Q2 2025 Performance Highlights - Total revenue grew by 12% year-over-year[6] - Subscription revenue increased by 16% year-over-year[6] - Subscription revenue accounted for 81% of total revenue[6] - Adjusted EBITDA margin reached an all-time high of 24%, with a 63% year-over-year dollar growth[6] - The company achieved a 108% LTM DBRR (Dollar Based Retention Rate)[6] AI Metrics and Innovation - Enterprise AI revenue experienced a 42% year-over-year growth[7] - AI contributed to 10% of Enterprise Subscription Revenue[7] - AI represented over 20% of Enterprise New Logo ACV Bookings[7] - Enterprise AI bookings grew by over 3x year-over-year[7] Customer Success with AI - One healthcare customer increased Five9 ARR by approximately 40%, exceeding $11 million after extending their contract to a 5-year term[8] - An airline customer more than doubled their Five9 ARR, reaching over $7 million by expanding their AI portfolio[8] Guidance - The company projects Q3 2025 revenue between $283 million and $286 million[37] - The company anticipates full-year 2025 revenue between $11435 billion and $11495 billion[37]
Five9(FIVN) - 2025 Q2 - Earnings Call Presentation