US · Technology · Software - Infrastructure
EPS came in at 0.37 against a street estimate of 0.34 — a beat of 8.8%.
Analysts rate Five9 Inc a buy (15 buy, 6 hold, 0 sell out of 21) with an average price target of $36.90.
CONFIDENT Q2 beat guidance with $312M revenue (+10% YoY). AI revenue accelerated to 78% YoY; full-year AI growth raised to 60%+. Won $100M TCV Fortune 100 financial services deal. New leadership hired to sharpen execution. Q2 2026 Call did not provide geographic breakout. Analysts pressed on AI orchestration ownership, sources of upside despite backlog-only guidance, and repeatable channel strategy via Google Marketplace. Management emphasized Five9's routing/voice heritage, confirmed strong backlog visibility, and noted Google partnership deepening through hands-on integration investments beyond signature deals. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Vanguard Portfolio Management, LLC | 9.48% |
| BlackRock Inc | 9.47% |
| Voss Capital LLC | 6.51% |
| Ameriprise Financial Inc | 5.54% |
| Vanguard Capital Management, LLC | 4.43% |
| Van Berkom and Associates Inc | 4.16% |
| Anson Funds Management LP | 3.35% |
| Driehaus Capital Management LLC | 3.03% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $323,303 thousand, up from $285,832 thousand in the same period of 2025 | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue increased 13% year-over-year to $323.3 million, from $285.8 million. • Subscription revenue grew 16% year-over-ye | 2026-11-05 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Five9 entered into an agreement on November 5, 2026, to acquire Level AI. • The transaction consideration is $325.0 million in ca | 2026-11-05 |
| Quarterly report · Q2 2026 FIVE9, INC. - FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue Q2 2026: $312.4 million (up 10.3% vs Q2 2025: $283.3 | 2026-08-06 |
| Results announced · Q3 2026 FIVE9, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $312.4 million, up 10% year-over-year from $283.3 million • Q2 subscripti | 2026-08-06 |
| Board / officer change · Q2 2026 FIVE9, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics provided in this filing • Document is an executive transition notice, not a fi | 2026-06-22 |
| Charter / bylaws change · Q2 2026 FIVE9, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • No financial results or numerical metrics provided in this filing • Document is a corporate govern | 2026-05-27 |
| Shareholder vote results · Q2 2026 FIVE9, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual meeting held: May 20, 2026 • Shareholder attendance: 62,804,950 shares represented (82% of | 2026-05-20 |
Readable in the app.
| Announcement | Date |
|---|---|
| Company announced a transaction to acquire Level AI Five9 disclosed a transaction involving the acquisition of Level AI, but the provided 8-K text does not include the purchase price, payment terms, closing date, or financial forecasts. The d | 2026-11-05 |
| Accelerated share repurchase agreement for $90 million commenced Five9, Inc. announced on May 4, 2026, that it has started an accelerated share repurchase (ASR) agreement with JPMorgan Chase Bank to buy back $90 million of its own stock. The company will | 2026-05-05 |
| Accelerated share repurchase agreement commenced for $50 million Five9, Inc. announced on November 11, 2025, that it has begun an accelerated share repurchase (ASR) agreement with JPMorgan Chase Bank to buy back $50 million of its own stock. Under this pr | 2025-11-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Five9 Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.