Five9 stock soars as Q2 revenue beats estimates, guidance tops expectations

Published 31/07/2025, 21:46
Five9 stock soars as Q2 revenue beats estimates, guidance tops expectations

Investing.com -- Five9, Inc. (NASDAQ:FIVN) shares surged 7% after the Intelligent CX Platform provider reported second-quarter revenue that exceeded analyst expectations and issued guidance above consensus estimates.

The company reported record second-quarter revenue of $283.3 million, up 12% YoY and surpassing the analyst consensus of $275.17 million. However, non-GAAP earnings per share came in at $0.52, missing the analyst estimate of $0.62 by $0.10. Enterprise AI revenue was a particular bright spot, accelerating 42% YoY and now representing 10% of Enterprise subscription revenue.

Five9’s stock jumped 8.3% following the results, primarily driven by the company’s strong guidance for both the third quarter and full year 2025. For Q3, Five9 expects EPS of $0.72-$0.74, above the consensus of $0.70, and revenue of $283-286 million, with the midpoint slightly below the consensus of $285.7 million. For full-year 2025, the company projects EPS of $2.86-$2.90, exceeding the consensus of $2.76, and revenue of $1.1435-1.1495 billion, with the midpoint slightly above the consensus of $1.142 billion.

"We are pleased to report strong second quarter results which exceeded our expectations across all key metrics," said Mike Burkland, Chairman and CEO of Five9. "Subscription revenue accelerated to 16% year-over-year growth, primarily driven by Enterprise AI revenue accelerating to 42% year-over-year growth."

The company also reported significant improvements in profitability, with adjusted EBITDA margin increasing to 24%, reaching an all-time record and helping drive a second-quarter record for both operating and free cash flow. GAAP operating cash flow was $35.1 million, compared to $19.9 million for the second quarter of 2024.

In addition, Five9 announced that Bryan Lee, who had been serving as interim Chief Financial Officer and Treasurer, has been appointed to the role of Chief Financial Officer, effective July 31st. Lee has been with the company for nearly eleven years and will lead Five9’s global financial operations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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