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

Five9

19/02/2026 21:26

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$300.28 mln
$298.27 mln (20 Analysts)
Q4 Net Income
$19.71 mln
Q4 Gross Profit
$166.44 mln
Q4 Income from Operations
$19.80 mln
Q4 Pretax Profit
$23.03 mln


*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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)