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Five9 (FIVN) investor relations material
Five9 UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
AI strategy and product innovation
Emphasis on end-to-end AI platform with orchestration and contextual data as key differentiators over point solutions.
AI revenue estimated at $85 million, about 7% of total revenue, with main products being AI Agents, Agent Assist, and Workflow Automation.
AI revenue has grown around 40% recently, with 80%+ AI bookings growth in the latest quarter, indicating strong momentum.
Recent product launches include Agentic Quality Management (AQM) for AI-driven interaction scoring and Genius routing for AI-based resource allocation.
Competitive landscape and monetization
Wins are driven by the integrated platform approach, but the company also monetizes third-party AI integrations via data streams and connectors.
Most customers prefer native AI solutions, though some use third-party AI for specialized use cases, connected through the platform.
Financial performance and outlook
Subscription revenue is 81% of total revenue; Q2 growth was 16%, Q3 slowed to 10% due to tough year-over-year comparisons and commercial segment decline.
Commercial revenue decline was larger than expected due to under-allocation of demand generation and sales capacity gaps, now being addressed.
Growth for non-AI subscription revenue is expected to stabilize around 7% as headwinds are lapped and commercial trends normalize.
Backlog of new logo and install base bookings, including a Fortune 50 client, supports an outlook for double-digit growth in the second half of 2026.
Future monetization of 3rd-party AI connections
Commercial revenue decline remediation impact
Core CCaaS growth drivers beyond AI
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Barclays 23rd Annual Global Technology Conference10 Dec, 2025
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Frequently asked questions
Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. Five9, Inc's customer relationship management solution enables companies to manage and track customers' interactions over web, mobile apps, and call center channels. It offers a suite of unified customer engagement products for various types of contact channels and agent workflows. The company also provides agent desktop software including core workforce optimization, customer self-service automation, productivity enhancement tools, queues, talk tracks to manage customer calls; advanced routing and lifecycle management solutions to handle complex cases or tasks; virtual agent solutions that allow customer service agents to support queries over multiple channels; and analytics applications to be integrated into the customer engagement platform that track key performance indicators such as efficiency. Five9 is based in Santa Ramon, California.
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