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Upturn AI SWOT - About
FIVN 
Five9 Inc (FIVN)
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Upturn Advisory Summary
07/15/2025: FIVN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $37.15
1 Year Target Price $37.15
| 12 | Strong Buy |
| 6 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.31% | Avg. Invested days 30 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 2.00B USD | Price to earnings Ratio - | 1Y Target Price 37.15 |
Price to earnings Ratio - | 1Y Target Price 37.15 | ||
Volume (30-day avg) 24 | Beta 1.21 | 52 Weeks Range 21.04 - 49.90 | Updated Date 07/15/2025 |
52 Weeks Range 21.04 - 49.90 | Updated Date 07/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-23 | When - | Estimate 0.615 | Actual - |
Profitability
Profit Margin -0.48% | Operating Margin (TTM) -1.94% |
Management Effectiveness
Return on Assets (TTM) -0.45% | Return on Equity (TTM) -0.9% |
Valuation
Trailing PE - | Forward PE 9.5 | Enterprise Value 2191632486 | Price to Sales(TTM) 1.86 |
Enterprise Value 2191632486 | Price to Sales(TTM) 1.86 | ||
Enterprise Value to Revenue 2.04 | Enterprise Value to EBITDA 32.5 | Shares Outstanding 76272000 | Shares Floating 74778608 |
Shares Outstanding 76272000 | Shares Floating 74778608 | ||
Percent Insiders 1.01 | Percent Institutions 115.15 |
Upturn AI SWOT
Five9 Inc
Company Overview
History and Background
Five9 was founded in 2001, initially focused on providing virtual contact center solutions. It has grown through strategic acquisitions and technological advancements to become a leading provider of cloud contact center software.
Core Business Areas
- Cloud Contact Center Platform: Five9 offers a comprehensive suite of cloud-based software solutions for contact centers, enabling businesses to manage customer interactions across multiple channels (voice, email, chat, social media).
Leadership and Structure
The leadership team includes Rowan Trollope (CEO). The company operates with a functional organizational structure, focusing on product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- Five9 Intelligent Cloud Contact Center: A comprehensive suite of applications that include inbound/outbound call management, CRM integrations, analytics, workforce optimization (WFO), AI, and automation tools. Competitors include Genesys, NICE, and Twilio. Market share is estimated around 15-20%.
- Five9 Agent Assist: AI-powered real-time assistance to agents during customer interactions. Market share is still emerging. Competitors include ASAPP and Observe.ai.
Market Dynamics
Industry Overview
The cloud contact center industry is experiencing strong growth, driven by the increasing demand for omnichannel customer engagement and the shift towards digital transformation. Growth is also spurred by increased AI capabilities.
Positioning
Five9 is a leading pure-play cloud contact center vendor. Competitive advantages include its comprehensive platform, focus on innovation, and strong customer relationships.
Total Addressable Market (TAM)
The total addressable market is estimated to exceed $70 billion. Five9 is positioned to capture a significant portion of this market with its cloud-based solutions.
Upturn SWOT Analysis
Strengths
- Cloud-native platform
- Strong focus on innovation
- Comprehensive product suite
- Scalability
- AI driven functionalities
Weaknesses
- Reliance on key partnerships
- Smaller market share compared to some larger competitors
- Competition in a rapidly evolving industry
Opportunities
- Expansion into new markets
- Increased adoption of AI and automation
- Growing demand for omnichannel customer engagement
- Integration with new CRM platforms
- Further expansion of AI-driven products
Threats
- Intense competition
- Economic downturn
- Rapid technological changes
- Data security and privacy concerns
- Change in regulations
Competitors and Market Share
Key Competitors
- GENESYS (Private)
- NICE (NICE)
- TWLO (TWLO)
Competitive Landscape
Five9's competitive advantages include its pure-play cloud focus and comprehensive platform. Disadvantages may include smaller scale compared to some larger competitors.
Major Acquisitions
Aceyus
- Year: 2023
- Acquisition Price (USD millions): 87.8
- Strategic Rationale: Aceyus provides data integration capabilities that Five9 uses to enhance its ability to help organizations optimize agent and customer experiences.
Infernos
- Year: 2020
- Acquisition Price (USD millions): 67
- Strategic Rationale: Provides tools to leverage AI and Machine Learning to improve customer experiences.
Growth Trajectory and Initiatives
Historical Growth: Five9 has experienced significant growth in recent years, driven by the increasing adoption of cloud contact center solutions.
Future Projections: Analyst estimates can be found on financial websites. Projections often include revenue growth targets and EPS estimates.
Recent Initiatives: Recent strategic initiatives may include acquisitions, product launches, and partnerships.
Summary
Five9 is a key player in the growing cloud contact center market. Its comprehensive platform, focus on innovation, and AI integration are strengths. Competition in the industry and integration with new CRM platforms pose potential challenges. Strategic acquisitions have helped the company enhance it's product portfolio and competitive positioning.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets
- Industry Research Reports
- Company Website
Disclaimers:
The information provided is for general informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
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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