Five9 (FIVN)
Market Price (8/6/2026): $29.43 | Market Cap: $2.3 BilSector: Information Technology | Industry: Application Software
Five9 (FIVN)
Market Price (8/6/2026): $29.43Market Cap: $2.3 BilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% Attractive yieldFCF Yield is 7.8% Megatrend and thematic driversMegatrends include Cloud Computing, Artificial Intelligence, and Automation & Robotics. Themes include Software as a Service (SaaS), Show more. | Trading close to highsDist 52W High is -0.6% Weak multi-year price returns2Y Excs Rtn is -73%, 3Y Excs Rtn is -135% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 89% Key risksFIVN key risks include [1] failing to replace its traditional subscription revenue with new AI solutions and [2] a potential "seat count reduction" among customers as AI automates tasks previously performed by human agents. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% |
| Attractive yieldFCF Yield is 7.8% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Artificial Intelligence, and Automation & Robotics. Themes include Software as a Service (SaaS), Show more. |
| Trading close to highsDist 52W High is -0.6% |
| Weak multi-year price returns2Y Excs Rtn is -73%, 3Y Excs Rtn is -135% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 89% |
| Key risksFIVN key risks include [1] failing to replace its traditional subscription revenue with new AI solutions and [2] a potential "seat count reduction" among customers as AI automates tasks previously performed by human agents. |
Qualitative Assessment
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Five9 (FIVN) stock has gained about 70% since 4/30/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Financial Results Exceeding Expectations.
Five9 reported its fiscal Q1 2026 earnings on April 29, 2026, exceeding analyst estimates for both earnings per share (EPS) and revenue. The company posted an EPS of $0.76, a significant 28.81% beat over the consensus estimate of $0.59. Revenue reached $305.3 million, surpassing expectations of $299.92 million and marking a 9.2% year-over-year increase.
2. Breakthrough AI Product Innovations and Industry Recognition.
Five9 launched its new Voice AI Agents in June 2026, introducing advanced "agentic AI capabilities" for customer self-service which can automate complex interactions while ensuring seamless transitions to live agents. Additionally, in May 2026, Five9 unveiled Unified Workspace Availability ahead of ServiceNow Knowledge 2026, enhancing its integration with ServiceNow for streamlined operations and intelligent routing. This innovation, alongside its consistent inclusion on CRN's 2026 AI 100 List for the third consecutive year, underscores Five9's leadership in AI-driven customer experience.
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Five9 (FIVN) stock has gained about 70% since 4/30/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Financial Results Exceeding Expectations.
Five9 reported its fiscal Q1 2026 earnings on April 29, 2026, exceeding analyst estimates for both earnings per share (EPS) and revenue. The company posted an EPS of $0.76, a significant 28.81% beat over the consensus estimate of $0.59. Revenue reached $305.3 million, surpassing expectations of $299.92 million and marking a 9.2% year-over-year increase.
2. Breakthrough AI Product Innovations and Industry Recognition.
Five9 launched its new Voice AI Agents in June 2026, introducing advanced "agentic AI capabilities" for customer self-service which can automate complex interactions while ensuring seamless transitions to live agents. Additionally, in May 2026, Five9 unveiled Unified Workspace Availability ahead of ServiceNow Knowledge 2026, enhancing its integration with ServiceNow for streamlined operations and intelligent routing. This innovation, alongside its consistent inclusion on CRN's 2026 AI 100 List for the third consecutive year, underscores Five9's leadership in AI-driven customer experience.
3. Expanded Share Repurchase Program Signaling Confidence.
Alongside its strong fiscal Q1 2026 results, Five9 announced an expanded share repurchase program. This included a $90 million accelerated share repurchase to complete a previous program and a new authorization from its Board for an additional $200 million share repurchase program. This move signals strong management confidence in the company's financial health and future growth prospects.
4. Positive Analyst Sentiment and Upgraded Price Targets.
Following the strong fiscal Q1 2026 earnings report and ongoing product developments, multiple financial analysts increased their price targets for Five9. In early May 2026, firms like Barclays, UBS Group, Cantor Fitzgerald, DA Davidson, and Piper Sandler all raised their price objectives, contributing to a "Moderate Buy" consensus rating and an average price target ranging from $25.93 to $35.00.
