Five9, Inc. (FIVN) Form 8-K — Aug 6, 2026
Five9 reported second quarter 2026 revenue of $312.4 million, up 10% year over year, with subscription revenue up 14% and marking the company's third consecutive quarter of accelerating subscription growth. GAAP net income was $3.4 million ($0.04 per diluted share) versus $1.2 million ($0.01) a year ago. The quarter's headline win was a new customer agreement worth approximately $100 million in total contract value, closed through the Google Marketplace. Five9 also launched Five9 Voice AI Agents, and CEO Amit Mathradas said AI revenue is accelerating even faster than overall subscription revenue.
Key figures
- Eps
- GAAP diluted $0.04; non-GAAP diluted $0.70
- Revenue
- $312.4 million (Q2 2026)
- Guidance
- FY2026: revenue $1.260-$1.272 billion, GAAP EPS $0.71-$0.82, non-GAAP EPS $3.22-$3.30; Q3 2026: revenue $316.0-$322.0 million, GAAP EPS $0.09-$0.16, non-GAAP EPS $0.77-$0.81
- Net Income
- GAAP $3.4 million; non-GAAP $53.5 million
- Total Debt
- $737.3 million convertible senior notes
- Revenue Yoy
- +10%
- Total Assets
- $1.83 billion
- Cash Position
- $187.3 million cash and equivalents plus $466.8 million marketable investments
- Adjusted ebitda
- $70.1 million (22.4% of revenue)
- Index inclusion
- Joined S&P SmallCap 600 on August 3, 2026
- New customer tcv
- approximately $100 million via Google Marketplace
- Adjusted gross margin
- 61.4% (vs 63.0% year-ago)
- Ltm subscription dbrr
- 107%
- H1 2026 share repurchases
- $100.0 million
- H1 2026 operating cash flow
- $106.0 million
- Q2 gaap operating cash flow
- $42.1 million
- Ltm subscription telecom dbrr
- 106%
- Subscription revenue growth yoy
- 14%
Price after filing
Close on the filing date to close N calendar days later (from $29.79). Historical, not a forecast.
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