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Five9 (FIVN) investor relations material
Five9 Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Canaccord Genuity’s 45th Annual Growth Conference summary13 Aug, 2025
Key business highlights
Achieved highest quarterly ACV bookings in two years, with AI bookings tripling year over year.
AI revenue accelerated to 42% year over year, now 10% of enterprise subscription revenue.
Record profitability with 24% EBITDA margins, driven by operational efficiency initiatives.
Migration from on-premise to cloud remains a major growth driver, expected to continue for 7–10 years.
Partner-influenced deals are increasing, with strong traction across ISVs, resellers, and global integrators.
Leadership and organizational updates
CEO announced future retirement, transitioning to executive chairman; search for successor underway.
Permanent CFO appointment confirmed, reflecting internal leadership continuity.
Recent tier two management changes align with initiatives to drive higher EBITDA margins.
Operational review and transformation initiatives have improved efficiency and profitability.
AI strategy and competitive positioning
AI is fully embedded in the platform, leveraging contextual data for a competitive edge.
Comprehensive AI suite includes self-service, agent assist, and workflow automation, all showing strong growth.
AI bookings tripled, with broad-based adoption across top products.
Focus on trust, governance, and expert teams to support enterprise AI adoption.
Monetizes contextual data access even when customers use third-party AI, ensuring ARR growth.
How will executive changes impact EBITDA margin initiatives?
How does Five9 monetize access to contextual data?
What macro factors could boost revenue beyond 2027?
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Q3 20256 Nov, 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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