalysis Article • Jan 08
Here's Why Five9 (NASDAQ:FIVN) Can Afford Some Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Nov 12
Five9, Inc.'s (NASDAQ:FIVN) Shares Bounce 31% But Its Business Still Trails The Industry
The Five9, Inc. ( NASDAQ:FIVN ) share price has done very well over the last month, posting an excellent gain of 31...Seeking Alpha • Oct 28
Five9 Faces Activist Investor As Call Center Industry Faces AI Threat
Summary 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 AlphaAnalysis Article • Sep 06
Here's Why Five9 (NASDAQ:FIVN) Can Afford Some Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analysis Article • Aug 16
Little Excitement Around Five9, Inc.'s (NASDAQ:FIVN) Revenues As Shares Take 27% Pounding
Unfortunately for some shareholders, the Five9, Inc. ( NASDAQ:FIVN ) share price has dived 27% in the last thirty days...Seeking Alpha • Aug 12
Five9 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 AlphaAnalysis Article • May 22
Cautious Investors Not Rewarding Five9, Inc.'s (NASDAQ:FIVN) Performance Completely
It'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 20
Five9: Focus On Big Client Win And Margin Expansion Levers
Summary 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 AlphaAnalysis Article • Apr 27
We Think Five9 (NASDAQ:FIVN) Has A Fair Chunk Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Feb 29
Five9: Good Position To Capture AI Contact Center Tailwinds
Summary 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 AlphaCEO
Five9 has no CEO, or we have no data on them.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | 18.3yrs | US$17.40m | 0.70% $ 12.0m | |
| President | 1.2yrs | US$8.08m | 0.37% $ 6.4m | |
| CFO & Treasurer | 2.1yrs | US$7.22m | 0.43% $ 7.3m | |
| Chief Administrative and Legal Officer & Secretary | 2.3yrs | US$6.10m | 0.37% $ 6.3m | |
| Executive Vice President of Product Engineering | 5.3yrs | US$4.92m | 0.22% $ 3.7m | |
| Chief Accounting Officer & Corporate Controller | 8.8yrs | no data | 0.079% $ 1.3m | |
| CTO & Head of AI | 7.3yrs | US$3.28m | no data | |
| Chief Marketing & Growth Officer | less than a year | no data | no data | |
| Chief Product Officer | 1.6yrs | no data | no data | |
| Chief Revenue Officer | 1.3yrs | no data | no data |
2.1yrs
Average Tenure
47yo
Average Age
Experienced Management: FIVN's management team is considered experienced (2.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | 18.3yrs | US$17.40m | 0.70% $ 12.0m | |
| Lead Independent Director | 12.4yrs | US$258.04k | 0.10% $ 1.7m | |
| Independent Director | 10.7yrs | US$254.62k | 0.031% $ 535.4k | |
| Independent Director | 3yrs | US$252.77k | 0.024% $ 405.1k | |
| Independent Director | 3.3yrs | US$242.50k | 0.022% $ 382.1k | |
| Independent Director | 5.3yrs | US$252.50k | 0.026% $ 444.4k | |
| Independent Director | 2yrs | US$51.13k | 0% $ 0 | |
| Independent Director | less than a year | US$544.49k | 0.028% $ 475.6k | |
| Independent Director | 1.4yrs | US$35.00k | no data |
3.3yrs
Average Tenure
63yo
Average Age
Experienced Board: FIVN's board of directors are considered experienced (3.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/21 23:14 |
| End of Day Share Price | 2026/05/21 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Five9, Inc. is covered by 34 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| William Power | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |