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Mar 31, 2024

Five9 Q1 2024 Earnings Report

Reported strong first quarter results with 13% year-over-year growth in total revenue and 20% year-over-year growth in subscription revenue.

Key Takeaways

Five9 reported a record revenue of $247.0 million for the first quarter of 2024, a 13% increase compared to the first quarter of 2023. Subscription revenue grew by 20% year-over-year. The company signed its largest deal ever with a Fortune 50 financial services company.

Total revenue increased by 13% year-over-year to a record $247.0 million.

Subscription revenue grew by 20% year-over-year.

GAAP net loss was $(7.1) million, or $(0.10) per basic share.

Non-GAAP net income was $35.7 million, or $0.48 per diluted share.

Total Revenue
$247M
Previous year: $218M
+13.1%
EPS
$0.48
Previous year: $0.41
+17.1%
Gross Profit
$132M
Previous year: $114M
+16.5%
Cash and Equivalents
$240M
Previous year: $141M
+69.9%
Free Cash Flow
$20.4M
Previous year: $23.5M
-13.1%
Total Assets
$1.87B
Previous year: $1.29B
+45.5%

Five9

Five9

Forward Guidance

Five9 provides guidance for the full year 2024 and the second quarter of 2024, based on current market conditions and expectations.

Positive Outlook

  • Full year 2024 revenue is expected to be in the range of $1.053 to $1.057 billion.
  • Full year 2024 non-GAAP net income per share is expected to be in the range of $2.15 to $2.19.
  • Second quarter 2024 revenue is expected to be in the range of $244.0 to $245.0 million.
  • Second quarter 2024 non-GAAP net income per share is expected to be in the range of $0.42 to $0.44.
  • The company signed its largest deal ever, a Fortune 50 financial services company.

Challenges Ahead

  • Full year 2024 GAAP net loss per share is expected to be in the range of $(0.44) to $(0.35).
  • Second quarter 2024 GAAP net loss per share is expected to be in the range of $(0.28) to $(0.23).
  • Guidance is subject to various important cautionary factors referenced in the section entitled 'Forward-Looking Statements'.
  • Risks and uncertainties associated with the ongoing macroeconomic conditions.
  • Impact of adverse economic conditions.