Five9 Forecasts Q4 Revenues of $295–$301M, Investor Buys $3.5M Stake

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Five9 projects fourth-quarter revenue of $294.7–$300.7 million and non-GAAP earnings of $0.76–$0.80 per share, implying a 6.8% sales increase year-over-year. A fund manager purchased $3.58 million of stock after Five9’s shares plunged 60% over the past year.

1. Q4 Earnings Guidance

Five9 will report fourth-quarter 2025 results on February 19 with expected revenues between $294.7 million and $300.7 million and non-GAAP earnings of $0.76 to $0.80 per share. Enterprise AI subscription sales surged 41% in Q3 and likely continued growth, while strategic partnerships with Salesforce, Microsoft and Google support higher-value contracts despite inflation and currency headwinds.

2. Gagnon Advisors Boosts Stake

Gagnon Advisors purchased 168,891 Five9 shares in the fourth quarter for an estimated $3.58 million, increasing its stake value by $2.69 million despite a 60% annual stock decline. The move signals confidence in Five9’s long-term AI strategy after significant share price weakness.

Sources

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