Five9 (FIVN) investor relations material

Platform evolution and market positioning

• Built a cloud-native, voice-first platform integrating digital, AI, and analytics for contact centers.

• Focuses on regulated industries where complex, human-in-the-loop use cases are critical.

• Open ecosystem enables integration with complex systems of record and workflows.

• Differentiates through robust telephony, routing, and agentic quality management.

• Large enterprise wins, including a $100M contract, highlight end-to-end solution strength.

AI adoption and impact on business model

• AI is accelerating cloud migration as on-prem architectures struggle with new Voice AI capabilities.

• AI revenue grew 78% YoY in Q2, now 15% of subscription revenue, with strong momentum from new and existing customers.

• AI Blueprint program drives adoption by identifying inefficiencies and recommending AI solutions.

• AI products are consumption-based, with revenue commit contracts providing flexibility and predictability.

• AI is expected to be accretive to gross margin as costs decline and adoption increases.

Human-AI collaboration and future outlook

• AI automates repeatable tasks, allowing human agents to focus on complex, regulated, or high-value interactions.

• Interactions are increasing as AI enables engagement with previously unreachable customer segments.

• The future is a symbiotic, non-binary relationship between AI and humans, termed "Humantic CX."

• Revenue commit model allows customers to flexibly shift between human and AI agents.

• Market opportunity is expected to double, with $24B each in CCaaS and AI over the next 3-4 years.