Five9 (FIVN) Reports Strong Revenue Growth Fueled by 50% Jump in Enterprise AI

Five9 Inc. (NASDAQ:FIVN) is one of the best small cap tech stocks with high upside potential. On February 19, Five9 delivered a strong performance in Q4 2025, with total revenue reaching $300 million and 8% year-over-year growth. A primary driver was the company’s enterprise AI revenue, which accelerated by 50% to surpass a $100 million annual run rate. This was supported by a 12% increase in subscription revenue, which now accounts for the vast majority of the company’s total earnings.

Management acknowledged that while AI adoption is growing rapidly, it is still in the early stages across the broader enterprise base. The company also remains cautious regarding macroeconomic volatility, including inflation and fluctuating interest rates, which could impact future performance.

Looking toward 2026, Five9 Inc. (NASDAQ:FIVN) issued a revenue guidance midpoint of $1.254 billion and expects to maintain an adjusted EBITDA margin of at least 24%. Leadership emphasized the strength of their Google Cloud partnership and their ability to orchestrate complex interactions between AI and human agents, particularly in the healthcare and retail sectors.

Five9 Inc. (NASDAQ:FIVN), together with its subsidiaries, provides intelligent cloud software for contact centers in the US and internationally. It offers a CX platform that delivers a suite of applications, which enables the breadth of customer service, sales, and marketing functions.

While we acknowledge the potential of FIVN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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