Five9 (FIVN) shares have dropped 42.8% year to date (YTD), underperforming the Zacks Computer and Technology sector’s decline of 12.5% and the Zacks Internet – Software industry’s fall of 11.1%.FIVN has underperformed its industry peers, StoneCo (STNE) , BlackBerry (BB) and Affirm (AFRM) .Over the same time frame, StoneCo shares have risen 37.8%, while BlackBerry and Affirm shares have lost 16.9% and 33.1%, respectively.This underperformance raises the question of whether investors should cut their losses a ...

Core Insights - Five9 (FIVN) currently presents a better value opportunity compared to F5 Networks (FFIV) based on various financial metrics and rankings [1][3]. Valuation Metrics - Five9 has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while F5 Networks has a Zacks Rank of 3 (Hold) [3]. - The forward P/E ratio for Five9 is 8.26, significantly lower than F5 Networks' forward P/E of 16.84, suggesting that Five9 is undervalued [5]. - Five9's PEG ratio is 0.49, indicating strong expected EPS growth relative to its price, whereas F5 Networks has a PEG ratio of 2.38, suggesting less favorable growth prospects [5]. - Five9 has a P/B ratio of 2.60, compared to F5 Networks' P/B of 4.30, further supporting the argument that Five9 is a more attractive value option [6]. - Overall, Five9's Value grade is B, while F5 Networks' Value grade is D, highlighting the superior valuation metrics of Five9 [6].

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Five9, Inc. due to a class action lawsuit alleging breaches of fiduciary duties by the board of directors during a specified class period [1][2]. Group 1: Lawsuit Details - The class action complaint was filed on December 4, 2024, covering a class period from June 4, 2024, to August 8, 2024 [1]. - Allegations include that Five9's net new business was not strong and was negatively impacted by macroeconomic factors, including constrained customer budgets [2]. - The lawsuit claims that Five9 faced challenges in bookings due to sales execution issues and lacked sufficient information regarding customer retention rates, leading to misleading statements [2]. Group 2: Investor Information - Long-term stockholders of Five9 are encouraged to reach out for more information regarding the claims and their rights [3]. - The law firm offers assistance without any cost or obligation to the investors [3]. Group 3: Law Firm Background - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents investors in various complex litigations across state and federal courts [4].

Core Viewpoint - The stock price of Five9 (FIVN) has recently experienced a bearish trend, losing 14% over the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a potential bottom in the stock price, suggesting that selling pressure may be exhausting and that bulls could be gaining control [2][4]. - A hammer pattern forms when there is a small candle body with a long lower wick, typically occurring during a downtrend, signaling a possible reversal if it appears at the bottom of the trend [3][4]. Fundamental Analysis - There is rising optimism among Wall Street analysts regarding Five9's future earnings, with a significant upward revision in earnings estimates, which is a bullish indicator [2][6]. - Over the last 30 days, the consensus EPS estimate for Five9 has increased by 63.7%, indicating that analysts expect better earnings than previously predicted [7]. - Five9 currently holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which historically outperform the market [8].

TruConnect was recognized by Five9 as a leader in advancing CX and AILOS ANGELES, March 3, 2025 /PRNewswire/ --TruConnect today announced it's been awarded CX Leader of the Year Award by Five9 (Nasdaq: FIVN), provider of the Intelligent CX Platform, during Five9's New Era of CX Awards 2024 ceremony. The Five9 New Era of CX Awards celebrate the most innovative companies and individuals redefining customer experience and AI in business. The winners exemplify excellence in aligning CX strategies with business ...

Five9 (FIVN) closed the last trading session at $41.77, gaining 4.8% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $54.21 indicates a 29.8% upside potential.The mean estimate comprises 19 short-term price targets with a standard deviation of $8.70. While the lowest estimate of $40 indicates a 4.2% decline from the current price level, the most optimistic analyst expects the stock ...

Core Insights - Five9 reported strong fourth-quarter results, exceeding Wall Street estimates, with a stock price increase of 19.7% initially, but later settling at a 5.2% increase due to management changes [1][4] Financial Performance - Fourth-quarter revenues increased by 16.6% year over year to $279 million, surpassing analyst expectations of approximately $267 million [2] - Adjusted earnings per diluted share rose from $0.61 to $0.79, exceeding the analyst consensus of $0.70 per share [2] Growth Drivers - Record revenues were driven by a 19% year-over-year increase in renewable subscription sales [3] - The integration of artificial intelligence (AI) tools in call center services has helped limit operational costs and is emerging as a significant growth driver, particularly through personalized AI agents [3] Management Changes - The unexpected retirement announcement of longtime CFO Barry Zwarenstein after 13 years has dampened investor enthusiasm, despite the amicable nature of the separation [4] - Zwarenstein will remain until summer to ensure a smooth transition to his successor, indicating that the positive financial report should outweigh concerns regarding management changes [4]

Five9 reported standout earnings for Q4 2024, with record revenue and profitability beating forecasts.Five9 (FIVN -0.31%), a leader in cloud-based contact center solutions, unveiled its fourth quarter 2024 financial results on February 20, 2025. The company reported impressive earnings, bolstered by cloud adoption and AI advancements. Five9 achieved a non-GAAP EPS of $0.79, beating Wall Street forecasts of $0.70. Revenue for the quarter was $278.7 million, surpassing expectations of $267 million. The compan ...

