FIVN
Five9, Inc.21.51
+0.91+4.42%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.68BP/E (TTM)
56.61Basic EPS (TTM)
0.38Dividend Yield
0%Recent Filings
8-K
8-K
Five9 board reshuffle adds tech expertise
Five9's board shook up on September 26, 2025, with David Welsh resigning as Class II director, Lead Independent Director, and committee chair—amicably, no disputes flagged. Robert Zollars stepped in as Lead Independent Director, while Jonathan Mariner and Michael Burdiek took over the Nominating and Governance and Compensation Committee chairs. Tech exec Sudhakar Ramakrishna joined as Class II director through 2028, bringing CEO experience from SolarWinds and Pulse Secure to bolster governance. His $533,333 in initial RSUs vests over three years. Fresh oversight, yet board continuity holds.
8-K
Five9 Q2 revenue up 12%
Five9 released its Q2 2025 investor presentation on August 22, showing 12% total revenue growth and 16% subscription revenue growth, with AI driving 42% enterprise AI revenue expansion and attaching to nearly all $1M+ ARR new logos. Adjusted EBITDA margin hit an all-time high of 24%, fueled by disciplined costs and AI innovations like agentic AI agents. Enterprise bookings surged, yet macroeconomic headwinds persist.
8-K
Five9 Q2 revenue up 12%
Five9 reported Q2 revenue of $283.3 million, up 12% year-over-year, with Enterprise AI revenue surging 42% to represent 10% of Enterprise subscriptions. Adjusted EBITDA hit a record $67.9 million, or 24% of revenue, while operating cash flow reached $35.1 million. Bryan Lee was appointed permanent CFO effective July 31, 2025, after serving as interim since April. Full-year revenue guidance stands at $1.1435–$1.1495 billion, yet macroeconomic challenges persist.
8-K
Five9 CEO retires, CFO appointed
Five9 announced CEO Michael Burkland's retirement effective upon successor appointment, with him transitioning to Executive Chairman for up to six months at $70,000 annual salary while equity vests. Bryan Lee, interim CFO since April 2025, was permanently appointed CFO on July 31, 2025, with $456,000 base, 75% target bonus, and $4.5 million in RSU/PRSU grants. The board plans 2026 stockholder vote to declassify itself over three years and replace supermajority thresholds with majority votes. Leadership shift aids continuity, yet successor search looms.
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