FIVN Earnings Prediction
The chart below shows how FIVN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, FIVN sees a +6.02% change in stock price 10 days leading up to the earnings, and a -0.44% change 10 days following the report. On the earnings day itself, the stock moves by +0.36%. This data can give you a slight idea of what to expect for the next quarter's release.
FIVN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
278.66M
16.56%
5.48%
Gross Margin
55.98%
5.74%
3.96%
Operating Margin
1.50%
119.28%
-125.68%
Net Margin
4.15%
180.27%
-344.12%
EPS
0.15
188.24%
-350.00%
No Data Available
FIVN Earnings Analysis
Five9 Inc Corporation (FIVN.O) Earnings Conference Call
Positive
Strong Financial Performance: Annual revenue exceeded $1 billion, showcasing strong financial performance.
Q4 Revenue Growth Acceleration: Fourth quarter revenue growth accelerated to 17% year-over-year, driven by a 19% increase in subscription revenue.
Record EBITDA Margin Achievement: Adjusted EBITDA margin for Q4 reached a record 23%, contributing to record operating cash flow of $50 million, or 18% of revenue.
Strong Cash Generation: Record free cash flow of $33 million, or 12% of revenue, indicating strong cash generation capabilities.
Enterprise AI Revenue Surge: Enterprise AI revenue grew 46% year-over-year in Q4, highlighting the company's leadership in AI solutions.
Enterprise AI Bookings Surge: AI bookings for enterprise new logos grew nearly 50% year-over-year in Q4, with a 100% attach rate on $1 million-plus ARR deals.
Record New Logo Bookings: Strong enterprise new logo bookings in Q4, driven by the highest number of $1 million-plus ARR new logo wins in any quarter of 2024.
Customer Retention Strength: LTM dollar-based retention rate remained strong at 108%, indicating customer satisfaction and loyalty.
Gross Margin Improvement: Fourth quarter adjusted gross margins increased approximately 220 basis points year-over-year to 63.5%.
Non-GAAP EPS Increase: Fourth quarter non-GAAP EPS was $0.79 per diluted share, up $0.18 year-over-year, reflecting improved profitability.
Strategic Partnerships for Growth: Partnerships with major companies like Salesforce, ServiceNow, Microsoft, Verint, and Google are driving growth and innovation.
AI Solutions Leadership: Five9 was recognized in the semiannual Baird survey for having the best AI solutions, reinforcing its market leadership.
Strategic AI Growth Potential: The company is well-positioned for continued growth in 2025, with a strong pipeline and strategic focus on AI-driven customer experience.
Negative
Risks and Uncertainties Ahead: The company faces significant risks and uncertainties that could adversely affect future results, including macroeconomic challenges such as inflation and high interest rates.
Commercial Segment Growth Analysis: The commercial business segment grew only in the low single digits on a last twelve months (LTM) basis, indicating a lack of robust growth in this area.
Shift in Performance Metrics: The company has decided to discontinue providing the seat count metric, which may indicate a shift away from traditional performance indicators that investors may have relied upon.
Revenue Decline Concerns: The first quarter guidance indicates a typical sequential decline in revenue, which may raise concerns about the company's ability to maintain growth momentum early in the year.
EPS Decline Forecast: The first quarter non-GAAP EPS is expected to decline by $0.31 sequentially, which is a significant drop and may signal potential challenges in the upcoming quarter.
FIVN FAQs
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FIVN Earning Call Sentiment
Five9, Inc. (NASDAQ:FIVN) Q4 2024 Earnings Call Transcript
FIVN.O
0.96%Positive
The earnings call summary indicates strong financial performance with revenue and subscription growth, improved margins, and positive cash flow. The acquisition of Acqueon and AI initiatives enhance business prospects. The Q&A reveals enthusiasm for AI growth, though some uncertainty in macro factors and guidance conservatism exists. The raised revenue guidance for 2024 and shareholder return plans further support a positive outlook. Despite some caution in guidance, the overall sentiment is positive with a likely stock price increase of 2% to 8% over the next two weeks, considering the company's mid-sized market cap.
