Five9 Announces Third Quarter 2026 Financial Results

Five9 reported Q3 2026 revenue growth of 13% to $285.8M, with subscription revenue accelerating. The company announced plans to acquire Level AI for $325M in cash. GAAP net income was $14.5M, down from $18.0M in Q3 2025. Five9 raised full-year revenue guidance to $1.269B-$1.275B. The acquisition and AI strategy are expected to strengthen its competitive position.

Original reporting
Published Nov 5, 2026, 9:06 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 9:09 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$FIVN
Bullish
high confidence
Mentioned
$FIVN
Relevance
8/10
AlphAI data visualization · based on stocktitan.net
Decision brief

The 30-second read

$FIVNBullishHigh
01

Why it matters

The earnings release provides fresh revenue and profit metrics, a sizable AI acquisition, and forward guidance that exceed prior expectations, offering a clear trading catalyst.

02

Market read

The announcement may drive Five9 stock higher and influence sentiment toward AI‑enabled SaaS firms.

03

What to watch

Macro‑economic headwinds and high interest rates could temper growth despite strong guidance.

Relevance 8/10Novelty 8/10Timing: today

Background

Five9 is a leading provider of cloud‑based contact‑center solutions, recently focusing on AI‑driven customer experience.

Company-level read

Ticker impact

$FIVNBullishHigh confidence
Context

Five9 released its Q3 2026 earnings, disclosed revenue growth, profitability metrics and announced a $325 million cash acquisition of Level AI, plus full‑year and Q4 guidance.

Expected impact

likely upside as investors price in higher revenue guidance and AI acquisition synergies

Evidence & confidence

The earnings beat and forward‑looking guidance are new information; the sizable acquisition adds growth potential, creating a clear catalyst for the stock.

Market effects

Strengthens the contact‑center‑as‑a‑service sector outlook, highlighting AI integration trends.

Positive for U.S. cloud‑software and AI‑enabled service providers.

Reinforces global demand for AI‑driven CX solutions, potentially benefiting peers worldwide.

Counterpoint

If the Level AI integration faces delays, the acquisition could dilute earnings and pressure the stock.

Key entities

  • Five9

    Cloud contact‑center software provider (ticker FIVN).

  • Level AI

    AI startup being acquired for $325 million.

Related articles

$FIVNHigh

DA Davidson cuts Five9 stock price target on acquisition concerns

DA Davidson cut its price target for Five9 (FIVN) to $30 from $33, citing concerns about the $325M acquisition of Level AI, while maintaining a Neutral rating. Five9's stock has risen 59% over the past year, currently trading at $34.14. The company reported strong Q3 results with AI revenue up 91% YoY, but investors are concerned about softer full-year profit outlook. Needham reiterated a Buy rating with a $40 target.

$FIVNMed

Needham reiterates Buy on Five9 stock after strong AI growth

Needham reiterated a Buy rating and $40 price target on Five9 (FIVN) after its Q3 results, citing 91% AI revenue growth and a $180M annual recurring revenue run rate. The stock is up 70% YTD but trades at a high P/E of 50. Five9 acquired Level AI to accelerate its platform, though Q4 EPS guidance was lowered. Q3 earnings beat estimates, but concerns remain over full-year profit outlook.

$FIVNHighAI 9/10

Why is Five9 stock tumbling today?

Five9 (FIVN) stock fell 16.7% to $28.44 after Q4 earnings guidance missed expectations, despite strong Q3 results. The company reported Q3 adjusted EPS of $0.82 and revenue of $323.3M, up 13% YoY. Five9 also announced a $325M acquisition of Level AI, which is not included in its guidance. Barclays lowered its price target to $38 from $40 but maintained an Overweight rating.

$FIVNHighAI 9/10

Five9 (FIVN) Q3 2026 Earnings Call Transcript

Five9 (FIVN) reported Q3 2026 earnings, highlighting AI integration in customer service. The company focuses on balancing AI and human interaction, with AI handling routine tasks and humans managing complex issues. Five9 announced a $325 million acquisition of Level AI to expand its AI capabilities. The company expects AI to drive significant investment in customer experience, benefiting its platform and services.