Five9第三季度营收增13%至3.23亿美元：签约3.25亿美元收购Level AI
位于加利福尼亚州康特拉科斯塔县 San Ramon 的 Five9, Inc.（纳斯达克：FIVN）11月5日公布截至9月30日的2026年第三季度业绩：营收3.233亿美元，同比增长13%，上年同期为2.858亿美元；GAAP毛利率53.4%，调整后毛利率61.7%。
当季 GAAP 净利润为1,450万美元，摊薄每股收益0.19美元，上年同期净利润为1,800万美元、每股收益0.21美元；非 GAAP 净利润为6,370万美元，摊薄每股收益0.82美元；调整后 EBITDA 为8,120万美元，占营收25.1%；GAAP 经营现金流为5,840万美元。
业务方面，截至9月30日的过去十二个月订阅美元留存率为109%。公司当季签署最终协议，将以3.25亿美元现金收购 Level AI；该交易预计2026年第四季度完成交割，公司给出的全年与第四季度指引均未计入这笔收购的贡献。公司还表示，其在2026年 Gartner 联络中心即服务魔力象限与 IDC 相关评估中均被评为领导者。
全年指引方面，Five9 预计2026年全年营收在12.69亿至12.75亿美元之间，第四季度营收在3.28亿至3.34亿美元之间。
首席执行官 Amit Mathradas 表示：「第三季度又是一个稳健的季度，订阅营收增长加速，超级智能相关营收增长显著提升。这些结果表明我们的 Humantic CX 战略正在奏效。」（来源：Five9）
Five9 Q3 Revenue Rises 13% to $323.3 Million: Signs $325 Million Deal to Acquire Level AI
Five9, Inc. (Nasdaq: FIVN), based in San Ramon, Contra Costa County, California, reported results on November 5 for the third quarter ended September 30, 2026: revenue rose 13% to $323.3 million, from $285.8 million a year earlier; GAAP gross margin was 53.4% and adjusted gross margin 61.7%.
GAAP net income was $14.5 million, or $0.19 per diluted share, compared with $18.0 million, or $0.21, a year earlier; non-GAAP net income was $63.7 million, or $0.82 per diluted share; adjusted EBITDA was $81.2 million, or 25.1% of revenue; and GAAP operating cash flow was $58.4 million.
The last-twelve-months subscription dollar-based retention rate was 109% as of September 30. During the quarter the company signed a definitive agreement to acquire Level AI for $325.0 million in cash, a deal expected to close in the fourth quarter of 2026; its full-year and fourth-quarter guidance excludes any contribution from the pending acquisition. Five9 also said it was named a Leader in the 2026 Gartner Magic Quadrant for Contact Center as a Service and in an IDC MarketScape for agentic contact-center platforms.
For full-year 2026, Five9 expects revenue of $1.269 billion to $1.275 billion, and fourth-quarter revenue of $328.0 million to $334.0 million.
"Q3 was another solid quarter, highlighted by accelerating subscription revenue growth, with AI revenue growth stepping up significantly. These results indicate that our Humantic CX strategy is working," said Chief Executive Officer Amit Mathradas. (Source: Five9)
来源：Five9
发布：GSM·美国（发布链接）
图片来源：图：加利福尼亚州 San Ramon 市政厅，Five9 总部所在城市。Mx. Granger 摄，CC0，经 Wikimedia Commons。 / Photo: San Ramon City Hall in California, home city of Five9's headquarters. By Mx. Granger, CC0, via Wikimedia Commons.
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