Five9, Inc. (FIVN) Presents at UBS Global Technology and AI Conference 2025 Transcript
Five9 shares continue to face pressure as investors weigh concerns about decelerating growth. The contribution from AI revenue is increasing, with solid momentum in AI bookings growth. Adjusted EBITDA margins continue to expand, driven by stronger growth in higher-margin products.
Investors with an interest in Internet - Software stocks have likely encountered both Five9 (FIVN) and Autodesk (ADSK). But which of these two stocks offers value investors a better bang for their buck right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Five9, Inc. ( FIVN ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Michael Burkland - CEO & Chairman Andy Dignan - President Bryan Lee - CFO & Treasurer Conference Call Participants David Hynes - Canaccord Genuity Corp., Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Andrew King - Rosenblatt Securities Inc., Research Division Connor Passarella - Truist Securities, Inc., Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Elizabeth Elliott - Morgan Stanley, Research Division Jackson Ader - KeyBanc Capital Markets Inc., Research Division William Fitzsimmons - Jefferies LLC, Research Division Ioannis Samoilis - Robert W. Baird & Co. Incorporated, Research Division Rishi Jaluria - RBC Capital Markets, Research Division Peter Levine - Evercore ISI Institutional Equities, Research Division Arjun Bhatia - William Blair & Company L.L.C.
Five9 (FIVN) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.67 per share a year ago.
Investors interested in Internet - Software stocks are likely familiar with Five9 (FIVN) and Adyen N.V. Unsponsored ADR (ADYEY).
Five9's fundamentals strengthened in H1 2025, with revenue up 13% and margins reaching record highs, showing meaningful operational progress. AI adoption is becoming a real growth driver, with enterprise AI revenue up 40% and bookings tripling year over year. Leadership transition noise remains a short-term overhang, but the company's core execution and balance sheet are in solid shape.
MEG, FOX and FIVN made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 13, 2025.
Investors looking for stocks in the Internet - Software sector might want to consider either Five9 (FIVN) or Adyen N.V. Unsponsored ADR (ADYEY).
Investors interested in stocks from the Internet - Software sector have probably already heard of Five9 (FIVN) and Autodesk (ADSK). But which of these two companies is the best option for those looking for undervalued stocks?
FIVN posts record Q2 revenue, boosts AI growth, and trades at a steep valuation discount, making it a mid-cap AI standout.