Five9, Inc. (FIVN) Earnings Call Transcripts

Five9, Inc.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Five9, Inc. (FIVN:US) reported revenue of $305 million, a 9% increase year-over-year, with subscription revenue growing 13%. The company exceeded guidance on both top and bottom lines, driven by strong AI revenue growth of 68%, which now constitutes 13% of total subscription revenue. Management raised full-year revenue guidance to a midpoint of $1.26 billion, up from $1.254 billion, and EPS guidance to $3.26, reflecting confidence in ongoing operational improvements and AI adoption trends.

Reported metrics

Guidance from management

For Q2, Five9 expects total revenue to be in the range of $303 million to $309 million, with a midpoint of $306 million. Full-year revenue guidance has been raised to a midpoint of $1.26 billion, reflecting strong backlog visibility and anticipated AI revenue growth exceeding 40%.

What management said

Yes. The only thing I would add would be we're seeing more of those conversations. I think throughout the kind of process of working with -- on an opportunity, they realize that they can move -- there's this concern that you got to take a year to move to the cloud and then start getting AI. We've done a lot both within our product and our processes around how we deliver that we can deliver AI at the beginning, but al...

Yes. I mean, I think -- so we track, obviously, our RFP and pipeline levels. They've been at elevated levels that we've talked about for the last 2 years, and that continues forward. In terms of the makeup, I would say, similar to what we talked about earlier, we are seeing more conversations around that sort of AI first. And again, I think we have a strong go-to-market around that as well as a product strategy. So I...

What analysts pressed on

Analysts expressed concerns regarding the volatility in AI revenue growth and its impact on future guidance. Questions were raised about the pace of AI adoption among customers and whether the market is experiencing spending paralysis due to rapid changes in AI technology.

Main topics on the call

• Accelerating Subscription Revenue Growth — Five9 reported a 13% year-over-year growth in subscription revenue, driven by strong demand for its CCaaS and AI solutions. CEO Amit Mathradas noted, "We posted our second consecutive quarter of year-on-year accelerating...
• AI Revenue Growth — AI revenue surged 68% year-over-year, reaching an annual run rate of over $125 million. CFO Brian Lee stated, "AI revenue growth is expected to fluctuate quarter-to-quarter... with full year 2026 growth anticipated to ex...
• Operational Improvements — Management highlighted ongoing operational reviews aimed at improving efficiency, resulting in a 470 basis points increase in EBITDA margin from 2024 to 2025. Mathradas emphasized the need for "greater urgency, better ex...
• Share Repurchase Program — Five9 announced a new $200 million share repurchase program, reflecting management's confidence in the company's intrinsic value. Lee mentioned, "We intend to enter into an accelerated share repurchase program for the re...

Read the full Five9, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 86 Five9, Inc. earnings call transcripts on record, spanning January 15, 2020 to August 6, 2026. Based on this history, Five9, Inc. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FIVN

Exchange

NasdaqGM

Country

US

Sector

Information Technology

Industry

Software

Calls on record

86

First call

January 15, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly