$FIVN

Microsoft offers voluntary exit to 60,000 employees, launches AI contact center service. Zoom acquires Onyx for enterprise search. RingCentral reports Q3 revenue up 5.9%, AI product ARR nearing 15%. Five9 named Leader in Gartner's CCaaS Magic Quadrant. Logitech posts 11th straight growth quarter but faces supply chain issues.

Zoom (ZM) reported Q2 revenue of $1.28B, up 4.9% YoY, beating estimates by 0.7%. Despite a top-line beat, EPS guidance missed expectations. CEO Eric Yuan highlighted AI-driven growth. ZM stock is down 3.6% since earnings. Other video conferencing stocks like RingCentral (RNG), Five9 (FIVN), and 8x8 (EGHT) also reported Q2 results, with varying performances. RNG is up 105%, FIVN up 17.5%, and EGHT down 12% since earnings.

Five9 (FIVN) stock rose 6.5% to $35.52 after UBS raised its price target to $48, citing large financial services deals. Barclays and RBC Capital also increased targets and ratings. The company announced a new partnership with NovelVox. The broader tech sector rebounded, supporting the rally.

Analysts from UBS and J.P. Morgan maintained ratings on Five9 (FIVN) and IBM, with price targets of $48 and $250 respectively. Zoom (ZM) received a Hold rating from J.P. Morgan. Five9's average target is $36.72, IBM's is $246.35, and Zoom's is $119.29.

UBS raised its price target for Five9 to $48 from $36 while maintaining a buy rating. The stock has seen a 5-day change of +3.18% and a 1st Jan change of -0.14%. Five9 presented at the Goldman Sachs Communacopia + Technology Conference in September, and Truist previously raised its price target to $40 from $35.

Q2 earnings for video conferencing stocks showed revenue growth of 2% above estimates. RingCentral (RNG) reported $657M in revenue, up 5.9% YoY, beating expectations. 8x8 (EGHT) saw 4.9% YoY growth, exceeding estimates by 4.3%. Five9 (FIVN) grew 10.3% YoY, beating estimates by 1.9%. Zoom (ZM) reported $1.28B in revenue, up 4.9% YoY, surpassing expectations by 0.7%.

NovelVox, an AI and unified agent experience provider, achieved Select ISV Partner status with Five9 (FIVN), enabling direct sales of its solutions to joint customers. The partnership streamlines integration of Five9's Intelligent CX Platform with core systems in banking, credit unions, and healthcare, improving agent productivity and customer experience. NovelVox offers pre-built integrations with platforms like Jack Henry, Fiserv, and Oracle Health.

Five9 (FIVN) reported Q2 revenue of $312.4M, up 10.3% YoY, beating estimates by 1.9%. Despite mixed results, its stock rose 22.9%. RingCentral (RNG) saw revenue increase 5.9%, stock up 106%. Zoom (ZM) reported $1.28B revenue, up 4.9%, but stock fell 6.8%. 8x8 (EGHT) beat estimates with 4.9% revenue growth, stock flat. Video conferencing stocks averaged 30.5% gains post-earnings.

The AI ROI in Contact Center Summit featured executives from Cisco, Five9, Zoom, and Talkdesk discussing AI in customer experience. Key points included the need to move beyond basic AI agents to more complex, enterprise-grade solutions, the shift away from metrics like containment and deflection, and the importance of orchestration in AI deployment. Five9's research showed a perception gap between businesses and customers regarding contact center improvements.

Five9 (FIVN) President Andy Dignan sold 6,986 shares at $35.00 each on Sept. 17, 2026, totaling $244,510. He retains 237,614 shares, valued at ~$8.8M post-transaction. The sale was part of a Rule 10b5-1 plan adopted in 2025. Five9's stock has a 33% one-year return, with a market cap of $2.9B and TTM revenue of $1.2B.