Five9 Q4 Revenue Beats by 0.7%, Guides $299.5M Q1 Sales
Five9's Q4 CY2025 revenue rose 7.8% to $300.3 million, beating estimates by 0.7% and delivering non-GAAP EPS of $0.80, 1.9% above consensus. The company guided Q1 CY2026 revenue of $299.5 million for 7.1% year-on-year growth and full-year 2026 adjusted EPS of $3.18 after posting record 2025 revenue of $1.15 billion.
1. Q4 CY2025 Financial Results
Five9’s Q4 CY2025 revenue rose 7.8% year-on-year to $300.3 million, surpassing analyst estimates by $2.1 million. Adjusted EPS reached $0.80 per share, a 1.9% beat, while adjusted operating income margin expanded to 20.5%.
2. Record Full-Year 2025 Performance
The company reported record full-year 2025 revenue of $1.15 billion and net income of $39.4 million, or $0.45 per share, marking a gain from the prior year’s performance.
3. Q1 CY2026 and Full-Year 2026 Guidance
Five9 guided Q1 CY2026 revenue at $299.5 million, implying 7.1% year-on-year growth, and projected full-year 2026 adjusted EPS of $3.18 at the midpoint, both roughly in line with consensus estimates.
4. Operational Efficiency Metrics
Free cash flow margin rose to 22.4% from 13.4% in the previous quarter, while the customer acquisition cost payback period remained elevated at 175.2 months, reflecting ongoing investment in market competitiveness.