Five9 is trading 17.14% up at $33.23 after investors reassessed August 6 earnings and raised guidance.
- Revenue reached $312.4 million, beating estimates, while subscription growth was 14%.
- Management raised the 2026 revenue midpoint to $1.266 billion and lifted AI revenue growth expectations to at least 60%.
- A five-year, approximately $100 million Fortune 100 contract through Google Cloud supported the AI narrative despite margin pressure; software-sector strength and weaker July employment data added support.