Five9, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
Five9 reported Q2 2026 revenue of $312.4M (up 10% YoY from $283.3M); subscription revenue grew 14% YoY. The company announced a ~$100M total contract value (TCV) new customer win through the Google Marketplace. Margin compression: GAAP gross margin fell to 53.4% from 54.9%; adjusted gross margin to 61.4% from 63.0%. LTM subscription dollar-based retention was 107%. For FY2026, Five9 guided revenue to $1.260–$1.272B and non-GAAP EPS of $3.22–$3.30.
Why this rating
Revenue growth of 10% YoY is modest; margin compression and slower growth relative to prior periods typical of maturing SaaS. $100M TCV deal is ~8% of annual revenue—material but one-time. Guidance implies ~10% growth; neutral outlook. Leadership changes positive but routine.
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