Five9, Inc. (FIVN)

Five9's stock has underperformed the software sector in the past six months, declining by 6%. Key events include the Q2 2025 earnings report on August 22, 2025, where Five9 reported a 12% year-over-year increase in revenue and a 45% rise in non-GAAP earnings per share (EPS). In Q1 CY2025 earnings, the company beat Wall Street's revenue expectations with a 13.2% year-on-year increase. Tiffany N. Meriweather and President Andy Dignan sold a combined total of 15,475 shares on September 4th. Investors purchased 8,504 call options on October 22, 2025. Five9 is scheduled to report its Q3 2025 financial results on November 6, 2025.

While specific detailed seasonal demand patterns are not extensively outlined, there are indications of seasonality impacting Five9's business. The company's Net Dollar Retention Rate (NDRR) has been noted to "continue to slide due to seasonal factors". The nature of contact center operations can experience varying traffic volumes throughout the year, potentially influencing the demand for scalable solutions.

Five9, Inc. is a provider of intelligent cloud software for contact centers, offering a cloud-based platform with applications for managing customer interactions across various channels. The platform includes features like Automatic Call Distribution (ACD), Interactive Voice Response (IVR), omnichannel routing, and Workforce Optimization (WFO) tools. The company integrates AI and automation into its offerings, providing solutions such as Intelligent Virtual Agent (IVA) and Agent Assist. Five9 also provides professional services and integrates with CRM systems like Salesforce, Microsoft Dynamics, and Zendesk, serving industries such as banking, retail, healthcare, technology, and education.

Five9 operates in the United States and internationally. The company has expanded its global presence by establishing two new data centers in Delhi and Mumbai, India, in October 2024. Five9 has also obtained Department of Telecommunications (DOT) Unified License (Virtual Network Operator) (UL VNO) licensing in India, enabling it to provide telephony and network connectivity within the region.

Five9 maintains a strong brand reputation, particularly in its focus on innovation and customer-centric solutions. The company has received positive recognition, including being acknowledged for its leadership in Europe by IDC MarketScape in October 2025. Five9 is at the forefront of integrating AI into its platform, with its "Genius AI suite of products" and the recent launch of "Agentic AI Agents and AI Trust & Governance."

Institutional investors hold 96.64% of Five9's stock. Notable institutional investors who increased their stakes include Voss Capital LP, Ameriprise Financial Inc., UBS AM, Van Berkom & Associates Inc., and Armistice Capital LLC. Corporate insiders own 1.60% of the stock.