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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Five9 (FIVN) investor relations material
Five9 Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Growth strategy and market trends
Pursuing a two-pronged growth strategy: rapid AI-driven expansion and steady CCaaS market growth.
AI revenues are up 41% year-over-year, now 11% of enterprise subscription revenue.
AI bookings grew 80% year-over-year last quarter, outpacing traditional business.
Cloud migration is expected to rise from 40% to 80% penetration over several years, offsetting any AI-driven reduction in human agents.
Both AI and non-AI businesses are growing, creating a layered revenue opportunity.
AI adoption and product portfolio
AI is a catalyst for cloud migration, with brands realizing cloud is essential for AI benefits.
Customers are moving from AI proofs of concept to production, favoring integrated platforms over point solutions.
Recent $3.5M ARR deal highlights shift from point AI solutions to integrated AI agents.
AI offerings include self-service agents, Agent Assist tools, and AI Insights for diagnostics and deployment planning.
Conversational data is a key asset, enabling effective AI and differentiating the platform.
Partnerships and market positioning
Strong partnerships with ServiceNow, Salesforce, and Google; ServiceNow bookings quadrupled, Salesforce bookings up 60%, Google pipeline tripled since Q1.
Gaining market share within partner customer bases, leveraging integration and orchestration strengths.
AI products are sold on a consumption-based pricing model, with a shift toward revenue-commit contracts.
Compare AI vs. traditional CCaaS growth vectors?
What impacted Q3 subscription revenue growth?
What is Five9's M&A strategy?
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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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