“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 ↗
Five9, Inc.
FIVN
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- 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.
- 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.
Price as of Sep 10, 2026
30.26Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.