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Upturn AI SWOT - About
Five9 Inc (FIVN)

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Upturn Advisory Summary
11/03/2025: FIVN (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $36.38
1 Year Target Price $36.38
| 12 | Strong Buy |
| 6 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.15% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.88B USD | Price to earnings Ratio 202.33 | 1Y Target Price 36.38 |
Price to earnings Ratio 202.33 | 1Y Target Price 36.38 | ||
Volume (30-day avg) 24 | Beta 1.2 | 52 Weeks Range 20.48 - 49.90 | Updated Date 11/3/2025 |
52 Weeks Range 20.48 - 49.90 | Updated Date 11/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-10 | When - | Estimate 0.7149 | Actual - |
Profitability
Profit Margin 0.8% | Operating Margin (TTM) 2.93% |
Management Effectiveness
Return on Assets (TTM) 0.47% | Return on Equity (TTM) 1.42% |
Valuation
Trailing PE 202.33 | Forward PE 7.26 | Enterprise Value 1941828810 | Price to Sales(TTM) 1.7 |
Enterprise Value 1941828810 | Price to Sales(TTM) 1.7 | ||
Enterprise Value to Revenue 1.76 | Enterprise Value to EBITDA 23.38 | Shares Outstanding 77262690 | Shares Floating 69782889 |
Shares Outstanding 77262690 | Shares Floating 69782889 | ||
Percent Insiders 1.65 | Percent Institutions 125.1 |
Upturn AI SWOT
Five9 Inc

Company Overview
History and Background
Five9, Inc. was founded in 2001 and is headquartered in San Ramon, California. It started as a provider of on-demand call center software and has evolved into a leading cloud contact center platform provider. A significant milestone includes its IPO in 2014.
Core Business Areas
- Cloud Contact Center Platform: Provides a suite of applications that enable businesses to manage and optimize customer interactions across various channels, including voice, chat, email, social media, and mobile.
Leadership and Structure
Rowan Trollope is the CEO. The company has a typical hierarchical structure with departments focused on product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- Intelligent Cloud Contact Center: Five9's core platform provides a comprehensive suite of applications for managing customer interactions, including Automatic Call Distributor (ACD), Interactive Voice Response (IVR), Computer Telephony Integration (CTI), agent desktop, workforce management, and analytics. Competitors include NICE, Genesys, and Twilio.
Market Dynamics
Industry Overview
The cloud contact center market is experiencing significant growth driven by the increasing adoption of cloud technologies and the need for businesses to enhance customer experience. The market is competitive and fragmented.
Positioning
Five9 is a leader in the cloud contact center market, known for its robust platform and strong focus on innovation. It competes with larger, more established players as well as smaller, niche providers.
Total Addressable Market (TAM)
The global cloud contact center market is estimated to be worth over $50 billion. Five9 is well-positioned to capture a significant share of this market, focusing on enterprise customers.
Upturn SWOT Analysis
Strengths
- Cloud-native platform
- Strong focus on innovation
- Comprehensive suite of applications
- Scalable and reliable infrastructure
- Experienced management team
Weaknesses
- Smaller market share compared to some competitors
- Reliance on third-party infrastructure
- Requires substantial sales and marketing investment to maintain growth
- Potential for price competition
Opportunities
- Expanding into new geographic markets
- Acquiring complementary technologies
- Increasing demand for cloud contact center solutions
- Integrating with other enterprise applications
- AI Driven contact centers.
Threats
- Increased competition from larger players
- Economic downturn impacting customer spending
- Security breaches or data privacy concerns
- Rapid technological changes
- Regulatory changes
Competitors and Market Share
Key Competitors
- NICE (NICE)
- Genesys
- Twilio (TWLO)
Competitive Landscape
Five9 has a strong cloud-native platform, but competes with larger, more established players like NICE and Genesys. Twilio offers a more developer-centric approach. Each company targets specific segments of the market based on need for customization, integrations, and price.
Major Acquisitions
Aceyus
- Year: 2023
- Acquisition Price (USD millions): 93.5
- Strategic Rationale: Expanded real time data analytics and operational dashboards across all digital channels.
Growth Trajectory and Initiatives
Historical Growth: Five9 has demonstrated significant historical growth, driven by the increasing adoption of cloud contact center solutions.
Future Projections: Analysts project continued growth for Five9, driven by the ongoing shift to cloud-based solutions and the company's strong competitive position.
Recent Initiatives: Five9 has been investing in AI, machine learning, and automation to enhance its platform and drive further growth. It has also been expanding its partnerships and integrations with other enterprise applications.
Summary
Five9 is a solid player in the cloud contact center market with growing revenues and a strong platform. It faces competition from larger companies but has a clear strategy focused on innovation. A potential acquisition by Zoom fell through but showed the value the company has. Investors should watch for continued profitable growth and maintain healthy cash flow.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), press releases, investor presentations, third-party market research reports, and analyst estimates.
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Five9 Inc
Exchange NASDAQ | Headquaters San Ramon, CA, United States | ||
IPO Launch date 2014-04-04 | CEO & Chairman Mr. Michael Burkland M.B.A. | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 3073 | Website https://www.five9.com |
Full time employees 3073 | Website https://www.five9.com | ||
Five9, Inc., together with its subsidiaries, provides intelligent cloud software for contact centers in the United States and internationally. It offers CX platform that delivers a suite of applications, which enables the breadth of customer service, sales, and marketing functions. The company's platform comprises of including intelligent virtual agent, agent assist, workflow automation, workforce engagement management, AI insights, AI summaries, Revenue Execution, AI capability, and AI Agents that allows to manage and optimize customer interactions across voice, chat, email, web, social media, and mobile channels directly or through its application programming interfaces. It also matches each customer interaction with an agent resource and delivers customer data to the agent in real-time through integrations with adjacent enterprise applications, such as CRM software, to optimize the customer experience and enhance agent productivity. The company serves customers in various industries, such as banking and financial services, business process outsourcers, retail, healthcare, technology, and education. Five9, Inc. was incorporated in 2001 and is headquartered in San Ramon, California.

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