Five9, Inc., along with its subsidiaries, provides intelligent cloud-based software solutions for contact centers across the United States and internationally. The company offers a comprehensive Customer Experience (CX) platform that supports a wide range of customer service, sales, and marketing functions. This platform includes advanced capabilities such as intelligent virtual agents, agent assist, workflow automation, and more.

• CEO Statement-Five9 delivered strong second quarter results that exceeded expectations across all key performance metrics. Subscription revenue grew by 16% year-over-year, driven largely by a significant acceleration in Enterprise AI revenue, which increased by 42% compared to the prior year and now accounts for 10% of Enterprise subscription revenue.

• The company achieved a record adjusted EBITDA margin of 24%, contributing to all-time highs for both operating and free cash flow in the quarter. As Five9 continues to pursue a strategy of balanced and profitable growth, they are also demonstrating strong momentum in sales execution, with Enterprise AI bookings more than tripling year-over-year during the second quarter.

• For the second quarter of 2025, Five9, Inc. reported robust financial performance, achieving record revenue of $283.3 million, representing a 12% increase compared to $252.1 million in the second quarter of 2024. This growth reflects continued demand for the company’s intelligent cloud contact center solutions and ongoing customer adoption across key markets.

• The company’s GAAP gross margin improved to 54.9% in the second quarter of 2025, up from 53.0% in the prior-year period, demonstrating improved operational efficiency and scale. On a non-GAAP basis, gross margin expanded to 63.0%, compared to 60.5% in the second quarter of 2024, driven by disciplined cost management and strong top-line performance.

• GAAP net income for the quarter was $1.2 million, or $0.01 per diluted share, representing 0.4% of total revenue. This marks a significant turnaround from a GAAP net loss of $(12.8) million, or $(0.17) per basic share, and (5.1)% of revenue, in the second quarter of the prior year. The positive GAAP profitability reflects the company’s focus on margin improvement and sustainable growth.

• On a non-GAAP basis, net income was $58.3 million, or $0.76 per diluted share, representing 20.6% of revenue. This compares to non-GAAP net income of $38.9 million, or $0.52 per diluted share, and 15.4% of revenue, in the second quarter of 2024. The year-over-year improvement highlights Five9’s continued progress in delivering strong operational leverage while investing in innovation and customer success.

Acrobull UK Recommendation Based on Evaluation