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Stock Movement Drivers
Fundamental Drivers
The 72.1% change in FIVN stock from 4/30/2026 to 8/5/2026 was primarily driven by a 72.1% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.20 | 29.60 | 72.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,175 | 1,175 | 0.0% |
| Net Income Margin (%) | 4.9% | 4.9% | 0.0% |
| P/E Multiple | 23.1 | 39.7 | 72.1% |
| Shares Outstanding (Mil) | 77 | 77 | 0.0% |
| Cumulative Contribution | 72.1% |
Market Drivers
4/30/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| FIVN | 72.1% | |
| Market (SPY) | 7.1% | 4.9% |
| Sector (XLK) | 16.6% | -0.0% |
Fundamental Drivers
The 67.6% change in FIVN stock from 1/31/2026 to 8/5/2026 was primarily driven by a 75.7% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.66 | 29.60 | 67.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,127 | 1,175 | 4.2% |
| Net Income Margin (%) | 2.8% | 4.9% | 75.7% |
| P/E Multiple | 43.8 | 39.7 | -9.3% |
| Shares Outstanding (Mil) | 78 | 77 | 0.9% |
| Cumulative Contribution | 67.6% |
Market Drivers
1/31/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| FIVN | 67.6% | |
| Market (SPY) | 11.5% | 17.3% |
| Sector (XLK) | 29.4% | 12.4% |
Fundamental Drivers
The 14.6% change in FIVN stock from 7/31/2025 to 8/5/2026 was primarily driven by a 510.5% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.83 | 29.60 | 14.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,106 | 1,175 | 6.2% |
| Net Income Margin (%) | 0.8% | 4.9% | 510.5% |
| P/E Multiple | 224.3 | 39.7 | -82.3% |
| Shares Outstanding (Mil) | 77 | 77 | -0.2% |
| Cumulative Contribution | 14.6% |
Market Drivers
7/31/2025 to 8/5/2026| Return | Correlation | |
|---|---|---|
| FIVN | 14.6% | |
| Market (SPY) | 22.8% | 27.2% |
| Sector (XLK) | 42.1% | 20.3% |
Fundamental Drivers
The -66.3% change in FIVN stock from 7/31/2023 to 8/5/2026 was primarily driven by a -74.8% change in the company's P/S Multiple.| (LTM values as of) | 7312023 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 87.75 | 29.60 | -66.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 815 | 1,175 | 44.2% |
| P/S Multiple | 7.7 | 1.9 | -74.8% |
| Shares Outstanding (Mil) | 71 | 77 | -7.2% |
| Cumulative Contribution | -66.3% |
Market Drivers
7/31/2023 to 8/5/2026| Return | Correlation | |
|---|---|---|
| FIVN | -66.3% | |
| Market (SPY) | 74.1% | 39.1% |
| Sector (XLK) | 112.4% | 32.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| FIVN Return | -21% | -51% | 16% | -48% | -51% | 49% | -83% |
| Peers Return | -36% | -70% | 18% | -0% | -3% | 33% | -70% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| FIVN Win Rate | 42% | 33% | 58% | 33% | 42% | 50% | |
| Peers Win Rate | 38% | 25% | 53% | 48% | 52% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| FIVN Max Drawdown | -39% | -66% | -40% | -66% | -58% | -32% | |
| Peers Max Drawdown | -55% | -74% | -43% | -38% | -39% | -32% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RNG, ZM, EGHT, TWLO, CXM. See FIVN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/5/2026 (YTD)
How Low Can It Go
| Event | FIVN | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -22.0% | -7.8% |
| % Gain to Breakeven | 28.1% | 8.5% |
| Time to Breakeven | 96 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -33.8% | -9.5% |
| % Gain to Breakeven | 51.1% | 10.5% |
| Time to Breakeven | 33 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -34.1% | -6.7% |
| % Gain to Breakeven | 51.8% | 7.1% |
| Time to Breakeven | 34 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -28.3% | -33.7% |
| % Gain to Breakeven | 39.5% | 50.9% |
| Time to Breakeven | 23 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -15.0% | -19.2% |
| % Gain to Breakeven | 17.6% | 23.8% |
| Time to Breakeven | 14 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -16.7% | -3.7% |
| % Gain to Breakeven | 20.0% | 3.9% |
| Time to Breakeven | 28 days | 6 days |
In The Past
Five9's stock fell -22.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 28.1% gain to breakeven.
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Asset Allocation
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| Event | FIVN | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -22.0% | -7.8% |
| % Gain to Breakeven | 28.1% | 8.5% |
| Time to Breakeven | 96 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -33.8% | -9.5% |
| % Gain to Breakeven | 51.1% | 10.5% |
| Time to Breakeven | 33 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -34.1% | -6.7% |
| % Gain to Breakeven | 51.8% | 7.1% |
| Time to Breakeven | 34 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -28.3% | -33.7% |
| % Gain to Breakeven | 39.5% | 50.9% |
| Time to Breakeven | 23 days | 140 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -39.0% | -6.8% |
| % Gain to Breakeven | 64.0% | 7.3% |
| Time to Breakeven | 35 days | 15 days |
In The Past
Five9's stock fell -22.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 28.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Five9 (FIVN)
Five9 is a leading provider of cloud-based software solutions for contact centers globally. The company offers a virtual contact center cloud platform that empowers businesses to efficiently manage a wide spectrum of customer service, sales, and marketing functions. By moving these critical operations to the cloud, Five9 enables organizations to enhance customer engagement and operational efficiency without the complexities of traditional on-premise systems.
The core of Five9's offering is a comprehensive suite of applications designed to handle customer interactions across various channels. This includes voice, video, chat, email, website, and social media, alongside specialized features like click-to-call, callback, and mobile integration. To further optimize agent performance and customer experience, the platform incorporates advanced technologies such as natural language processing (NLP) and automatic speech recognition (ASR), complemented by robust APIs for seamless integration with other enterprise systems.
