Five9 (FIVN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.68

Last Year’s EPS

0.76

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 20 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call reflects meaningful operational and financial progress: revenue and subscription growth accelerated, AI revenue showed very strong year-over-year expansion, margins and cash generation improved, and management announced robust capital return programs and greater reporting transparency. However, there are clear near-term caveats — a one-time vendor benefit boosted Q1, AI revenue is lumpy as deployments convert from backlog, organizational redesign will incur temporary costs, and a meaningful portion of the market remains on-premise which can slow cloud/AI adoption. On balance the positives (accelerating revenue, strong AI ARR ramp, margin expansion, cash flow, and disciplined capital allocation) outweigh the near-term uncertainties and costs.

Company Guidance

Management guided Q2 revenue to $303–$309M (midpoint $306M) and non‑GAAP EPS to $0.65–$0.69 (midpoint $0.67), reflecting an estimated 3.6M shares retired via the ASR; full‑year 2026 revenue was raised to $1.254–$1.266B (midpoint $1.26B) with non‑GAAP EPS $3.22–$3.30 (midpoint $3.26), and the company expects annual adjusted EBITDA margin to exceed 24% and free cash flow to be about $175M; 2026 capex (PP&E) is expected to be ~3.5% of revenue. For context, Q1 revenue was $305M (up 9% YoY), subscription revenue grew 13% (CCaaS +8%, AI +68% to an ARR >$125M and ~13% of subscription), LTM subscription dollar‑based retention was 107%, adjusted gross margin was 64%, adjusted EBITDA was $74M (24% of revenue), cash from operations was $64M (21%) and free cash flow $49M (16%), and the quarter ended with $724M in cash and short‑term investments.

Quarterly Revenue Growth

Q1 total revenue of $305M, up 9% year-over-year, beat the high end of guidance and demonstrated acceleration heading into the year.

Subscription and CCaaS Momentum

Subscription revenue grew 13% year-over-year; CCaaS revenue grew 8% year-over-year. Management noted a second consecutive quarter of year-on-year accelerating subscription revenue growth, indicating core business stabilization.

Rapid AI Revenue Expansion

AI revenue grew 68% year-over-year to an annual run rate of over $125M and now represents ~13% of total subscription revenue (versus ~8% a year ago). Year-over-year AI growth accelerated from 49% in Q4 2025 to 68% in Q1 2026. Full-year 2026 AI growth is expected to exceed 40%.

Improved Profitability and Margins

Adjusted gross margin increased to 64% (from 62% year-over-year). Adjusted EBITDA was $74M (24% of revenue) versus $53M (19% of revenue) in the prior-year quarter, reflecting material margin expansion.

Strong Cash Generation and Balance Sheet

Cash from operations was $64M (21% of revenue) and free cash flow was $49M (16% of revenue). Company ended the quarter with $724M in cash, cash equivalents, and short-term investments and reiterated free cash flow guidance of approximately $175M for 2026.

Capital Return and Share Repurchase Programs

Repurchased $10M in Q1, plans an accelerated share repurchase for the remaining $90M under the current $150M authorization (to be completed by Q3), and the board approved an additional $200M repurchase program, signaling management confidence in intrinsic value.

Customer Retention and Supplementary Disclosures

LTM dollar-based retention rate (DBR) stabilized at 105% (same as Q4 2025). LTM subscription DBR rose to 107% from 106% in Q4 2025. Management launched supplemental metric disclosures to improve transparency and modeling.

Strategic and Organizational Actions

CEO outlined four priorities (culture, operations, stabilizing core, winning in AI). Company is executing deep product portfolio reviews, leadership changes (hired Jay Lee as Chief Marketing & Growth Officer), organizational redesign to improve speed and accountability, and intends to align investments to strategic priorities.

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

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FIVN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2026 (Q2)	0.68 / -	0.76	―	―	―
Apr 30, 2026	2026 (Q1)	0.68 / 0.76	0.62	22.58% (+0.14)
Feb 19, 2026	2025 (Q4)	0.78 / 0.80	0.79	1.27% (+0.01)
Nov 06, 2025	2025 (Q3)	0.73 / 0.78	0.67	16.42% (+0.11)
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)

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
Apr 30, 2026	$17.20	$22.24	+29.30%
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%

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.