Core Insights - Five9, Inc. (FIVN) reported fourth-quarter 2025 earnings of 80 cents per share, exceeding the Zacks Consensus Estimate by 1.3% and showing a 1.3% increase from the previous year's 79 cents [1][9] - The company's fourth-quarter revenues rose 8% year over year to $300.3 million, also surpassing the Zacks Consensus Estimate by 0.9%, driven by a 12% increase in subscription revenues due to strong Enterprise AI traction [2][9] Financial Performance - FIVN's adjusted non-GAAP gross profit for Q4 was $189.47 million, up from $176.85 million in the same quarter last year, with a gross margin of 63.1%, down 40 basis points year over year [3] - Non-GAAP operating income increased to $61.62 million from $49.52 million year over year, resulting in a non-GAAP operating margin of 20.5%, up from 17.8% [4] - General & administrative expenses on a non-GAAP basis rose to $18.2 million, accounting for 6.1% of revenues, down from 6.4% in the previous year [4] - Research & development expenditures decreased to $26.2 million, representing 8.7% of revenues, down from 11.5% [5] - Non-GAAP sales & marketing costs increased to $67.7 million, maintaining 22.6% of revenues, consistent with the prior year [5] Balance Sheet & Cash Flow - At the end of the quarter, FIVN had cash and cash equivalents of $696.92 million, up from $676.2 million in the previous quarter [6] - The company generated an operating cash flow of $83.6 million and reported a free cash flow of $67.3 million, with a free cash flow margin of 22% [6] Guidance - For 2026, Five9 expects revenues to be between $1.247 billion and $1.261 billion, with the Zacks Consensus Estimate at $1.26 billion, indicating a year-over-year growth of 9.6% [7] - GAAP net income per share is projected to be between 86 cents and 95 cents, while non-GAAP net income per share is expected to range from $3.15 to $3.21, with the Zacks Consensus Estimate at $3.19, reflecting an 8.3% year-over-year growth [8] - For Q1 of fiscal 2026, revenues are forecasted to be between $296.5 million and $302.5 million, with the Zacks Consensus Estimate at $299.3 million, indicating a 7% year-over-year growth [10] - GAAP net income per share for Q1 is projected to be between 10 cents and 17 cents, while non-GAAP net income per share is expected to be between 66 cents and 70 cents, with the Zacks Consensus Estimate at 67 cents, indicating an 8.1% year-over-year growth [11]

Five9 reported fourth-quarter total revenue of $300 million, up 8% year-over-year. Subscription revenue, which made up 82% of total revenue, grew 12% year-over-year in Q4, which management said was an acceleration versus prior trends. Burkland said enterprise AI bookings more than doubled year-over-year and contributed to higher backlog, while enterprise AI annual run-rate revenue surpassed $100 million in the quarter.Burkland said Five9 grew from roughly $10 million in annual revenue to a “$1.2 billion run ...

FORM 10-K OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36383 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 Five9, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organizati ...

Five9 (NasdaqGM:FIVN) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAmit Mathradas - CEOAndy Dignan - PresidentArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsBryan Lee - CFOClark Wright - Senior Research AssociateMike Burkland - ChairmanPeter Levine - Managing DirectorSamad Samana - Managing DirectorYanni Samoilis - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsCatharine Trebnick - Senior Research Analyst for Cloud Communica ...

Five9 (NasdaqGM:FIVN) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAmit Mathradas - CEOAndy Dignan - PresidentArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsBryan Lee - CFOClark Wright - Senior Research AssociateMike Burkland - ChairmanPeter Levine - Managing DirectorSamad Samana - Managing DirectorYanni Samoilis - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsCatharine Trebnick - Senior Research Analyst for Cloud Communica ...

Five9 (NasdaqGM:FIVN) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker11Thank you for joining us today. Certain statements made during the course of this conference call that are not historical facts, including those regarding the future financial performance and cash position of the company, expected improvements in financial and related metrics, expected ARR from certain customers, certain expected revenue mix shifts, expectations regarding seasonality, customer growth, anticipated customer ben ...

This presentation is proprietary and is intended solely for the information of the persons to whom it is presented. Disclosure of this presentation, its contents, extracts or abstracts to third parties is not authorized without the express written permission of Five9, Inc. (the "Company"), and it may not be retained, reproduced or distributed, in whole or in part, by any means (including electronic) without the prior written consent of Five9, Inc. This presentation speaks only as of the date of first public ...

• Total revenue for 2025 increased 10% to a record $1,149.1 million, compared to $1,041.9 million in 2024. • GAAP gross margin was 55.1% for 2025, compared to 54.2% in 2024. • Adjusted gross margin was 62.8% for 2025, compared to 61.7% in 2024. Exhibit 99.1 Five9 Reports Record Full Year 2025 Revenue of $1.1 Billion Q4 Subscription Revenue Growth of 12% Q4 Enterprise AI Revenue Growth of 50% Q4 Record Operating Cash Flow of $84 Million SAN RAMON, Calif. - February 19, 2026 - Five9, Inc. (NASDAQ:FIVN), the I ...

On February 12, 2026, Gagnon Advisors, LLC disclosed a buy of Five9 (NASDAQ:FIVN), adding 168,891 shares in an estimated $3.58 million trade based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Gagnon Advisors increased its holdings in Five9 by 168,891 shares during the fourth quarter. The estimated value of this purchase, based on the period’s average share price, is $3.58 million. At the end of the quarter, the positio ...

Key Takeaways The Zacks Consensus Estimate of $297.7 million for FIVN's Q4 revenues implies a Y/Y increase of 6.8%.The consensus mark for FIVN's Q4 EPS of 79 cents indicates Y/Y growth of 1.3%.Enterprise AI strength and partnerships are likely to have supported Q4 performance.Five9, Inc. (FIVN) is set to report its fourth-quarter 2025 results on Feb 19.The company expects revenues in the band of $294.7-$300.7 million for the fourth quarter. The Zacks Consensus Estimate for revenues is pegged at $297.71 mill ...