Five9 Inc.: Beat — EPS $0.82, Revenue $323.3M
Earnings BeatQ3 2026 · After-market
Did Five9 Inc. (FIVN) beat earnings?
Yes, Five9 Inc. (FIVN) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+2.50% surprise
$0.82Actual
Expected: $0.80
vs. year ago +5.1%
Total Revenue+1.34% surprise
$323.3MActual
Expected: $319.04M
vs. year ago +13.0%
Released Nov 05 · 4:06 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $323.30M | $285.83M | +13.0% |
| GAAP Net Income | $14.50M | $17.97M | -19.3% |
| Non-GAAP Net Income | $63.69M | $60.60M | +5.1% |
| GAAP Basic EPS | $0.19 | $0.23 | -17.4% |
| GAAP Diluted EPS | $0.19 | $0.21 | -9.5% |
| Non-GAAP Basic EPS | $0.85 | $0.78 | +9.0% |
| Non-GAAP Diluted EPS | $0.82 | $0.78 | +5.1% |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | FY 2026 Outlook | ||
|---|---|---|---|---|
| Guidance | Expected | Guidance | Expected | |
| Revenue | $328.0M-$334.0M | $330.76MIn-Line | $1.269B-$1.275B | $1.27BIn-Line |
| GAAP Net Income | $21.935M-$28.055M | — | $58.182M-$64.266M | — |
| Non-GAAP Net Income | $68.478M-$71.598M | — | $244.243M-$247.327M | — |
| GAAP Basic EPS | $0.29-$0.37 | — | $0.77-$0.85 | — |
| GAAP Diluted EPS | $0.28-$0.36 | — | $0.75-$0.83 | — |
| Non-GAAP Basic EPS | $0.90-$0.95 | $0.99Miss -6.57% | $3.23-$3.27 | $3.26In-Line |
| Non-GAAP Diluted EPS | $0.88-$0.92 | — | $3.17-$3.21 | — |
| Basic Shares | 75.700M | — | 75.700M | — |
| Diluted Shares | 78.000M | — | 77.100M | — |
Q4 2026 Outlook
- Revenue
- Guidance$328.0M-$334.0MExpected$330.76MIn-Line
- GAAP Net Income
- Guidance$21.935M-$28.055MExpected—
- Non-GAAP Net Income
- Guidance$68.478M-$71.598MExpected—
- GAAP Basic EPS
- Guidance$0.29-$0.37Expected—
- GAAP Diluted EPS
- Guidance$0.28-$0.36Expected—
- Non-GAAP Basic EPS
- Guidance$0.90-$0.95Expected$0.99Miss -6.57%
- Non-GAAP Diluted EPS
- Guidance$0.88-$0.92Expected—
- Basic Shares
- Guidance75.700MExpected—
- Diluted Shares
- Guidance78.000MExpected—
FY 2026 Outlook
- Revenue
- Guidance$1.269B-$1.275BExpected$1.27BIn-Line
- GAAP Net Income
- Guidance$58.182M-$64.266MExpected—
- Non-GAAP Net Income
- Guidance$244.243M-$247.327MExpected—
- GAAP Basic EPS
- Guidance$0.77-$0.85Expected—
- GAAP Diluted EPS
- Guidance$0.75-$0.83Expected—
- Non-GAAP Basic EPS
- Guidance$3.23-$3.27Expected$3.26In-Line
- Non-GAAP Diluted EPS
- Guidance$3.17-$3.21Expected—
- Basic Shares
- Guidance75.700MExpected—
- Diluted Shares
- Guidance77.100MExpected—
Business Highlights
- ➤Signed a definitive agreement to acquire Level AI for $325.0 million in cash.
- ➤Level AI acquisition is expected to close in Q4 2026, subject to customary conditions.
- ➤Achieved 109% LTM subscription dollar-based retention as of September 30, 2026.
- ➤Achieved 107% LTM subscription and telecom dollar-based retention.
- ➤Named a Leader in the 2026 Gartner® Magic Quadrant™ for Contact Center as a Service.
- ➤Recognized as a Leader in the 2026 IDC MarketScape for agentic CCaaS platforms.
- ➤Named to Fortune Media and Great Place To Work®’s 2026 Best Workplaces in Technology list.
- ➤Five9 serves more than 4,000 enterprises across 140+ countries.
Management Commentary
Amit Mathradas, Chief Executive Officer
“Q3 was another solid quarter, highlighted by accelerating subscription revenue growth, with AI revenue growth stepping up significantly. These results indicate that our Humantic CX strategy is working. As AI reshapes the customer experience landscape, we believe adding Level AI strengthens our competitive position, expands the customers we can serve, and deepens the AI talent behind our continuous innovation.”