Five9 Q2 2025 Investor Presentation: Financial Results and Outlook

Five9, Inc. (NASDAQ: FIVN) released its Q2 2025 investor presentation, highlighting key points such as the company's financial performance, growth strategies, and market trends. The presentation discusses Five9's revenue growth, customer acquisition, and product offerings, as well as the potential impact of market changes and competition. The company's financial performance is expected to be driven by its cloud-based contact center software and services.

Five9, Inc. (NASDAQ: FIVN), a leading provider of cloud-based contact center software, has released its Q2 2025 investor presentation, showcasing robust financial performance and strategic growth initiatives. The company reported GAAP revenue of $283.3 million for the quarter, up 12% year-over-year, surpassing analyst estimates by $8.1 million [1]. Non-GAAP earnings per share (EPS) reached $0.76, beating expectations by $0.14 (non-GAAP) and up from $0.52 per diluted share (non-GAAP) in Q2 2024 [1].

A key driver of Five9's performance was its Enterprise AI segment, which saw revenue grow 42% year-over-year, now accounting for 10% of enterprise subscription revenue [1]. The company's AI-driven products, such as Agentic AI Agents and Trust & Governance tools, have been well-received by customers, contributing to operational improvements and cost savings [1].

Five9's strategic focus on cloud solutions, AI advancements, and digital transformation has been instrumental in capturing market share and driving revenue growth. The company's partnerships with enterprise software providers like Salesforce, Microsoft, ServiceNow, and IBM have expanded its reach and enabled joint sales wins, particularly in sectors such as financial services, healthcare, and vehicle mobility [1].

Looking ahead, Five9 expects Q3 2025 revenue to be between $283.0 million and $286.0 million, essentially flat from Q2 2025, with full-year 2025 revenue guidance remaining at $1.1435 billion to $1.1495 billion [1]. The company projects GAAP diluted EPS of $0.06 to $0.12 for Q3 2025 and $0.23 to $0.30 for the full year; Non-GAAP EPS guidance is $0.72 to $0.74 for Q3 2025 and $2.86 to $2.90 for FY2025 [1].

Five9's EVP of Product Engineering, Panos Kozanian, sold 7,043 shares of common stock on August 13, 2025, for a total of $181,761 [2]. The sale was conducted under a Rule 10b5-1 trading plan adopted on May 14, 2025, with the weighted average price of $25.34 and $25.98 per share [2].

Five9's performance contrasts with that of Zoom Communications Inc. (NASDAQ: ZM), which reported its fastest revenue growth in 11 quarters, with a 4.7% year-over-year increase to $1.217 billion [3]. Zoom's enterprise business showed strength, with revenue growing 7% year-over-year and representing 60% of total revenue [3]. However, Zoom's AI Companion monthly active users grew over four times year-over-year, indicating the potential for further AI adoption in the contact center market [3].

References:
[1] https://www.aol.com/finance/five9-fivn-q2-revenue-jumps-081355844.html
[2] https://www.tradingview.com/news/tradingview:36a25985d3955:0-five9-evp-panos-kozanian-sells-shares/
[3] https://finance.yahoo.com/news/zoom-communications-inc-zm-q2-071007716.html