The earnings call highlighted significant growth in subscription revenue and AI integration, with several strategic moves bolstering Five9's market position. Despite challenges in telecom usage revenue and consumer retail, the overall outlook remains optimistic with strong cash flow and strategic acquisitions.

Company Guidance

During the Q3 2024 earnings call for Five9, the executives highlighted that the company's subscription revenue growth accelerated to 20% year-over-year, while total revenue growth reached 15%. The adjusted EBITDA margin was 20%, contributing to record quarterly operating cash flow of $41 million, or 16% of revenue. AI products accounted for over 20% of enterprise new logo ACV bookings in Q3, and AI bookings grew over 50% year-over-year within the installed base. The company closed its acquisition of Acqueon, which contributed less than 1% to the quarter's revenue, and forecasted Q4 revenue to be around $267.5 million. For the full year 2024, Five9 raised the midpoint of its revenue guidance to $1.31 billion and its non-GAAP EPS guidance to $2.37 per share. Looking ahead, Five9 expects to surpass the current consensus for 2025 revenue and non-GAAP EPS, with anticipated revenue of $1.130 billion and EPS exceeding $2.52 per share. The company aims for long-term subscription revenue growth between 20% and 30%, supported by AI advancements and strategic acquisitions.

Accelerated Subscription Revenue Growth

Subscription revenue growth accelerated to 20% year-over-year, making up nearly 80% of total revenue.

Record Operating Cash Flow

Achieved record quarterly operating cash flow of $41 million, representing 16% of revenue.

AI Momentum

AI products accounted for over 20% of enterprise new logo ACV bookings in Q3, with AI bookings growing over 50% year-over-year.

Strategic Acquisition of Acqueon

Acquisition of Acqueon strengthens Five9's intelligent CX platform, expanding capabilities across digital, SMS, e-mail, and social channels.

Recognition and Expansion

Named a leader in the Gartner Magic Quadrant for CCaaS, launched new initiatives in AI and healthcare, and opened a new data center in India.

---

Five9 (FIVN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

FIVN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2025	2024 (Q4)	0.70 / -	0.61	―	―	―
Nov 07, 2024	2024 (Q3)	0.59 / 0.67	0.52	28.85% (+0.15)
Aug 08, 2024	2024 (Q2)	0.44 / 0.52	0.52	0.00% (0.00)
May 02, 2024	2024 (Q1)	0.39 / 0.48	0.41	17.07% (+0.07)
Feb 21, 2024	2023 (Q4)	0.48 / 0.61	0.54	12.96% (+0.07)
Nov 02, 2023	2023 (Q3)	0.43 / 0.52	0.39	33.33% (+0.13)
Aug 07, 2023	2023 (Q2)	0.39 / 0.52	0.34	52.94% (+0.18)
May 04, 2023	2023 (Q1)	0.24 / 0.41	0.22	86.36% (+0.19)
Feb 22, 2023	2022 (Q4)	0.41 / 0.54	0.42	28.57% (+0.12)
Nov 07, 2022	2022 (Q3)	0.35 / 0.39	0.28	39.29% (+0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

---

FIVN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 07, 2024	$32.81	$36.82	+12.22%
Aug 08, 2024	$42.47	$31.22	-26.49%
May 02, 2024	$56.73	$57.88	+2.03%
Feb 21, 2024	$71.05	$61.52	-13.41%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

---