Five9 serves a broad and diverse customer base across numerous industries. Its solutions are adopted by companies in sectors such as banking and financial services, healthcare, technology, and education. The company also caters to business process outsourcers (BPOs) and general consumer enterprises, providing them with scalable and intelligent tools to manage their customer relations effectively and deliver high-quality service.
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Here are 1-3 brief analogies for Five9 (FIVN):
- Salesforce for contact centers.
- Zoom for a company's customer service operations.
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- Virtual Contact Center Cloud Platform: A comprehensive cloud-based software platform designed for businesses to manage and optimize their customer service, sales, and marketing interactions.
- Customer Interaction Management Services: Capabilities that enable clients to manage customer communications across diverse channels, including voice, video, chat, email, and social media.
- AI and Automation Solutions: Integrated technologies such as Natural Language Processing (NLP) and Automatic Speech Recognition (ASR) that enhance and automate contact center operations.
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Five9 (FIVN) primarily sells its cloud contact center software to other companies (B2B) across various industries.
Based on publicly available information, Five9 generally does not disclose specific major customer company names, as no single customer appears to account for a significant portion of its revenue (e.g., 10% or more, which would typically require disclosure in financial filings).
Instead, Five9 serves a broad range of customers across the following key industry categories:
- Banking and financial services
- Business process outsourcers
- Consumer
- Healthcare
- Technology
- Education
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- Amazon Web Services (parent company: Amazon.com, Inc. AMZN)
- Microsoft Azure (parent company: Microsoft Corporation MSFT)
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Amit Mathradas, Chief Executive Officer
Amit Mathradas is appointed as Chief Executive Officer of Five9, effective February 2, 2026. He brings over two decades of experience leading growth and transformation in the commercial technology sector. Prior to joining Five9, Mathradas served as CEO of Nintex, an AI-centric business orchestration platform. Before that, he was President and Chief Operating Officer at Avalara, where he helped scale the company significantly before its $8.4 billion acquisition by Vista Equity Partners. His career also includes senior leadership roles at PayPal, Web.com, and Dell.
Bryan Lee, Chief Financial Officer
Bryan Lee serves as the Chief Financial Officer at Five9. He leads the company's global financial operations, which encompass financial planning and analysis, accounting, procurement, treasury, and investor relations. Lee joined Five9 in 2014 and has held various finance leadership positions within the company. Before his tenure at Five9, he was a Vice President in J.P. Morgan's Technology Investment Banking group, where he advised technology clients on mergers and acquisitions, initial public offerings, and other financial transactions.
Jonathan Rosenberg, Chief Technology Officer and Head of AI
Jonathan Rosenberg is the Chief Technology Officer and Head of AI at Five9, where he is responsible for the overall technology evolution of the company's platform and the engineering and operational teams building its AI portfolio. He has dedicated his career to transforming the telecommunications industry and is widely recognized as the author of the Session Initiation Protocol (SIP), a foundational technology for modern IP-based telecommunications. Prior to Five9, Rosenberg served as CTO for the Collaboration Technology Group (CTG) at Cisco Systems. He was also Chief Technology Strategist at Skype and previously served as CTO of dynamicsoft, a telecom software company that was acquired by Cisco in 2004.
Andy Dignan, President
Andy Dignan is the President at Five9, where he focuses on driving growth and enhancing customer value by leading customer success, services, information technology, and business operations. He has spent his entire career in the customer experience (CX) space and is considered an industry expert in the Contact Center & Collaboration industry. Before his role as President, Dignan held positions including Chief Operating Officer and Chief Customer Officer at Five9. Prior to joining Five9 in 2018, he was the Global Head of Collaboration & Contact Center Go-to-Market at Cisco Systems and led the Collaboration & Contact Center business at CDW.
Panos Kozanian, Executive Vice President, Product Engineering
Panos Kozanian serves as the Executive Vice President of Product Engineering for Five9, overseeing all technology operations and security. He is known for his proven track record in executing technology, process, and cultural changes while managing efficiency and scale across global teams. Before joining Five9, Kozanian spent 14 years at Cisco, where he led the Webex platform team. In this role, he was responsible for the productivity, reliability, and operating budget for a team of over 3000 developers, and under his leadership, Webex scaled significantly to support business continuity for many Fortune 500 companies.
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Here are the key risks to Five9's business:
- Intense Competition and AI-driven Market Disruption: Five9 operates in a highly competitive market against established Contact Center as a Service (CCaaS) providers like NICE and Genesys, as well as unified communications platforms such as Zoom and Amazon Connect. This intense competition can lead to pricing pressure and the need for continuous innovation to maintain market share. Additionally, the rapid advancement of artificial intelligence (AI) poses a significant disruptive risk, including the potential for "AI disintermediation" if AI-native companies develop direct-to-customer service tools that bypass CCaaS platforms. There is also a risk of "seat count reduction" as AI automates tasks previously handled by human agents, which could impact Five9's subscription revenue.
