Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FIVN
Strong BuyFull HouseFLAGFive9, Inc. · Technology · United States · $2.5B · Avg Vol: $84M/d
Five9 sells cloud contact-centre software and has strong momentum, but the quality score is weak (Q60), growth has decelerated sharply, and the company sits on both sides of the AI question: agentic AI may expand its product but also shrinks the seat-based licence pool it sells today. It also carries convertible debt. Nothing adverse is known, so this is a flag.
COMPANY DESCRIPTION
Five9, Inc. is a leading provider of cloud contact center software (CCaaS), enabling businesses to manage customer interactions across multiple channels with advanced AI and automation capabilities. The company maintains its competitive edge through its robust, scalable cloud platform, continuous innovation, and strong market penetration among enterprise clients seeking modern customer engagement solutions.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 778.8M | 910.5M | 1.0B | 1.1B | 13.8% | 1.2B | 1.3B | 1.4B | 10.1% |
| EPS | -0.79 | -1.35 | -1.13 | -0.17 | 0.51 | — | 0.68 | 0.56 | 0.66 | 13.9% |
| Shares | — | 71.0M | 73.3M | 75.8M | 77.2M | +8.7% | 74.7M | — | — | — |
| Debt | — | 790.6M | 793.9M | 1.2B | 805.1M | 0.6% | 843.3M | — | — | — |
| Equity | — | 310.0M | 538.1M | 622.2M | 785.8M | 36.4% | — | — | — | — |
| Op CF | — | 88.9M | 128.8M | 143.2M | 226.2M | 36.5% | 248.8M | — | — | — |
| Inv CF | — | 31.0M | -259.6M | -266.6M | 122.3M | — | — | — | — | — |
| Fin CF | — | -30.2M | 94.6M | 342.7M | -478.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of FIVN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FIVN | Five9, Inc.(you) | $2.5B | 91 | Strong Buy |
| TDC | Teradata Corporation | $2.7B | 91 | Strong Buy |
| NTCT | NetScout Systems, Inc. | $2.8B | 89 | Strong Buy |
| GCT | GigaCloud Technology Inc. | $1.9B | 90 | Strong Buy |
| PRGS | Progress Software Corporation | $1.8B | 90 | Strong Buy |
| PAYO | Payoneer Global Inc. | $2.4B | 84 | Strong Buy |
| EEFT | Euronet Worldwide, Inc. | $2.6B | 83 | Strong Buy |
| RAMP | LiveRamp Holdings, Inc. | $2.3B | 99 | Strong Buy |
| AVP.SI | AvePoint, Inc. | $3.0B | 82 | Strong Buy |
| FLYW | Flywire Corporation | $1.7B | 84 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.1%