Five9, Inc. (FIVN) · Nov 5, 2026 · Earnings

Five9 earnings beat, but full-year EPS guidance slips

Beat — Revenue $323.3M vs ~$318.4M consensus; non-GAAP diluted EPS $0.82 vs ~$0.80

Five9 earnings beat Q3 revenue and adjusted EPS expectations, while lower full-year adjusted EPS guidance exposes margin and execution pressure.

Five9 is transitioning from a cloud contact-center vendor into an AI-led customer-experience platform, with subscription revenue and AI products carrying more of the growth story. Its prior Q2 outlook called for Q3 revenue of $316M-$322M, non-GAAP EPS of $0.77-$0.81, and full-year non-GAAP EPS of $3.22-$3.30.

The quarter itself was ahead of the bar. Revenue reached $323.3M, above both the company’s $316M-$322M outlook and published consensus near $318M, while non-GAAP diluted EPS was $0.82 versus consensus around $0.80. Revenue growth accelerated to 13% year over year, subscription revenue represented 83% of the mix, and subscription dollar-based retention improved to 109%—evidence that the core recurring business is gaining momentum. (Supplemental Metric Disclosure) GAAP net income for the third quarter of 2026 was $14.5 million, or $0.19 per diluted share, and 4.5% of revenue, compared to GAAP net income of $18.0 million, or $0.21 per diluted share, and 6.3% of revenue, for the third quarter of 2025.

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Revenue (Income Statement)	$323.3M (+13%)	$285.8M	~$318.4M consensus
Non-GAAP diluted EPS (Non-GAAP net income)	$0.82	$0.78	~$0.80 consensus
GAAP gross margin (Financial Highlights)	53.4%	55.0%	—
Adjusted EBITDA margin (Adjusted EBITDA)	25.1%	25.1%	—
FY26 non-GAAP diluted EPS (Business Outlook)	$3.17-$3.21	—	$3.22-$3.30 prior guide

The more important signal is the lower full-year earnings range. The filing’s guidance table points to FY26 non-GAAP diluted EPS of $3.17-$3.21, below the prior $3.22-$3.30 range. That offsets the quarterly beat: Five9 is converting growth into earnings, but not quite at the profitability level it previously expected. The pressure is visible in gross margin, which fell 160 basis points year over year to 53.4%, even though adjusted EBITDA margin held flat at 25.1%. (Adjusted Gross Profit and Adjusted EBITDA)

The AI strategy is progressing, but the filing does not yet prove a step-change in economics. Management said subscription growth is accelerating and AI revenue growth stepped up significantly, while the pending Level AI acquisition is expected to close in Q4 2026 and is excluded from current guidance. 〔0〕 The acquisition could broaden Five9’s AI product set and talent base, but its financial contribution is not yet embedded in the outlook, so the business still has to demonstrate that AI growth can overcome margin pressure organically.

Cash generation gives the company room to execute, but capital is being used aggressively. Operating cash flow was $164.4M through nine months, while Five9 spent $100.0M repurchasing shares and ended the period with $697.7M of cash and marketable investments. (Cash Flow Statement; Balance Sheet) That supports continued investment and the Level AI transaction, but it also means the company is committing capital while its full-year earnings outlook has moved lower.

Bottom line: Five9 delivered a genuine Q3 beat and better recurring-growth indicators, but the lower full-year EPS outlook keeps the event from being cleanly positive. The story is advancing on AI and subscriptions, while profitability is proving harder to sustain at the prior pace.

What to watch next

Level AI acquisition expected to close in Q4 2026

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Five9 earnings beat, but full-year EPS guidance slips

What to watch next

More Five9, Inc. news

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