- Cybersecurity and Data Privacy Compliance: As a provider of cloud software for contact centers that handles a breadth of customer interactions, Five9 is exposed to significant risks related to security breaches, cyber-attacks, and the protection of sensitive customer data. Failure to implement robust data security measures or to comply with a growing number of complex global data protection and privacy regulations (such as GDPR, HIPAA, PCI-DSS, and CCPA) could lead to costly litigation, severe regulatory actions, substantial financial penalties, and significant damage to the company's reputation and customer trust.
- Adverse Macroeconomic Conditions: Five9's business operations and financial results are susceptible to adverse macroeconomic conditions. Factors such as inflation, high interest rates, and geopolitical conflicts can negatively impact customer spending on new technologies and lead to extended sales cycles for enterprise deals. These economic headwinds could result in slower customer acquisition and expansion, thereby harming Five9's revenue growth and overall financial performance.
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- Microsoft's deepening push into the contact center space with the actively developed Dynamics 365 Contact Center, leveraging its extensive enterprise relationships and advanced AI capabilities, directly challenges Five9's core market.
- Zoom's entry and rapid growth in the Contact Center as a Service (CCaaS) market with Zoom Contact Center, capitalizing on its vast existing user base and unified communications platform, poses a significant competitive threat.
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Global Market
- The global Contact Center as a Service (CCaaS) market was valued at approximately USD 5.82 billion in 2024 and is projected to reach USD 17.12 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 20.3% from 2025 to 2030.
- Another estimate values the global CCaaS market at USD 7.27 billion in 2024, with a projection to reach USD 27.51 billion by 2032, exhibiting a CAGR of 18.10% from 2025-2032.
- Further data suggests the global CCaaS market was valued at USD 6.4 billion in 2025 and is projected to reach USD 38.3 billion by 2035, expanding at a CAGR of 19.6% from 2026 to 2035.
- The broader global cloud-based contact center market, which includes CCaaS, was valued at approximately USD 31.20 billion in 2024 and is expected to reach USD 37.98 billion in 2025, with projections to expand to USD 222.91 billion by 2034.
- Five9's total addressable market (TAM), considering the impact of AI adoption and digital transformation, has been estimated at USD 234 billion.
Regional Markets
- North America: This region consistently holds a dominant share of the global CCaaS market. In 2024, the North American CCaaS market held the largest share of 34.7% and is estimated to maintain a dominant revenue share of 35.6% during the forecast period. The region is expected to lead the market, driven by advanced infrastructure and early adoption of cloud services.
- United States: The U.S. CCaaS market generated a revenue of USD 1,558.6 million in 2024 and is expected to reach USD 4,142.0 million by 2030, with a CAGR of 18.3% from 2025 to 2030. In 2024, the U.S. accounted for 26.8% of the global contact center as a service market.
- Europe: The European CCaaS market is projected to grow from USD 1.5 billion in 2024 to USD 3.7 billion by 2029, demonstrating a 20 percent CAGR.
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Five9, Inc. (FIVN) is expected to drive future revenue growth over the next two to three years through several key initiatives and market trends:
- Growth in Enterprise Business: Five9's Enterprise business is identified as the primary driver of its subscription revenue and overall revenue growth. The company continues to secure larger deals and expand its customer base, particularly with clients generating over $1 million in Annual Recurring Revenue (ARR). This upmarket momentum reflects Five9's success in addressing the complex needs of larger organizations.
- Innovation and Adoption of Artificial Intelligence (AI) and Automation Solutions: Five9 is heavily investing in and experiencing significant acceleration in its AI offerings, with solutions such as Five9 GenAI Studio playing a pivotal role. The company has seen enterprise AI revenue grow rapidly, exceeding $100 million in ARR, and AI bookings for enterprise new logos have shown substantial year-over-year increases. This focus on AI-elevated customer experiences, blending AI agents with human agents, is a core strategic differentiator.
- International Expansion: Five9 is actively expanding its global footprint to support multi-national enterprises. Key investments include establishing new engineering hubs, such as the one in Porto, Portugal, and expanding its data center presence and licensing in regions like India. This geographical expansion enables Five9 to cater to a broader international customer base and solidify its global market position.
- Acceleration of Cloud Migration and CX Transformation: The ongoing industry-wide shift of contact centers from on-premises systems to cloud-based solutions presents a significant market opportunity for Five9. The increasing adoption of AI is further accelerating enterprises' demand for cloud migration as they seek to enhance customer experience (CX) and operational efficiency.
- Strategic Partnerships and Ecosystem Expansion: Five9 leverages an expanding ecosystem of strategic and technology partners to broaden its market reach, facilitate more enterprise buying motions, and accelerate the time-to-value for customers. Partnerships, including with major cloud providers like Google Cloud, are crucial for enhancing customer experiences through new AI solutions and extending platform capabilities.
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Share Repurchases
- Five9 authorized a $50 million share repurchase program on November 6, 2025.
- The company initiated an accelerated share repurchase agreement in November 2025 to repurchase $50 million of common stock, expecting an initial delivery of approximately 1.9 million shares.
- The final settlement of this accelerated share repurchase is anticipated by the end of Q1 2026.
Share Issuance
- Five9's shares outstanding decreased by 2.2% in Q4 2025 compared to the prior quarter, indicating that share repurchases outweighed any issuances during that period.
