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Five9
Five9 (FIVN) investor relations material
Five9 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Leadership transition and company evolution
Outgoing CEO reflects on 18 years of growth from $10M to over $1B in revenue, emphasizing customer impact and employee development.
New CEO Amit Mathradas brings a blend of strategic and executional expertise, with a strong background in AI and automation.
Leadership highlights the importance of health and work-life balance based on personal experience.
Amit is seen as a strong cultural fit, starting February 2, and expected to drive the next phase of growth.
Market drivers and growth opportunities
Cloud migration remains a major growth driver, with 60% of contact center agents still on-premise and a projected 9% CAGR for CCaaS.
AI-driven CX is growing rapidly, with Gartner projecting a 34% CAGR and the company’s AI revenue up 41% in the latest quarter.
AI is increasingly a catalyst for cloud migration, especially as legacy on-prem solutions reach end-of-life.
Large enterprise deals are won due to platform reliability, scalability, and a strong services/support team.
AI strategy and differentiation
End-to-end platform with embedded AI and access to conversational data provides a key competitive advantage over point solutions.
AI is integrated across the platform, including routing and agent quality monitoring, driving both efficiency and customer satisfaction.
AI agents and agent assist deliver tangible ROI through cost savings, productivity, and improved CSAT.
Monetization occurs even when third-party AI solutions are used, as access to platform data is essential.
How will new CEO shape AI product strategy?
How does Five9's data advantage beat AI point solutions?
What drives NRR inflection in 2026?
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Next Five9 earnings date
Q4 202519 Feb, 2026
Five9
Next Five9 earnings date
Q4 202519 Feb, 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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