Cloud demand and AI adoption are fueling FIVN, FSLY and QLYS, with strong growth and improving earnings estimates.
Five9 NASDAQ: FIVN reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth.
Five9, Inc. (FIVN) Q2 2026 Earnings Call Transcript
Five9 (FIVN) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.76 per share a year ago.
Five9, Inc. remains a "Buy," supported by new C-suite hires and robust CCaaS industry tailwinds. FIVN is aiming for stable FY26 revenue growth of nearly 10% and further EBITDA margin to above 24%; the new C-suite additions should help it achieve these financial objectives. The CCaaS sector's prospects are promising, considering the ongoing migration from on-premise to cloud contact centers and the ARPU-accretive nature of AI solutions.
Investors interested in Internet - Software stocks are likely familiar with Five9 (FIVN) and Zoom Communications (ZM). But which of these two stocks is more attractive to value investors?
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.
FIVN, WOOF and SANM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on May 5, 2026.
Five9, Inc. receives a high-risk Buy rating due to discounted valuation, improving cash flow, and accelerating AI-driven subscription revenue growth. FIVN's Q1 2026 revenue beat expectations at $305M (+9% Y/Y), with AI revenue up 68% and now 13% of subscription revenue. Profitability improved: adjusted gross margin 64% (+200 bps Y/Y), adjusted EBITDA $74M (24% margin), and free cash flow $49M (16% margin).
Investors interested in Internet - Software stocks are likely familiar with Five9 (FIVN) and Zoom Communications (ZM). 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) Q1 2026 Earnings Call Transcript