Five9, Inc. (FIVN)

Five9's stock has been influenced by several events in the past six months. The company is scheduled to report its fourth-quarter and fiscal year 2025 financial results on February 19, 2026. In January 2026, Five9 launched a joint enterprise customer experience AI solution with Google Cloud. December 2025 saw the appointment of Amit Mathradas as the new Chief Executive Officer, and Computerworld recognized Five9 on its 2026 List of Best Places to Work in IT. New options for the February 2026 expiration began trading in November 2025. The stock experienced a broad sell-off in the software sector due to concerns about AI-driven disruption, leading to institutional repositioning and analyst downgrades. Strong enterprise AI revenue momentum, backlog conversion, and a $50 million accelerated share repurchase program provided some near-term support. In August 2025, Five9 beat Q2 sales targets but subsequently lowered its full-year revenue guidance, which caused the stock to drop.

Five9 experiences some demand seasonality, particularly influenced by trends within the consumer vertical. As of May 2025, the company's Net Dollar Retention Rate (NDRR) has shown a tendency to slide due to seasonal factors, alongside a normalization from a major customer ramp-up. The company has also noted that "vertical seasonality" can moderately influence its second-half acceleration.

Five9, Inc. is a leading provider of intelligent cloud software for contact centers, operating within the Technology sector and the Software - Infrastructure industry. Its core offering is the Virtual Contact Center (VCC) cloud platform, which provides a comprehensive suite of applications for customer service, sales, and marketing functions. Key products and features include intelligent virtual agents, agent assist, workflow automation, workforce engagement management, AI insights, AI summaries, Revenue Execution, and AI Agents. Five9's solution enables the management and optimization of customer interactions across various channels and often integrates with enterprise applications like CRM software.

Five9, Inc. has a significant global presence, serving customers in the United States and internationally. The company's headquarters are located in San Ramon, California. Its international office footprint includes locations in London, Sao Paulo, Sydney, Toronto, Munich, Porto, Madrid, Mandaluyong City (Philippines), Melbourne, New Delhi, Bangalore, and Chennai.

Five9 has maintained a strong brand reputation over the past year. It was named a Leader in the 2025 Gartner® Magic Quadrant™ for CCaaS for the eighth consecutive time. The company also received recognition in Metrigy's 2025 MetriRank and earned a Metrigy MetriStar Top Provider Award for its AI-powered Workforce Engagement Management (WEM) solutions. Additionally, Five9 was included in Computerworld's 2026 List of Best Places to Work in IT. The company is recognized for its customer-first approach and for providing reliable, secure, and scalable cloud contact center solutions.

Five9, Inc. has substantial institutional ownership, accounting for approximately 93.24% of its shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Pictet Asset Management Holding SA, FSCSX - Software and IT Services Portfolio, Voss Capital, LLC, Fmr Llc, UBS Group AG, Van Berkom & Associates Inc., FIL Ltd, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares. Individual investors hold about 2.62% of the company's shares.