2/19/2026

speaker
Tony
Investor Relations

certain expected revenue mix shifts, expectations regarding seasonality, customer growth, anticipated customer benefits from our solution, including from AI, our AI, and CCAT's revenue opportunities, and current estimations regarding the same, including the ability to leverage data in support of AI revenue opportunities, company growth, enhancements to development of our solution, market size, and trends. Our expectations executive officer, business initiatives, pipeline, technology, and product initiatives, including investment in R&D and AI, including a recently announced suite of our AI solutions, as well as other future events or results are forward-looking statements within the meaning of the Private Security Litigations Reform Act of 1995. Such statements are simply predictions should not be unduly relied upon by investors. Actual events or results may differ materially, and the company undertakes no obligation to update the information in such statements. These statements are subject to substantial risks and uncertainties that could adversely affect Five9's future results and cause these forward-looking statements to be inaccurate. including the impact of adverse economic conditions, including the impact of macroeconomic challenges, including continuing inflation, uncertainty regarding consumer spending, high interest rates, fluctuations in currency exchange rates, lower growth rates within our installed base of customers, and the other risks discussed under the caption risk factors and elsewhere in 5.9 annual and quarterly reports filed with the Securities and Exchange Commission. In addition, Management will make reference to non-GAAP financial measures during this call. A discussion of why we use non-GAAP financial measures and information regarding reconciliation of our GAAP versus non-GAAP results and guidance is currently available in our press release issued earlier this afternoon, as well as in the appendix of our investor deck that can be found in the investor relations section of Five9's website. Also, please note that the information provided on this call speaks only to management's views as of today and may no longer be accurate at the time of a replay. Lastly, a reminder that unless otherwise indicated, figures, financial figures discussed are non-GAAP. And now, I'd like to turn the call over to Five9's Chairman, Mike Berkley.

speaker
Mike Berkley
Chairman & outgoing CEO

Thanks, Tony, and thanks, everyone, for joining our call this afternoon. Before we discuss our strong finish to the year, I want to acknowledge that this is my final earnings call at Five9 after 18 years with the company. It has been the privilege of my career to lead this organization, and I'm incredibly proud of what we've accomplished together. We've grown Five9 from approximately $10 million in annual revenue to a $1.2 billion run rate, while enabling some of the largest brands in the world to transform their customer experience. These achievements are a testament to the talented team of Five Niners and our vision to be the leader in AI-powered CX. As you know, Amit Mathurda started as CEO on February 2nd. And before we dive into the business results, I want to take a moment to formally welcome Amit to his first earnings call. After a comprehensive search process, we selected Amit for his deep experience in product innovation, AI, and operational excellence at scale. His leadership style and his proven track record of leading through evolving market conditions align perfectly with Five9's culture and the tremendous opportunity ahead of us. I have the utmost confidence in Ahmed's leadership, and all of us here at Five9 are extremely excited to start this new chapter with Ahmed at the helm. With that, Ahmed, I'll turn it over to you to share a few of your initial thoughts on Five9 and our opportunity ahead.

speaker
Amit Mathur
CEO

Thanks, Mike. I am thrilled to join my first Five9 conference call and would like to express my gratitude to the leadership team and the board for putting their trust in me as Five9's next CEO. I officially started on February 2nd, and in the past two weeks, I've spent time meeting partners, customers, listening to employees, reviewing roadmaps, and getting deeper into the operational cadence. And what I've seen so far has reinforced why I took this role. I joined Five9 for a simple reason. That is, I believe we have a large opportunity in front of us and that we have the right foundation to capture more of it. I strongly believe that over the long term, customers will look to Five9 for a unified CX platform that can solve their agentic and traditional human needs. This multi-agent world uniquely positions Five9 to drive efficiency, elevate customer experience for all our customers. From a communication standpoint, you should know that I will be clear on what's working, what is not, and what we are doing to improve it. And with that, I'll turn it back to Mike to discuss our fourth quarter and folio performance. Mike?

Disclaimer

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