The earnings call reflects a positive outlook with strong subscription and AI revenue growth, strategic partnerships, and record cash flow. However, longer sales cycles, geopolitical resistance, and tough year-over-year comparisons present challenges.
Company Guidance
During the recent conference call, Five9 reported first-quarter results that exceeded expectations across key financial metrics. Subscription revenue, which constitutes 80% of total revenue, grew by 14% year-over-year, driven mainly by a 20% year-over-year increase in LTM Enterprise subscription revenue. The adjusted EBITDA margin stood at 19%, contributing to a record operating cash flow of $48 million or 17% of revenue, and a record free cash flow of $35 million or 12% of revenue. The company outlined its transformation initiatives aimed at enhancing long-term competitive positioning and achieving the Rule of 40 on an adjusted EBITDA basis by 2027. AI offerings have significantly contributed to the financial outcomes, evidenced by a 32% year-over-year growth in enterprise AI revenue, which now comprises 9% of enterprise subscription revenue. The company also anticipates further growth through strategic investments in AI and go-to-market initiatives, leveraging its expanding total addressable market (TAM) with AI to drive future revenue growth.
Subscription Revenue Growth
Subscription revenue now makes up 80% of total revenue and grew 14% year-over-year, primarily driven by LTM Enterprise subscription revenue growing 20% year-over-year.
Record Operating Cash Flow
Q1 record operating cash flow of $48 million or 17% of revenue, and an all-time record of free cash flow of $35 million or 12% of revenue.
AI Revenue Growth
Enterprise AI revenue grew 32% year-over-year in the first quarter, making up 9% of enterprise subscription revenue.
Strategic Partnerships and Innovations
Five9 deepened its Salesforce partnership with the launch of Five9 Fusion and reported early traction with the Google Cloud Marketplace, adding more than $35 million in ACV pipeline.
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Five9 (FIVN) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FIVN Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 01, 2025
$25.08
$24.83
-1.00%
Feb 20, 2025
$41.69
$42.09
+0.96%
Nov 07, 2024
$32.81
$36.82
+12.22%
Aug 08, 2024
$42.47
$31.22
-26.49%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Five9 Inc (FIVN) report earnings?
Five9 Inc (FIVN) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Five9 Inc (FIVN) earnings time?
Five9 Inc (FIVN) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.