Feed / FIVN

Five9, Inc.

FIVN

Technology · 30.64 +0.9% today

Participation confirmed · construction unavailableMarket checked 11 Sept, 12:10 GMT-4

Market read

Five9, Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.

Company+0.9% todayVolume comparison unavailable
Market group5 of 35 activeSoftware Stocks · inactive
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.

Watch this read

Research brief

The story so far

Technology · Software - Infrastructure

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements66
Verified relationships19
Evidence supporting the case
  • Latest annual revenue changed +10.3% year over year.
  • Operating margin changed +7.4 percentage points in the latest annual period.
  • Net margin changed +4.7 percentage points in the latest annual period.
  • Operating cash flow covered net income at 5.74x in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 18.1% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Product pipeline and R&D has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 89% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 68% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

30.26
6m+73.5%12m+12.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$609.6M+40.2%$-0.79+5.2%
2022-12-31$778.8M+27.8%$-1.35+3.6%
2023-12-31$910.5M+16.9%$-1.13+3.0%
2024-12-31$1.0B+14.4%$-0.17+3.4%
2025-12-31$1.1B+10.3%$0.45+18.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
Other Income (Expense), Net Three Months Ended March 31, 2026 March 31, 2025 $ Change % Change (in thousands, except percentages) Interest expense $ (3,142) $ (4,115) $ 973 (24) % Interest income and other 5,212 10,303 (5,091) (49) % Total other income (expen…
10-Q · Apr 30, 2026
Product pipeline and R&Dnegative · 4 filings
During the year ended December 31, 2025, we also incurred an additional $2.1 million in stock-based compensation costs related to the 2025 Plan due to additional vesting of share-based awards, of which $0.3 million was recorded in cost of revenue, $0.5 millio…
10-Q · Apr 30, 2026
Macroeconomic conditionsnegative · 3 filings
The following table shows our Annual Dollar-Based Retention Rate based on Net Revenue for the periods presented: 58 Table of Contents Twelve Months Ended December 31, 2025 2024 Annual Dollar-Based Retention Rate 105% 108% Our Dollar-Based Retention Rate decre…
10-K · Feb 20, 2026
Demand and volumenegative · 2 filings
Sales and Marketing Three Months Ended Six Months Ended June 30, 2025 June 30, 2024 $ Change % Change June 30, 2025 June 30, 2024 $ Change % Change (in thousands, except percentages) Sales and marketing $ 80,668 $ 78,332 $ 2,336 3 % $163,523 $159,441 $4,082 3…
10-Q · Jul 31, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.3× · EV/sales 2.1×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

30.64+0.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for FIVN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for FIVN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind FIVN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ACNAccenture plcpartnerFeb 20, 2026

We have built a robust ecosystem of partners including a variety of leading CRM software vendors such as Microsoft, Oracle, Salesforce, ServiceNow and Zendesk; WEM vendors such as Calabrio, Inc., or Calabrio, and Verint Systems Inc., or Verint; unified commun…

CRMSalesforce, Inc.partnerFeb 20, 2026

soft, Oracle, Salesforce, ServiceNow and Zendesk; WEM vendors such as Calabrio, Inc., or Calabrio, and Verint Systems Inc., or Verint; unified communications vendors such as Microsoft Teams, RingCentral and Zoom; system integrators such as Accenture PLC, Delo…

Depended on by

ZMZoom Communications, Inc.competitorMay 22, 2026

We face competition from legacy web-based meeting services providers, including Cisco Webex and GoTo, bundled productivity suite providers with communications offerings, including Microsoft 365 (with Teams) and Google Workspace (with Meet), and UCaaS and lega…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 20 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

FIVN is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.