- Explicit dollar amounts for shares issued by Five9 over the last 3-5 years are not readily available in the provided information.
Inbound Investments
- No explicit information detailing large inbound investments made in Five9 by third-parties like strategic partners or private equity firms within the last 3-5 years is available.
Outbound Investments
- Five9's acquisitions peaked at $167.3 million during Q3 2024.
Capital Expenditures
- Five9 invested $6.2 million in capital expenditures during Q4 2025, primarily allocated to funding long-term assets and infrastructure.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| 6-Day Rally Sends Five9 Stock Up 44% | 05/02/2026 | |
| Five9 Stock (+12%) : Q4 EPS Beat & AI Focus Triggers Squeeze | 02/21/2026 | |
| Five9 Earnings Notes | 12/16/2025 | |
| Would You Still Hold Five9 Stock If It Fell 30%? | 10/17/2025 | |
| FIVN Dip Buy Analysis | 07/10/2025 | |
| Five9 Total Shareholder Return (TSR): -48.4% in 2024 and -33.4% 3-yr compounded annual returns (below peer average) | 03/07/2025 | |
| Five9 (FIVN) Operating Cash Flow Comparison | 02/17/2025 | |
| Five9 (FIVN) Net Income Comparison | 02/15/2025 | |
| Five9 (FIVN) Operating Income Comparison | 02/14/2025 | |
| Five9 (FIVN) Revenue Comparison | 02/13/2025 | |
| ARTICLES | ||
| The 52-Week-High List: 91 Small Cap Names On Tuesday | 08/05/2026 | |
| Is The Dip In Five9 Stock Worth Buying? | 06/10/2026 | |
| Five9 Stock 6-Day Winning Spree: Stock Climbs 44% | 05/02/2026 | |
| Stocks Trading At 52-Week Low | 03/14/2026 | |
| Five9 Stock (+12%) : Q4 EPS Beat & AI Focus Triggers Squeeze | 02/21/2026 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 45.48 |
| Mkt Cap | 3.7 |
| Rev LTM | 1,879 |
| Op Inc LTM | 113 |
| FCF LTM | 377 |
| FCF 3Y Avg | 295 |
| CFO LTM | 456 |
| CFO 3Y Avg | 367 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.7% |
| Rev Chg 3Y Avg | 8.7% |
| Rev Chg Q | 6.4% |
| QoQ Delta Rev Chg LTM | 1.5% |
| Op Inc Chg LTM | 104.6% |
| Op Inc Chg 3Y Avg | 112.5% |
| Op Mgn LTM | 5.5% |
| Op Mgn 3Y Avg | 1.1% |
| QoQ Delta Op Mgn LTM | 0.8% |
| CFO/Rev LTM | 19.4% |
| CFO/Rev 3Y Avg | 16.6% |
| FCF/Rev LTM | 16.0% |
| FCF/Rev 3Y Avg | 14.0% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Provides its solution through a Software-as-a-Service (SaaS) business model | 1,149 | 1,042 | 910 | 779 | 610 |
| Total | 1,149 | 1,042 | 910 | 779 | 610 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Provides its solution through a Software-as-a-Service (SaaS) business model | 39 | -13 | -82 |
| Total | 39 | -13 | -82 |
Price Behavior
| Market Price | $29.60 | |
| Market Cap ($ Bil) | 2.3 | |
| First Trading Date | 04/04/2014 | |
| Distance from 52W High | -0.6% | |
| 50 Days | 200 Days | |
| DMA Price | $23.64 | $20.09 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 25.2% | 47.3% |
| 3M | 1YR | |
| Volatility | 62.7% | 63.7% |
| Downside Capture | 47.93 | 161.40 |
| Upside Capture | 166.97 | 138.30 |
| Correlation (SPY) | 4.5% | 26.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.79 | 0.59 | 0.12 | 0.84 | 1.31 | 1.40 |
| Up Beta | -3.52 | -2.51 | -4.44 | -1.19 | 0.59 | 1.24 |
| Down Beta | 1.02 | 1.25 | 0.73 | 0.78 | 1.42 | 1.59 |
| Up Capture | 434% | 185% | 257% | 244% | 162% | 99% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 15 | 25 | 36 | 70 | 123 | 350 |
| Down Capture | -1% | 86% | 20% | 115% | 137% | 110% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 7 | 18 | 27 | 56 | 127 | 398 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FIVN | |
|---|---|---|---|---|
| FIVN | 18.2% | 63.6% | 0.50 | - |
| Sector ETF (XLK) | 42.5% | 25.9% | 1.33 | 19.3% |
| Equity (SPY) | 23.1% | 12.9% | 1.34 | 25.9% |
