Five9 (FIVN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Thank 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, customer growth, anticipated customer benefits from our solution, including from AI, the ex ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 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 (State or Other Jurisdiction of Incorporation or Organization) 3001 Bishop Drive, Suite 350 San Ramon, ...

Financial Performance and Guidance - Five9, Inc. expects its results for Q1 2025 to be in-line with or better than previous guidance for revenue and net loss per share [4]. - The preliminary results for Q1 2025 are based on unaudited financial information and are subject to normal quarterly closing processes [5]. - Five9, Inc. will provide guidance for Q2 2025 and the fiscal year 2025 in its next earnings call, expected in early May 2025 [5]. Workforce Reduction and Cost Management - The company plans to reduce its global full-time employees by approximately 4%, with estimated cash expenditures of $7 million to $9 million related to severance and benefits [8]. - Non-cash expenditures associated with the reduction in force are estimated to be approximately $1 million to $1.5 million due to share-based awards [8]. - The actions related to the reduction in force are expected to be substantially complete by the end of Q2 2025 [10]. Strategic Focus and Investments - The company is prioritizing investments in key strategic areas, including artificial intelligence, to drive profitable growth and increase shareholder value [7]. Risks and Challenges - The company faces risks including potential disruptions to business operations and the impact of macroeconomic challenges on revenue growth [12]. - Five9, Inc. has a history of losses and may struggle to achieve or sustain profitability in the future [12]. - The company continues to expand its international operations, which exposes it to significant macroeconomic risks [12].

Investors might want to bet on Five9 (FIVN) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a changing ea ...

Five9 (FIVN) is set to report its first-quarter 2025 results on May 1.The company expects revenues of $271.5-$272.5 million for the first quarter. The Zacks Consensus Estimate for revenues is pegged at $272.58 million for the quarter, suggesting a 10.35% rise from the year-ago quarter’s reported figure.Non-GAAP earnings are expected to be 47-49 cents per share for the first quarter of 2025. The Zacks Consensus Estimate for earnings is pinned at 48 cents per share, unchanged year over year. The figure has mo ...

Investors with an interest in Internet - Software stocks have likely encountered both Five9 (FIVN) and F5 Networks (FFIV) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revisio ...

The market expects Five9 (FIVN) to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be releas ...

Innodata and Five9 could grow faster and overtake SoundHound AI in the near future. Innodata was once a tiny, slow-growth analytics software company that didn't attract much attention. But in 2018, it rolled out a suite of task-specific microservices aimed at preparing data for AI applications. When big tech companies develop a new AI project, they often spend 80% of their time preparing that data and the remaining 20% feeding it into the training algorithm. SoundHound AI (SOUN 0.86%), a developer of audio ...

Five9 (FIVN) shares have dropped 42.8% year to date (YTD), underperforming the Zacks Computer and Technology sector’s decline of 12.5% and the Zacks Internet – Software industry’s fall of 11.1%.FIVN has underperformed its industry peers, StoneCo (STNE) , BlackBerry (BB) and Affirm (AFRM) .Over the same time frame, StoneCo shares have risen 37.8%, while BlackBerry and Affirm shares have lost 16.9% and 33.1%, respectively.This underperformance raises the question of whether investors should cut their losses a ...

Core Insights - Five9 (FIVN) currently presents a better value opportunity compared to F5 Networks (FFIV) based on various financial metrics and rankings [1][3]. Valuation Metrics - Five9 has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while F5 Networks has a Zacks Rank of 3 (Hold) [3]. - The forward P/E ratio for Five9 is 8.26, significantly lower than F5 Networks' forward P/E of 16.84, suggesting that Five9 is undervalued [5]. - Five9's PEG ratio is 0.49, indicating strong expected EPS growth relative to its price, whereas F5 Networks has a PEG ratio of 2.38, suggesting less favorable growth prospects [5]. - Five9 has a P/B ratio of 2.60, compared to F5 Networks' P/B of 4.30, further supporting the argument that Five9 is a more attractive value option [6]. - Overall, Five9's Value grade is B, while F5 Networks' Value grade is D, highlighting the superior valuation metrics of Five9 [6].