Five9 Q4 revenue slightly beats estimates, enterprise AI revenue up 50%

Overview

• Intelligent CX Platform provider's Q4 revenue slightly beat analyst expectations

• Q4 enterprise AI revenue grew 50%

• Q4 operating cash flow reached a record $84 mln

Outlook

• Five9 expects full-year 2026 revenue between $1.247 bln and $1.261 bln

• Company anticipates Q1 2026 revenue between $296.5 mln and $302.5 mln

• Five9 projects full-year 2026 non-GAAP EPS between $3.15 and $3.21

Result Drivers

• ENTERPRISE AI REVENUE - Q4 enterprise AI revenue grew 50%, contributing significantly to overall revenue growth

• SUBSCRIPTION REVENUE - Q4 subscription revenue increased by 12%, supporting overall revenue growth

• OPERATING CASH FLOW - Record Q4 operating cash flow of $84 mln, indicating improved cash generation capabilities

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for Five9 Inc is $32.00, about 91.3% above its February 18 closing price of $16.73

• The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nBwC0K7ya

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