| Gold (GLD) | 25.4% | 28.3% | 0.79 | -2.6% |
| Commodities (DBC) | 29.5% | 19.8% | 1.19 | -11.6% |
| Real Estate (VNQ) | 14.4% | 13.7% | 0.74 | 11.1% |
| Bitcoin (BTCUSD) | -44.6% | 42.9% | -1.25 | 23.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FIVN | |
|---|---|---|---|---|
| FIVN | -32.1% | 56.6% | -0.46 | - |
| Sector ETF (XLK) | 20.4% | 25.8% | 0.70 | 41.6% |
| Equity (SPY) | 13.4% | 17.2% | 0.60 | 44.4% |
| Gold (GLD) | 18.2% | 18.6% | 0.79 | 2.7% |
| Commodities (DBC) | 8.1% | 19.6% | 0.31 | 3.5% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | 32.2% |
| Bitcoin (BTCUSD) | 9.9% | 53.0% | 0.37 | 22.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FIVN | |
|---|---|---|---|---|
| FIVN | 8.6% | 51.3% | 0.36 | - |
| Sector ETF (XLK) | 24.6% | 24.9% | 0.89 | 44.4% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 41.2% |
| Gold (GLD) | 12.0% | 16.2% | 0.60 | 4.5% |
| Commodities (DBC) | 7.1% | 18.0% | 0.31 | 4.8% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 26.6% |
| Bitcoin (BTCUSD) | 58.2% | 66.2% | 0.98 | 14.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/30/2026 | 29.3% | 29.1% | 52.7% |
| 2/19/2026 | 12.5% | 8.8% | -9.6% |
| 11/6/2025 | -7.9% | -5.0% | -0.1% |
| 7/31/2025 | -6.0% | -2.1% | 4.2% |
| 5/1/2025 | -1.0% | 5.1% | 4.7% |
| 2/20/2025 | 1.0% | -12.2% | -27.7% |
| 11/7/2024 | 12.2% | 18.7% | 26.8% |
| 8/8/2024 | -26.5% | -21.2% | -34.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 11 | 10 |
| # Negative | 8 | 10 | 11 |
| Median Positive | 9.9% | 11.3% | 14.2% |
| Median Negative | -8.7% | -9.0% | -11.3% |
| Max Positive | 29.3% | 31.0% | 52.7% |
| Max Negative | -26.5% | -21.2% | -34.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/30/2026 | 29.3% | 29.1% | 52.7% |
| 2/19/2026 | 12.5% | 8.8% | -9.6% |
| 11/6/2025 | -7.9% | -5.0% | -0.1% |
| 7/31/2025 | -6.0% | -2.1% | 4.2% |
| 5/1/2025 | -1.0% | 5.1% | 4.7% |
| 2/20/2025 | 1.0% | -12.2% | -27.7% |
| 11/7/2024 | 12.2% | 18.7% | 26.8% |
| 8/8/2024 | -26.5% | -21.2% | -34.6% |
| 5/2/2024 | 2.0% | -5.6% | -17.7% |
| 2/21/2024 | -13.4% | -14.6% | -12.9% |
| 11/2/2023 | 12.1% | 8.3% | 51.4% |
| 8/7/2023 | -14.5% | -14.8% | -11.3% |
| 5/4/2023 | -1.6% | -5.7% | 23.7% |
| 2/22/2023 | -9.6% | -19.2% | -23.1% |
| 11/7/2022 | 15.1% | 31.0% | 37.3% |
| 7/28/2022 | 9.9% | 17.6% | 2.0% |
| 4/28/2022 | 6.9% | 5.8% | -1.0% |
| 11/8/2021 | 14.5% | 11.3% | -2.2% |
| 7/27/2021 | 0.7% | 1.9% | -7.4% |
| 4/29/2021 | 7.9% | -4.0% | 1.6% |
| 2/22/2021 | 6.8% | 18.6% | 0.1% |
| SUMMARY STATS | |||
| # Positive | 13 | 11 | 10 |
| # Negative | 8 | 10 | 11 |
| Median Positive | 9.9% | 11.3% | 14.2% |
| Median Negative | -8.7% | -9.0% | -11.3% |
| Max Positive | 29.3% | 31.0% | 52.7% |
| Max Negative | -26.5% | -21.2% | -34.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 04/30/2026 | 10-Q |
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/07/2022 | 10-Q |
| 06/30/2022 | 07/28/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 04/30/2026 | 10-Q |
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/07/2022 | 10-Q |
| 06/30/2022 | 07/28/2022 | 10-Q |
| 03/31/2022 | 04/28/2022 | 10-Q |
| 12/31/2021 | 02/28/2022 | 10-K |
| 09/30/2021 | 11/08/2021 | 10-Q |
| 06/30/2021 | 07/27/2021 | 10-Q |
| 03/31/2021 | 04/29/2021 | 10-Q |
| 12/31/2020 | 03/01/2021 | 10-K |
| 09/30/2020 | 10/29/2020 | 10-Q |
| 06/30/2020 | 08/03/2020 | 10-Q |
| 03/31/2020 | 05/04/2020 | 10-Q |
| 12/31/2019 | 02/27/2020 | 10-K |
| 09/30/2019 | 11/05/2019 | 10-Q |
| 06/30/2019 | 07/31/2019 | 10-Q |
Recent Forward Guidance
Updated 7/27/2026Latest: Q1 2026 Earnings Reported 4/30/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 303.00 Mil | 306.00 Mil | 309.00 Mil | 2.2% | Higher New | Actual: 299.50 Mil for Q1 2026 | |
