Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
Five9
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Ramon, California, USA
Website
Employees
2,400 (2026, approximate)
Founded
2001
Listing
FIVN · NASDAQ
Market Cap
$1.96B
Revenue (TTM)
$1.17B
Price
USD25.55 (-0.58%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Strategic Connections
Competition / Other
- RingCentral: Five9 competes with RingCentral in cloud contact center and unified communications software.
- Cloud Computing & Data Centers: Five9 provides cloud contact center (CCaaS) software within the broader cloud computing industry.
Strategic Risks
- Data hygiene and integration complexity required for customers to realize AI contact-center value
Future Outlook
- Enterprise AI bookings growth positioned as the primary catalyst for continued revenue acceleration
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Five9, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- Medium (Blossom Street Ventures) (Apr 2026) — Five9 enterprise AI bookings double to $100M ARR
- CNBC (Feb 2026) — Five9 and RingCentral rally on strong earnings amid AI sell-off
- Investing.com (Apr 2026) — Five9 Q1 2026 slides: AI drives margin expansion, shares dip despite beat
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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