Enterprise Software
Five9
Five9 is a cloud contact center (CCaaS) platform whose enterprise AI bookings more than doubled year-over-year, reaching $100 million in annual recurring revenue. Q1 2026 revenue rose 9.2% to $305.3 million, driven by a 68% jump in AI-related revenue to a run rate exceeding $125 million, with subscription revenue (82% of total) growing 13% and adjusted EBITDA up 41% to $74 million; full-year 2026 guidance is $1.254-1.266 billion, positioning Five9 as a clear example of AI strengthening rather than disrupting enterprise SaaS incumbents.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Alphabet (Google)
“Launched Joint Enterprise Customer Experience AI Solution with Google Cloud”
SEC 8-K exhibit (0001288847-26-000077) · Apr 30, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 64% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Five9, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Medium (Blossom Street Ventures) — Five9 enterprise AI bookings double to $100M ARR54% source confidence
- CNBC — Five9 and RingCentral rally on strong earnings amid AI sell-off54% source confidence
- Investing.com — Five9 Q1 2026 slides: AI drives margin expansion, shares dip despite beat52% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Five9 depends on below, and who depends on Five9 above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.