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FIVN Transcript
Five9, Inc. (FIVN) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Neutral12-10
Five9, Inc. (FIVN) Presents at UBS Global Technology and AI Conference 2025 Transcript
Neutral12-2
Five9, Inc. (FIVN) Q3 2025 Earnings Call Transcript
Positive11-7
The earnings call highlights strong financial metrics with record high AI bookings, increased revenue guidance, and robust enterprise AI adoption. The Q&A section provides clarity on revenue conversion and strategic partnerships, reinforcing positive sentiment. Despite some concerns about mega deals and commercial revenue, the overall guidance and financial health are optimistic. The market cap indicates moderate sensitivity to these factors, suggesting a positive stock price movement of 2% to 8% over the next two weeks.
Five9, Inc. (FIVN) Q2 2025 Earnings Call Transcript
Positive7-31
The earnings call presented a generally positive outlook with strong AI momentum and revenue growth, particularly in Enterprise AI. Despite concerns about workforce reduction and unclear guidance on AI scaling, the partnership with Salesforce and the optimistic guidance for revenue and EPS contribute positively. The Q&A session highlighted confidence in market position and strategy, and the stock's market cap suggests a moderate reaction. Overall, the sentiment leans towards a positive stock price movement.
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