Five9 Earnings Calls
Release date | May 01, 2025 |
EPS estimate | $0.480 |
EPS actual | $0.620 |
EPS Surprise | 29.17% |
Revenue estimate | 275.267M |
Revenue actual | 279.705M |
Revenue Surprise | 1.61% |
Release date | Feb 20, 2025 |
EPS estimate | $0.700 |
EPS actual | $0.780 |
EPS Surprise | 11.43% |
Revenue estimate | 267.697M |
Revenue actual | 278.66M |
Revenue Surprise | 4.10% |
Release date | Nov 07, 2024 |
EPS estimate | $0.580 |
EPS actual | $0.670 |
EPS Surprise | 15.52% |
Revenue estimate | 267.694M |
Revenue actual | 264.182M |
Revenue Surprise | -1.31% |
Release date | Aug 08, 2024 |
EPS estimate | $0.430 |
EPS actual | $0.520 |
EPS Surprise | 20.93% |
Revenue estimate | 245.23M |
Revenue actual | 252.086M |
Revenue Surprise | 2.80% |
Last 4 Quarters for Five9
Below you can see how FIVN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Aug 08, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $42.47 |
EPS estimate | $0.430 |
EPS actual | $0.520 |
EPS surprise | 20.93% |
Date | Price |
---|---|
Aug 02, 2024 | $40.77 |
Aug 05, 2024 | $40.17 |
Aug 06, 2024 | $40.17 |
Aug 07, 2024 | $41.27 |
Aug 08, 2024 | $42.47 |
Aug 09, 2024 | $31.22 |
Aug 12, 2024 | $32.36 |
Aug 13, 2024 | $31.82 |
Aug 14, 2024 | $32.21 |
4 days before | 4.17% |
4 days after | -24.16% |
On release day | -26.49% |
Change in period | -21.00% |
Release date | Nov 07, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $32.81 |
EPS estimate | $0.580 |
EPS actual | $0.670 |
EPS surprise | 15.52% |
Date | Price |
---|---|
Nov 01, 2024 | $30.96 |
Nov 04, 2024 | $30.31 |
Nov 05, 2024 | $30.69 |
Nov 06, 2024 | $31.48 |
Nov 07, 2024 | $32.81 |
Nov 08, 2024 | $36.82 |
Nov 11, 2024 | $39.67 |
Nov 12, 2024 | $39.27 |
Nov 13, 2024 | $40.35 |
4 days before | 5.98% |
4 days after | 22.98% |
On release day | 12.22% |
Change in period | 30.33% |
Release date | Feb 20, 2025 |
Fiscal end date | Dec 31, 2024 |
Price on release | $41.69 |
EPS estimate | $0.700 |
EPS actual | $0.780 |
EPS surprise | 11.43% |
Date | Price |
---|---|
Feb 13, 2025 | $41.51 |
Feb 14, 2025 | $40.12 |
Feb 18, 2025 | $42.52 |
Feb 19, 2025 | $41.82 |
Feb 20, 2025 | $41.69 |
Feb 21, 2025 | $42.09 |
Feb 24, 2025 | $41.77 |
Feb 25, 2025 | $38.73 |
Feb 26, 2025 | $37.95 |
4 days before | 0.434% |
4 days after | -8.97% |
On release day | 0.96% |
Change in period | -8.58% |
Release date | May 01, 2025 |
Fiscal end date | Mar 31, 2025 |
Price on release | $25.08 |
EPS estimate | $0.480 |
EPS actual | $0.620 |
EPS surprise | 29.17% |
Date | Price |
---|---|
Apr 25, 2025 | $25.06 |
Apr 28, 2025 | $25.12 |
Apr 29, 2025 | $25.33 |
Apr 30, 2025 | $25.14 |
May 01, 2025 | $25.08 |
May 02, 2025 | $24.83 |
May 05, 2025 | $25.24 |
May 06, 2025 | $24.83 |
May 07, 2025 | $25.19 |
4 days before | 0.0798% |
4 days after | 0.439% |
On release day | -1.00% |
Change in period | 0.519% |
Five9 Earnings Call Transcript Summary of Q1 2025
Summary of Key Points from Five9 Earnings Call (May 1, 2025):
Financial Performance:
- Q1 2025 Highlights:
- Total revenue grew 13% year-over-year; subscription revenue, making up 80% of total revenue, grew 14%.
- Adjusted EBITDA margin reached 19% and operating cash flow hit a record of $48 million.
- Free cash flow also set a record at $35 million.
- Non-GAAP EPS was $0.62, up 29% year-over-year.
Strategic Transformation:
- A comprehensive operational review led to a focus on profitable growth, with targets to return to being a "Rule of 40" company by 2027.
- Key focus areas include investments in AI and go-to-market strategies to drive revenue growth, capitalizing on an expanding total addressable market (TAM) aided by AI.
AI and Product Innovations:
- Five9 continues to enhance its AI-powered customer experience platform, supporting brands to improve customer interactions through its Genius AI suite.
- The company introduced new AI products, such as AI Insights and Dial of Trust, aimed at understanding customer data and managing AI trustworthiness.
- AI now contributes significantly, representing over 20% of new logo Annual Contract Value (ACV) and a 32% increase in enterprise AI revenue year-over-year.
Partnerships and Expansion:
- Strong partnerships with Salesforce, ServiceNow, and IBM are yielding new opportunities, with Five9 Fusion launched to improve AI integration into customer experiences.
- The joint go-to-market strategies have led to increased engagement and successful new logo wins, although some international dealings are facing resistance due to geopolitical issues.
Operational Adjustments:
- Five9 is undergoing structural changes, including a 4% reduction in workforce, expected to yield $20-$25 million in annualized savings.
- The company is focused on maintaining a strong sales capacity while optimizing expenses and aligning resources with strategic goals.
2025 Guidance:
- Revenue guidance remains unchanged at $1.14 billion, with a midpoint Q2 revenue target of $275 million.
- Positive non-GAAP EPS guidance for Q2 is raised to $0.65.
- A focus on enterprise AI growth and partnerships is expected to drive incremental revenue through the second half of the year.
Market Trends and Challenges:
- Longer sales cycles for large enterprise deals are noted, primarily due to macroeconomic conditions and cautious spending.
- The company is prepared for potential impacts of macroeconomic uncertainties while leveraging its AI capabilities to deliver tangible ROI to customers.
Investor Takeaway:
Five9 is positioned well within the burgeoning AI space with steady subscription growth, impactful transformations, and strategic partnerships aimed at enhancing customer experience. The focus on AI-driven products and efficient operational management bodes well for long-term profitability, although caution is warranted due to external market uncertainties. Investors should note the ongoing developments in AI and product offerings as significant growth drivers moving forward.