Core Viewpoint - Five9 has experienced a significant decline in share price, losing 36.1% over the past six months, underperforming both the broader technology sector and its peers [1][2] Financial Performance - For Q2 2025, Five9 expects total revenues between $274.5 million and $275.5 million, with a consensus estimate of $275.07 million, indicating a year-over-year growth of 9.11% [8] - Non-GAAP earnings for Q2 2025 are projected to be between 64 and 66 cents per share, with a consensus of 65 cents, reflecting a 25% increase from the previous year [8] - For the full year 2025, Five9 anticipates revenues of $1.140 billion to $1.144 billion, with a consensus estimate of $1.14 billion, implying a year-over-year rise of 9.57% [9] - Non-GAAP earnings for 2025 are expected to be between $2.74 and $2.78 per share, with a consensus of $2.76, indicating an 11.74% year-over-year increase [9] - Five9 has consistently beaten earnings estimates in the past four quarters, with an average earnings surprise of 19.26% [9] Business Strategy and Growth Drivers - Five9's decline in share price is attributed to prolonged enterprise sales cycles and macroeconomic uncertainty affecting customer spending [2] - Despite these challenges, Five9's first-quarter results indicate resilience, driven by growing demand for its AI-powered solutions, particularly the Genius AI suite [3] - The company is focusing on recurring subscription revenues, ongoing platform innovation, and strategic partnerships to capture future enterprise demand [3][10] - Recent product launches, such as Five9 Fusion for Salesforce, enhance agent productivity and customer engagement through seamless integration [5][6] - Strategic partnerships with Salesforce and Microsoft are pivotal in advancing Five9's mission to deliver an AI-powered agent experience [6][7] Market Position and Outlook - Five9's strong AI-driven subscription revenues and expanding ecosystem through key partnerships highlight its growth momentum [10] - The company's guidance reflects management's confidence in its implementation and long-term value creation [10] - Five9 currently holds a Zacks Rank 2 (Buy), suggesting that investors should consider accumulating the stock [11]

Five9 (FIVN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Emily Greenstein - DirectorMike Burkland - Chairman and Chief Executive OfficerAndy Dignan - PresidentBryan Lee - Interim CFORobert Morelli - Equity Research AssociateSiti Panigrahi - Managing DirectorRaimo Lenschow - Managing DirectorRobert Dee - Equity Research AssociatePeter Levine - Managing DirectorWillow Miller - Equity Research AssociateCatharine Trebnick - Managing DirectorSamad Samana - Managing DirectorThomas Blakey - ...

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 ...