Five9 Q3 revenue beats analyst estimates, driven by subscriptions
FIVN•FIVN•FIVN•FIVN•Five9 reported third-quarter revenue of $323.30 million, above analyst estimates of $319.08 million, with revenue up 13% year over year. It forecast 2026 revenue of $1.269 billion to $1.275 billion and GAAP EPS of $0.75 to $0.83, excluding the expected impact of its Level AI acquisition.
Five9's third-quarter revenue rose 13% year over year to $323.30 million, beating the $319.08 million consensus estimate. Net income was $14.50 million. The company said accelerating subscription revenue growth drove the quarter and that AI revenue growth increased significantly.
Five9 forecast 2026 revenue of $1.269 billion to $1.275 billion and GAAP EPS of $0.75 to $0.83. The guidance excludes the potential impact of its planned $325 million cash acquisition of Level AI, which is expected to close in the fourth quarter of 2026.
Five9 reported a trailing 12-month subscription dollar-based retention rate of 109% as of September 30, 2026. Adjusted EPS rose year over year.
