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Five9 (FIVN) guidance and outlook
Five9 (FIVN) raised some and lowered other parts of its guidance on Nov 5, 2026: Revenue $1.3B for FY2026; EPS $0.75–$0.83 for FY2026; EPS $3.17–$3.21 for FY2026; Revenue $328M–$334M for Q4 2026. Five9's 10-Q filed Nov 5, 2026 makes 20 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $1.3B | raised |
| EPS | FY2026 | $0.75–$0.83 | raised |
| EPS | FY2026 | $3.17–$3.21 | lowered |
| Revenue | Q4 2026 | $328M–$334M | new |
| EPS | Q4 2026 | $0.28–$0.36 | new |
| EPS | Q4 2026 | $0.88–$0.92 | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- On March 31, 2025, our Board of Directors approved a reduction in force plan, or the 2025 Plan, as part of our broader efforts to prioritize investments in key strategic areas, including artificial intelligence, as well as to drive profitable growth and support our positive, long-term outlook and increasing stockholder value.
- We do not expect to incur any additional costs under the 2025 Plan.
- On April 27, 2026, we initiated a plan to consolidate our corporate headquarters in San Ramon, California by reducing the facility space we occupy from two floors to a single floor in May 2026, or the HQ Plan.
- The HQ Plan resulted in excess facility space that we intend to sublease.
- The impairment charge was estimated based on a review and analysis of real estate market conditions, our projected sublease income and sublease commencement assumptions.
- We do not expect to incur any additional costs under the 2026 Plan.
- We expect that macroeconomic challenges resulting from the impact of global tariff changes and announcements regarding same, as well as the impact of current and potential global conflicts, continued inflation, uncertainty regarding consumer spending, high interest rates, fluctuations in currency rates, and other factors, may harm our business.
- We expect to continue investing in professional services, public cloud, cloud operations, customer support and network infrastructure to maintain high quality and availability of services, which we believe will result in absolute dollar increases in cost of revenue but we expect cost of revenue to fluctuate as a percentage of revenue in the near term, and to decline as a percentage of revenue in the long-term…
- We believe that continued investment in our solution is important for our future growth, and we expect our research and development expenses to increase in absolute dollars and fluctuate as a percentage of revenue in the near and longer term.
- We believe it is important to continue investing in sales and marketing to continue to generate revenue growth, and we expect sales and marketing expenses to increase in absolute dollars and fluctuate as a percentage of revenue in the near and longer term as we continue to support our growth initiatives.
- We expect that general and administrative expenses will fluctuate in absolute dollars and as a percentage of revenue in the near term, but to increase in absolute dollars and decline as a percentage of revenue in the longer term.
- We expect gross margin to increase in the long-term with long-term revenue growth outpacing continued investments in professional services, public cloud, cloud operations, customer support and network infrastructure.
Five9's latest quarter
Five9, Q3 2026: revenue $323M (+13% year over year), operating margin 4.4%, net earnings $14.5M, operating cash flow $58.4M. The chart follows the revenue to costs, profit and cash.
Questions
Did Five9 raise or lower its guidance?
Five9 (FIVN) raised some and lowered other parts of its guidance on Nov 5, 2026: Revenue $1.3B for FY2026; EPS $0.75–$0.83 for FY2026; EPS $3.17–$3.21 for FY2026; Revenue $328M–$334M for Q4 2026.
What does Five9 expect?
On March 31, 2025, our Board of Directors approved a reduction in force plan, or the 2025 Plan, as part of our broader efforts to prioritize investments in key strategic areas, including artificial intelligence, as well as to drive profitable growth and support our positive, long-term outlook and increasing stockholder value. We do not expect to incur any additional costs under the 2025 Plan. On April 27, 2026, we initiated a plan to consolidate our corporate headquarters in San Ramon, California by reducing the facility space we occupy from two floors to a single floor in May 2026, or the HQ
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.