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Five9 (FIVN)
NASDAQ:FIVN
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.68Last Year’s EPS
0.62Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflected strong commercial momentum (record bookings, enterprise AI ARR >$100M, subscription mix growth), meaningful profitability and cash-flow improvements, and strategic progress on product and Google partnership. The main headwinds are modest gross margin pressure from telecom usage and services, a small step-down in LTM dollar-based retention, front-loaded 2026 guidance with Q1 sequentially flat, and variability inherent in consumption-based AI revenue. On balance, the positive operational, financial and strategic developments outweigh the manageable near-term margin and timing risks.Company Guidance
Strong Q4 and Full-Year Revenue Growth
Q4 total revenue of $300 million, up 8% year-over-year; full-year 2025 revenue of $1.15 billion, up 10% year-over-year. Q1 2026 guide midpoint of $299.5 million and 2026 revenue guide midpoint of $1.254 billion (implying ~9.1% incremental revenue vs. 2025).
Subscription Mix and Growth
Subscription revenue represented 82% of total in Q4 (up from 79% a year ago) and grew 12% year-over-year in Q4; full-year subscription revenue grew 13% year-over-year in 2025. Subscription revenue is the strategic focus and high-margin mix driver.
Enterprise AI Momentum and ARR Milestone
Enterprise AI annual run rate surpassed $100 million in Q4; enterprise AI revenue growth accelerated from 41% to 50% year-over-year in Q4. Management highlighted enterprise AI bookings more than doubled year-over-year in Q4 and AI is the fastest-growing part of the portfolio.
Core CCaaS Acceleration
Core CCaaS subscription revenue growth accelerated from 7% to 8% year-over-year in Q4, contributing to overall subscription momentum and backlog conversion.
Record Bookings and Partner-Led Growth
Q4 represented a bookings record driven by enterprise AI and installed-base upsell; installed-base bookings were an all-time high for the third consecutive quarter. Over 80% of business is partner-influenced and the company doubled year-over-year the number of certified partners in 2025.
Improved Profitability and Cash Generation
Q4 adjusted EBITDA margin reached 26% (up ~260 basis points YoY); FY 2025 adjusted EBITDA margin was 23% (up ~470 bps YoY). Q4 free cash flow was $67 million (22% of revenue), more than doubled year-over-year; FY free cash flow was $162 million. Q4 operating cash flow was $84 million (28% of revenue), FY operating cash flow $226 million.
GAAP and Non-GAAP Earnings Progress
Q4 GAAP EPS of $0.23 and non-GAAP EPS of $0.80. Full-year 2025 GAAP EPS was positive at $0.45 (first positive annual GAAP EPS) and non-GAAP EPS was $2.96. 2026 non-GAAP EPS guidance midpoint of $3.18 and GAAP EPS guidance midpoint of $0.91.
High-Margin AI Economics and Future Margin Tailwinds
Management reported AI Agents with gross margins in the high-70s to 80s, indicating AI mix expansion is expected to be accretive to overall gross margin over time.
Product and Strategic Partnerships
Launched AI-powered product suite (AQM, Genius Routing, OneVue, Adaptive Digital Engagement) and expanded partnership with Google Cloud (joint Enterprise CX AI solution leveraging Google Gemini); early market traction reported with large enterprise customers.
Balance Sheet Strength and Capital Return
Cash and investments of $697 million at quarter end; completed $50 million accelerated share repurchase (approx. 2.6 million shares) with $100 million remaining under authorization through December 2027.
Strong Enterprise Customer Performance
228 customers with >$1M ARR grew subscription revenue 24% year-over-year and represent 59% of subscription revenue. LTM enterprise subscription revenue grew 15% year-over-year and enterprise represented ~91% of total revenue LTM.
Operational Productivity Improvements
Revenue per employee increased 14% year-over-year, demonstrating productivity gains alongside margin expansion.
FIVN Earnings History
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
FIVN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $17.18 | $19.32 | +12.46% |
Nov 06, 2025 | $22.76 | $21.54 | -5.36% |
Jul 31, 2025 | $25.83 | $24.28 | -6.00% |
May 01, 2025 | $25.08 | $24.83 | -1.00% |
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.
FAQ
When does Five9 (FIVN) report earnings?
Five9 (FIVN) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Five9 (FIVN) earnings time?
Five9 (FIVN) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FIVN EPS forecast?
FIVN EPS forecast for the fiscal quarter 2026 (Q1) is 0.68.