| Q2 2026 GAAP EPS | -0.09 | -0.04 | 0 | -133.3% | Lower New | Actual: 0.14 for Q1 2026 | |
| Q2 2026 Non-GAAP EPS | 0.65 | 0.67 | 0.69 | ||||
| 2026 Revenue | 1.25 Bil | 1.26 Bil | 1.27 Bil | 0.5% | Raised | Guidance: 1.25 Bil for 2026 | |
| 2026 GAAP EPS | 0.73 | 0.79 | 0.85 | -12.7% | Lowered | Guidance: 0.91 for 2026 | |
| 2026 Non-GAAP EPS | 3.22 | 3.26 | 3.3 | 2.5% | Raised | Guidance: 3.18 for 2026 | |
Prior: Q4 2025 Earnings Reported 2/19/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 296.50 Mil | 299.50 Mil | 302.50 Mil | 0.6% | Higher New | Actual: 297.70 Mil for Q4 2025 | |
| Q1 2026 GAAP Net Income Per Share | 0.1 | 0.14 | 0.17 | -22.9% | Lower New | Actual: 0.17 for Q4 2025 | |
| 2026 Revenue | 1.25 Bil | 1.25 Bil | 1.26 Bil | 9.4% | Higher New | Actual: 1.15 Bil for 2025 | |
| 2026 GAAP Net Income Per Share | 0.86 | 0.91 | 0.95 | ||||
| 2026 Non-GAAP Net Income Per Share | 3.15 | 3.18 | 3.21 | 8.2% | Higher New | Actual: 2.94 for 2025 | |
Q3 2025 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | 294.70 Mil | 297.70 Mil | 300.70 Mil | ||||
| Q4 2025 GAAP EPS | 0.14 | 0.17 | 0.21 | ||||
| Q4 2025 Non-GAAP EPS | 0.76 | 0.78 | 0.8 | ||||
| 2025 Revenue | 1.14 Bil | 1.15 Bil | 1.15 Bil | 0 | Affirmed | Guidance: 1.15 Bil for 2025 | |
| 2025 GAAP EPS | 0.36 | 0.4 | 0.43 | 49.1% | 13.0% | Raised | Guidance: 0.27 for 2025 |
| 2025 Non-GAAP EPS | 2.92 | 2.94 | 2.96 | 2.1% | 6.0% | Raised | Guidance: 2.88 for 2025 |
Insider Activity
Updated 7/15/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lee, Bryan M | Chief Financial Officer | Direct | Sell | 6082026 | 24.25 | 1,511 | 36,642 | 7,516,312 | Form |
| 2 | Dignan, Andy | President | Direct | Sell | 6082026 | 24.25 | 3,073 | 74,520 | 6,685,410 | Form |
| 3 | Kozanian, Panos | EVP, Product Engineering | Direct | Sell | 6082026 | 24.81 | 5,869 | 145,610 | 4,011,058 | Form |
| 4 | Tuckness, Matthew E | Chief Revenue Officer | Direct | Sell | 6082026 | 24.81 | 8,645 | 214,482 | 6,983,817 | Form |
| 5 | Mansharamani, Leena | SVP, Chief Accounting Officer | Direct | Sell | 6082026 | 24.81 | 2,556 | 63,414 | 1,431,487 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lee, Bryan M | Chief Financial Officer | Direct | Sell | 6082026 | 24.25 | 1,511 | 36,642 | 7,516,312 | Form |
| 2 | Dignan, Andy | President | Direct | Sell | 6082026 | 24.25 | 3,073 | 74,520 | 6,685,410 | Form |
| 3 | Kozanian, Panos | EVP, Product Engineering | Direct | Sell | 6082026 | 24.81 | 5,869 | 145,610 | 4,011,058 | Form |
| 4 | Tuckness, Matthew E | Chief Revenue Officer | Direct | Sell | 6082026 | 24.81 | 8,645 | 214,482 | 6,983,817 | Form |
| 5 | Mansharamani, Leena | SVP, Chief Accounting Officer | Direct | Sell | 6082026 | 24.81 | 2,556 | 63,414 | 1,431,487 | Form |
| 6 | Lee, Bryan M | Chief Financial Officer | Direct | Sell | 6082026 | 24.81 | 16,620 | 412,418 | 7,728,786 | Form |
| 7 | Dignan, Andy | President | Direct | Sell | 6082026 | 24.76 | 8,203 | 203,109 | 6,902,176 | Form |
| 8 | Meriweather, Tiffany N | Chief Admin. & Legal Officer | Direct | Sell | 6082026 | 24.81 | 9,526 | 236,340 | 6,742,663 | Form |
| 9 | Meriweather, Tiffany N | Chief Admin. & Legal Officer | Direct | Sell | 5152026 | 20.98 | 21,320 | 447,294 | 5,901,632 | Form |
| 10 | Meriweather, Tiffany N | Chief Admin. & Legal Officer | Direct | Sell | 5152026 | 21.22 | 8,497 | 180,306 | 6,421,554 | Form |
| 11 | Dignan, Andy | President | Direct | Sell | 3062026 | 17.92 | 3,369 | 60,372 | 5,142,377 | Form |
| 12 | Lee, Bryan M | Chief Financial Officer | Direct | Sell | 3062026 | 17.92 | 1,756 | 31,468 | 5,879,229 | Form |
