FIVN Five9 Inc

$FIVN strong uptrend here with a healthy 1 month sideways channel. Nearing a next leg up. Something to watch

$FIVN Five9's Level AI deal per the 8-K: $325M, all cash. Level AI holders with enough votes already signed support agreements, so no further Level AI stockholder vote is needed. And neither side pays a termination fee if it falls through. Outside date is Feb 5, 2027.

Five9: Q3 revenue $323M beat guidance, subscription growth accelerated to 16%, and AI revenue surged 91% to $45M, now 17% of subscription. It raised 2026 AI growth to 75%+ and is buying Level AI for $325M. Contact center AI moved from pilot to P&L. $FIVN

$FIVN paid per contact center seat while selling agents that delete seats. seems like automation that works eats the invoice of the company selling it, one resolved call at a time

$FIVN Revenue recognized from the Dec 31, 2025 contract liabilities was 8.2 million dollars in Q3 and 66.3 million dollars in the nine months, per Note 2 in the 10-Q. That opening balance was 79.1 million dollars on arithmetic, so most of it has now burned through. Contract assets were 7,358 thousand dollars vs 4,101 thousand at Dec 31, and deferred contract acquisition costs were 292,324 thousand dollars vs 265,690 thousand, amortized over five years.

$FIVN Revenue grew 13 percent in Q3 and the release leads with subscription growth and the Level AI deal. The 10-Q shows 1,606 million dollars of transaction price still sitting in remaining performance obligations at Sep 30, and that only counts contracts longer than a year. It was 1,121 million a year earlier and 1,448 million at June 30, so the backlog is up about 43 percent year over year while revenue grew 13 percent. About three fourths of it is expected to be recognized over the next 24 months.

$FIVN is down about 19% after hours. It beat Q3 (EPS $0.82 vs $0.80, revenue $323.3M vs 319M), but Q4 EPS guidance of $0.88-0.92 is well below the $0.99 estimate, with longer enterprise decision cycles and integration delays cited. What's the real problem?

$FIVN Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.82 up 5.13% YoY • Reported revenue of $323.3M up 13.11% YoY • Five9 expects Q4 2026 revenue of $328M, GAAP diluted EPS of $0.28 to $0.36 and non-GAAP diluted EPS of $0.88 to $0.92; FY 2026 revenue is $1.27B.

$FIVN the customer buying ai agents is a cost center told to cut costs. seems like the savings have to show up in a real budget before the renewal does, and proof is a slower sale than the pitch was

$FIVN I am expecting a 15%+ increase after earnings tomorrow. The short sellers have no clue what they are doing…

$FIVN tech is taking a beating with the over all AI sector… but $FIVN is still holding strong . They only spend 6% of there revenue in AI . They are not over leveraging like the rest of the big names $GOOGL $INTC . Expecting solid earnings on 11/5/26 for FIVN .

Five9 surged 5.13% in morning trading as investors responded to bullish analyst actions and expectations of accelerating revenue growth. UBS raised its price target to $48 from $36, a 33% increase, while maintaining a Buy rating, citing major financial-services contracts that could drive growth ahead of upcoming earnings. UBS sees upside to consensus FY2027 growth estimates, with one contract potentially adding approximately two percentage points to revenue growth in both FY2026 and FY2027. Barclays also raised its target to $40 from $34, while RBC Capital initiated a Buy rating. A new distribution partnership with NovelVox, announced in early October, is expanding Five9’s reach across banking, credit unions and healthcare. The broader market recovery in technology and software stocks provided additional support. Investors are now focused on the company’s upcoming third-quarter earnings report, while the stock approaches its reported 52-week high of $40. $FIVN