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Upturn AI SWOT - About
FIVN 
Five9 Inc (FIVN)
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Upturn Advisory Summary
08/28/2025: FIVN (1-star) is currently NOT-A-BUY. Pass it for now.
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 $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  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.06B USD | Price to earnings Ratio 222.42 | 1Y Target Price 36.38 |
Price to earnings Ratio 222.42 | 1Y Target Price 36.38 | ||
Volume (30-day avg) 24 | Beta 1.18 | 52 Weeks Range 21.04 - 49.90 | Updated Date 08/29/2025 |
52 Weeks Range 21.04 - 49.90 | Updated Date 08/29/2025 | ||
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 2025-07-31 | When - | Estimate 0.62 | Actual 0.52 |
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 222.42 | Forward PE 10.15 | Enterprise Value 2250493256 | Price to Sales(TTM) 1.86 |
Enterprise Value 2250493256 | Price to Sales(TTM) 1.86 | ||
Enterprise Value to Revenue 2.04 | Enterprise Value to EBITDA 27.09 | Shares Outstanding 77262704 | Shares Floating 69751211 |
Shares Outstanding 77262704 | Shares Floating 69751211 | ||
Percent Insiders 1.67 | Percent Institutions 124.57 |
Upturn AI SWOT
Five9 Inc
Company Overview
History and Background
Five9, Inc. was founded in 2001 and is headquartered in San Ramon, California. Initially named Software as a Service, Inc., it rebranded as Five9 in 2008. Five9 pioneered cloud contact center software, helping businesses enhance customer experiences. It went public in 2014 and has grown through innovation and acquisitions.
Core Business Areas
- Cloud Contact Center: Provides a suite of cloud-based software solutions for contact centers, including inbound and outbound voice, digital engagement, analytics, and workforce optimization.
Leadership and Structure
Rowan Trollope is the CEO. The company has a typical corporate structure with departments such as sales, marketing, engineering, finance, and operations.
Top Products and Market Share
Key Offerings
- Intelligent Cloud Contact Center: Five9's flagship platform, providing a comprehensive suite of applications for managing customer interactions across various channels. Competitors: NICE, Genesys, Talkdesk. Five9 has about 15% market share. Market share is estimated through revenue and customer base calculations.
- Revenue Data: Total revenue of US$926.4 million in 2023.
- Revenue Data: Included as part of total revenue of US$926.4 million in 2023. Detailed segment revenue is not readily available.
- Workforce Optimization: Tools for optimizing agent performance, including workforce management, quality monitoring, and analytics. Competitors: Verint, Calabrio.
Market Dynamics
Industry Overview
The cloud contact center market is growing rapidly, driven by the need for scalable, flexible, and cost-effective solutions. Key trends include AI-powered automation, omnichannel communication, and personalized customer experiences.
Positioning
Five9 is a leading provider of cloud contact center software, known for its innovation, reliability, and customer focus. The cloud contact center industry is extremely competitive.
Total Addressable Market (TAM)
The cloud contact center market is estimated to be worth $75 billion. Five9 is positioned to capture a significant portion of this market with its comprehensive platform and strong brand recognition.
Upturn SWOT Analysis
Strengths
- Leading cloud contact center platform
- Strong brand reputation
- Innovative technology
- Scalable and flexible solutions
- Experienced management team
Weaknesses
- High customer acquisition cost
- Dependence on third-party integrations
- Competition from larger players
Opportunities
- Expanding into new markets
- Acquiring complementary technologies
- Leveraging AI and automation
- Increasing adoption of cloud solutions
Threats
- Intense competition
- Economic downturn
- Security breaches
- Changing customer expectations
Competitors and Market Share
Key Competitors
- NICE (NICE)
- Genesys (Privately Held)
- Talkdesk (Privately Held)
Competitive Landscape
Five9 competes with both large, established players and smaller, niche providers. Its strengths lie in its innovative platform and customer focus, while its weaknesses include its higher cost of customer acquisition.
Major Acquisitions
Aceyus
- Year: 2023
- Acquisition Price (USD millions): 88
- Strategic Rationale: Acquisition of Aceyus bolsters Five9's analytics and reporting capabilities within its Intelligent Cloud Contact Center Platform.
Growth Trajectory and Initiatives
Historical Growth: Five9 has experienced strong revenue growth over the past several years, driven by increasing adoption of cloud contact center solutions.
Future Projections: Analysts project continued revenue growth for Five9, driven by its innovative platform and expanding market presence.
Recent Initiatives: Recent initiatives include launching new AI-powered features, expanding partnerships, and entering new vertical markets.
Summary
Five9 is a leading cloud contact center provider with a strong position in a growing market. While it faces stiff competition and is currently unprofitable, its innovative platform and customer-centric approach drive revenue growth. The company's expansion into new markets and strategic acquisitions should continue to benefit shareholders. Five9 must, however, improve their ability to gain market share by differentiating themselves more clearly from competitors such as NICE.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Third-Party Market Research
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share figures are estimates and may vary. Financial data is based on publicly available information and may be subject to change.
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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