Five9, Inc. (NASDAQ:FIVN) Q4 2024 Earnings Conference Call February 20, 2025 4:30 PM ET Company Participants Mike Burkland - Chairman & Chief Executive Officer Andy Dignan - Chief Operating Officer Barry Zwarenstein - Chief Financial Officer Conference Call Participants Ryan MacWilliams - Barclays David Hynes - Canaccord Michael Turrin - Wells Fargo Siti Panigrahi - Mizuho Scott Berg - Needham Peter Levine - Evercore Taylor McGinnis - UBS Meta Marshall - Morgan Stanley Quinton Gabrielli - Piper Sandler Thom ...

Financial Performance - The company recorded $1,041.9 million in revenue for the year ended December 31, 2024, primarily from subscription fees based on the number of licenses and usage of AI solutions [384]. - Revenue for the year ended December 31, 2024, was $1,041,938 thousand, representing a 14.4% increase from $910,488 thousand in 2023 [396]. - Gross profit for 2024 was $564,398 thousand, up from $477,798 thousand in 2023, indicating a gross margin improvement [396]. - The company reported a net loss of $12,795 thousand for 2024, a significant reduction compared to a net loss of $81,764 thousand in 2023 [396]. - The company’s adjusted net loss for the year ended December 31, 2024, was $12.8 million, an improvement from a net loss of $81.8 million in 2023 [551]. - The company generated $927.8 million in revenue from the United States and $114.2 million from international markets for the year ended December 31, 2024 [549]. Cash and Liquidity - As of December 31, 2024, the company had cash and cash equivalents, and marketable securities totaling $1,006.0 million, focusing on capital preservation and liquidity needs [365]. - Cash and cash equivalents increased to $362,546 thousand in 2024, compared to $143,201 thousand in 2023, indicating improved cash flow [394]. - Cash and cash equivalents at the end of 2024 totaled $362.5 million, compared to $144.8 million at the end of 2023, marking a substantial increase of 150% [404]. - The net cash provided by operating activities increased to $143.2 million in 2024, up from $128.8 million in 2023, reflecting a growth of approximately 11% [403]. Investments and Acquisitions - The company made significant investments in marketable securities, with purchases totaling $1.29 billion in 2024, compared to $795 million in 2023 [403]. - The company acquired Acqueon Inc. for $167.2 million in cash, indicating a strategic move for market expansion [403]. - The company capitalized $22.2 million in internal-use software development costs in 2024, up from $9.5 million in 2023, indicating a focus on technology development [403]. Liabilities and Debt - The aggregate principal amount outstanding of the company's convertible senior notes was $1,181.9 million, with fair values subject to interest rate and market risks [366]. - Total liabilities rose to $1,429,022 thousand in 2024 from $956,483 thousand in 2023, primarily due to the issuance of new convertible senior notes [394]. - The Company had outstanding convertible senior notes of $434.4 million due on June 1, 2025, and $747.5 million due on March 15, 2029 [536]. - The total interest expense related to the 2029 convertible senior notes for the year ended December 31, 2024, was $9.242 million, which includes $6.229 million in contractual interest expense and $3.013 million in amortization of issuance costs [484]. Research and Development - Research and development expenses for 2024 were $166,197 thousand, up from $156,582 thousand in 2023, reflecting continued investment in innovation [396]. - The company’s stock-based compensation expense for research and development decreased to $37.3 million in 2024 from $50.4 million in 2023, a decline of approximately 26% [520]. Stock and Compensation - Total stock-based compensation expenses for 2024 were $166.3 million, down from $206.3 million in 2023, reflecting a decrease of approximately 19.4% [520]. - The Company granted 4,433,000 RSUs during the year ended December 31, 2024, with a weighted average grant date fair value of $46.32 per share [510]. - The intrinsic value of options exercised in 2024 was $901,000, while the total fair value of options vested during the period was $3,249,000 [509]. Taxation - The company recognized a current income tax expense of $4.9 million in 2024, primarily due to U.S. taxable income [527]. - Deferred tax assets amounted to $209.1 million in 2024, with a valuation allowance of $123.1 million, resulting in net deferred tax assets of $86.0 million [530]. - The company’s total provision for income taxes in 2024 was $40, compared to $2.3 million in 2023, indicating a significant reduction [529]. Operational Risks - The company is exposed to foreign currency risk, with a potential maximum impact of $10.6 million on operating expenses from a hypothetical 10% change in foreign currency exchange rates [370]. - The company continues to expand its international operations, which exposes it to significant macroeconomic risks [16]. - The company relies on third-party telecommunications and internet service providers, and any failure in their services could lead to customer loss and claims for damages [16]. Asset Management - The company’s total stockholders' equity increased to $622,192 thousand in 2024 from $538,085 thousand in 2023, showing growth in shareholder value [394]. - Goodwill increased to $365.4 million in 2024 due to the acquisition of Acqueon, up from $227.4 million in 2023, marking a 61% rise [469]. - Intangible assets net value reached $65.6 million in 2024, up from $38.3 million in 2023, showing an increase of 71% [470].