Five9 beats Q2 revenue and adjusted EPS estimates, names new CFO

Five9

31/07/2025 21:38

Overview

Five9 Q2 revenue rises 12% yr/yr to $283 mln, beating analysts' expectations

Adjusted EPS for Q2 beats estimates, reaching $0.76

Co appoints Bryan Lee as new Chief Financial Officer

Outlook

Five9 sees Q3 revenue between $283 mln and $286 mln

Five9 expects FY 2025 revenue between $1.1435 bln and $1.1495 bln

Company forecasts FY 2025 GAAP EPS between $0.23 and $0.30

Five9 anticipates FY 2025 non-GAAP EPS between $2.86 and $2.90

Result Drivers

ENTERPRISE AI - Revenue growth driven by 42% increase in Enterprise AI revenue, now 10% of subscription revenue

SALES EXECUTION - Strong momentum in sales execution with Enterprise AI bookings tripling year-over-year

ADJUSTED EBITDA - Record adjusted EBITDA margin of 24% attributed to balanced, profitable growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$283.27 mln
$275.20 mln (21 Analysts)
Q2 Adjusted EPS
Beat
$0.76
$0.65 (21 Analysts)
Q2 Net Income
$1.15 mln
Q2 Gross Profit
$155.40 mln
Q2 Income from Operations
-$1.56 mln
Q2 Pretax Profit
$2.54 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "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 $35.00, about 22.1% above its July 30 closing price of $27.27

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw5Z97WHa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)