FIVN surpasses second-quarter earnings and revenue estimates with strong subscription gains, yet shares slide more than 5% despite the upbeat results.
Five9, Inc. (NASDAQ:FIVN ) Q2 2025 Earnings Conference Call July 31, 2025 4:30 PM ET Company Participants Andy Dignan - President Bryan Lee - Interim Chief Financial Officer, EVP of Finance & Treasurer Michael Burkland - CEO & Chairman Conference Call Participants Catharine Anne Trebnick - Rosenblatt Securities Inc., Research Division David E. Hynes - Canaccord Genuity Corp., Research Division Jackson Edmund Ader - KeyBanc Capital Markets Inc., Research Division Meta A.
FIVN's second-quarter results are likely to reflect the benefits of strong AI momentum and partnerships.
I'm upgrading Five9 to Buy, as disruption fears are easing and a second quarter beat is on the cards. AI will complement, not replace, human agents; most clients plan to retain staff, supporting stable subscription counts and ARPU growth for FIVN. Its Q2 earnings are likely to surpass expectations, with benign competition and ongoing margin improvement initiatives.
Five9 (FIVN) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Investors interested in stocks from the Internet - Software sector have probably already heard of Five9 (FIVN) and Informatica Inc. (INFA). But which of these two companies is the best option for those looking for undervalued stocks?
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Investors with an interest in Internet - Software stocks have likely encountered both Five9 (FIVN) and Adyen N.V. Unsponsored ADR (ADYEY).
FIVN capitalizes on the rising demand for AI-driven solutions, strengthening its platform through collaborations and subscription growth.
The average of price targets set by Wall Street analysts indicates a potential upside of 37.4% in Five9 (FIVN). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Investors looking for stocks in the Internet - Software sector might want to consider either Five9 (FIVN) or Adyen N.V. Unsponsored ADR (ADYEY).
The mean of analysts' price targets for Five9 (FIVN) points to a 59.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.