The earnings call reflected a strong performance in the second quarter with significant growth in AI and profitability. Despite the CEO transition and some challenges in the commercial segment, the overall outlook remains positive with strong partner integrations and leadership strengthening.

Company Guidance -

Q3 2025

During the Five9 earnings call for the second quarter of fiscal year 2025, the company reported exceeding its guidance across key metrics. Subscription revenue, accounting for 81% of total revenue, grew by 16% year-over-year. Enterprise AI revenue saw a significant surge, growing by 42% year-over-year, and now comprises 10% of Enterprise subscription revenue. Notably, adjusted EBITDA increased by 63% year-over-year, achieving a record margin of 24%, which contributed to record operating and free cash flow for Q2. The company highlighted strong sales execution, with the highest quarterly total ACV bookings in two years, excluding a mega deal from Q1 of the previous year. Five9 attributed its increased profitability to effective transformation initiatives aimed at achieving the Rule of 40 and beyond. The company also emphasized its success in AI solutions, citing significant ROI for customers and increased anticipated ARR from various industries, including healthcare and airlines, with expansions by up to 40% and more than 2x, respectively.

Strong Second Quarter Results

Five9 had a strong second quarter, exceeding guidance across all key metrics. Subscription revenue, making up 81% of total revenue, accelerated to 16% year-over-year growth.

Enterprise AI Revenue Growth

Enterprise AI revenue grew by 42% year-over-year in the second quarter, now representing 10% of Enterprise subscription revenue.

Record Profitability

Adjusted EBITDA grew 63% year-over-year, reaching an all-time record margin of 24% in the second quarter.

Significant AI Momentum

Enterprise AI bookings more than tripled year-over-year, making up more than 20% of Enterprise new logo ACV bookings.

Successful Partner Integrations

Five9 saw significant increases in bookings and pipeline with partners like Salesforce, Google Cloud Marketplace, and ServiceNow.

Leadership Strengthening

Bryan Lee appointed as CFO, with other key promotions strengthening the leadership team.

Five9 (FIVN) Earnings, Revenues Date & History

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FIVN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	0.73 / -	0.67	―	―	―
Jul 31, 2025	2025 (Q2)	0.62 / 0.76	0.52	46.15% (+0.24)
May 01, 2025	2025 (Q1)	0.48 / 0.62	0.48	29.17% (+0.14)
Feb 20, 2025	2024 (Q4)	0.70 / 0.79	0.61	29.51% (+0.18)
Nov 07, 2024	2024 (Q3)	0.59 / 0.67	0.52	28.85% (+0.15)
Aug 08, 2024	2024 (Q2)	0.44 / 0.52	0.52	0.00% (0.00)
May 02, 2024	2024 (Q1)	0.39 / 0.48	0.41	17.07% (+0.07)
Feb 21, 2024	2023 (Q4)	0.48 / 0.61	0.54	12.96% (+0.07)
Nov 02, 2023	2023 (Q3)	0.43 / 0.52	0.39	33.33% (+0.13)
Aug 07, 2023	2023 (Q2)	0.39 / 0.52	0.34	52.94% (+0.18)

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
Jul 31, 2025	$25.83	$24.28	-6.00%
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%

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.