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Five9
Five9 (FIVN) investor relations material
Five9 Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Executive leadership vision and priorities
New CEO is focused on scaling growth and efficiency, leveraging experience from prior roles in driving inflection points and adapting businesses for AI integration.
Top 90-day priorities include revenue acceleration, operational excellence, and strategic capital allocation, with emphasis on partnerships and organizational design.
Leadership sees the convergence of human agents, software, and AI as transformative for customer experience, aiming to build a durable, unified platform.
Business outlook and financial guidance
Revenue guidance anticipates double-digit growth in the second half of 2026, underpinned by a strong backlog and accelerated ramp schedules.
Enterprise AI subscription revenue grew 50% year-over-year in Q4 2025, with continued rapid growth expected.
2026 guidance does not rely on new logo bookings, as backlog and DBRR are expected to cover incremental revenue.
Adjusted EBITDA margin guidance for 2026 is at least 24%, reflecting ongoing cost savings and targeted investments in AI and go-to-market.
GAAP net income is expected to double year-over-year to $80 million, with stock-based compensation as a percent of revenue projected to decline further.
Go-to-market strategy and partnerships
Over 80% of business is partner-influenced, with deepening relationships with Google, Salesforce, and ServiceNow.
Expanded Google partnership targets large enterprise opportunities and is expected to accelerate both core and AI business growth in 2026.
Recent changes in install-based sales and customer success have driven record bookings for three consecutive quarters.
How will capital allocation shift under new CEO
Detail 2026 revenue acceleration visibility
Five9's platform advantage vs. AI point solutions
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Next Five9 earnings date
Q1 202630 Apr, 2026
Five9
Next Five9 earnings date
Q1 202630 Apr, 2026
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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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