| 13 | Dignan, Andy | President | Direct | Sell | 3062026 | 17.69 | 4,924 | 87,106 | 5,135,973 | Form |
| 14 | Kozanian, Panos | EVP, Product Engineering | Direct | Sell | 3062026 | 17.91 | 10,862 | 194,527 | 3,000,462 | Form |
| 15 | Mansharamani, Leena | SVP, Chief Accounting Officer | Direct | Sell | 3062026 | 17.87 | 1,926 | 34,418 | 1,076,739 | Form |
| 16 | Tuckness, Matthew E | Chief Revenue Officer | Direct | Sell | 3062026 | 17.87 | 5,164 | 92,281 | 5,184,748 | Form |
| 17 | Meriweather, Tiffany N | Chief Admin. & Legal Officer | Direct | Sell | 3062026 | 17.87 | 5,942 | 106,184 | 5,559,625 | Form |
| 18 | Lee, Bryan M | Chief Financial Officer | Direct | Sell | 3062026 | 17.70 | 9,855 | 174,434 | 5,838,133 | Form |
| 19 | Dignan, Andy | President | Direct | Sell | 12052025 | 20.53 | 700 | 14,371 | 4,266,401 | Form |
| 20 | Dignan, Andy | President | Direct | Sell | 12052025 | 20.28 | 7,512 | 152,332 | 4,228,315 | Form |
| 21 | Kozanian, Panos | EVP, Product Engineering | Direct | Sell | 12052025 | 20.42 | 10,858 | 221,742 | 1,929,002 | Form |
| 22 | Mansharamani, Leena | SVP, Chief Accounting Officer | Direct | Sell | 12052025 | 20.41 | 2,951 | 60,234 | 787,282 | Form |
| 23 | Tuckness, Matthew E | Chief Revenue Officer | Direct | Sell | 12052025 | 20.35 | 5,255 | 106,939 | 3,589,313 | Form |
| 24 | Meriweather, Tiffany N | Chief Admin. & Legal Officer | Direct | Sell | 12052025 | 20.35 | 6,852 | 139,438 | 4,316,764 | Form |
| 25 | Lee, Bryan M | Chief Financial Officer | Direct | Sell | 12052025 | 20.35 | 13,219 | 269,007 | 4,563,874 | Form |
| 26 | Burkland, Michael | Chief Executive Officer | Direct | Sell | 12052025 | 20.35 | 17,992 | 366,137 | 7,113,750 | Form |
| 27 | Dignan, Andy | President | Direct | Sell | 11042025 | 24.35 | 700 | 17,045 | 5,260,209 | Form |
| 28 | Dignan, Andy | President | Direct | Sell | 10022025 | 23.97 | 700 | 16,782 | 5,195,765 | Form |
| 29 | Dignan, Andy | President | Direct | Sell | 9082025 | 26.48 | 700 | 18,536 | 5,757,414 | Form |
| 30 | Kozanian, Panos | EVP, Product Engineering | Direct | Sell | 9082025 | 25.87 | 10,860 | 280,918 | 2,724,211 | Form |
| 31 | Tuckness, Matthew E | Chief Revenue Officer | Direct | Sell | 9082025 | 25.72 | 2,020 | 51,954 | 4,671,626 | Form |
| 32 | Dignan, Andy | President | Direct | Sell | 9082025 | 25.48 | 7,614 | 193,979 | 5,557,082 | Form |
| 33 | Lee, Bryan M | Chief Financial Officer | Direct | Sell | 9082025 | 25.72 | 1,889 | 48,585 | 6,108,191 | Form |
| 34 | Mansharamani, Leena | SVP, Chief Accounting Officer | Direct | Sell | 9082025 | 25.85 | 2,969 | 76,762 | 1,073,523 | Form |
| 35 | Burkland, Michael | Chief Executive Officer | Direct | Sell | 9082025 | 25.72 | 18,425 | 473,891 | 9,453,695 | Form |
| 36 | Meriweather, Tiffany N | Chief Admin. & Legal Officer | Direct | Sell | 9082025 | 25.72 | 7,861 | 202,185 | 5,632,114 | Form |
| 37 | Kozanian, Panos | EVP, Product Engineering | Direct | Sell | 8152025 | 25.81 | 7,043 | 181,761 | 2,998,168 | Form |
| 38 | Burdiek, Michael J | Direct | Buy | 8142025 | 24.15 | 1,000 | 24,150 | 769,419 | Form | |
| 39 | Dignan, Andy | President | Direct | Sell | 8052025 | 26.16 | 700 | 18,312 | 5,905,332 | Form |
| 40 | Dignan, Andy | President | Direct | Sell | 7032025 | 26.44 | 700 | 18,508 | 5,987,047 | Form |
Investor Activity (13F)
Updated Aug 6, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
Five9 — Investor Video Playlist
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Application Software Resources |
| Capterra |
| Software Advice |
| InfoWorld |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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